Financial advisors

Why Ashley Sajor Became A Financial Planner

Why Ashley Sajor Became a Financial Planner Play in new window | DownloadWe have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why she became a financial planner. Ashley is one of the newest members of our team and started off as an intern while she was […]

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Why We Are Financial Planners

Why is Nick Nauta a Financial Planner? Play in new window | DownloadNick was asked recently why he liked being a financial planner. He and Dave both agree that this is an important question to ask your financial planner or anyone who is going to help you with your money. Nick tells a story about how […]

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Podcast Tacking Retirement

Podcast: Tackling Retirement Goals from Both Ends Play in new window | DownloadThis is our 100th Episode! Thanks for listening over the past 2 years! Join Nick and Dave as they talk about a topic they bring up with their clients on a regular basis. It’s never too early to start saving for retirement. Financial advisers […]

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Three Reasons For Investors To Be Thankful This Year

Three Reasons for Investors to be Thankful This Year Play in new window | Download You might have to dig a little deep in 2022 but we found some things outside of football and nice fall weather to be thankful for. Saying it’s been kind of a rough year might be the understatement of the century. It has been […]

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Student Debt Relief Plan

Student Debt Relief Plan Play in new window | DownloadJoin Dave and Nick as they review the Student Debt Relief Plan and go over some options.  Here are the main points from this episode:  $10,000 of student loan forgiveness for Federal student loan borrowers (and $20,000 for borrowers who received a Pell Grant […]

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Ask A Financial Advisor Anything Part 3

Ask A Financial Advisor Anything – Part 3 Play in new window | DownloadJoin Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are probably things you are also wondering about. Check it out! Here are the questions: #1. I lost almost half of my retirement in the […]

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Monte Carlo

What is Monte Carlo Analysis?

We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from a portfolio over long time periods and calculates the odds of a plan’s success by running the plan with a thousand different potential investment outcomes rather than assuming a portfolio […]

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What Is A Fee Only Financial Planner

What is a Fee-Only Financial Planner? Play in new window | DownloadWe don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission […]

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