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?
Read more
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.
Read more
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.
Read more
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.
Read more
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?
Read more
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.
Read more
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?
Read more
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
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 look for in an advisor ... Read more
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 comes to your money and ... Read more
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 up goals for your retirement. ... Read more
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 own financial closet by taking ... Read more
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 for individuals and businesses. Today ... Read more
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 news updates. We’ll try to ... Read more