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 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
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
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
What’s Your Biggest Financial Fear?
Everybody has fears, so we talk about some of the biggest financial fears people face. Sometimes acknowledging the fear is the best place to start. Alongside an advisor, you 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 Diseases That Plague Retirees
What kind of financial ailment might you be dealing with? Nathan talks through the different things we need to look out for and how to stay financially healthy.
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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
Things We Don’t Consider in Retirement Planning
What do you need to plan for in retirement? Instead of burying your head in the sand, Nathan talks us through what we need to pay attention to and how ... 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?
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Financial Wisdom from Walt Disney
What can we learn from the man with the mouse? We take quotes from Walt Disney and see how they fit in with your financial plan.
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Investing Like a Genius
Are you investing like a genius or are you making every mistake in the book? Let’s talk through five ways you can make wise decisions with your money.
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What Kind of Retirement Are You Living For?
Do you know what your goals and dreams are for retirement? Are you working with an advisor to make sure it’s possible?
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Baseball and Retirement Planning
What do baseball and retirement planning have in common? Just like a financial plan, baseball can be enjoyed by those who know the ins and outs of the game and ... Read more
Last Ten Working Years Before Retirement
As you draw near to retirement, what should you be doing in those last few years to prepare? We talk about the priorities you should have as you shift your ... Read more
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
Are You Following Outdated Financial Rules?
When it comes to retirement, the rules that applied for your grandparents or parents aren’t necessarily the same for you. To find out which rules are outdated, we discuss some ... 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
Are You Sabotaging Your Own Retirement With These Mistakes?
There are so many aspects of our financial life that we can’t control so why would we fail to take care of the things we can? Today we’re going to ... Read more
What Mistakes Do Bad Investors Make?
Whether you’ve been investing for decades or just starting out, there are things you shouldn’t do if you want to be successful. Let’s take a look at the mistakes you’ll ... Read more