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
Should I Lease or Buy My Next Car?
Michigan is an auto-centric state and people from the East and West coast don’t understand why we still driving the
Podcast: Tackling Retirement Goals from Both Ends
This is our 100th Episode! Thanks for listening over the past 2 years! Join Nick and Dave as they talk
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
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
How Much Money Do You Need to Retire?
Dave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if
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
Marketing Timing (podcast)
What is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about
Student Debt Relief Plan
Join Dave and Nick as they review the Student Debt Relief Plan and go over some options. Here are the