financial goals

Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)

March 23, 2023March 23, 2023

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

January 6, 2022January 5, 2022

What should you do right now that will make a big difference in your finances in the new year?

Unreasonable Requests to Financial Advisors

November 19, 2020November 18, 2020

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

May 7, 2020March 19, 2020

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

January 10, 2019February 28, 2019

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

November 30, 2017March 1, 2019

Explore your inner desire to retire, set firm financial goals, and discover how to complete a Roth conversion along the way. ... Read more