Election season has officially wrapped up, and with the results in, we now have a clearer picture of what the future may hold. In today’s episode, Nathan and Marc dive into several important topics that could be shaped by the new administration
Whether you’re anticipating a year-end bonus this December, recently received an inheritance, or even won the lottery (hey, we’re all allowed to dream), figuring out what to do with a large financial windfall can feel overwhelming. No matter ho
Wondering if dividend investing is still the best approach for your retirement? Based on a recent article, we dive into what incidental income is and how it may change your strategy around dividends. Nathan talks about how it generates cash flo
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and their implications for your retirement plan.H
Retirement planning as a couple can come with its share of challenges. You aren’t planning for the financial future of just one person, but two! Often, each person comes with their own set of fears, feelings, and feedback.In today’s podcast, N
As we celebrate National Financial Planning Month, there's no better time to take control of your financial future. In today’s podcast, Nathan discusses the ins and outs of building a personalized financial plan. Whether you're just starting ou
Recently, the IRS provided some much-needed clarity on the Secure Act changes, specifically regarding Required Minimum Distributions (RMDs). In today’s podcast, Nathan breaks down these updates and explains their implications for your financial
Market volatility can be a nerve-wracking experience for any investor. Recent fluctuations have left some questioning the future of their investments. Nathan outlines which crucial strategies to follow in order to help you manage your investmen
In the ever-evolving landscape of financial products, BlackRock has recently introduced a stock ETF with a 100% downside hedge. This announcement has generated a buzz among investors, but what does it really mean? In our latest podcast, Nathan
As we navigate through the year, the economic and political landscape remains a topic of concern and speculation. Are there still predictions of a recession looming over us? If so, how can you shore up your financial position, no matter what th
Should you get into cryptocurrency? Cryptocurrency has been a hot topic for years, often seen as the Wild West of the financial world. However, recent developments suggest that this once-fringe investment is moving into the mainstream. One of t
In this special Father's Day episode, Nathan dives into classic “dadisms” to draw out valuable financial lessons from them. We discuss the importance of avoiding knee-jerk financial decisions, understanding the true weight of financial burdens,
Are you guilty of putting all your eggs in one financial basket? The latest episode of our podcast delves into the critical topic of investment diversification. We discuss everything from common mistakes Nathan sees to historic examples of when
While the stretch IRA has been gone for a few years now, a new tweak in the rules has added some confusion. On today’s episode, we discuss what this may mean for inherited IRAs and look at a recent article from CNBC to break it down. Currently,
Are you ready for a reality check when it comes to retirement? Today we wade through the myths and truths of post-career life, where the expectations of endless cruises clash with the reality of budgeting for healthcare. Learn why setting reali
It’s almost derby time! But what does it take to take home the crown? On today’s show, we talk about the things you’ll want to keep in mind to win big when it comes to your financial plan. From training for the moment in the best way to underst
No matter what generation you’re in, you likely have questions when it comes to retirement. In this multi-part series we will discuss the different questions common among different generations. Today we talk through how to best prepare for that
Sometimes technology and innovation can help simplify and streamline things, but other times it can cause more of a headache than before. Today, we talk about what can become more complex and what is improved when you introduce technology into
How have things changed since when your grandparents were planning for retirement? So many things have gone up in cost! Instead of pretending things are still like they used to be or avoiding the topic, it’s important to face some of these fact
We’ve all heard our parents or older generations say, “Well, back in my day…” Some things that were harder in the past have been eased with technology and other advances. But other things have become overcomplicated or more difficult. Today, we
We’re living in a fast-food world, but sometimes it’s worth waiting for the good stuff. Making financial sacrifices can be hard, but today we talk about when the delayed gratification is worth it. From saving for your future to having what you
More and more people are getting an inheritance these days. In today's show, we answer some of the common questions people face when receiving, or planning on one day receiving, an inheritance. Hearing these questions may help you prepare ahead
As we near the holidays, you might be scrambling for last-minute gifts and preparing for a festive celebration. For many of us, the gifts in the stocking cover a range of everything from practical to absurd. Today, we talk through some of the f
‘Tis the season for a bit of holiday cheer! What can we learn about financial planning from some classic Christmas songs? These tunes we sing along to every year carry some great metaphors and lessons if you know where to look. For instance, we
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 it, and practice before you summit a major mountain. Doing something st