There’s no single definition of what makes a “great’ retirement plan. It’s a deeply personal season of life that can look wildly different for each person. In this episode, Nathan explores what retirement really means for different people and why your plan should reflect your personal vision. For some, retirement means constant travel, bucket-list adventures, and new hobbies. For others, it’s about family, quiet simplicity, or even launching a small side venture just for fun.

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

🎉 What “nothing but fun” retirement looks like (and what it costs)

🌱 The unexpected joy of starting something new after retiring

🏡 Why some retirees shift to quiet living, or charitable giving

👨‍👩‍👧‍👦 Giving to the kids – now or later?

📅 Why your retirement vision may change, and that’s okay

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

Today, we’re talking about Type A personalities. If you’re driven, competitive, and goal-oriented, then you’re likely part of the club that struggles during difficult markets. When things get tough, your instinct is to work harder, push more, and fix the problem. But, as Nathan reveals in this conversation, when it comes to investing, that instinct can sometimes backfire.

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

📉 Why market volatility triggers the Type A urge to "fix" things

🧠 How emotional overreactions can quietly wreck a solid strategy

🛒 The “grocery store” analogy for scattershot investing habits

💼 Why working with an advisor can ease anxiety without losing control

📺 The hidden impact of constant negative financial news

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

What drives your financial decisions: cold hard numbers, or the way you feel? In this episode, Nathan kicks off a financial book club series with a look at The Psychology of Money by Morgan Housel, one of his favorite reads. This widely acclaimed book doesn’t just focus on dollars and decimals; it unpacks how emotions, personal history, and mindset shape the way we spend, save, invest, and plan for the future.

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

🧠 Why your financial past shapes your future behavior

📈 “Never enough” thinking and the risk of chasing more

💤 Why peace of mind > perfect math

🏡 Should you pay off your mortgage early?

⚠️ The power of building room for error into your plan

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