5 Questions You Didn’t Know To Ask
You don’t know what you don’t know. So, we go over five questions that might shed some light on ways to make your retirement plan better and more efficient.
Read more
Unhealthy Foods and Financial Health
What do donuts and lemonade have to do with your financial plan? Besides being delicious, these tasty treats remind us what you need to keep an eye on when it ... Read more
Financial Lessons Learned from Calvin and Hobbes
What comic strip wisdom can we apply to our financial lives? Just ask a boy and his tiger…and Nathan O’Bryant, of course!
Read more
What You Should Know About Biden’s Executive Orders
With a new president in the new year making some changes, what do you need to keep in mind for your financial plan? Biden has only been in office for ... Read more
Christmas Songs and Financial Planning
We test Nathan’s holiday spirit and see if he can give us a financial lesson from some holiday classics. As you listen to your favorite songs, what lessons can be ... Read more
Unreasonable Requests to Financial Advisors
What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible when it comes to financial ... Read more
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 comes to your money and ... Read more
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 up goals for your retirement. ... Read more
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 what’s average? Which will be ... Read more