Discussing Dave Ramsey’s Advice
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 ... Read more
The Future of Retirement in America
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. We talk about ... Read more
Bashing the Roth?
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 ... Read more
Financial Lessons From Ron Swanson
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 ... Read more
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
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 ... Read more
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
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 ... Read more
Reasons Why You Shouldn’t Invest in a 401(k)
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 ... Read more
Bad Money Habits That Can Spoil The Retirement Party
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 ... Read more
What Weddings and Retirement Planning Have in Common
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 ... Read more
Breaking Down The Commentary After Recent Bank Collapses
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 ... Read more
How Age and Wisdom Impact Your Financial Planning
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 ... Read more
The Psychology of Investing In The Wake Of Historic Market Crashes
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 ... Read more
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help ... Read more
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
Each person has a different and unique personality. It’s part of what makes you, you! So, when it comes to your financial plan, should a financial advisor tailor the plan ... Read more
What’s Your Biggest Financial Fear?
Everybody has fears, so we talk about some of the biggest financial fears people face. Sometimes acknowledging the fear is the best place to start. Alongside an advisor, you can ... Read more
Four Ways The SECURE Act 2.0 Might Impact You
What’s the latest happening in Congress? In 2019, the first Secure Act was passed. At the very end of 2022, Congress passed the Secure Act 2.0, which rolled out a ... Read more
Helpful Financial Checklist For 2023
As you make your beginning of the year checklists, we have a few financial things you’ll want to add to your list. The sooner you get a handle on these ... Read more
2022 in Review
Happy New Year! Before we get too far into 2023, let’s start talking about last year. We review what happened in 2022 and what kind of financial things we can ... Read more
Naughty or Nice: Financial Advisors
Who’s ending up on the naughty list this year? Today, we talk through different scenarios financial advisors face to see who would go on the nice list and who is ... Read more
Examining Your Own Investor Bias
We all have biases about our favorite and least favorite things. When it comes to investing, what biases should we be aware of? When you go to work with a ... Read more