I Didn’t Know You Did That

Episode 191 of the The Financial Answer with Nathan O’Bryant podcast, hosted by Nathan O’ Bryant, titled "I Didn’t Know You Did That" was published on April 7, 2022 and runs 16 minutes.

April 7, 2022 ·16m · The Financial Answer with Nathan O’Bryant

Summary

Just what do financial advisors do? Nathan talks through the many ways he helps his clients that go well beyond simply picking stocks to invest in.   Read more and get additional financial resources here: http://thefinancialanswer.com    What we discuss in this episode:    0:50 - What kinds of things does Nathan do as a financial advisor? 2:12 - Tax planning, not tax prep.  4:07 - Need advice on your 401(k) strategy?   5:33 - When should you start your Social Security? 7:49 - It’s not just about which stock to pick. 9:31 - Do advisors help with Medicare options? 11:44 - Can you get help with your pension? 13:14 - Do advisors help with estate planning?

Episode Description