Understanding Values-Based Planning
What are your goals? Why does the money matter? Everyone has different motivators and needs, so what does it look like to create a values-based ...
Recent Episodes
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2021: This Is The Year (No Matter What)
Is this your year to get your financial goals in gear? What are you doing to make it happen? Find out what you should be ... -
Christmas Songs and Financial Planning
We test Nathan’s holiday spirit and see if he can give us a financial lesson from some holiday classics. As you listen to your favorite ... -
End of Year Financial Planning
Are you ready to end 2020 and reset in 2021? It’s important to set proper expectations for the end of this year and the beginning ... -
Unreasonable Requests to Financial Advisors
What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible ... -
A 2020 Election Conversation
We may not have all the results from the election yet, but we do have some thoughts on where things seem to be headed. How ... -
Statistics on Saving and Investing
What’s typical when it comes to saving and investing? We review a report to get the most recent statistics on things like using target date ... -
Mom’s Favorite Phrases And Financial Planning
My mother used to say…to make my bed, obey my parents, and save my pennies. What other commonly used phrases by mom relates to financial ... -
Financial Planning By Profession
Financial advisors work with all sorts of different clients who work in a variety of different professions. What kinds of mindsets or challenges do they ... -
Don’t Assume When It Comes to Retirement
When it comes to finances, a lot of times it is easy to make an assumption about something one way or another. But you know ... -
Dirty Little Secrets in the Financial World
No one knows what you don’t know. So, let’s talk about all those secrets you might be unaware of when it comes to the financial ... -
Top 5 Types of Financial Risk
While you can’t avoid risk completely, it’s important to understand and address risk, especially when it comes to your financial plan. Are any of these ... -
Industry Insights Amidst Coronavirus
Coronavirus has brought on a lot of changes and that impact has stretched across many industries. On this episode we discuss some of the industries ... -
Finding the Right Financial Advisor
How do you know if you have the right advisor? And how do you know if it’s time to switch? Nathan talks through what to ... -
Answering the Most Common IRA Questions
Wondering what you should know about your IRA? What options do you have and what strategy could pay off in the future? Find out on ... -
Are You Following Outdated Financial Rules?
When it comes to retirement, the rules that applied for your grandparents or parents aren’t necessarily the same for you. To find out which rules ... -
Is the Customer Always Right?
When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it ... -
How To Set Financial and Retirement Goals
Are you setting realistic and achievable financial goals? How do you stick to your financial goals? Let’s discuss the steps you can take to set ... -
Ben Franklin and Partial Freedom from COVID-19
What does Ben Franklin have to do with your financial plan? He is remembered for many of his famous quotes, so we talk about the ... -
Cleaning Your Financial Closet – Lockdown Edition
We’re all spending a lot more time at home right now and using this as an opportunity to get organized. So let’s clean out our ... -
Coronavirus Aid – What You Need to Know About the CARES Act
With stay at home orders continuing for the foreseeable future, the government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act to provide relief ... -
Coronavirus Market Update + What’s Next
We’re all dealing with the affects of the coronavirus to financial markets around the globe and it’s a challenge to keep up with all the ... -
Coronavirus: What Pandemics Often Do To The Market
Are you worried about how coronavirus might impact the market or your financial plan? Let’s look at several past epidemics to see what the market ... -
Inheritance 101: Everything You Need to Know
Whether you’re trying to build an estate plan or deciding how to invest an inheritance, there are some things you need to be aware of. ... -
How Often Does a Financial Advisor Answer These Questions?
How often do advisors see certain situations? Are you alone in your questions or are they common scenarios?
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Understanding The SECURE Act: When Did You Turn 70.5?
Are you right on the edge of taking RMDs and wondering what the recent changes due to the SECURE Act mean for you? We’ll explore ... -
5 Biggest Storylines of 2020: Will They Matter Financially?
We’re already off to a busy start for 2020 and it doesn’t appear like the news will slow down anytime soon. Let’s look at the ... -
New Year Financial Checklist for 2020
You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents ... -
Are You Sabotaging Your Own Retirement With These Mistakes?
There are so many aspects of our financial life that we can’t control so why would we fail to take care of the things we ... -
Catching Up As A Late Bloomer In Retirement
What can you do if you feel a bit behind the curve when it comes to retirement planning? Is there still time for your retirement ...