Retirement Planning

What Weddings and Retirement Planning Have in Common

May 18, 2023May 17, 2023

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

Financial Wisdom with Albert Einstein

March 11, 2022March 11, 2022

Today we are analyzing some famous quotes from Albert Einstein. What retirement planning lessons can we gain from the most well-known genius?

Understanding Values-Based Planning

January 21, 2021January 19, 2021

What are your goals? Why does the money matter? Everyone has different motivators and needs, so what does it look like to create a values-based plan? On today’s episode of ... 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?

Financial Planning By Profession

September 17, 2020September 16, 2020

Financial advisors work with all sorts of different clients who work in a variety of different professions. What kinds of mindsets or challenges do they face?

Don’t Assume When It Comes to Retirement

September 3, 2020September 2, 2020

When it comes to finances, a lot of times it is easy to make an assumption about something one way or another. But you know what they say about what ... Read more

Finding the Right Financial Advisor

July 2, 2020July 1, 2020

How do you know if you have the right advisor? And how do you know if it’s time to switch? Nathan talks through what to look for in an advisor ... Read more

Inheritance 101: Everything You Need to Know

February 20, 2020February 18, 2020

Whether you’re trying to build an estate plan or deciding how to invest an inheritance, there are some things you need to be aware of. Let’s look at inheritances from ... Read more

How Often Does a Financial Advisor Answer These Questions?

February 6, 2020February 3, 2020

How often do advisors see certain situations? Are you alone in your questions or are they common scenarios?

Catching Up As A Late Bloomer In Retirement

December 12, 2019December 10, 2019

What can you do if you feel a bit behind the curve when it comes to retirement planning? Is there still time for your retirement funds to blossom into the ... Read more

4 Types of Spenders

October 3, 2019October 2, 2019

Do you spend like there’s no tomorrow? Or do you hoard more money than you could possibly need? Or are you somewhere in the middle? Find out which type of ... Read more

Planning The Ultimate Road Trip: Your Retirement

September 26, 2019September 25, 2019

Believe it or not, planning for retirement is a bit like going on a road trip. Are you ready to rock out to some tunes and hit the road? Or ... Read more

Never Assume In Retirement Planning

June 6, 2019September 10, 2019

Making an assumption about something gets us into trouble (and makes a you-know-what out of you and me). How about common assumptions when it comes to retirement? Should we continue ... Read more

Vacation Planning And Retirement

May 9, 2019September 10, 2019

As we get closer to summer, many people start planning their vacations. But what if we planned for retirement as well as we planned for vacation? Today, we’ll talk through ... Read more

Financial Planning and Future Generations

April 25, 2019September 10, 2019

Are your adult children still an expecting allowance? Will your ideal retirement age coincide with your child’s college graduation? What kind of legacy do you want to leave? Your children ... Read more