Financial Things That Are Underrated
Confidence Corner 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 ... Read more
Your 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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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
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 plan? On today’s episode of ... Read more
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 when it comes to financial ... Read more
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 face?
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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 world. What should you really ... Read more