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
Your Biggest Financial Assets
Confidence Corner Your finances include a variety of different assets. Are you paying enough attention to your biggest financial assets? Make sure you have a conversation about these assets with ... Read more
Sensational Financial Headlines
Are you watching the news and starting to panic? Let’s talk through some recent financial headlines and see what you should focus on.
Read more
Sorting Through the Financial Junk Drawer
Confidence Corner Celebrating our 100th episode of the podcast today, we’re going to do a giveaway! But first, we take a peek in the junk drawer to see what’s in ... Read more
I Didn’t Know You Did That
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.
Read more
Retirement Planning First Steps
Where should you start when it comes to retirement planning? Nathan is here to guide you through the process to make sure you feel confident and ready for the future. ... Read more
Avoiding Financial Temptations
Think you found a shortcut to your financial goals? Want to cut a corner on your retirement savings? Think again! We talk through common financial temptations and how to avoid ... Read more
5 Biggest Storylines of 2020: Will They Matter Financially?
We’re already off to a busy start for 2020 and it doesn’t appear like the news will slow down anytime soon. Let’s look at the biggest anticipated storylines for this ... 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
Turkey Day Special with Listener Questions
We’re gearing up for one of the great holidays of the year by whetting your appetite with some Thanksgiving fun facts and trivia. In between those holiday nuggets we’ll take ... Read more
Retirement Planning and Halloween
For our final Halloween-themed podcast of 2019 will look at the parallels between the holiday and financial planning. Things like costumes, being scared, and superstitions can all be tied into ... Read more
Scary Facts About Retirement
In the spirit of Halloween, we take a look at some of the scariest facts about retirement. From savings to the price of healthcare in retirement, these numbers will open ... Read more
Reading Between the Lines of Financial Fake News
The phrase ‘fake news’ has risen to prominence over the past few years but misinformation has been floating around long before that. With the rise of the internet and technology, ... Read more
The Password Problem: Will Your Beneficiaries Be Able To Access Your Accounts After You Die?
Ever stop to think about what happens to all of your online accounts when you die? Does someone else have the password in order to gain access just in case? ... 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
Common Money Mistakes
There are so many moving parts to a successful retirement. It’s easy to overlook something as you consider things like taxes, 401(k)s, IRAs, social security, legacy planning, and much more. ... Read more
Client Personalities
There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can ... Read more
Silver Linings
Let’s look for the silver linings in your finances. We’ll also clear up the confusion surrounding Social Security. Finally, learn what traits you should look for in a financial advisor.
... Read more