The Power of Investing During Down Markets (podcast)
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
Ask A Financial Advisor Anything – Part 4
The guys are back! Get ready for Part 4 of Ask Ask A Financial Advisor Anything – Part 4a Financial
Ask A Financial Advisor Anything – Part 3
Join Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are
Financial Documents an 18 Year Old Needs
Join us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special
What to do When Your Child Turns 18
We have a special guest today, Camryn Nauta. She is Nick’s daughter who is a recent high school grad and
Is the 60 – 40 Portfolio Dead?
Join Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is,
Reviewing the 1st Quarter of 2022
It’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has
What is a Fee-Only Financial Planner?
We don’t love the term either, because it is hard to figure out what it means. But we do stand
The Psychology of Money Recap
Have you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they
Reviewing Your 2021 Tax Return
Join Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They