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RetireReady is the podcast bringing insights and tips on how to achieve the retirement of your dreams. Each week, we'll bring you thought provoking content on the markets, the economy, and ways to protect and grow your wealth.
Nicholas Wealth Management is an investment advisory firm with a focus on helping clients plan and save for retirement.
Nicholas Wealth Management is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
Nicholas Wealth Management is an investment advisory firm with a focus on helping clients plan and save for retirement.
Nicholas Wealth Management is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
15 Episodes
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On this episode of the RetireReady Podcast, David Nicholas and Aaron Jones, CPA, unpack the Big Beautiful Bill and what it could mean for your financial future. From taxes to retirement income strategies, they explore how proper planning may potentially help you prepare—and thrive—through retirement.
In this episode of the RetireReady Podcast, David Nicholas is joined by Tim Hart to discuss one of the most important—and often overlooked—aspects of retirement planning: long-term care. From rising healthcare costs to the different types of coverage available, they break down what retirees need to know to prepare for future medical needs without derailing their financial plan. Whether you're planning ahead for yourself or a loved one, this conversation is geared to help you feel more confident about the road ahead.
With Tax Day right around the corner, there's no better time to talk strategy. Join Aaron Jones, CPA, and Ashlin Smith as they discuss both immediate steps and long-term strategies to help you build a more tax-efficient retirement. From smart withdrawal tactics to minimizing your overall tax burden, they'll share practical tips that could help you keep more of what you've earned. They'll also dive into tax-efficient legacy planning—how to pass on your wealth without leaving behind a heavy tax bill—and explore how Social Security fits into the bigger picture. Whether you're already retired or just starting to plan, this episode is full of insight to help you retire ready.
How could President Trump's executive order to establish a U.S. sovereign wealth fund impact your retirement planning? Can investing in gold be a way to protect your investments from inflation? Join David Nicholas on this episode of the RetireReady Podcast as he discusses why gold remains a key asset in times of economic uncertainty, the best ways to purchase gold, and the development of a U.S. sovereign wealth fund. 🎙️
Can life insurance provide tax-free income in retirement? How can you grow your investments while minimizing risk from inflation? Join Aaron Jones, CPA, and Ashlin Smith as they break down your frequently asked retirement questions on the RetireReady Podcast! 🎙️ Now streaming on Spotify, Apple Podcasts, and the Nicholas Wealth website. Listen today!
Join David Nicholas and Aaron Jones, CPA as they discuss ways to prepare for tax season, social security, Roth conversions, and college tuition for your children and grandchildren. . . . The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.
Listen as David and Aaron Jones discuss the current state of the economy and how the Fed rate cuts have had an effect and will continue to affect the rise and fall of the markets.
On this week's episode of the RetireReady podcast, David is joined by Adam Curran, founder of Curran Financial Partners. Tune in to learn more about the success of their businesses and how Adam and David have allowed their faith and values to be the backbone of their companies. For FIAX prospectus, click here. For YALL prospectus, click here. For FIAX standardized performance, click here. For YALL standardized performance, click here. For FIAX holdings, click here. For YALL holdings, click here. Investments involve risk. Principal loss is possible. For a complete list of fund risks please refer to the linked prospectus.
The markets have changed so much. Interest Rates are incredible right now, especially on bonds and CDs. Individuals that are preparing for retirement or are in retirement are asking what they should be doing regarding their retirement plan – should they be taking risk in the market or take advantage of fixed income? Pull up a seat as David and Graham Reynolds talk through options in the current market environment.
The Debt Ceiling has been a hot topic for most of the year, with Congress raising the limit again in June, America now has over $32 TRILLION dollars in debt. David and Aaron Jones talk about what this means for hardworking Americans and the impact it could have on their savings and their retirement. Key Takeaways: There are 2 potential ways to balance the US Budget Soon the US will be spending more on interest than we spend on national defense The math doesn't work out to only raise taxes on the wealthy The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Nicholas Wealth Management cannot guarantee the accuracy of information from third parties.
Planning for long term care is one of the biggest unknowns in your financial planning journey. Join David Nicholas and Aaron Jones as they walk through three types of long-term care insurance and which one may be right for you. Key Takeaways: Three ways to cover long-term care insurance. Cost of in-home care vs. facility care. How to prepare for taxation on long-term care payments The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Nicholas Wealth Management cannot guarantee the accuracy of information from third parties.
There are a lot of misconceptions about Social Security and when you can turn on benefits and how to maximize those benefits. Should you focus on maximizing Social Security or maximizing your total financial plan? Join David Nicholas and Aaron Jones as they break down these common misconceptions about Social Security. Key Takeaways: 1) At what age should you turn on Social Security Benefits? 2) Should you maximize your Social Security Benefits or your total financial plan?
Silicon Valley Bank collapsed on March 10, 2023; is this the beginning of 2008 2.0? Join David Nicholas as he breaks down how banks work and how you can potentially keep your money safe in other investment vehicles. Key Takeaways: 1) How do banks work? 2) How putting shares into bonds could have turned things around for SVB. 3) As a retiree or pre-retiree, what are your options for safe money?
Join David Nicholas and Aaron Gaines for a must-listen discussion on preparing for retirement. We'll talk about the big financial mistakes you may not realize you're making inside your investment portfolios. Key Takeaways:1) How much does it really take to retire?2) Understanding the amount of risk in your portfolio.3) Do you understand the fees associated with your investments?
Join David Nicholas and Aaron Jones, CPA for a discussion of Secure Act 2.0's changes including Required Minimum Distributions (RMDs), tax rate changes, new contribution limits, and updated beneficiary withdrawal deadlines. Key Takeaways: 1) Tax changes 2) Beneficiary withdrawal deadlines 3) Qualified Charitable Distributions
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