Episodes

  • Navigating Market Volatility and Investing in Dividend Stocks - April 26, 2025

    Navigating Market Volatility and Investing in Dividend Stocks - April 26, 2025
    Apr 28 2025
    David delves into the importance of maintaining a balanced portfolio during volatile market conditions. He highlights the benefits of investing in dividend stocks, providing examples of top-performing names like British American Tobacco and Coca-Cola. David also shares insights from his appearance on Fox Business, discussing the impacts of tariffs, geopolitical issues, and the role of dividend stocks in ensuring financial stability

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Navigating Market Volatility and Retirement Strategies - April 19, 2025

    Navigating Market Volatility and Retirement Strategies - April 19, 2025
    Apr 21 2025
    David discusses the importance of having a structured plan before market volatility hits. The conversation covers how significant events like tariffs or geopolitical issues can impact your retirement and highlights the importance of having a diversified income strategy. David also shares the benefits of the Morningstar analysis to assess risk and ensure you're on the right path to a secure retirement.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Getting Retire Ready - April 12, 2025

    Getting Retire Ready - April 12, 2025
    Apr 14 2025
    David dives into the retire ready process, explaining how comprehensive planning is key to a secure retirement. Topics include income strategy, investment planning, tax efficiency, healthcare, and legacy planning. Get insights on the importance of having a written plan rather than just relying on a mix of financial tools.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Navigating Retirement and Tariffs - April 5, 2025

    Navigating Retirement and Tariffs - April 5, 2025
    Apr 7 2025
    David and Mark dive into the impact of tariffs on the economy and your retirement plans. Plus, car talk with a focus on luxury imports and how it ties into market trends. David also shares insights from his recent appearance on Fox Business with Stuart Varney.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Managing Debt and Taxes in Retirement - March 29, 2025

    Managing Debt and Taxes in Retirement - March 29, 2025
    Mar 31 2025
    David and Mark dive into the importance of managing debt and taxes for a smoother retirement. They'll discuss how to make your money last longer and why having a sound financial plan is crucial. Plus, tips on optimizing Social Security and dealing with the national debt.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • Dow Loses More Than 1,300 Points in Two Days Igniting Trade Wars - March 22, 2025

    Dow Loses More Than 1,300 Points in Two Days Igniting Trade Wars - March 22, 2025
    Mar 22 2025
    We've been hearing a lot about "trade wars" in the news lately. All this talk has shaken up the markets. Today, David has some simple tips to help protect your retirement savings from the market’s ups and downs.
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    35 mins
  • Four Retirement Unknowns - March 15, 2025

    Four Retirement Unknowns - March 15, 2025
    Mar 17 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.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 mins
  • The Price of Retirement and Managing Risks - March 8, 2025

    The Price of Retirement and Managing Risks - March 8, 2025
    Mar 10 2025
    Aaron Jones delves into the changing costs of retirement and the importance of personalized income planning. He addresses how inflation and tariffs impact financial security and shares strategies to ensure your savings last. Learn how to adapt your investment approach in uncertain economic times and assess risks in your portfolio to optimize your retirement plan for long-term success.

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