Ep 119: Financial Planning Resources
Join Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them.
Ep 118: Update – What’s going on with I Bonds Now?
Twelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month
Ep 117: What is Your Ideal Retirement Age?
In today’s episode, we discuss what is your ideal retirement age. We take a look at retirement in the United
Ep 116: Getting Real About Social Security
We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly
Ep 115: Review of 2nd Quarter 2023
2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but
Ep 114: Retirement Planning Case Study for an MSU Employee
In today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as
Ep 113: Rent or Buy – Move or Stay
How to make housing decisions in a rising rate environment. We’ve been getting a lot of questions about the housing
Ep 112: Thoughts on the Silicon Valley Bank Failure
Last Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result
What you need to know about Secure Act 2.0
Join Dave and Nick as they discuss Secure Act 2.0 and how it make affect you personally. We cherry-picked the
Why Ashley Sajor Became a Financial Planner
We have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why