10 episodes
The RetireReady Podcast Nicholas Wealth Management
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- Business
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5.0 • 5 Ratings
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RetireReady is the podcast bringing insights and tips on how to achieve the retirement of your dreams. Each week, we'll bring you thought provoking content on the markets, the economy, and ways to protect and grow your wealth.
Nicholas Wealth Management is an investment advisory firm with a focus on helping clients plan and save for retirement.
Nicholas Wealth Management is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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Episode 010: Preparing for Tax Season and College Tuition for your Children and Grandchildren
Join David Nicholas and Aaron Jones, CPA as they discuss ways to prepare for tax season, social security, Roth conversions, and college tuition for your children and grandchildren.
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The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. -
RetireReady Episode 009: The Rise and Fall of the Markets
Listen as David and Aaron Jones discuss the current state of the economy and how the Fed rate cuts have had an effect and will continue to affect the rise and fall of the markets.
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RetireReady: Episode 8: Letting Your Money Align with Your Values and Faith with Adam Curran
On this week’s episode of the RetireReady podcast, David is joined by Adam Curran, founder of Curran Financial Partners. Tune in to learn more about the success of their businesses and how Adam and David have allowed their faith and values to be the backbone of their companies.
For FIAX prospectus, click here.
For YALL prospectus, click here.
For FIAX standardized performance, click here.
For YALL standardized performance, click here.
For FIAX holdings, click here.
For YALL holdings, click here.
Investments involve risk. Principal loss is possible. For a complete list of fund risks please refer to the linked prospectus. -
RetireReady: Episode 007: Risk and Reward: Take a Risk or Take Advantage of Fixed Income?
The markets have changed so much. Interest Rates are incredible right now, especially on bonds and CDs. Individuals that are preparing for retirement or are in retirement are asking what they should be doing regarding their retirement plan – should they be taking risk in the market or take advantage of fixed income? Pull up a seat as David and Graham Reynolds talk through options in the current market environment.
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RetireReady: Episode 006: The Debt Ceiling and What it Means for Americans
The Debt Ceiling has been a hot topic for most of the year, with Congress raising the limit again in June, America now has over $32 TRILLION dollars in debt. David and Aaron Jones talk about what this means for hardworking Americans and the impact it could have on their savings and their retirement.
Key Takeaways:
There are 2 potential ways to balance the US Budget Soon the US will be spending more on interest than we spend on national defense The math doesn’t work out to only raise taxes on the wealthy
The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Nicholas Wealth Management cannot guarantee the accuracy of information from third parties. -
RetireReady: Episode 005: Long Term Care Insurance – Which Type is Right for You?
Planning for long term care is one of the biggest unknowns in your financial planning journey. Join David Nicholas and Aaron Jones as they walk through three types of long-term care insurance and which one may be right for you.
Key Takeaways:
Three ways to cover long-term care insurance. Cost of in-home care vs. facility care. How to prepare for taxation on long-term care payments
The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Nicholas Wealth Management cannot guarantee the accuracy of information from third parties.