Organizing Your Financial Junk Drawer

Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio.
Share this episode with a friend:

Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio.

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

What Weddings and Retirement Planning Have in Common

Following the wedding of Nathan’s son, we wanted to discuss the many things retirement planning and wedding planning have in common. From financial management in the planning process to preparing for the needs and wants of multiple people, there’s a lot to think about. Everybody hopes it will be perfect, but you know that life is going to throw you curveballs. Having a plan will help you prepare, and having a good mindset will help you get through the tougher times in both marriage and retirement planning. 

Listen Now »
May 18, 2023

Breaking Down The Commentary After Recent Bank Collapses

After a string of recent bank collapses, should we feel comfortable with having money in the banks? What safeguards have been put in place by the government to offer some protection? A lot of talking heads have weighed in on this issue recently, so we’re going to discuss some of those quotes in today’s episode. We’ll take a closer look at what happened and what strategies you might want to consider as well.

Listen Now »
May 4, 2023

How Age and Wisdom Impact Your Financial Planning

One of the reasons that financial planning is not a one-size-fits-all answer is that everyone’s age, goals, and experiences are different. What you needed in your 20s might look very different from what you need to do in your 50s. Today we talk through the impact both age and wisdom have when you sit down and make a financial plan with a qualified professional.

Listen Now »
April 20, 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