Retire Ready with David Nicholas

Auteur(s): David Nicholas
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  • Résumé

  • 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
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Économie
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Épisodes
  • What is the Retire Ready Plan? - February 15, 2025

    What is the Retire Ready Plan? - February 15, 2025
    Feb 17 2025
    Many people will enter retirement without a written financial plan. And for those that have one, it can be incomplete. Does your plan cover tax planning? Does it cover estate and legacy planning? What about income planning? David breaks down all the componenets of Nicholas Wealth Management's Retire Ready Plan.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 min
  • Scott Bessent confirmed as Treasury Secretary - February 8, 2025

    Scott Bessent confirmed as Treasury Secretary - February 8, 2025
    Feb 10 2025
    Do you pay much attention to cabinet appointments and political news out of Washington? Aaron Jones, CPA at Nicholas Wealth Management, shares how your taxes could be impacted by the new Trump administration.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 min
  • Deepseek Disrupts the Markets, Nasdaq vs. The Dow, and Updating Beneficiaries - February 1, 2025

    Deepseek Disrupts the Markets, Nasdaq vs. The Dow, and Updating Beneficiaries - February 1, 2025
    Feb 3 2025
    On this week's Retire Ready with David Nicholas, David and Mark discuss this week's headlines, including the emergence of a new player in the A.I. space from China, Deepseek. David expresses skepticism in China's honesty with how much the project costs. David also explains why The Dow might go up, but the NASDAQ could go down on the same day, as well as the importance of updating beneficiaires in retirement.

    For more information on retirement planning, visit NicholasWealth.com!
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    35 min

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