A Financial Checklist for the New Year
What should you do right now that will make a big difference in your finances in the new year?
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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
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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5 Questions You Didn’t Know To Ask
You don’t know what you don’t know. So, we go over five questions that might shed some light on ways to make your retirement plan better and more efficient.
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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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Retirement Blind Spots
What do you need to look out for when it comes to blind spots in retirement? Don’t overlook these key elements that you’ll want to prepare for in your financial ... Read more
2021: This Is The Year (No Matter What)
Is this your year to get your financial goals in gear? What are you doing to make it happen? Find out what you should be doing this quarter to keep ... Read more
Unreasonable Requests to Financial Advisors
What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible when it comes to financial ... 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
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
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
Critical Estate Planning Mistakes You Need to Avoid
When it comes to leaving behind a financial legacy, not everyone makes it a priority. Those that do, however, need to put an estate plan in place that ensures their ... 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
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
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
Five Things That Could Ruin Your Retirement Savings
Maybe you’ve planned well for retirement with the exception of this “one thing” that could derail your plans. Ensure nothing throws off your retirement by preparing for these five things ... Read more
Questions You Should Be Asking Part 01
As you begin to think about retirement, you probably have all sorts of questions. After all, if you have yet to begin that retirement journey, you’re probably overwhelmed at the ... Read more
Score A Touchdown In Retirement
At this time of year, you can find football on TV almost every night of the week. So let’s take some concepts from the game of football and apply them ... Read more
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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Nathan’s Take On Taxes
Hear Nathan’s take on the U.S. tax code situation going forward. Learn about the benefits of working with an independent fiduciary advisor. Finally, watch out for these threats to your ... Read more