Episodes

  • The Price of Retirement and Managing Risks - March 8, 2025

    The Price of Retirement and Managing Risks - March 8, 2025
    Mar 10 2025
    Aaron Jones delves into the changing costs of retirement and the importance of personalized income planning. He addresses how inflation and tariffs impact financial security and shares strategies to ensure your savings last. Learn how to adapt your investment approach in uncertain economic times and assess risks in your portfolio to optimize your retirement plan for long-term success.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Market Reactions, Tariffs, and Retirement Planning - March 1, 2025

    Market Reactions, Tariffs, and Retirement Planning - March 1, 2025
    Mar 3 2025
    David discusses how recent market behaviors and tariff uncertainties impact retirement planning. He provides insights into adjusting portfolios to navigate new economic landscapes and safeguard investments. Learn strategies for optimizing your retirement savings amidst fluctuating markets and discover the significance of personalized planning to ensure financial security.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • DOGE, Government Spending, and Retirement Planning - February 22, 2025

    DOGE, Government Spending, and Retirement Planning - February 22, 2025
    Feb 24 2025
    David discusses his recent appearance on Fox Business where he delved into The Deparment of Government Efficiency led by Elon Musk and its potential impact on the economy. David also provides insights on reallocating client portfolios in light of current market trends and potential economic shifts. Tune in to learn how these factors could influence your retirement strategy and how to ensure your investment portfolio is optimized for the future.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • What is the Retire Ready Plan? - February 15, 2025

    What is the Retire Ready Plan? - February 15, 2025
    Feb 17 2025
    Many people will enter retirement without a written financial plan. And for those that have one, it can be incomplete. Does your plan cover tax planning? Does it cover estate and legacy planning? What about income planning? David breaks down all the componenets of Nicholas Wealth Management's Retire Ready Plan.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Scott Bessent confirmed as Treasury Secretary - February 8, 2025

    Scott Bessent confirmed as Treasury Secretary - February 8, 2025
    Feb 10 2025
    Do you pay much attention to cabinet appointments and political news out of Washington? Aaron Jones, CPA at Nicholas Wealth Management, shares how your taxes could be impacted by the new Trump administration.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Deepseek Disrupts the Markets, Nasdaq vs. The Dow, and Updating Beneficiaries - February 1, 2025

    Deepseek Disrupts the Markets, Nasdaq vs. The Dow, and Updating Beneficiaries - February 1, 2025
    Feb 3 2025
    On this week's Retire Ready with David Nicholas, David and Mark discuss this week's headlines, including the emergence of a new player in the A.I. space from China, Deepseek. David expresses skepticism in China's honesty with how much the project costs. David also explains why The Dow might go up, but the NASDAQ could go down on the same day, as well as the importance of updating beneficiaires in retirement.

    For more information on retirement planning, visit NicholasWealth.com!
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    35 mins
  • Four Retirement Unknowns - January 25, 2025

    Four Retirement Unknowns - January 25, 2025
    Jan 27 2025
    I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future. What are some of the big unknowns for retirement?

    For more information about retirement planning and how to get started, visit nicholaswealth.com!
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    35 mins
  • What Does a Republican-Controlled Government Mean for Retirement? - January 18, 2025

    What Does a Republican-Controlled Government Mean for Retirement? - January 18, 2025
    Jan 20 2025
    It’s a New Year and a new government, too! What could a single party controlled White House and Congress mean for your retirement? Today, Aaron Jones will tell us what we need to know as we look ahead toward the rest of 2025 and beyond.

    For more information about retirement planning and how to get started, visit nicholaswealth.com!
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    35 mins