Fees to Watch Out For With Retirement Planning
Join Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As
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
Tackling Retirement Goals from Both Ends
Small changes in savings and spending for younger, working clients can have a big effect on a financial plan because
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
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
What is a Roth Conversion?
A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now
Common Questions to Ask a Financial Advisor
Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to
Ask A Financial Advisor Anything – Part Two
Part Two of answering financial questions from our listeners. More of your burning questions are answered here. Click HERE for
Book Review: The New Retirementality by Mitch Anthony
Join Dave and Nick as they review another helpful book about financial planning. The New Retirementality by Mitch Anthony. You
How Financial Planners Handle Their Own Finances
In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen