The Financial Answer

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

Sorting Through the Financial Junk Drawer

Posted on May 5th, 2022

Celebrating our 100th episode of the podcast today, we’re going to do a giveaway! But first, we take a peek in the junk drawer to see what’s in there and what should be cleaned out, especially when it comes to your financial documents. Listen to the show to hear what interesting thing Marc has in the junk drawer! 

 

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

 

Listen for these key points: 

0:29 - We’re going from tax season to turkey season.

1:53 - What’s in the junk drawer? 

4:12 - What kind of life insurance policies do you have? 

6:22 - When was your will last updated?

8:23 - Do you have a Social Security statement?

10:25 - Do you have a 401(k) statement?

14:15 - Is there a plot of land in your name?

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