Common Money Mistakes
There are so many moving parts to a successful retirement. It’s easy to overlook something as you consider things like taxes, 401(k)s, IRAs, social security, legacy planning, and much more. ... Read more
Financial Stocking Stuffers
Let’s assume that all of our listeners are on the “nice” list, so they should be getting good gifts in their financial stocking. We’ll discuss some stocking stuffers that Santa ... Read more
Client Personalities
There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can ... Read more
Moving The Goalposts
We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. Let’s talk about some of the ways that people are likely to change ... Read more
Retirement: It Ain’t What It Used To Be
In some ways, retirement planning was easier for past generations. Let’s take a look at how planning has changed through the years. Later, Nathan will take a multiple choice quiz. ... Read more
End Of Year To-Do List
Once you factor in Thanksgiving, shopping that needs to be done, holiday parties to attend, and travel that you’ll be doing…it will seem like the end of the year will ... Read more
The Retirement Checklist
Just like a pilot going through his pre-flight checklist before takeoff, it’s important that you go through your pre-retirement checklist before walking away from a paycheck. Let’s look at some ... Read more
Robo-Advisors
We’ll discuss the pros and cons of robo-advisors. Could they be a fit for your financial plan? Nathan will give his professional opinion.
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Score A Touchdown In Retirement
At this time of year, you can find football on TV almost every night of the week. So let’s take some concepts from the game of football and apply them ... Read more
Unhealthy Financial Foods
Let’s explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as why ... Read more
Irreversible Decisions
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To ... Read more
The Financial Hurricane
Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, let’s take the opportunity to see ... Read more
Between Jobs
Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s ... Read more
Agree Or Disagree?
We’ll discuss whether you can actually handle the risk you are taking in your portfolio. We’ll also see if Nathan agrees or disagrees with certain statements.
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Don’t Get In Your Own Way
Let’s talk about some of the common ways that people get in their own way when it comes to financial planning. Maybe some disturbing statistics will help us understand why ... Read more
It’s Anyone’s Guess
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to ... Read more
Unanswerable Questions
Nathan will help answer some questions that you can’t answer for yourself. We’ll also detail how to customize a plan to your values, and why hiring an advisor is in ... Read more
Fill In The Blanks
If you have kids, more often than not, they usually come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways that ... Read more
What Is A Fiduciary?
Let’s explore the meaning behind the fiduciary standard and the importance of legacy planning.
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Better Late Than Never
Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you’re arriving late to the retirement planning table.
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