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
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
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 has done historically.
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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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Presidential Financial Planning
Presidents are known for leaving us with memorable quotes that live on for decades after they’ve left office. On today’s show, we’ll take a look at some famous presidential quotes ... Read more
Unlikely Wisdom When It Comes to Your Finances
You might not expect it, but these celebrities bring unlikely wisdom when it comes to your finances. Have you heard these quotes?
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