Strictly Fiduciary

Nikulski Financial, Inc.
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Strictly Fiduciary is a show about markets, life and financial planning. Join Brian J. Nikulski, CFP®, Andrew M. Swanson, MS, CFP®, Ethan R. Good, CFA, CFP®, and Joel S. Lawlor as they talk about what they’re reading, watching and putting into practice with their own clients. All four gentlemen work at Nikulski Financial, Inc., a registered investment adviser, based in Bettendorf, Iowa.

  1. Jul 16

    The Economy Right Now: Jobs, Factories, Inflation & the Fed

    In this episode, hosts Andrew Swanson, Joel Lawlor and Ethan Good break down four key economic gauges — the labor market, manufacturing, inflation, and interest rates — and explain what they mean for everyday households. Recorded during the Fed's June meeting— the episode covers May's surprisingly strong jobs report, why the labor market is being called "low-hire, low-fire," and what the latest manufacturing and inflation data reveal about rising costs.​ This podcast is provided by Nikulski Financial, Inc., an investment adviser registered with the Securities and Exchange Commission. Registration does not imply any particular level of skill or training. The content of this episode is for informational and educational purposes only and should not be relied upon as individualized investment, legal or tax advice or as a recommendation to buy, sell, or hold any security or to pursue any investment strategy.  Investment strategies discussed may not be suitable for every investor.  All investments involve risk, including the possible loss of principal.  Listening to this podcast does not establish an advisory relationship with Nikulski Financial, Inc. Please consult your own financial, legal, or tax professional regarding your specific circumstances. The views expressed are those of the speakers as of the date of recording and are subject to change without notice.

  2. Jun 17

    Dollars & Decisions: A Millennial's Guide To Getting Your Financial House In Order

    If you've ever stared at a 401k rollover form, received RSUs at work, wondered whether you can afford to upsize the house, or tried to figure out how to save for college AND retirement at the same time; this episode is for you. This podcast is provided by Nikulski Financial, Inc., an investment adviser registered with the Securities and Exchange Commission. Registration does not imply any particular level of skill or training. The content of this episode is for informational and educational purposes only and should not be relied upon as individualized investment, legal or tax advice or as a recommendation to buy, sell, or hold any security or to pursue any investment strategy.  Investment strategies discussed may not be suitable for every investor.  All investments involve risk, including the possible loss of principal. Listening to this podcast does not establish an advisory relationship with Nikulski Financial, Inc. Please consult your own financial, legal, or tax professional regarding your specific circumstances. The views expressed are those of the speakers as of the date of recording and are subject to change without notice.

  3. May 18

    Spring Housing Market

    What you need to know about buying or selling your home, and how it fits into your financial plan. This podcast is provided by Nikulski Financial, Inc., an investment adviser registered with the Securities and Exchange Commission. Registration does not imply any particular level of skill or training. The content of this episode is for informational and educational purposes only and should not be relied upon as individualized investment, legal or tax advice or as a recommendation to buy, sell, or hold any security or to pursue any investment strategy.  Investment strategies discussed may not be suitable for every investor.  All investments involve risk, including the possible loss of principal. Listening to this podcast does not establish an advisory relationship with Nikulski Financial, Inc. Please consult your own financial, legal, or tax professional regarding your specific circumstances. The views expressed are those of the speakers as of the date of recording and are subject to change without notice.

  4. Apr 14

    Tax Planning and Strategies For Retired People

    In today's episode, we discuss misconceptions about taxes when people retire and help them avoid tax surprises.

  5. Mar 10

    What Do I Do With My Next Dollar?

    In today's episode, Ryan, Andrew, and Ethan discuss whether saving, paying down debt, or investing is the best option if you have extra cash. Listen today and reach out to us at nikulskifinancial.com with any questions you have for your personal situation. This podcast is provided by Nikulski Financial, Inc., an investment adviser registered with the Securities and Exchange Commission. Registration does not imply any particular level of skill or training. The content of this episode is for informational and educational purposes only and should not be relied upon as individualized investment, legal or tax advice or as a recommendation to buy, sell, or hold any security or to pursue any investment strategy.  Investment strategies discussed may not be suitable for every investor.  All investments involve risk, including the possible loss of principal.  Listening to this podcast does not establish an advisory relationship with Nikulski Financial, Inc. Please consult your own financial, legal, or tax professional regarding your specific circumstances. The views expressed are those of the speakers as of the date of recording and are subject to change without notice.

  6. Feb 12

    How The Big Beautiful Bill Could Impact You

    Today we discuss things you need to know regarding the Big Beautiful Bill and contribution limits so you can prepare for tax time. This podcast is provided by Nikulski Financial, Inc., an investment adviser registered with the Securities and Exchange Commission. Registration does not imply any particular level of skill or training. The content of this episode is for informational and educational purposes only and should not be relied upon as individualized investment, legal or tax advice or as a recommendation to buy, sell, or hold any security or to pursue any investment strategy.  Investment strategies discussed may not be suitable for every investor.  All investments involve risk, including the possible loss of principal.  Listening to this podcast does not establish an advisory relationship with Nikulski Financial, Inc. Please consult your own financial, legal, or tax professional regarding your specific circumstances. The views expressed are those of the speakers as of the date of recording and are subject to change without notice.

  7. 12/31/2025

    Insurance: What Kind and How Much Do You Need?

    As a fee only fiduciary RIA firm, we don't sell insurance of any kind. We do however help clients everyday discover where they may be underinsured or overinsured and help them find the right solution. This podcast is provided by Nikulski Financial, Inc., an investment adviser registered with the Securities and Exchange Commission. Registration does not imply any particular level of skill or training. The content of this episode is for informational and educational purposes only and should not be relied upon as individualized investment, legal or tax advice or as a recommendation to buy, sell, or hold any security or to pursue any investment strategy.  Investment strategies discussed may not be suitable for every investor.  All investments involve risk, including the possible loss of principal.  Listening to this podcast does not establish an advisory relationship with Nikulski Financial, Inc. Please consult your own financial, legal, or tax professional regarding your specific circumstances. The views expressed are those of the speakers as of the date of recording and are subject to change without notice.

  8. 11/24/2025

    Estate Planning-What You Need To Know To Start Protecting Your Assets

    In today’s episode, we explore the different types of trusts, how beneficiaries are designated, and why it’s important to start planning for what you want to happen after you're gone. This podcast is provided by Nikulski Financial, Inc., an investment adviser registered with the Securities and Exchange Commission. Registration does not imply any particular level of skill or training. The content of this episode is for informational and educational purposes only and should not be relied upon as individualized investment, legal or tax advice or as a recommendation to buy, sell, or hold any security or to pursue any investment strategy.  Investment strategies discussed may not be suitable for every investor.  All investments involve risk, including the possible loss of principal.  Listening to this podcast does not establish an advisory relationship with Nikulski Financial, Inc. Please consult your own financial, legal, or tax professional regarding your specific circumstances. The views expressed are those of the speakers as of the date of recording and are subject to change without notice.

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About

Strictly Fiduciary is a show about markets, life and financial planning. Join Brian J. Nikulski, CFP®, Andrew M. Swanson, MS, CFP®, Ethan R. Good, CFA, CFP®, and Joel S. Lawlor as they talk about what they’re reading, watching and putting into practice with their own clients. All four gentlemen work at Nikulski Financial, Inc., a registered investment adviser, based in Bettendorf, Iowa.

Information

  • Creator
    Nikulski Financial, Inc.
  • Years Active
    2025 - 2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Nikulski Financial, Inc.
  • Show Website
    Strictly Fiduciary