The Financial Answer

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

Christmas Songs and Financial Planning

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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 learned?

 

Read more and get additional financial resources here: https://wp.me/paIiUZ-hq 

 

What we discuss on this show: 

0:29 - What is Nathan looking forward to this holiday season?

2:53 - What’s the financial lesson learned from these Christmas songs?

3:08 - “I’ll Be Home for Christmas”

6:00 - “Do You Hear what I Hear?”

7:42 - “Little Town of Bethlehem”

10:41 - “What Child Is This?”

12:57 - “Blue Christmas” 

End of Year Financial Planning

Posted by thefinancialanswer in DefaultTag

Any key financial moves you should make before the end of the year? Find out on today’s podcast.

 

Read more and get additional financial resources here: https://wp.me/paIiUZ-hh 

 

What we discuss on this show: 

2:35 - Should we max out retirement contributions? 

4:10 - What do you need to pay attention to with the CARES Act?

5:46 - What might the CARES Act or SECURE Act 2.0 look like?

7:34 - Have you explored the possibilities for tax loss harvesting?

9:08 - What kind of charitable contributions should you make?

10:43 - Are there any purchases that could give you a tax credit?

11:43 - Does it make sense to do a Roth conversion?

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