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
Join Dave and Nick as they review the book, Thinking Fast and Slow by Daniel Kahneman.
Join Dave and Ashley (Nick is on vacation) as they talk about Student Loan Repayment Plans, which have been in the news because they’ve just rolled...
Join Dave and Nick as they talk about different that require insurance and other things that may be an option. Learn some tips on how you may be able...
The year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market continued its current...
Dave and Nick have another MSU case study for you. This one is a very common scenario that comes up often – couples who are nearing retirement and...