How To Successfully Climb The Retirement Mountain
Ready for an adventure? Sometimes climbing a mountain is full of adventure, and sometimes it’s more about being prepared. You have to get the proper gear, get used to using ... 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
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
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
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
Financial Things That Are Underrated
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.
Read moreYour Biggest Financial Assets
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
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.
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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
I 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.
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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
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?
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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.
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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.
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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.
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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?
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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.
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