The Future of Retirement in America
When we look toward the future, what’s ahead? Whether you take more of an optimistic or pessimistic view of things, it’s important to know what to expect. We talk about ... Read more
Bashing the Roth?
In a shocking turn of events, we’re going to spend some time bashing the Roth today. Inspired by an article we found on Yahoo Finance, Nathan shares his thoughts on ... 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
Breaking Down The Commentary After Recent Bank Collapses
After a string of recent bank collapses, should we feel comfortable with having money in the banks? What safeguards have been put in place by the government to offer some ... Read more
How Age and Wisdom Impact Your Financial Planning
One of the reasons that financial planning is not a one-size-fits-all answer is that everyone’s age, goals, and experiences are different. What you needed in your 20s might look very ... Read more
The Psychology of Investing In The Wake Of Historic Market Crashes
Let’s take a little crash course on the psychology behind investing. Especially when it comes to a market crash, you’ll want to understand the lasting impact that has on the ... 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
Helpful Financial Checklist For 2023
As you make your beginning of the year checklists, we have a few financial things you’ll want to add to your list. The sooner you get a handle on these ... Read more
2022 in Review
Happy New Year! Before we get too far into 2023, let’s start talking about last year. We review what happened in 2022 and what kind of financial things we can ... Read more
Naughty or Nice: Financial Advisors
Who’s ending up on the naughty list this year? Today, we talk through different scenarios financial advisors face to see who would go on the nice list and who is ... Read more
Financial Things That Are Underrated
In part two of our series, we talk about financial things that are underrated. These concepts are talked about but some may be tempted to overlook the value behind them.
Read moreFinancial Things That Are Overrated
Confidence Corner You may hear of a lot of financial things that sound good, but are they actually overrated? Over the next two shows, we’ll talk about things that are ... Read more
What We Can Learn from Seinfeld
Confidence Corner Every once in a while, we all need a good laugh. So, let’s look to a famous comedian to see what we can learn about our finances. Jerry ... Read more
Can’t Get No Satisfaction… Or Can You?
Want to know the secrets to experiencing satisfaction in retirement? Believe it or not, it’s not all about having $10 million in the bank. Nathan shares five key factors that ... Read more
How Money Ads Catch Your Attention
Have you been pulled in by the marketing messages behind some financial ads? We talk through the common themes and how to pick the right strategy for you.
Read more
What To Do During Market Volatility
Are you wondering what to do given our recent market volatility? Nathan shares what he tells his clients to do and how you should approach this time of uncertainty.
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 Truths and Lies
Today’s Question: Can you find the lie? We talk through a few financial situations to see how well you know what’s true and what’s not. Schedule A Meeting Download Your ... 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
Unhealthy Foods and Financial Health
What do donuts and lemonade have to do with your financial plan? Besides being delicious, these tasty treats remind us what you need to keep an eye on when it ... Read more