Why Ashley Sajor Became a Financial Planner
We have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why
What is Your Investment Risk Tolerance?
Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave
Why Dave Shotwell Became a Financial Planner
Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming
Financial Predictions for 2023
This is a pretty common question for our clients t ask in December and January. We’re in an industry where
Why is Nick Nauta a Financial Planner?
Nick was asked recently why he liked being a financial planner. He and Dave both agree that this is an
Stress Testing Your Financial Plan
Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals
Roth Conversions in a Down Market
As the old cliché says, when life hands you lemons, you need to make lemonade. The market has been sour
Book Review: The Investment Answer
Dave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both
A Positive Way to Look at the Current Market
Join Nick and Dave as they discuss some positive things going on in the markets and what you can do
5 Things You Can Do During a Down Market
Join Nick and Dave as they talk about what investors can do during a down market, like the one we