Wealth Beyond Numbers

Nick Baldwin
  • 0.0 (0)
  • Education
  • Updated Weekly

Wealth Beyond Numbers is a financial podcast hosted by Nick Baldwin of Stonepath Wealth Management, serving the greater Grand Rapids area. Each episode explores the decisions, strategies, and real-life concerns that can shape your financial future—from retirement income and investment planning to taxes, insurance, and leaving a lasting legacy. Nick breaks down complex financial topics into practical conversations designed to help you make more informed and confident decisions. To learn more or speak with the Stonepath Wealth Management team, call (800) 517-1575.

Episodes

  1. 5d ago

    Never rely on your handy dandy phone for your retirement roadmap!

    In this episode, Nick Baldwin of Stonepath Wealth Management discusses the importance of a concrete retirement roadmap, the pitfalls of relying on phone calculators, and strategies for sustainable income in retirement. He shares insights on legacy planning, the psychology of money, and the value of personalized financial advice.  Call NIck Baldwin at 800-517-1575 for your own no-cost consultation on your personal finances.   See omnystudio.com/listener for privacy information.

  2. Aug 8

    Retirement income planning and the importance of early preparation.

    In this episode, Nick Baldwin from Stonepath Wealth Management shares insights on retirement planning, social security, long-term care, and the evolving landscape of financial advice. Discover practical strategies to secure your financial future and make informed decisions.  Call Nick at 800-517-1575. See omnystudio.com/listener for privacy information.

  3. Jul 27

    The Secret to Retirement Success: Income First.

    In this episode, Nick Baldwin shares his journey into financial planning, emphasizing the importance of income planning, tax strategies, and investment management for a successful retirement. Discover practical insights and strategies to optimize your financial future.  Call Nick at 800-517-1575.   See omnystudio.com/listener for privacy information.

  4. Jul 27

    Retire Early? How to Plan for a Flexible Retirement Age.

    In this episode, Nick Baldwin from Stonepath Wealth Management discusses retirement planning, the importance of understanding social security, tax strategies, and how to prepare for various retirement scenarios. Perfect for anyone looking to optimize their retirement and financial future.  Call Nick at 800-517-1575.   See omnystudio.com/listener for privacy information.

  5. Jul 17

    Your Retirement Dress Rehearsal: Planning for Income, Risk and the Unexpected.

    In the premiere episode of Wealth Beyond Numbers, Nick Baldwin of Stonepath Wealth Management joins Jackie Selby to explain why retirement planning should begin years before your final paycheck. They discuss testing your retirement budget, managing sequence-of-returns risk, coordinating Social Security and pension decisions, and preparing an estate plan that protects the people you care about. Nick also covers beneficiary reviews, life insurance, long-term care planning, and why a retirement plan must continue evolving as life changes. To connect with Nick and the Stonepath Wealth Management team, call (800) 517-1575. See omnystudio.com/listener for privacy information.

  • 5 Episodes

About

Wealth Beyond Numbers is a financial podcast hosted by Nick Baldwin of Stonepath Wealth Management, serving the greater Grand Rapids area. Each episode explores the decisions, strategies, and real-life concerns that can shape your financial future—from retirement income and investment planning to taxes, insurance, and leaving a lasting legacy. Nick breaks down complex financial topics into practical conversations designed to help you make more informed and confident decisions. To learn more or speak with the Stonepath Wealth Management team, call (800) 517-1575.

Information