Episodes
Thursday Jun 07, 2018
Just What The Doctor Ordered
Thursday Jun 07, 2018
Thursday Jun 07, 2018
Think of Nathan as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, we'll learn some financial lessons from quotes by Mick Jagger, as well as identify some red flags you should watch out for in your portfolio.
Thursday May 31, 2018
The Right Fit For You
Thursday May 31, 2018
Thursday May 31, 2018
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Nathan tick and learn how age can affect wisdom.
Thursday May 24, 2018
Music Lessons
Thursday May 24, 2018
Thursday May 24, 2018
Learn financial lessons from some of the richest musicians in history. We'll also find out whether Nathan could be elected to the hypothetical office of financial advisor. Finally, we'll take a deep dive and examine pensions.
Thursday May 17, 2018
Not Your Parents' Retirement
Thursday May 17, 2018
Thursday May 17, 2018
Your retirement will look much different than your parent's. Find out why. We'll also explain why there's really only three places you can invest and try to determine your spending personality.
Thursday May 10, 2018
Mother Knows Best
Thursday May 10, 2018
Thursday May 10, 2018
In honor of Mother's Day, let's take some financial lessons from mom. We'll also try to understand the concept of non-correlated income. Finally we'll share some uncommon sense.
Thursday May 03, 2018
Financial Codebreaking
Thursday May 03, 2018
Thursday May 03, 2018
We're not going to get too political, but join us for a discussion on financial planning in Trump's America. Later, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.
Thursday Apr 26, 2018
The Market Crash Hall Of Fame
Thursday Apr 26, 2018
Thursday Apr 26, 2018
Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one. Then, we'll discuss some things that are never said about finances, as well as things in the investment world that could drive you crazy
Thursday Apr 19, 2018
Flirting With Disaster
Thursday Apr 19, 2018
Thursday Apr 19, 2018
Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also play a game of "Fact Or Fiction."
Thursday Apr 12, 2018
Nathan's Take On Taxes
Thursday Apr 12, 2018
Thursday Apr 12, 2018
Hear Nathan's take on the U.S. tax code situation going forward. Learn about the benefits of working with an independent fiduciary advisor. Finally, watch out for these threats to your retirement income.
Thursday Apr 05, 2018
Music Lessons
Thursday Apr 05, 2018
Thursday Apr 05, 2018
Learn financial lessons from some of the richest musicians in history. We'll also find out whether Nathan could be elected to the hypothetical office of financial advisor. Finally, we'll take a deep dive and examine pensions.