Decision-Making Roadblocks in Financial Planning

Episode 123 of the The Financial Answer with Nathan O’Bryant podcast, hosted by Nathan O’ Bryant, titled "Decision-Making Roadblocks in Financial Planning" was published on September 12, 2019 and runs 21 minutes.

September 12, 2019 ·21m · The Financial Answer with Nathan O’Bryant

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Summary

No matter how hard we try to stay on top of our finances, we’re sure to come across roadblocks that interfere with our decision-making process. Does this sound familiar? Let’s talk about the common scenarios we see in retirement planning and how you can deal with them. Today's rundown: 0:58 – In the news: What’s going on with small cap stocks? 2:50 – How to check your mutual fund to see what investment style it uses. 3:55 – Should you be making changes to your portfolio? 5:10 – Confidence Corner: Decision-making roadblocks. 6:00 – Roadblock: too many decisions to make. 8:31 – Roadblock: Doing research yourself can overwhelm you in a hurry. 10:14 – You need someone that can hold your feet to the fire. 12:19 – Experience is the main educator that we have. 14:22 – Roadblock: You just don’t like talking about money. 16:58 – Roadblock: Traumatic life events. 20:18 – Fun fact of the week. Get the full show notes and additional resources by clicking here.

Episode Description

No matter how hard we try to stay on top of our finances, we’re sure to come across roadblocks that interfere with our decision-making process. Does this sound familiar? Let’s talk about the common scenarios we see in retirement planning and how you can deal with them.

Today's rundown:

0:58 – In the news: What’s going on with small cap stocks?

2:50 – How to check your mutual fund to see what investment style it uses.

3:55 – Should you be making changes to your portfolio?

5:10 – Confidence Corner: Decision-making roadblocks.

6:00 – Roadblock: too many decisions to make.

8:31 – Roadblock: Doing research yourself can overwhelm you in a hurry.

10:14 – You need someone that can hold your feet to the fire.

12:19 – Experience is the main educator that we have.

14:22 – Roadblock: You just don’t like talking about money.

16:58 – Roadblock: Traumatic life events.

20:18 – Fun fact of the week.

Get the full show notes and additional resources by clicking here.

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