Financial Jeopardy
What is…financial Jeopardy? It’s time to play for all the points and see what financial questions Nathan can answer on today’s show.
Read more
Financial Fortune Cookie Wisdom
What can you learn from that little piece of wisdom folded into a fortune cookie? We talk through some tidbits of wisdom and how it fits in your financial plan. ... Read more
Sensational Financial Headlines
Are you watching the news and starting to panic? Let’s talk through some recent financial headlines and see what you should focus on.
Read more
Is Conventional Wisdom Always Best?
When should you listen to conventional wisdom and when should you buck the system? Nathan talks through a few areas where conventional wisdom isn’t always what’s best for you and ... Read more
Things We Don’t Consider in Retirement Planning
What do you need to plan for in retirement? Instead of burying your head in the sand, Nathan talks us through what we need to pay attention to and how ... Read more
Sorting Through the Financial Junk Drawer
Confidence Corner Celebrating our 100th episode of the podcast today, we’re going to do a giveaway! But first, we take a peek in the junk drawer to see what’s in ... Read more
Playing the Financial Game Show
We talk about our favorite TV game shows and why we don’t want them to be a reflection of our financial decisions. Which of these were your favorites?
Read moreI Didn’t Know You Did That
Just what do financial advisors do? Nathan talks through the many ways he helps his clients that go well beyond simply picking stocks to invest in.
Read moreFinancial Hot Topics
We talk through a few controversial financial topics to see what Nathan thinks. What financial decisions have you made lately?
Read moreFinancial Wisdom with Albert Einstein
Today we are analyzing some famous quotes from Albert Einstein. What retirement planning lessons can we gain from the most well-known genius?
Read more
Retirement Planning with Shaq
Ready for some financial advice from the big guy? He’s got more to teach us than shooting hoops, so on today’s show we find out how some of his past ... Read more
What To Do During Market Volatility
Are you wondering what to do given our recent market volatility? Nathan shares what he tells his clients to do and how you should approach this time of uncertainty.
Read more
How Do You Say It?
Some different words or phrases get used, but do they mean something different or are they all the same? We discuss a variety of financial phrases so you understand what ... Read more
A Financial Checklist for the New Year
What should you do right now that will make a big difference in your finances in the new year?
Read more
Retirement Planning First Steps
Where should you start when it comes to retirement planning? Nathan is here to guide you through the process to make sure you feel confident and ready for the future. ... Read more
Financial Wisdom from Walt Disney
What can we learn from the man with the mouse? We take quotes from Walt Disney and see how they fit in with your financial plan.
Read more
Dealing with Stress in Retirement
How do we handle financial stress in retirement? Let’s talk through ways we can proactively deal with the stress that comes with retirement.
Read more
Financial Truths and Lies
Today’s Question: Can you find the lie? We talk through a few financial situations to see how well you know what’s true and what’s not. Schedule A Meeting Download Your ... Read more
Retirement Income Planning Essentials
Do you know where your income will come from once you are retired? We talk through income planning for retirement and mention a few things to look out for as ... Read more
Avoiding Financial Temptations
Think you found a shortcut to your financial goals? Want to cut a corner on your retirement savings? Think again! We talk through common financial temptations and how to avoid ... Read more