Financial Pathway

Nate Skelly
  • 4.9 (36)
  • INVESTING
  • UPDATED MONTHLY

Go to the next level in your finances with news, insights, and education from Nate Skelly CFP® Website: nateskelly.com Email: info@nateskelly.com

  1. 5D AGO

    193. Are 50 Year Mortgages the Solution to Our Housing Crisis?

    President Trump says 50-year mortgages could make homes more affordable for struggling buyers. Is he right? Or would this fix just make the housing problem worse? Let’s unpack what a 50-year mortgage could mean for buyers and the broader market.

    11 min

  2. OCT 21

    192. The “Hidden” Debt Killing Your Budget

    Author Morgan Housel’s new book, The Art of Spending Money, argues that the way we spend money matters just as much as how we earn or invest it. And for many of us, the biggest culprit that's killing our budget doesn't even show up in a spreadsheet. Book link: https://www.amazon.com/Art-Spending-Money-Simple-Choices/dp/0593716620

    16 min

  3. OCT 7

    191. Giving People Cash Helped Less Than We Thought | Social Security "Bridge" | Gen Z + Dividend ETFs

    1️⃣ Giving People Money Helped Less Than I Thought It WouldA fascinating look at why direct cash transfers haven’t delivered the long-term results many expected. It’s a reminder that money alone doesn’t fix poverty without education, opportunity, and strong community institutions.https://www.theargumentmag.com/p/giving-people-money-helped-less-than2️⃣ This Social Security "Bridge" Claiming Strategy Delaying Social Security can meaningfully boost lifetime income — and the “bridge” strategy shows how to use savings early to make that possible. Smart timing, not just saving, can make a six-figure difference over retirement.https://www.thinkadvisor.com/2025/09/03/this-social-security-claiming-strategy-reliably-lifts-retirement-income/3️⃣ Suze Orman Tells Us the Biggest Retirement Mistake You Can MakeSuze Orman says claiming Social Security early is the biggest mistake retirees make. Patience and proactive planning can dramatically increase your long-term wealth and legacy.https://www.kiplinger.com/retirement/retirement-planning/suze-orman-tells-us-the-biggest-retirement-mistake-you-can-make4️⃣ Gen Z’s Dividend Investing Boom Gen Z investors are flocking to dividend-paying ETFs for stability and income — a surprising twist for the “risk-on” generation. But dividend investing for young people carries a lot more downside when you consider all the factors.https://www.bloomberg.com/graphics/2025-gen-z-dividend-investing-etfs/

    14 min

  4. SEP 30

    190. Bryan Samms on Adoption: Stepping Out in Faith When the Numbers Don’t Add Up

    Adoption is one of the most life-changing decisions a family can make, and it comes with both financial and spiritual challenges. Bryan Samms shares his family’s adoption story, how they balanced financial planning with faith, and what it means for all of us to align our money with a higher purpose. You can get Bryan's book "Rescued" and/or the group course here: https://bryansamms.com/rescued/

    31 min

  5. SEP 23

    Working with Nate Skelly CFP® Part 4: the REAL Value of Working with a Financial Planner

    Here's why I believe the greatest value of financial planning isn’t just in numbers. A real financial planner is someone who understands your values can help you avoid costly mistakes, navigate life’s changes, and find confidence in your financial decisions.

    6 min

  6. SEP 16

    189. Making Discipleship Personal

    I was recently invited to be part of a conversation with Luke Clayton, Bryan Samms, and Mike Lester to discuss discipleship within the church. How do you structure a group study in a way that engages each person, fosters conversation, and effectively accomplishes the goal of growing people to be more like Jesus? We shared our experience and insights on how we are all trying to equip churches with the right tools for discipleship.

    49 min

  7. SEP 9

    Working with Nate Skelly CFP® Part 3: Powerful Tax-Saving Strategies

    Taxes don’t have to be overwhelming. Planning ahead with powerful tax-saving strategies can help you keep more of what you’ve earned. Here's how we work with clients to proactively save instead of just looking back to at last year to see how much we owe!

    6 min

  8. SEP 2

    Working with Nate Skelly CFP® Part 2: How We Manage Your Investments

    What does smart investing really look like? Nate shares how we take the guesswork out of managing your money with a clear, disciplined process so you can stay calm in the markets and feel confident your retirement income will last.

    8 min
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4.9
out of 5
36 Ratings

About

Go to the next level in your finances with news, insights, and education from Nate Skelly CFP® Website: nateskelly.com Email: info@nateskelly.com

Information

  • Creator
    Nate Skelly
  • Years Active
    2020 - 2025
  • Episodes
    197
  • Rating
    Clean
  • Copyright
    © Nate Skelly
  • Show Website
    Financial Pathway

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