The Financial Answer Nathan O' Bryant

Some different words or phrases get used, but do they mean something different or are they all the same? We discuss a variety of financial phrases so you understand what it is you’re really dealing with.


 


Read more and get additional financial resources here: http://thefinancialanswer.com 


 


What we discuss in this episode:


0:42 - Let’s play a game!


2:10 - Tennis shoes, gym shoes, or sneakers?


3:20 - Market crash, bear market, or market downturn?


5:50 - Firefly vs. lightning bug?


7:19 - Junk bonds vs. high yield bonds?


9:31 - Stocks or equities?


11:15 - Financial advisor or investment advisor?


14:50 - Water fountain, drinking fountain, or bubbler?


16:03 - Clients or customers?

What should you do right now that will make a big difference in your finances in the new year?


 


Read more and get additional financial information: https://thefinancialanswer.com/podcasts/a-financial-checklist-for-the-new-year/


 


What we discuss today: 


0:44 - Welcome to the new year!


2:56 - What can you do with your tax withholdings?


5:23 - Assess your retirement contributions.


7:38 - Are you ready for tax time?


10:11 - Set your goals and do it.


12:41 - How should you think about resolutions?

Where should you start when it comes to retirement planning? Nathan is here to guide you through the process to make sure you feel confident and ready for the future.


 


Read more and get additional financial information: https://thefinancialanswer.com/podcasts/retirement-planning-first-steps/


 


What we discuss today: 


2:01 - Decide what you want retirement to look like.


4:55 - Take an inventory.


7:44 - Have an income plan.  


9:56 - What is your Social Security withdrawal strategy?


11:22 - Are you working with an advisor?

What can we learn from the man with the mouse? We take quotes from Walt Disney and see how they fit in with your financial plan.


 


Read more and get additional financial information: https://thefinancialanswer.com/podcasts/financial-wisdom-from-walt-disney/


 


What we discuss today: 


0:50 - We recap the holidays.


1:27 - What did Walt Disney say?


1:10 - “You reach a point when you don’t work for money anymore.”


5:25 - “I hope we never lose sight of one thing…”


9:09 - “The difference between winning and losing is most often just not quitting.”


13:09 - “The way to get things started is to quit talking about it and start doing it.”

How do we handle financial stress in retirement? Let’s talk through ways we can proactively deal with the stress that comes with retirement.  


 


Read more and get additional financial information: https://thefinancialanswer.com/podcasts/dealing-with-stress-in-retirement/


 


What we discuss today: 


0:52 - Thanksgiving and Christmas is coming!


2:51 - What are the ten most stressful events in your life?


3:51 - How can we proactively deal with the stress?


7:07 - Embrace some new challenges.


9:02 - Keep your options open.


12:24 - Keep a sense of perspective.


14:33 - Work with a qualified professional.

Can you find the lie? We talk through a few financial situations to see how well you know what’s true and what’s not.


 


Read more and get additional financial information: https://thefinancialanswer.com/podcasts/financial-truths-and-lies/


 


What we discuss today: 


0:46 - The holidays are upon us.


2:25 - What is happening with Social Security?


6:10 - What does well with inflation?


9:34 - Rising interest rates will hurt who? 


11:06 - Your emergency fund should be what?


12:38 - When is a market crash a major problem?


16:45 - What can you expect from Social Security?