investments

Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)

March 9, 2023March 23, 2023

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?

September 15, 2022September 14, 2022

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

July 14, 2022July 13, 2022

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?

June 10, 2022June 10, 2022

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

April 21, 2022April 4, 2022

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?

I Didn’t Know You Did That

April 7, 2022April 4, 2022

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.

Financial Hot Topics

March 24, 2022March 22, 2022

We talk through a few controversial financial topics to see what Nathan thinks. What financial decisions have you made lately?

What To Do During Market Volatility

February 3, 2022February 2, 2022

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.

Unhealthy Foods and Financial Health

March 25, 2021March 24, 2021

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

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

Mom’s Favorite Phrases And Financial Planning

October 1, 2020September 30, 2020

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?

Industry Insights Amidst Coronavirus

July 16, 2020July 15, 2020

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

January 9, 2020January 7, 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)

November 14, 2019November 14, 2019

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

March 21, 2019March 19, 2019

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

September 27, 2018March 1, 2019

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

June 28, 2018March 1, 2019

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. ... Read more

The Market Crash Hall Of Fame

April 26, 2018March 1, 2019

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