Best Nathan O Bryant Podcasts (2025)

1
Talking To Your Spouse About Market Crash Fears 14:27

8d ago14:27

14:27

When the market drops, anxiety at home may rise. In this episode, Nathan explores how couples can navigate fear, miscommunication, and different emotional reactions to investing during downturns. You’ll hear why involving both spouses in planning meetings makes a measurable difference in confidence and calm. Here’s some of what we discuss in this e…

1
What Should You Actually Do When the Market Drops? 21:40

22d ago21:40

21:40

Market headlines are screaming and your portfolio is bouncing around. You’re tempted to “do something,” but what actually makes sense when volatility kicks in? In this episode, Nathan breaks down four practical strategies for navigating downturns without losing your cool (or your long-term plan). If you’re feeling shaken by the market dip or wonder…

1
April Fool’s: Beliefs That Fool Retirement Savers The Most 18:06

1M ago18:06

18:06

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves. We’ll cover some of the most common myths that can derail your retirement plans and explain why they might not be a…

1
Inside the Advisor’s Office: What People Are Actually Concerned About 20:07

2M ago20:07

20:07

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare…

1
The Money Questions Every Couple Needs To Discuss This Valentine’s Season 15:18

2M ago15:18

15:18

Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or are just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, we’re looking at the questio…

1
What Do Proposed Tariffs Mean For Your Portfolio? 18:13

3M ago18:13

18:13

The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? In this episode, we’ll take a closer look at the backstory of tariffs- what they are, why governments im…

1
Inflation-Proof Your Retirement In 2025 13:55

3M ago13:55

13:55

Inflation has been a hot topic in recent years and continues to be as we navigate through 2025. With rising prices affecting everything from healthcare to everyday expenses, its effect on long-term financial strategies is arguably more significant than ever. In this episode, we’ll explore how to adjust your retirement strategy to stay ahead. Here’s…

1
The Snowbird Retirement: Is a Seasonal Move Right for You? 15:22

4M ago15:22

15:22

Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Join Nathan as he discusses the factors that drive people into the snowbird…

1
The Art of Rebalancing: WHEN to Adjust Your Portfolio and WHY 13:31

4M ago13:31

13:31

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: What is rebalancing and why it’s important. How life events can trigger a need to rebalance your portfolio. What…

1
Most Americans Are Forced to Retire Early- Are You Ready? 14:51

5M ago14:51

14:51

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 retireme…

1
Financial Forecasting: A Post-Election Conversation 16:44

5M ago16:44

16:44

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 …

1
Don’t Blow Your Bonus! Smart Ways to Use a Lump Sum Payout 15:27

6M ago15:27

15:27

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 w…

1
Is Dividend Investing Dead? 16:52

6M ago16:52

16:52

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 …

1
How Current Economic Shifts Could Affect Your Retirement 17:35

7M ago17:35

17:35

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. Market volatility and how much an elect…

1
For Couples, Retirement Planning Is A Team Sport 17:19

7M ago17:19

17:19

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 avo…

1
Unlock Your Potential During National Financial Planning Month 15:46

8M ago15:46

15:46

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 …

1
IRS Rules for RMDs 12:37

8M ago12:37

12:37

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 R…

1
August 2024 Market Update 17:23

9M ago17:23

17:23

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…

1
What is Blackrock's 100% Stock ETF Hedge? 13:23

10M ago13:23

13:23

In the ever-evolving landscape of financial products, BlackRock has recently introduced a stock ETF with a 100% downside hedge. This announcement has generated a buzz among investors, but what does it really mean? In our latest podcast, Nathan breaks down the complexities of this new offering and provides crucial insights for investors. Here’s some…

1
3 Things to Consider if there’s a “Recession” in 2024 18:46

10M ago18:46

18:46

As we navigate through the year, the economic and political landscape remains a topic of concern and speculation. Are there still predictions of a recession looming over us? If so, how can you shore up your financial position, no matter what the future may hold? Here’s some of what we discuss in this episode: Reduce your debt. Stress-test your fina…

1
Cryptocurrency and Your Financial Plan 15:50

10M ago15:50

15:50

Should you get into cryptocurrency? Cryptocurrency has been a hot topic for years, often seen as the Wild West of the financial world. However, recent developments suggest that this once-fringe investment is moving into the mainstream. One of the most significant milestones is the SEC's approval of a spot for Ethereum as an ETF. Nathan shares how h…

1
Financial Lessons from Dad 12:12

11M ago12:12

12:12

In this special Father's Day episode, Nathan dives into classic “dadisms” to draw out valuable financial lessons from them. We discuss the importance of avoiding knee-jerk financial decisions, understanding the true weight of financial burdens, and the dangers of chasing that "better parking spot" in your investment portfolio. Here’s some of what w…

1
All In One Basket: Financial Diversification 14:39

11M ago14:39

14:39

Are you guilty of putting all your eggs in one financial basket? The latest episode of our podcast delves into the critical topic of investment diversification. We discuss everything from common mistakes Nathan sees to historic examples of when the financial bubble burst. What does true diversification look like and how can you achieve it in your p…

1
Explaining Penalty Relief for Inherited Withdrawals 16:27

12M ago16:27

16:27

While the stretch IRA has been gone for a few years now, a new tweak in the rules has added some confusion. On today’s episode, we discuss what this may mean for inherited IRAs and look at a recent article from CNBC to break it down. Currently, there is a 10-year rule to withdraw from an inherited IRA account, but the IRS is allowing a penalty reli…

1
Retirement Expectations vs. Reality 13:54

1y ago13:54

13:54

Are you ready for a reality check when it comes to retirement? Today we wade through the myths and truths of post-career life, where the expectations of endless cruises clash with the reality of budgeting for healthcare. Learn why setting realistic goals and being adaptable are the keys to a successful retirement. Here’s some of what we discuss in …

1
Winning the Financial Triple Crown: Strategies from the Kentucky Derby 15:14

1y ago15:14

15:14

It’s almost derby time! But what does it take to take home the crown? On today’s show, we talk about the things you’ll want to keep in mind to win big when it comes to your financial plan. From training for the moment in the best way to understanding the kinds of bets you’re making, what financial lessons can be learned from such a famous horse rac…

1
Retirement Questions That Every Generation Is Asking, Part 1 16:44

1y ago16:44

16:44

No matter what generation you’re in, you likely have questions when it comes to retirement. In this multi-part series we will discuss the different questions common among different generations. Today we talk through how to best prepare for that life transition if you are a Baby Boomer. Here’s some of what we discuss in this episode: What are the bi…

1
How Is Technology Redefining Retirement Planning? 22:40

1y ago22:40

22:40

Sometimes technology and innovation can help simplify and streamline things, but other times it can cause more of a headache than before. Today, we talk about what can become more complex and what is improved when you introduce technology into your financial planning. Here’s some of what we discuss in this episode: Can you Google it? When should yo…

1
Is Retirement Planning Harder Than It Used to Be? Part 2 19:56

1y ago19:56

19:56

How have things changed since when your grandparents were planning for retirement? So many things have gone up in cost! Instead of pretending things are still like they used to be or avoiding the topic, it’s important to face some of these facts head-on. Listen in as we wrap up our conversation about how retirement planning can be harder than it us…

1
Is Retirement Planning Harder Than It Used to Be? Part 1 18:21

1y ago18:21

18:21

We’ve all heard our parents or older generations say, “Well, back in my day…” Some things that were harder in the past have been eased with technology and other advances. But other things have become overcomplicated or more difficult. Today, we talk about the ways retirement planning has changed and potentially gotten more challenging than it used …

1
The Power of Delayed Gratification 18:06

1+ y ago18:06

18:06

We’re living in a fast-food world, but sometimes it’s worth waiting for the good stuff. Making financial sacrifices can be hard, but today we talk about when the delayed gratification is worth it. From saving for your future to having what you need in retirement, you’ll want to be strategic about your money. Here’s some of what we discuss in this e…

1
Inheritance FAQ 16:11

1+ y ago16:11

16:11

More and more people are getting an inheritance these days. In today's show, we answer some of the common questions people face when receiving, or planning on one day receiving, an inheritance. Hearing these questions may help you prepare ahead of time for a smooth transition of assets when the time comes. Here are some of the questions we discuss …

1
Financial Stocking Stuffers 15:16

1+ y ago15:16

15:16

As we near the holidays, you might be scrambling for last-minute gifts and preparing for a festive celebration. For many of us, the gifts in the stocking cover a range of everything from practical to absurd. Today, we talk through some of the fun financial things you might want to stuff in your metaphorical (or literal!) stocking. Here’s some of wh…

1
Financial Planning with Classic Christmas Songs 17:11

1+ y ago17:11

17:11

‘Tis the season for a bit of holiday cheer! What can we learn about financial planning from some classic Christmas songs? These tunes we sing along to every year carry some great metaphors and lessons if you know where to look. For instance, we all know Rudolph the red-nosed reindeer was made fun of and overlooked, but turned out to be a great asse…

1
How To Successfully Climb The Retirement Mountain 22:49

1+ y ago22:49

22:49

Ready for an adventure? Sometimes climbing a mountain is full of adventure, and sometimes it’s more about being prepared. You have to get the proper gear, get used to using it, and practice before you summit a major mountain. Doing something step by step over time may be boring at times, but it helps you get to the goal. The same is true with savin…

1
The Financial Cereal Bowl 18:27

1+ y ago18:27

18:27

What can we learn about retirement planning from browsing the cereal aisle at the grocery store? We love finding relatable ways to teach about financial topics, so let’s scoop up a few bites of financial understanding on today’s show. Here’s some of what we discuss in this episode: What in the financial world is hard to resist but not all that good…

1
How to Avoid Money Mistakes You’ll Regret 19:56

1+ y ago19:56

19:56

It’s always better to learn from the mistakes of others so you don’t have to make them yourself. In this episode, we talk through some common financial mistakes people make and share what you can do to avoid them. Remember, thinking through these situations now can help you steer clear of costly problems down the line! Here's what we discuss in thi…

1
Retirement Planning’s “Hidden” Questions 16:56

1+ y ago16:56

16:56

Let’s look at some of the hidden questions that come up when retirement planning. Whether you have put them off to the side or would rather focus on something else, all of these things are important components of your retirement plan. Talking through these questions with a financial advisor can help better position yourself in the long-run and cove…

1
Discussing Dave Ramsey’s Advice 14:34

1+ y ago14:34

14:34

Radio talk show host turned TikTok user, Dave Ramsey, is known for doling out financial advice to a wide audience. Today, we talk through some quotes from Ramsey to see what Nathan thinks as a financial advisor. Be it investing from a place of knowledge to relying on delayed gratification to make decisions, there’s a lot we can learn from him. Ulti…

1
The Future of Retirement in America 18:09

1+ y ago18:09

18:09

When we look toward the future, what’s ahead? Whether you take more of an optimistic or pessimistic view of things, it’s important to know what to expect. In this episode, we talk about what Americans may face when it comes to retiring in the years ahead. Listen in as we discuss Social Security, healthcare, tax rates and more. Here’s what we discus…

1
Bashing the Roth? 18:43

1+ y ago18:43

18:43

In a shocking turn of events, we’re going to spend some time bashing the Roth today. Inspired by an article we found on Yahoo Finance, Nathan shares his thoughts on a Roth. Is it really the right thing for you? Instead of basing your decisions on some one-size-fits-all financial advice, it’s important to consider your unique and personal financial …

1
Financial Lessons From Ron Swanson 16:21

1+ y ago16:21

16:21

We’re back for another segment where we see what lessons we can learn from popular quotes. Join us as we delve into the world of fiction and explore the valuable financial lessons we can learn from the beloved character Ron Swanson, portrayed by Nick Offerman, in the iconic TV series “Parks and Recreation.” Here are some key takeaways from this epi…

1
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2) 17:29

2y ago17:29

17:29

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial strain: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Nathan work to resolve conf…

1
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1) 16:20

2y ago16:20

16:20

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the mos…

1
Reasons Why You Shouldn’t Invest in a 401(k) 16:49

2y ago16:49

16:49

For many people, their 401(k) is one of their main investment vehicles. While it can be a fantastic choice, today we highlight the reasons why it might not be the right fit for everyone. There are times when you might not want to invest in a 401(k) or invest as much into it. Here are the reasons we talk through on today’s show: Are you worried abou…

1
Bad Money Habits That Can Spoil The Retirement Party 17:54

2y ago17:54

17:54

When you have a party, you want it to be a success! A party should be full of fun, joy, and festivity! In fact, Nathan just celebrated 20 years with his clients with a party. But what ruins a party? Things like procrastination and poor planning can be a recipe for disaster. On today’s show we talk about the bad money habits that could spoil the par…

1
What Weddings and Retirement Planning Have in Common 22:16

2y ago22:16

22:16

Following the wedding of Nathan’s son, we wanted to discuss the many things retirement planning and wedding planning have in common. From financial management in the planning process to preparing for the needs and wants of multiple people, there’s a lot to think about. Everybody hopes it will be perfect, but you know that life is going to throw you…

1
Breaking Down The Commentary After Recent Bank Collapses 17:52

2y ago17:52

17:52

After a string of recent bank collapses, should we feel comfortable with having money in the banks? What safeguards have been put in place by the government to offer some protection? A lot of talking heads have weighed in on this issue recently, so we’re going to discuss some of those quotes in today’s episode. We’ll take a closer look at what happ…

1
How Age and Wisdom Impact Your Financial Planning 15:54

2y ago15:54

15:54

One of the reasons that financial planning is not a one-size-fits-all answer is that everyone’s age, goals, and experiences are different. What you needed in your 20s might look very different from what you need to do in your 50s. Today we talk through the impact both age and wisdom have when you sit down and make a financial plan with a qualified …

1
The Psychology of Investing In The Wake Of Historic Market Crashes 23:31

2y ago23:31

23:31

Let’s take a little crash course on the psychology behind investing. Especially when it comes to a market crash, you’ll want to understand the lasting impact that has on the decisions you make with money. In this episode, we explore how major financial events in American history have influenced people's relationships with money and how they make in…

Podcasts Worth a Listen

Nathan O Bryant Podcasts

Podcasts Worth a Listen