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.
• Discussing the details of the plan.
• Agreeing on the risk tolerance.
• Establish a healthy budget and spending habits.

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.
• What the initial phases of the planning process looks like.
• Why financial education is important.
• What to do if you’ve been procrastinating with your financial plan.

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.
• Clarity on the RMD rules.
• The impact on your financial plan.
• Market volatility and diversification.

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