The Financial Answer

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

Understanding Values-Based Planning

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What are your goals? Why does the money matter? Everyone has different motivators and needs, so what does it look like to create a values-based plan? On today’s episode of the Financial Answer podcast, Nathan shares how your values can impact your financial plan.

 

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

 

What we discuss on this episode: 

0:38 - Nathan says everything is awesome.

1:43 - What is values-based planning?

2:22 - For many people, family is what matters most.

4:55 - How is your faith reflected in how you invest? 

11:02 - Is education a part of your legacy?

13:29 - What really matters to you?

2021: This Is The Year (No Matter What)

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This year, let’s not make the same mistake of enthusiastically welcoming 2021 since we have no idea what the year will bring. Instead, let’s say that NO MATTER WHAT, this is a year that you’re going to make good financial choices. Here’s a few things to focus on. 

 

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

 

What we discuss on this episode: 

2:12 - What are Nathan’s resolutions?   

2:46 - What are most typical resolutions?

3:29 - What can you do in the first quarter of 2021?

5:25 - Do you remember the SECURE Act?

8:21 - It’s almost tax time again!

11:27 - Did your income change?

14:35 - Assess your overall retirement health.

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