Bad Money Habits That Can Spoil The Retirement Party
When you have a party, you want it to be a success! A party should be full of fun, joy, and festivity! In fact, Nathan just celebrated 20 years with ... Read more
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
Each person has a different and unique personality. It’s part of what makes you, you! So, when it comes to your financial plan, should a financial advisor tailor the plan ... 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
Financial Fortune Cookie Wisdom
What can you learn from that little piece of wisdom folded into a fortune cookie? We talk through some tidbits of wisdom and how it fits in your financial plan. ... Read more
Is Conventional Wisdom Always Best?
When should you listen to conventional wisdom and when should you buck the system? Nathan talks through a few areas where conventional wisdom isn’t always what’s best for you and ... Read more
Playing the Financial Game Show
We talk about our favorite TV game shows and why we don’t want them to be a reflection of our financial decisions. Which of these were your favorites?
Read moreI Didn’t Know You Did That
Just what do financial advisors do? Nathan talks through the many ways he helps his clients that go well beyond simply picking stocks to invest in.
Read moreFinancial Hot Topics
We talk through a few controversial financial topics to see what Nathan thinks. What financial decisions have you made lately?
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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.
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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
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
Mom’s Favorite Phrases And Financial Planning
My mother used to say…to make my bed, obey my parents, and save my pennies. What other commonly used phrases by mom relates to financial advising today?
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Industry Insights Amidst Coronavirus
Coronavirus has brought on a lot of changes and that impact has stretched across many industries. On this episode we discuss some of the industries hardest hit from an economic ... Read more
New Year Financial Checklist for 2020
You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents another opportunity to get your ... Read more
Welcome to Retirement! (Now Don’t Screw It Up)
It takes a lot of hard work and dedication to finally be able to step away from working and retire. But the journey isn’t over. You’re just transitioning to the ... Read more
Lazy Money
Let’s talk about times when our money is lazy and how we can better put it to work. We’ll explain our definition of lazy money, why people have it (and ... Read more
Irreversible Decisions
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To ... Read more
The Retirement Pyramid
What is risk aversion, and does it affect you? Find out what Nathan has to say. We’ll also cover the tax consequences of your investments and climb the retirement pyramid.
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The Market Crash Hall Of Fame
Let’s tour the “Market Crash Hall Of Fame”, and go over some of the famous crashes in American history. Be sure you are prepared for the next one. Then, we’ll ... Read more