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
The Power of Investing During Down Markets (podcast)
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
Ask A Financial Advisor Anything – Part 4
The guys are back! Get ready for Part 4 of Ask Ask A Financial Advisor Anything – Part 4a Financial
Ask A Financial Advisor Anything – Part 3
Join Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are
Second Quarter 2022 Market Review and Economic Outlook
We’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends
Financial Documents an 18 Year Old Needs
Join us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special
What to do When Your Child Turns 18
We have a special guest today, Camryn Nauta. She is Nick’s daughter who is a recent high school grad and
Is the 60 – 40 Portfolio Dead?
Join Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is,