First Steps

Putting together a financial plan can be overwhelming. We'll make it a little easier by helping you figure out the first steps. Finally, we'll discuss some assumptions about retirement planning you shouldn't make.
Share this episode with a friend:

Putting together a financial plan can be overwhelming. We’ll make it a little easier by helping you figure out the first steps. Finally, we’ll discuss some assumptions about retirement planning you shouldn’t make.

1x
0:00
29:27
Apple PodcastsSpotifyStitcherGoogle PodcastsDownloadLeave a ReviewInvestor Awareness GuideFebruary Retirement ClassShare Listen in a New WindowSoundCloudSubscribe on AndroidSubscribe via RSSPlayer Embed
Share this episode with a friend:

EXPLORE MORE EPISODES

Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)

As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help you be more successful and aware of your strengths and weaknesses when it comes to financial planning. The first four personalities we talked about in the previous podcast were the victim, the over-analyzer, the DIY-er, and the ostrich. On today’s show, we discuss the next four common financial personalities.

Listen Now »
March 23, 2023

Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)

Each person has a different and unique personality. It’s part of what makes you, you! So, when it comes to your financial plan, should a financial advisor tailor the plan for your personality? On today’s show we cover part one of the different personalities to see which one you might relate to most and how an advisor can cater to that.

Listen Now »
March 9, 2023

What’s Your Biggest Financial Fear?

Everybody has fears, so we talk about some of the biggest financial fears people face. Sometimes acknowledging the fear is the best place to start. Alongside an advisor, you can strategize how to address these fears and put your mind at ease.

Listen Now »
February 16, 2023
Facebook Linkedin Twitter Youtube

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

Facebook Linkedin Twitter Youtube

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

SUBSCRIBE

This content is provided for informational purposes only. It is not intended to provide tax or legal advice. O’Bryant & Associates, Inc., is a registered investment advisory firm in Tennessee.

Facebook Twitter Youtube