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
Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals you have for your future and retirement. Your plan...
Dave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both of theirs for investing information,...
Dave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if they agree. Are the...
Join Nick and Dave as they discuss some positive things going on in the markets and what you can do with your investments to keep some peace of mind....
Join Nick and Dave as they talk about what investors can do during a down market, like the one we are experiencing now. The best thing to do is to do...