Mom’s Favorite Phrases And Financial Planning
My mother used to say…to make my bed, obey my parents, and save my pennies. What other commonly used phrases by mom relates to financial ...
Recent Episodes
Warning: A non-numeric value encountered in /home/customer/www/thefinancialanswer.com/public_html/wp-content/themes/modules/module-magazine.php on line 39
-
-
Financial Planning By Profession
Financial advisors work with all sorts of different clients who work in a variety of different professions. What kinds of mindsets or challenges do they ... -
Don’t Assume When It Comes to Retirement
When it comes to finances, a lot of times it is easy to make an assumption about something one way or another. But you know ... -
Dirty Little Secrets in the Financial World
No one knows what you don’t know. So, let’s talk about all those secrets you might be unaware of when it comes to the financial ... -
Top 5 Types of Financial Risk
While you can’t avoid risk completely, it’s important to understand and address risk, especially when it comes to your financial plan. Are any of these ... -
Industry Insights Amidst Coronavirus
Coronavirus has brought on a lot of changes and that impact has stretched across many industries. On this episode we discuss some of the industries ... -
Finding the Right Financial Advisor
How do you know if you have the right advisor? And how do you know if it’s time to switch? Nathan talks through what to ... -
Answering the Most Common IRA Questions
Wondering what you should know about your IRA? What options do you have and what strategy could pay off in the future? Find out on ... -
Are You Following Outdated Financial Rules?
When it comes to retirement, the rules that applied for your grandparents or parents aren’t necessarily the same for you. To find out which rules ... -
Is the Customer Always Right?
When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it ... -
How To Set Financial and Retirement Goals
Are you setting realistic and achievable financial goals? How do you stick to your financial goals? Let’s discuss the steps you can take to set ... -
Ben Franklin and Partial Freedom from COVID-19
What does Ben Franklin have to do with your financial plan? He is remembered for many of his famous quotes, so we talk about the ... -
Cleaning Your Financial Closet – Lockdown Edition
We’re all spending a lot more time at home right now and using this as an opportunity to get organized. So let’s clean out our ... -
Coronavirus Aid – What You Need to Know About the CARES Act
With stay at home orders continuing for the foreseeable future, the government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act to provide relief ... -
Coronavirus Market Update + What’s Next
We’re all dealing with the affects of the coronavirus to financial markets around the globe and it’s a challenge to keep up with all the ... -
Coronavirus: What Pandemics Often Do To The Market
Are you worried about how coronavirus might impact the market or your financial plan? Let’s look at several past epidemics to see what the market ... -
Inheritance 101: Everything You Need to Know
Whether you’re trying to build an estate plan or deciding how to invest an inheritance, there are some things you need to be aware of. ... -
How Often Does a Financial Advisor Answer These Questions?
How often do advisors see certain situations? Are you alone in your questions or are they common scenarios?
-
Understanding The SECURE Act: When Did You Turn 70.5?
Are you right on the edge of taking RMDs and wondering what the recent changes due to the SECURE Act mean for you? We’ll explore ... -
5 Biggest Storylines of 2020: Will They Matter Financially?
We’re already off to a busy start for 2020 and it doesn’t appear like the news will slow down anytime soon. Let’s look at the ... -
New Year Financial Checklist for 2020
You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents ... -
Are You Sabotaging Your Own Retirement With These Mistakes?
There are so many aspects of our financial life that we can’t control so why would we fail to take care of the things we ... -
Catching Up As A Late Bloomer In Retirement
What can you do if you feel a bit behind the curve when it comes to retirement planning? Is there still time for your retirement ... -
Critical Estate Planning Mistakes You Need to Avoid
When it comes to leaving behind a financial legacy, not everyone makes it a priority. Those that do, however, need to put an estate plan ... -
Turkey Day Special with Listener Questions
We’re gearing up for one of the great holidays of the year by whetting your appetite with some Thanksgiving fun facts and trivia. In between ... -
What Mistakes Do Bad Investors Make?
Whether you’ve been investing for decades or just starting out, there are things you shouldn’t do if you want to be successful. Let’s take a ... -
Welcome to Retirement! (Now Don’t Screw It Up)
It takes a lot of hard work and dedication to finally be able to step away from working and retire. But the journey isn’t over. ... -
The Final Decade Before Retirement
In the final 10 years before you retire, what do you need to do in order to make sure you’re ready? Do you know the ... -
Trying To Find The Exception To The Rule When Investing
In anything, there’s always an exception to the rule. With your financial plan, when do you chase that exception and when do you stick with ... -
Retirement Planning and Halloween
For our final Halloween-themed podcast of 2019 will look at the parallels between the holiday and financial planning. Things like costumes, being scared, and superstitions ...