Retire Ready with David Nicholas Podcast By David Nicholas cover art

Retire Ready with David Nicholas

Retire Ready with David Nicholas

By: David Nicholas
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 Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.Copyright Ethan Koch Economics
Episodes
  • The Client Experience - June 28, 2025

    The Client Experience - June 28, 2025
    Jun 30 2025
    A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • 5 Mistakes to Avoid When Planning for Retirement - June 21, 2025

    5 Mistakes to Avoid When Planning for Retirement - June 21, 2025
    Jun 23 2025
    Retirement planning is one of the most important financial decisions you’ll make. But there are five important mistakes that can impact your future. Today, Aaron Jones joins us to outline these obstacles and explain how to avoid them.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • History of Taxes - June 14, 2025

    History of Taxes - June 14, 2025
    Jun 16 2025
    According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, there are steps you can take to help reduce the impact of taxes on your retirement savings.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
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