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
1st Quarter 2023 Economic Update and Market Review
We have the messy year that was 2022 in the rearview mirror and we’re looking ahead to 2023. Inflation, Federal
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
Three Reasons for Investors to be Thankful This Year
You might have to dig a little deep in 2022 but we found some things outside of football and nice
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
The Rollover Decision
When you change jobs or retire, you have the option to roll your retirement plan into an individual retirement account.
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