The Financial Answer

Financial Stocking Stuffers

Let’s assume that all of our listeners are on the “nice” list, so they should be getting good gifts in their financial stocking. We'll discuss some stocking stuffers that Santa could put in for your finances.

Client Personalities

There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can design a plan that fits your personality. Later, we'll cover social security myths.

Moving The Goalposts

We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. Let’s talk about some of the ways that people are likely to change their goals and deadlines. We'll also go over important Medicare questions.

Retirement: It Ain't What It Used To Be

In some ways, retirement planning was easier for past generations. Let's take a look at how planning has changed through the years. Later, Nathan will take a multiple choice quiz. Finally, he will help you avoid any financial mistakes that might be made if you are going through a divorce

End Of Year To-Do List

Once you factor in Thanksgiving, shopping that needs to be done, holiday parties to attend, and travel that you’ll be doing...it will seem like the end of the year will be here sooner than you thought possible. So let’s talk about the financial matters that might need to be on your end-of-year checklist. One possible new year's resolution would be to conquer your financial fears.

The Retirement Checklist

Just like a pilot going through his pre-flight checklist before takeoff, it’s important that you go through your pre-retirement checklist before walking away from a paycheck. Let's look at some of the items on this list.

Stock Market Update: October Slump

The stock market has been dealing with some volatility recently. What could it mean for your retirement portfolio? Nathan will also help you avoid rookie mistakes in financial planning, and give a crash course in understanding your statements.

Financial Therapy

Let's think of your financial advisor as your financial therapist. We'll discuss some scenarios where it’s almost inevitable that a talk with your advisor seem like a counseling session. Perhaps it would help to reflect on what financial wisdom your grandmother shared with you. Maybe your financial therapist can help you with your 401(k) mistakes.

Robo-Advisors

We'll discuss the pros and cons of robo-advisors. Could they be a fit for your financial plan? Nathan will give his professional opinion.

Score A Touchdown In Retirement

At this time of year, you can find football on TV almost every night of the week. So let’s take some concepts from the game of football and apply them to our retirement planning. We'll also huddle up and make a game plan for using bonds and preparing for taxes in retirement.