How Age and Wisdom Impact Your Financial Planning
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
What’s Your Biggest Financial Fear?
Helpful Financial Checklist For 2023
Examining Your Own Investor Bias
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
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.
Read moreFinancial Fortune Cookie Wisdom
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.
Read moreRetirement Planning with Shaq
How Do You Say It?
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 moreRetirement Planning First Steps
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 moreDealing 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 more5 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 moreWhat 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 moreAre 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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