S3E46 – Preventing Identity Theft in Retirement
Identity theft and fraud can pose significant risks to retirees, especially as scammers adapt their methods to exploit those aged
S3E43- Gratitude For Your Retirement Plan
This Thanksgiving-themed episode dives into the powerful role gratitude plays in retirement planning. Hosts Nick Nauta and Cole Williams discuss
S3E42- Does Warren Buffett Think You Should Change Your Retirement Allocation?
What does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s
S3E41 – Retirement and Markets Over the Next Four Years
In this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the
Year-End Checklist For Your Retirement Portfolio
Updated for 2025 Checklist for What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2025 (1) I’ve barely gotten used to writing 2024 when I put the date on
Book Review: Outlive by Peter Attia, MD
The longer I practice financial planning, the more I understand that if you don’t preserve your health in retirement, all
S3E22 – How to Create an Income Stream in Retirement
In this episode, we explore various strategies to create a steady income stream in retirement, tailored to your unique financial
S3E12 – Annuities and Insuring Your Retirement
In today’s episode, we dissect the often-debated topic of whether you need an annuity for retirement. With a straightforward approach,
S3E5 – When Should You Make Changes to Your Retirement Portfolio?
Join Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio.
Tackling Retirement Goals from Both Ends
Small changes in savings and spending for younger, working clients can have a big effect on a financial plan because