192 episodes

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

The Financial Answer Nathan O' Bryant

    • Business
    • 4.5 • 4 Ratings

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

    Retirement Income Planning Essentials

    Retirement Income Planning Essentials

    Do you know where your income will come from once you are retired? We talk through income planning for retirement and mention a few things to look out for as you make your plan.


     


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


     


    What we discuss today: 


    0:57 - Fall is here!


    2:50 - Are you planning for a long retirement?


    5:26 - Do you want to work all through retirement?


    8:11 - Inflation is a real thing.


    11:44 - Bonds are going down.


    14:50 - Have multiple income streams.

    • 18 min
    Avoiding Financial Temptations

    Avoiding Financial Temptations

    Think you found a shortcut to your financial goals? Want to cut a corner on your retirement savings? Think again! We talk through common financial temptations and how to avoid them.


     


    Read more and get additional financial information: https://thefinancialanswer.com/podcasts/avoiding-financial-temptations/


     


    What we discuss on this episode: 


    0:55 - Nathan shares about a recent fishing trip.


    4:39 - Carrying too much debt.


    8:09 - Are you throwing away the 401(k) match?


    10:48 - Have you deferred your taxes?


    14:41 - What makes sense with Social Security?

    • 18 min
    Investing Like a Genius

    Investing Like a Genius

    Are you investing like a genius or are you making every mistake in the book? Let’s talk through five ways you can make wise decisions with your money.


     


    Read more and get additional financial information: https://thefinancialanswer.com/podcasts/1218/


     


    What we discuss on this episode: 


    1:59 - Avoid making premature IRA withdrawals.


    4:50 - Are you allowing lifestyle creep?


    7:39 - Overpaying for tuition is a big regret.


    12:36 - Retiring too early can hurt retirees.


    15:00 - Ignoring the tax-efficient opportunities is a bad idea.


     

    • 18 min
    5 Questions You Didn’t Know To Ask

    5 Questions You Didn’t Know To Ask

    You don’t know what you don’t know. So, we go over five questions that might shed some light on ways to make your retirement plan better and more efficient.


     


    Read more and get additional financial resources here: https://wp.me/paIiUZ-jy 


     


    What we discuss on this episode: 


    0:41 - Praying for everyone impacted by the floods.


    2:55 - How much will taxes cost?


    6:29 - How much can I withdraw from savings each year?


    9:14 - Should I still have life insurance in retirement?


    12:45 - What kind of medical coverage would I need?


    17:02 - What value are you getting for the fees you’re paying?

    • 21 min
    What Kind of Retirement Are You Living For?

    What Kind of Retirement Are You Living For?

    Everyone has different visions and goals for what they want out of retirement. What kind of retirement do you want? Figuring this out can help you better plan accordingly to make sure you accomplish your goals with your retirement savings.  


     


    Read more and get additional financial resources here: https://thefinancialanswer.com/podcasts/understanding-values-based-planning/ 


     


    What we discuss on this episode: 


    1:39 - What kind of retirement are you wanting?


    4:43 - Do you want to spend and buy in retirement?


    7:09 - Do you have big travel plans?


    9:52 - Are you helping kids and grandkids with college? 


    11:53 - What kind of account options do you have?

    • 15 min
    5 Things You Must Know About Decumulation To Retire Successfully

    5 Things You Must Know About Decumulation To Retire Successfully

    Accumulating money is one thing, but decumulation requires a whole different strategy. What do you need to know in order to be successful? 


     


    Read more and get additional financial resources here: https://wp.me/paIiUZ-jj 


     


    What we discuss on this episode: 


    1:18 - Let’s talk decumulation.


    2:26 - A lack of support could hurt you.


    3:59 - The fear of spending is real.


    9:10 - What risks could you face?


    11:10 - Multiple buckets of money can make a difference.


    13:06 - Should we be looking at tax consequences?


    15:53 - Leverage your lifetime income. 

    • 17 min

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