2018-07

Fill In The Blanks

If you have kids, more often than not, they usually come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways that children sometimes end up being part of the discussion. We'll also discuss how to make it through the retirement red zone and fill in some blanks in your plan.

What Is A Fiduciary?

Let's explore the meaning behind the fiduciary standard and the importance of legacy planning.

Better Late Than Never

Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you're arriving late to the retirement planning table. All that and more on today's episode of The Financial Answer with Nathan O'Bryant

Unreasonable Requests

While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear. We'll also piece together a financial jigsaw puzzle and check in on your advisor.