171 episodes

Financial planning guidance from West Tennessee's Nathan O' Bryant.

The Financial Answer Nathan O' Bryant

    • Investing
    • 5.0 • 3 Ratings

Financial planning guidance from West Tennessee's Nathan O' Bryant.

    Unreasonable Requests to Financial Advisors

    Unreasonable Requests to Financial Advisors

    What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible when it comes to financial planning.
     
    Read more and get additional financial resources here: https://wp.me/paIiUZ-h8 
     
    What we discuss on this show: 
    1:48 - “I want a bigger return with little or no risk.”
    5:18 - “Can you reduce your fees?”
    9:10 - “How can I get out of paying taxes?”   
    11:47 - “Can you just do it for me?”
    15:07 - What does participation look like when financial planning?

    • 22 min
    An Election Conversation

    An Election Conversation

    We may not have all the results from the election yet, but we do have some thoughts on where things seem to be headed. How will this impact the market? And your portfolio? We'll try to make some sense of it on this show.
     
    Read more and get additional financial planning resources here: https://wp.me/paIiUZ-h1 
     
    What we discuss on the show:
    0:37 - We had planned to talk about the election this week.
    2:22 - The House and Senate will likely be split.
    3:47 - When does the market do best politically speaking?
    5:07 - We might have more balance when the power is split.
    6:27 - Two days past the election, how is the market doing?
    9:20 - How does this compare to the 2000 election? 
    12:18 - Try to stay calm.

    • 15 min
    Statistics on Saving and Investing

    Statistics on Saving and Investing

    What’s typical when it comes to saving and investing? We review a report to get the most recent statistics on things like using target date funds and making use of a Roth 401(k). How do you compare?
     
    Read more and get additional financial resources here: https://wp.me/paIiUZ-gU 
     
    What we discuss on the show:
    0:29 - Nathan shares about his latest catch.
    1:50 - A recent study shows the majority of people use target date funds in their 401(k).
    3:30 - What is a market cap weighted fund?
    6:08 - Should you be using a Roth 401(k)?
    7:53 - Should you be holding more or less company stock?
    10:25 - Is it logical to take a hardship withdrawal from a 401(k) if needed?

    • 15 min
    Mom’s Favorite Phrases And Financial Planning

    Mom’s Favorite Phrases And Financial Planning

    My mother used to say…to make my bed, obey my parents, and save my pennies. What other commonly used phrases by mom relates to financial advising today?
     
    Read more and get additional financial resources here: https://wp.me/paIiUZ-gM 
     
    What we discuss on this show: 
    1:11 - Fun fact: Not making your bed can be safer.
    3:06 - “Why? Because I said so!”
    6:03 - “If you’re going to act like a child, I’ll treat you like one.”
    7:55 - “If all your friends jump off a bridge, will you do it too?”
    11:37 - “One day you’ll thank me.”
    14:13 - What kind of financial education did you receive in school?

    • 17 min
    Financial Planning By Profession

    Financial Planning By Profession

    Financial advisors work with all sorts of different clients who work in a variety of different professions. What kinds of mindsets or challenges do they face?
     
    Read more and get additional financial resources here: https://wp.me/paIiUZ-gG 
     
    What we discuss on this show: 
    0:38 - There’s been some recent market volatility.
    2:04 - In the News: FedEx is hiring 70,000 workers for the holiday season.
    4:35 - What kinds of professionals do financial advisors commonly see?
    5:00 - Teachers have to find creative ways to save.
    6:32 - Doctors make money, but do they plan well?
    8:42 - Engineers need a lot of data.
    10:54 - Entrepreneurs make up a large part of our economy.
    14:56 - Government employees have good benefits.

    • 19 min
    Don’t Assume When It Comes to Retirement

    Don’t Assume When It Comes to Retirement

    When it comes to finances, a lot of times it is easy to make an assumption about something one way or another. But you know what they say about what happens when you assume!
     
    Read more and get additional financial resources here: https://wp.me/paIiUZ-gA 
     
    What we discuss today: 
    0:35 - Nathan shares why this is his favorite time of the year.
    1:52 - What is the latest in the news?
    5:49 - Why shouldn’t you make assumptions?
    6:53 - Assumption: You’ll spend less in retirement.
    8:42 - Assumption: Taxes will be lower in retirement.
    11:34 - Assumption: You have to financially help out adult children.
    14:34 - Assumption: I’ll never be able to retire.
    17:54 - Mailbag: Should I buy gold bars, gold coins, or no gold at all?

    • 19 min

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