Tags Financial advisors Why is Nick Nauta a Financial Planner? srb January 18, 2023 Nick was asked recently why he liked being a financial planner. He and Dave both agree that this is an
Tags Buy vs Lease Should I Lease or Buy My Next Car? srb January 5, 2023 Michigan is an auto-centric state and people from the East and West coast don’t understand why we still driving the
Tags Financial advisors Podcast: Tackling Retirement Goals from Both Ends srb December 15, 2022 This is our 100th Episode! Thanks for listening over the past 2 years! Join Nick and Dave as they talk
Tags 2022 Three Reasons for Investors to be Thankful This Year srb December 7, 2022 You might have to dig a little deep in 2022 but we found some things outside of football and nice
Tags fees Fees to Watch Out For With Retirement Planning srb December 2, 2022 Join Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As
Tags financial planning Stress Testing Your Financial Plan srb November 16, 2022 Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals
Tags Book Review Book Review: The Investment Answer srb November 4, 2022 Dave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both
Tags financial planning How Much Money Do You Need to Retire? srb November 4, 2022 Dave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if
Tags Economy A Positive Way to Look at the Current Market srb November 4, 2022 Join Nick and Dave as they discuss some positive things going on in the markets and what you can do
Tags down makets 5 Things You Can Do During a Down Market srb October 19, 2022 Join Nick and Dave as they talk about what investors can do during a down market, like the one we