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,
Dealing with High Inflation
Join Nick and Dave as they discuss the increasingly high inflation rate. Here are some other resources for you: Worsening
Ask A Financial Advisor Anything – Part Two
Part Two of answering financial questions from our listeners. More of your burning questions are answered here. Click HERE for
Ask A Financial Advisor Anything – Part One
Dava and Nick asked people in their network to throw their burning questions about money and finances at them. There
Tik Tok Money Challenge
Join Dave and Nick as they explore the world of Tik Tok and the recent money challenges that have been
Book Review: The New Retirementality by Mitch Anthony
Join Dave and Nick as they review another helpful book about financial planning. The New Retirementality by Mitch Anthony. You
What is an I Bond?
An I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest
Guest Ian Richardson – Reviewing Cybersecurity
Join us as we talk with guest Ian Richardson, who is a partner at Richardson and Richardson Consulting and the