How To Successfully Climb The Retirement Mountain
Ready for an adventure? Sometimes climbing a mountain is full of adventure, and sometimes it’s more about being prepared. You have to get the proper gear, get used to using ... Read more
The Financial Cereal Bowl
What can we learn about retirement planning from browsing the cereal aisle at the grocery store? We love finding relatable ways to teach about financial topics, so let’s scoop up ... Read more
Retirement Planning’s “Hidden” Questions
Let’s look at some of the hidden questions that come up when retirement planning. Whether you have put them off to the side or would rather focus on something else, ... Read more
Financial Lessons From Ron Swanson
We’re back for another segment where we see what lessons we can learn from popular quotes. Join us as we delve into the world of fiction and explore the valuable ... Read more
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we’ll explore five more common areas of financial strain: emergency fund size, charitable ... Read more
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we’re digging into the financial face-offs that make Monopoly ... 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
Financial Wisdom with Albert Einstein
Today we are analyzing some famous quotes from Albert Einstein. What retirement planning lessons can we gain from the most well-known genius?
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Understanding Values-Based Planning
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
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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Financial Planning By Profession
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?
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Don’t Assume When It Comes to Retirement
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
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
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?
How often do advisors see certain situations? Are you alone in your questions or are they common scenarios?
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Catching Up As A Late Bloomer In Retirement
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
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
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
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
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