Christmas Songs and Financial Planning
We test Nathan’s holiday spirit and see if he can give us a financial lesson from some holiday classics. As you listen to your favorite songs, what lessons can be ... 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
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
Trying To Find The Exception To The Rule When Investing
In anything, there’s always an exception to the rule. With your financial plan, when do you chase that exception and when do you stick with what’s average? Which will be ... Read more