Couverture de Retire Ready with David Nicholas

Retire Ready with David Nicholas

Retire Ready with David Nicholas

De : David Nicholas
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 Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.Copyright Ethan Koch Economie
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    Épisodes
    • Unlocking the Secrets of the 'Big Beautiful Bill' - July 12, 2025

      Unlocking the Secrets of the 'Big Beautiful Bill' - July 12, 2025
      Jul 12 2025
      Dive into the latest episode of "Retire Ready" where Aaron Jones takes the mic, navigating the thrilling twists and turns of what's being called the "Big Beautiful Bill." Unravel the intricacies of this colossal legislation and discover how it might just be the key to securing your financial future. Taxes, deductions, and retirement savings are just the tip of the iceberg of what this episode covers. But beware—Aaron sheds light on strategies that might make you rethink your financial plans entirely. Will you be one of the savvy retirees who capitalize on these imminent changes, or miss the boat as it sails into a new economic era?

      Join us as we expose the hidden gems and potential pitfalls lurking within this 900-page legislative rollercoaster. Whether you're eyeing Roth conversions or curious about estate tax exemptions, this episode is packed with expert advice and fresh insights designed to leave you pondering your next financial move. Tune in to see if the "Big Beautiful Bill" is your passport to prosperity or a challenge waiting to be conquered. Don't miss this chance to hear how you can take control of your financial destiny while the opportunity lasts.
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      35 min
    • Mailbag Questions with Aaron Jones! - July 5, 2025

      Mailbag Questions with Aaron Jones! - July 5, 2025
      Jul 7 2025
      You’ve got questions. We’ve all got questions! Aaron Jones will be answering questions in his Mailbag segment.

      For more infomation on retirement planning, visit nicholaswealth.com!
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      35 min
    • The Client Experience - June 28, 2025

      The Client Experience - June 28, 2025
      Jun 30 2025
      A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.

      For more infomation on retirement planning, visit nicholaswealth.com!
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      35 min

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