Is rebalancing your portfolio a December tradition, a January jumpstart, or something triggered by a big life event or even the economy? Let’s explore the when, why, and how of rebalancing.

Here’s some of what we discuss in this episode:

For more, visit us online: http://thefinancialanswer.com 

Did you know most Americans retire earlier than planned? This is often due to unexpected health issues, job changes, or financial surprises. These challenges can force people out of work early, leaving them unprepared for decades of retirement.

In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.

Here’s some of what we discuss in this episode:

Resources for this episode:

Most Americans Have To Stop Working Earlier Article

https://www.aol.com/planning-retire-65-most-americans-080104599.html

For more, visit us online: http://thefinancialanswer.com 

Election season has officially wrapped up, and with the results in, we now have a clearer picture of what the future may hold. In today’s episode, Nathan and Marc dive into several important topics that could be shaped by the new administration. Listen in as they discuss the potential extension of the Tax Cuts and Jobs Act, government spending and tariffs, and how the outcome of presidential elections can influence the market.

Here’s some of what we discuss in this episode:

Resources for this episode:

https://www.usatoday.com/story/money/personalfinance/2024/11/17/trump-republican-win-low-tax-economy/76296530007/

For more, visit us online: http://thefinancialanswer.com 

Whether you’re anticipating a year-end bonus this December, recently received an inheritance, or even won the lottery (hey, we’re all allowed to dream), figuring out what to do with a large financial windfall can feel overwhelming. No matter how you’ve come into this newfound wealth, it’s important to approach it thoughtfully.

Here’s some of what we discuss in this episode:

• Don’t rush your decision. When things get emotional, it’s best to take a breath and slow down.

For more, visit us online: http://thefinancialanswer.com 

Wondering if dividend investing is still the best approach for your retirement? Based on a recent article, we dive into what incidental income is and how it may change your strategy around dividends. Nathan talks about how it generates cash flow from portfolio turnover rather than relying solely on dividends. 

Here’s some of what we discuss in this episode:

• How incidental income compares to dividend investing.

Read more: https://seekingalpha.com/article/4723299-incidental-income-makes-dividend-investing-unnecessary-in-retirement

Visit us online: http://thefinancialanswer.com 

The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and their implications for your retirement plan.

Here’s some of what we discuss in this episode:

• Nathan’s big getaway.

For more, visit us online: http://thefinancialanswer.com  

Retirement planning as a couple can come with its share of challenges. You aren’t planning for the financial future of just one person, but two! Often, each person comes with their own set of fears, feelings, and feedback.

In today’s podcast, Nathan delves into why retirement planning should be a team effort and how couples can work together to avoid common pitfalls.

Here’s some of what we discuss in this episode:

• The importance of communication and open dialogue.

For more, visit us online: http://thefinancialanswer.com  

As we celebrate National Financial Planning Month, there's no better time to take control of your financial future. In today’s podcast, Nathan discusses the ins and outs of building a personalized financial plan. Whether you're just starting out or looking to refine your strategy, Nathan's insights are invaluable for anyone looking to secure their financial future.

Here’s some of what we discuss in this episode:

• Why Nathan became a financial advisor.

For more, visit us online: http://thefinancialanswer.com  

Recently, the IRS provided some much-needed clarity on the Secure Act changes, specifically regarding Required Minimum Distributions (RMDs). In today’s podcast, Nathan breaks down these updates and explains their implications for your financial strategy.

Here’s some of what we discuss in this episode:

• An overview of the Secure Act.

For more, visit us online: http://thefinancialanswer.com  

Market volatility can be a nerve-wracking experience for any investor. Recent fluctuations have left some questioning the future of their investments. Nathan outlines which crucial strategies to follow in order to help you manage your investments, no matter how turbulent the times. From staying invested to rebalancing your portfolio, these tips are designed to keep you on track toward your financial goals.

Here’s some of what we discuss in this episode:

• Staying invested.

For more, visit us online: http://thefinancialanswer.com