Ever stop to think about what happens to all of your online accounts when you die? Does someone else have the password in order to gain access just in case? ... Read more
We all want it, but what exactly is financial security? Everyone defines it differently and today will discuss some of those meanings. But first, in the news, we talk about ... Read more
Did you know…? Looking at some crazy and random financial facts can be fun, interesting, and at times, even a bit confusing. Maybe you know where the stock market is ... Read more
We’ve been trained to believe that more is better but is that always true in the financial world? Having more than one advisor might seem like a great way to ... Read more
The SECURE Act will bring several changes that may impact your retirement planning, and Nathan will go over four more of those provisions. This concludes our two-part series on the ... Read more
Recently passed through the House, the SECURE Act has a lot of new retirement implications. You’ll want to hear the next two episodes of the podcast as we break down ... Read more
Presidents are known for leaving us with memorable quotes that live on for decades after they’ve left office. On today’s show, we’ll take a look at some famous presidential quotes ... Read more
There are lots of theories and techniques that no matter what, just doesn’t work. On the podcast today, Nathan will respond to some of these common ideas in the financial ... Read more
Making an assumption about something gets us into trouble (and makes a you-know-what out of you and me). How about common assumptions when it comes to retirement? Should we continue ... Read more
When you travel this summer, you’ll probably have a few things in mind as you go through the airport. On today’s show, Nathan will talk about the things you will ... Read more
If the market takes a dive, what are you likely to do? Are you the type to try to control things by moving your money around? Would you rather pretend ... Read more
Are you worried about withdrawing too much money from your accounts in retirement? Nathan explains the 4 Percent Rule and why it’s been a proven strategy for determining retirement distributions. ... Read more
As we get closer to summer, many people start planning their vacations. But what if we planned for retirement as well as we planned for vacation? Today, we’ll talk through ... Read more
A recent fishing trip prompts Nathan to consider how fly fishing is somewhat similar to retirement planning. Later on, learn why so many retirees lack confidence as they enter retirement. ... Read more
Are your adult children still an expecting allowance? Will your ideal retirement age coincide with your child’s college graduation? What kind of legacy do you want to leave? Your children ... Read more
Join us as we unpack the market’s movement in 2019, learn about the Russell 2000 Index, and take a question from Roger on dividend-paying stocks.
You might not expect it, but these celebrities bring unlikely wisdom when it comes to your finances. Have you heard these quotes?
Retirement is sometimes considered one of the most stressful things in life. How you handle that stress as you face retirement will make all the difference in your experience.
Maybe you’ve planned well for retirement with the exception of this “one thing” that could derail your plans. Ensure nothing throws off your retirement by preparing for these five things ... Read more
Let’s talk about times when our money is lazy and how we can better put it to work. We’ll explain our definition of lazy money, why people have it (and ... Read more