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
Investing Like a Genius
Are you investing like a genius or are you making every mistake in the book? Let’s talk through five ways you can make wise decisions with your money.
Read more
5 Questions You Didn’t Know To Ask
You don’t know what you don’t know. So, we go over five questions that might shed some light on ways to make your retirement plan better and more efficient.
Read more
What Kind of Retirement Are You Living For?
Do you know what your goals and dreams are for retirement? Are you working with an advisor to make sure it’s possible?
Read more
5 Things You Must Know About Decumulation To Retire Successfully
Accumulating money is one thing, but decumulation requires a whole different strategy. What do you need to know in order to be successful?
Read more
Retirement Blind Spots
What do you need to look out for when it comes to blind spots in retirement? Don’t overlook these key elements that you’ll want to prepare for in your financial ... Read more
SECURE Act 2.0
What should you know about the proposed changes in the SECURE Act 2.0? We discuss a few of the possible impacts to you and your retirement plan.
Read more
Are You Avoiding These 401K Mistakes?
What kind of 401(k) mistakes should you look out for? Nathan shares what you should know when it comes to your 401(k) and your financial plan.
Read more
Understanding Your Financial Statements
What should you be looking for when your financial statement arrives? Nathan shares what different things mean and why they matter on your statement.
Read more
Reading the Financial Fine Print
Do you read the fine print when it comes to investments and financial decisions? On today’s podcast we talk through key areas that people tend to overlook and are in ... Read more
Baseball and Retirement Planning
What do baseball and retirement planning have in common? Just like a financial plan, baseball can be enjoyed by those who know the ins and outs of the game and ... Read more
Avoiding Financial Mistakes During A Divorce
Today’s Question: What financial mistakes do some make in the middle of a divorce? What do you need to keep in mind as you make a lot of decisions that ... Read more
Unhealthy Foods and Financial Health
What do donuts and lemonade have to do with your financial plan? Besides being delicious, these tasty treats remind us what you need to keep an eye on when it ... Read more