Breaking Down The Commentary After Recent Bank Collapses
After a string of recent bank collapses, should we feel comfortable with having money in the banks? What safeguards have been put in place by the government to offer some ... Read more
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help ... 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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5 Things You Must Know About Decumulation To Retire Successfully
Accumulating money is one thing, but decumulation requires a whole different strategy. What do you need to know in order to be successful?
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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
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
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
Top 5 Types of Financial Risk
While you can’t avoid risk completely, it’s important to understand and address risk, especially when it comes to your financial plan. Are any of these five risks threatening your finances? ... 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
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
Discussing the Laws Of Investing, Part 2
Do you truly know why you make the investment decisions you do? Many of them are based on mainstream beliefs but how much do you know about where they are ... Read more
Discussing the Laws Of Investing, Part 1
Stop to consider why you do what you do. Now, consider why you make the financial decisions you make. Are you following these laws of investing (knowingly or not)? This ... Read more
Agree Or Disagree?
We’ll discuss whether you can actually handle the risk you are taking in your portfolio. We’ll also see if Nathan agrees or disagrees with certain statements.
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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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