Ep 147 – Retirement Planning News – November Edition
This is episode two in our series of retirement planning headlines and what they may or may not mean for
Ep 144: Retirement Planning Headline Review
Join Dave and Nick as they try something new today on the show. Watch on YouTube HERE We hope this
140: Why Don’t We Just Put Everything in CDs?
Join Nick and Dave as they address some questions they have received recently about interest rates and CDs. Interest rates
Is Cash Really King?
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey
Ep 135 – How Big is Your “Too Hard” Pile?
Join Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets
Ep 134 – What’s a Money Script?
Join Nick and Dave as they talk about money scripts and how they might be affecting your financial plan. They
Ep 131 – Student Loan Repayment Plans
Join Dave and Ashley (Nick is on vacation) as they talk about Student Loan Repayment Plans, which have been in the
Ep 128 – MSU Case Study – Couple Near Retirement
Dave and Nick have another MSU case study for you. This one is a very common scenario that comes up
July 2023 Client Market Update
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked
Ep 127 – Stoic Philosophy and Financial Planning
Join Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or