The Financial Answer

Financial planning guidance from West Tennessee’s Nathan O’ Bryant.

Five Things That Could Ruin Your Retirement Savings

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Maybe you’ve planned well for retirement with the exception of this “one thing” that could derail your plans. Ensure nothing throws off your retirement by preparing for these five things when it comes to saving for retirement.

Click the link to receive your FREE Retirement Rescue Toolkit: http://investorcoach.net/rrtools/

Click the link to read more from Nathan's Blog: https://thefinancialanswer.com/podcasts/five-things-that-could-ruin-your-retirement-savings/

Lazy Money

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Let’s talk about times when our money is lazy and how we can better put it to work. We’ll explain our definition of lazy money, why people have it (and maybe have too much of it), and how we can make better use of it.

Click the link to receive your FREE Retirement Rescue Toolkit: http://investorcoach.net/rrtools/

Click the link to read more from Nathan's Blog: https://thefinancialanswer.com/podcasts/lazy-money/

Questions You Should Be Asking Part 02

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 Last week we began a two-part series outlining the questions you should be asking but probably aren't as you approach retirement. In part two, we'll examine the controversial topic of life insurance. Some see life insurance as an income replacement, and others view it as a way to leave a legacy. Others still argue it just makes insurance companies wealthier. Join us as we challenge you to consider whether life insurance is beneficial to you in retirement.

Click the link to receive your FREE Retirement Rescue Toolkit: http://investorcoach.net/rrtools/

Click the link to read more from Nathan's Blog: https://thefinancialanswer.com/podcasts/questions-you-should-be-asking-part-02/

Questions You Should Be Asking Part 01

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As you begin to think about retirement, you probably have all sorts of questions. After all, if you have yet to begin that retirement journey, you're probably overwhelmed at the thought of starting the process. While questions about income planning and long-term care are rather common, there are other questions you might not have considered as you begin to plan. Join us as we begin a two-part series outlining the questions you should be asking but probably aren't.

In part one of our series, we'll examine the tax implications of your retirement accounts. If you've been squirreling away your savings in tax-deferred accounts, you could be in for a shock when it's time to begin withdrawing from them. Begin devising your tax strategy, and discover ways to optimize your portfolio to alleviate your tax burden in retirement.

 

Click the link to receive your FREE Retirement Rescue Toolkit: http://investorcoach.net/rrtools/

Click the link to read more from Nathan's Blog: https://thefinancialanswer.com/podcasts/questions-you-should-be-asking-part-01/

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