Episodes
Thursday Oct 25, 2018
Financial Therapy
Thursday Oct 25, 2018
Thursday Oct 25, 2018
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.
Thursday Oct 18, 2018
Robo-Advisors
Thursday Oct 18, 2018
Thursday Oct 18, 2018
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.
Thursday Oct 11, 2018
Score A Touchdown In Retirement
Thursday Oct 11, 2018
Thursday Oct 11, 2018
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.
Thursday Oct 04, 2018
Unhealthy Financial Foods
Thursday Oct 04, 2018
Thursday Oct 04, 2018
Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as why life insurance might be a good fit for your needs.
Thursday Sep 27, 2018
Irreversible Decisions
Thursday Sep 27, 2018
Thursday Sep 27, 2018
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To help make that right call, we'll discuss reading the fine print on several investments, as well as some tips to finding satisfaction in retirement.
Thursday Sep 20, 2018
The Financial Hurricane
Thursday Sep 20, 2018
Thursday Sep 20, 2018
Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes.
Thursday Sep 13, 2018
Between Jobs
Thursday Sep 13, 2018
Thursday Sep 13, 2018
Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs. We'll also see how Nathan goes against the grain of the financial industry.
Thursday Sep 06, 2018
Retirement Planning: It Ain't What It Used To Be
Thursday Sep 06, 2018
Thursday Sep 06, 2018
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.
Thursday Aug 30, 2018
Agree Or Disagree?
Thursday Aug 30, 2018
Thursday Aug 30, 2018
We'll discuss whether you can actually handle the risk you are taking in your portfolio. We'll also see if Nathan agrees or disagrees with certain statements.
Thursday Aug 23, 2018
Don't Get In Your Own Way
Thursday Aug 23, 2018
Thursday Aug 23, 2018
Let’s talk about some of the common ways that people get in their own way when it comes to financial planning. Maybe some disturbing statistics will help us understand why this happens. To make sure you don't get in your own way, let’s lay out the priorities you should focus on during your last decade of earning a paycheck