Helpful Financial Checklist For 2023
Confidence Corner As you make your beginning of the year checklists, we have a few financial things you’ll want to add to your list. The sooner you get a ... Read more
2022 in Review
Confidence Corner Happy New Year! Before we get too far into 2023, let’s start talking about last year. We review what happened in 2022 and what kind of financial things ... Read more
Naughty or Nice: Financial Advisors
Confidence Corner Who’s ending up on the naughty list this year? Today, we talk through different scenarios financial advisors face to see who would go on the nice list and ... Read more
Financial Things That Are Underrated
Confidence Corner In part two of our series, we talk about financial things that are underrated. These concepts are talked about but some may be tempted to overlook the value ... Read more
Financial Things That Are Overrated
Confidence Corner You may hear of a lot of financial things that sound good, but are they actually overrated? Over the next two shows, we’ll talk about things that are ... Read more
What We Can Learn from Seinfeld
Confidence Corner Every once in a while, we all need a good laugh. So, let’s look to a famous comedian to see what we can learn about our finances. Jerry ... Read more
Can’t Get No Satisfaction… Or Can You?
Want to know the secrets to experiencing satisfaction in retirement? Believe it or not, it’s not all about having $10 million in the bank. Nathan shares five key factors that ... Read more
How Money Ads Catch Your Attention
Have you been pulled in by the marketing messages behind some financial ads? We talk through the common themes and how to pick the right strategy for you.
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What To Do During Market Volatility
Are you wondering what to do given our recent market volatility? Nathan shares what he tells his clients to do and how you should approach this time of uncertainty.
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Retirement Planning First Steps
Where should you start when it comes to retirement planning? Nathan is here to guide you through the process to make sure you feel confident and ready for the future. ... Read more
Financial Truths and Lies
Today’s Question: Can you find the lie? We talk through a few financial situations to see how well you know what’s true and what’s not. Schedule A Meeting Download Your ... Read more
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.
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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!
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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