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 those holiday nuggets we’ll take listener questions about investment options, Social Security, and tax returns.
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Today’s Question:

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 those holiday nuggets we’ll take listener questions about investment options, Social Security, and tax returns.  

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Confidence Corner

Thanksgiving week is here and it’s time to enjoy one of the greatest days of the year.

To celebrate the second-most popular holiday, we’re going to pull out some fun facts and trivia. How much does the average Thanksgiving dinner cost? How many calories do we consume on average eating that meal? What about as a country?

It’s not all turkey and dressing on this show, though. We’ll tackle some financial questions that came in recently. The topics include a listener that will soon have $5,000 a month to invest, someone that wants to work part-time but not be penalized by Social Security, and finally a separated couple that wants to continue filing joint tax returns.

There’s a lot to learn on this episode of The Financial Answer podcast. Thank you for listening today and all year long. We love doing the podcast and hearing the feedback from listeners. Have a wonderful Thanksgiving Day with your family and friends.

Listen to the entire episode at the top of the page or click on the timestamps below for a specific topic.

0:38 – We’re ready to celebrate Thanksgiving.

1:54 – A little Thanksgiving history

3:09 – Listener question: I’ve been paying off debt aggressively recently and I’ve almost paid off everything. Once I do, I’ll have nearly $5,000 each month to invest and I want to be aggressive to catch up on retirement. What should I do?

5:02 – Should he consider being conservative with that money?

7:23 – Thanksgiving trivia time!

10:39 – Listener question: I retired last month and started my state pension and Social Security. I’d like to work part-time but heard it might mess up my Social Security. Should I work or no?

12:40 – Thanksgiving fun fact: What’s the most common alternative to turkey on Thanksgiving?

15:17 – Thanksgiving fun fact: How much is spent annually on turkeys alone?

16:24 – Listener question: My husband and I have been separated for almost 3 years but haven’t gotten around to a divorce. It’s nice that we’ve been able to file a joint tax return. Any reason to not keep doing what we’re doing?

 

A Point Of Wisdom:

Ultimately, a 60-40 portfolio - 60 percent in stocks - works really, really well throughout retirement. It provides enough income from the stock growth and provides enough safety on the bond side. -Nathan O'Bryant
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Related Content:

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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.

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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.

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