Pull up a chair with David and Nick for warm, real conversations about money, purpose, and building the life you truly want. Focused on clarity and confidence, they help you move from uncertainty to a plan rooted in your values. Whether you’re a lifelong
This is episode two in our series of retirement planning headlines and what they may or may not mean for your upcoming retirement. Our little round...
When it comes to retirement planning, what are your key numbers? How often should you review them?
Join Dave and Nick for a special Thanksgiving Episode where they talk about what they are thankful for, the Markets, what’s good for retirees, and...
Join Dave and Nick as they try something new today on the show.
Watch on YouTube HERE
We...
Join Dave and Nick as they chat with Dr. Darla Bishop, the author of the upcoming book, How to...