2018-08

Agree Or Disagree?

We'll discuss whether you can actually handle the risk you are taking in your portfolio. We'll also see if Nathan agrees or disagrees with certain statements.

Don't Get In Your Own Way

Let’s talk about some of the common ways that people get in their own way when it comes to financial planning. Maybe some disturbing statistics will help us understand why this happens. To make sure you don't get in your own way, let’s lay out the priorities you should focus on during your last decade of earning a paycheck

Unhealthy Financial Foods

Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as why life insurance might be a good fit for your needs.

It's Anyone's Guess

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed, along with financial jargon that some advisors might try using on you.

Unanswerable Questions

Nathan will help answer some questions that you can't answer for yourself. We'll also detail how to customize a plan to your values, and why hiring an advisor is in your best financial interest.