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
  • Four Retirement Unknowns - January 25, 2025

    Four Retirement Unknowns - January 25, 2025
    Jan 27 2025
    I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future. What are some of the big unknowns for retirement?

    For more information about retirement planning and how to get started, visit nicholaswealth.com!
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    35 min
  • What Does a Republican-Controlled Government Mean for Retirement? - January 18, 2025

    What Does a Republican-Controlled Government Mean for Retirement? - January 18, 2025
    Jan 20 2025
    It’s a New Year and a new government, too! What could a single party controlled White House and Congress mean for your retirement? Today, Aaron Jones will tell us what we need to know as we look ahead toward the rest of 2025 and beyond.

    For more information about retirement planning and how to get started, visit nicholaswealth.com!
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    35 min
  • 2025 New Year's Resolutions - January 11, 2025

    2025 New Year's Resolutions - January 11, 2025
    Jan 13 2025
    Resolutions are easy to make and even easier to break. It’s time to look ahead and think about practical goals for the new year.

    For more information about retirement planning and how to get started, visit nicholaswealth.com!
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    35 min
  • Retirement Savings Crisis - January 4, 2025

    Retirement Savings Crisis - January 4, 2025
    Jan 6 2025
    Could our country be facing a “Retirement Savings Crisis?” Today, Aaron Jones will be taking us through a new study that seems to paint a bleak picture of retirement savings in America, but it’s not all doom and gloom! We’ll also share some of the ways to help you take control of your financial future.
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    35 min
  • Timeline of Federal Debt - December 28, 2024

    Timeline of Federal Debt - December 28, 2024
    Dec 30 2024
    It’s a tale as old as time. Governments have debt, and leaders who have different ideas about how to address it. Nothing new there. But you might be surprised to learn just how fast our nation’s debt grew right from the start of the Revolutionary War. Not only do we have a history lesson for you today, but David Nicholas will also cover what you should be ready for in the future in terms of government spending, and how it can impact your retirement.
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    35 min