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
  • Four Questions About Retirement - June 7, 2025

    Four Questions About Retirement - June 7, 2025
    Jun 9 2025
    Join David on the latest episode of "Retire Ready" as he shares insights on navigating the uncertainties of retirement planning. David highlights the importance of comprehensive estate planning, risk management, and ensuring income longevity in light of market volatility and potential health emergencies. Tune in to explore how personalized strategies can secure your financial future and support your retirement goals

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • 5 Mistakes to Avoid When Planning for Retirement - May 31, 2025

    5 Mistakes to Avoid When Planning for Retirement - May 31, 2025
    Jun 2 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
  • Clearing Up 6 Common Myths About Retirement - May 24, 2025

    Clearing Up 6 Common Myths About Retirement - May 24, 2025
    May 26 2025
    Retirement is one of life’s biggest milestones, but there are a lot of myths out there that can lead to costly mistakes. Today, Aaron Jones will bust some of the most common myths about retirement and help you plan more savvy.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • The Three Pillars of Financial Stability with Aaron Jones - May 17, 2025

    The Three Pillars of Financial Stability with Aaron Jones - May 17, 2025
    May 19 2025
    Join Aaron Jones from Nicholas Wealth Management as he fills in for David on this episode of "Retire Ready." Aaron, a seasoned investment advisor and CPA, walks listeners through the foundational elements of a successful retirement plan. Focusing on income generation, tax efficiency, and managing investments, Aaron offers valuable insights into creating a resilient financial strategy. Learn how to replace your working years' paychecks with reliable income streams and explore the importance of adjusting tax strategies to secure your financial future.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Market Impacts: Canadian PM Visit, Buffett Retirement, and Dividend Stocks - May 10, 2025

    Market Impacts: Canadian PM Visit, Buffett Retirement, and Dividend Stocks - May 10, 2025
    May 12 2025
    David discusses the Canadian Prime Minister's visit to the White House, highlighting potential trade impacts and tariff discussions. He also covers Warren Buffett’s retirement announcement and its effect on Berkshire Hathaway stocks. Additionally, the episode explores the benefits of investing in dividend stocks like British American Tobacco, which are weathering current market volatility better than the S&P 500.

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