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
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
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
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
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
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
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
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
In part two of our series, we talk about financial things that are underrated. These concepts are talked about but some may be tempted to overlook the value behind them.
Confidence Corner You may hear of a lot of financial things that sound good, but are they actually overrated? Over the next two shows, we’ll talk about things that are ... Read more
Confidence Corner Your finances include a variety of different assets. Are you paying enough attention to your biggest financial assets? Make sure you have a conversation about these assets with ... Read more
Confidence Corner Every once in a while, we all need a good laugh. So, let’s look to a famous comedian to see what we can learn about our finances. Jerry ... Read more
Want to know the secrets to experiencing satisfaction in retirement? Believe it or not, it’s not all about having $10 million in the bank. Nathan shares five key factors that ... Read more
Have you been pulled in by the marketing messages behind some financial ads? We talk through the common themes and how to pick the right strategy for you.
What kind of financial ailment might you be dealing with? Nathan talks through the different things we need to look out for and how to stay financially healthy.
What financial myths have you heard and perhaps fallen for? What happens when it doesn’t work out the way you thought?
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.
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
Are you watching the news and starting to panic? Let’s talk through some recent financial headlines and see what you should focus on.
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