Three Reasons for Investors to be Thankful This Year
You might have to dig a little deep in 2022 but we found some things outside of football and nice
Fees to Watch Out For With Retirement Planning
Join Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As
Stress Testing Your Financial Plan
Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals
Book Review: The Investment Answer
Dave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both
How Much Money Do You Need to Retire?
Dave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if
A Positive Way to Look at the Current Market
Join Nick and Dave as they discuss some positive things going on in the markets and what you can do
5 Things You Can Do During a Down Market
Join Nick and Dave as they talk about what investors can do during a down market, like the one we
Marketing Timing (podcast)
What is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about
Student Debt Relief Plan
Join Dave and Nick as they review the Student Debt Relief Plan and go over some options. Here are the
Special Guest: Khadijah H. Mutakabbir, Owner of Step By Step Financial Wellness
Join Dave and Nick as they chat with Khadijah H. Mutakabbir, a Certified Financial Counselor and the owner of Step