The Financial Answer

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

Turkey Day Special with Listener Questions

Posted on November 26th, 2019

We’re gearing up for one of the great holidays of the year by whetting your appetite with some Thanksgiving fun facts and trivia. In between those holiday nuggets we’ll take listener questions about investment options, Social Security, and tax returns.  

 

Show Notes: https://thefinancialanswer.com/podcasts/turkey-day-special-with-listener-questions/

 

On This Episode:  

0:38 – We’re ready to celebrate Thanksgiving.

1:54 – A little Thanksgiving history

3:09 – Listener question: I’ve been paying off debt aggressively recently and I’ve almost paid off everything. Once I do, I’ll have nearly $5,000 each month to invest and I want to be aggressive to catch up on retirement. What should I do?

5:02 – Should he consider being conservative with that money?

7:23 – Thanksgiving trivia time!

10:39 – Listener question: I retired last month and started my state pension and Social Security. I’d like to work part-time but heard it might mess up my Social Security. Should I work or no?

12:40 – Thanksgiving fun fact: What’s the most common alternative to turkey on Thanksgiving?

15:17 – Thanksgiving fun fact: How much is spent annually on turkeys alone?

16:24 – Listener question: My husband and I have been separated for almost 3 years but haven’t gotten around to a divorce. It’s nice that we’ve been able to file a joint tax return. Any reason to not keep doing what we’re doing?