The Financial Answer

Fill In The Blanks

If you have kids, more often than not, they usually come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways that children sometimes end up being part of the discussion. We'll also discuss how to make it through the retirement red zone and fill in some blanks in your plan.

What Is A Fiduciary?

Let's explore the meaning behind the fiduciary standard and the importance of legacy planning.

Better Late Than Never

Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you're arriving late to the retirement planning table. All that and more on today's episode of The Financial Answer with Nathan O'Bryant

Unreasonable Requests

While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear. We'll also piece together a financial jigsaw puzzle and check in on your advisor.

The Retirement Pyramid

What is risk aversion, and does it affect you? Find out what Nathan has to say. We'll also cover the tax consequences of your investments and climb the retirement pyramid.

Unique Challenges In Retirement

It's time to answer some more questions with The Financial Answer. Nathan will go over things that financial advisors wish their clients knew, and will also guide you through unique challenges that could be facing your retirement plan.

Mind The Gap

If you've ever ridden the subway in London, you've probably noticed the "Mind The Gap" signs warning you to beware of the gap between the train door and the station platform. Let's talk about minding the gaps in your retirement plan. We'll also discuss the financial issues we tend to procrastinate.

Just What The Doctor Ordered

Think of Nathan as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, we'll learn some financial lessons from quotes by Mick Jagger, as well as identify some red flags you should watch out for in your portfolio.

The Right Fit For You

A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Nathan tick and learn how age can affect wisdom.

Music Lessons

Learn financial lessons from some of the richest musicians in history. We'll also find out whether Nathan could be elected to the hypothetical office of financial advisor. Finally, we'll take a deep dive and examine pensions.