Discussing Dave Ramsey’s Advice
Radio talk show host turned TikTok user, Dave Ramsey, is known for doling out financial advice to a wide audience. Today, we talk through some quotes from Ramsey to see ... Read more
What Weddings and Retirement Planning Have in Common
Following the wedding of Nathan’s son, we wanted to discuss the many things retirement planning and wedding planning have in common. From financial management in the planning process to preparing ... Read more
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help ... 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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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
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
New Year’s Resolutions
It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re ... Read more
The Desire To Retire
Explore your inner desire to retire, set firm financial goals, and discover how to complete a Roth conversion along the way.
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