The Financial Answer

New Year's Resolutions

It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re going to make those things happen. And it’s no different with financial resolutions. We'll tell you how to achieve some financial goals that you could set for yourself this year.

Stock Market Update: Holiday Hijinx

The stock market was incredibly volatile over the recent holiday season. What could it mean for your retirement? Nathan will analyze the recent ups and downs in the market.

Common Money Mistakes

There are so many moving parts to a successful retirement. It's easy to overlook something as you consider things like taxes, 401(k)s, IRAs, social security, legacy planning, and much more. Nathan will cover some common mistakes that can be made in this critical point in life, so that you know how to avoid them.

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.