The Financial Answer

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

I Didn’t Know You Did That

Posted on April 7th, 2022

Just what do financial advisors do? Nathan talks through the many ways he helps his clients that go well beyond simply picking stocks to invest in.

 

Read more and get additional financial resources here: http://thefinancialanswer.com 

 

What we discuss in this episode: 

 

0:50 - What kinds of things does Nathan do as a financial advisor?

2:12 - Tax planning, not tax prep. 

4:07 - Need advice on your 401(k) strategy?  

5:33 - When should you start your Social Security?

7:49 - It’s not just about which stock to pick.

9:31 - Do advisors help with Medicare options?

11:44 - Can you get help with your pension?

13:14 - Do advisors help with estate planning?

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