preparing for tax season and college tuition for your children and grandchildren
David Nicholas and Aaron Jones, CPA discuss ways to prepare for tax season, social security, Roth conversions, and college tuition for your children and grandchildren.
the rise and fall of the markets
The markets saw large gains in 2023, only to end up breaking even with where they were in 2021. In this episode David is joined by Aaron Jones, CPA and Financial Planner, to discuss the markets in 2023, the prediction of 2024 being the “Year of ‘The Crash'” and whether or not Wall Street is the world’s best marketer.
Letting Your Money Align with Your Values and Faith with Adam Curran
On this week’s episode of the RetireReady podcast, David is joined by Adam Curran, founder of Curran Financial Partners. Tune in to learn more about the success of their businesses and how Adam and David have allowed their faith and values to be the backbone of their companies.
For FIAX prospectus, click here.
For YALL prospectus, click here.
For FIAX standardized performance, click here.
For YALL standardized performance, click here.
For FIAX holdings, click here.
For YALL holdings, click here.
Investments involve risk. Principal loss is possible. For a complete list of fund risks please refer to the linked prospectus.
Risk and Reward: Take a Risk or Take Advantage of Fixed Income?
The markets have changed so much. Interest Rates are incredible right now, especially on bonds and CDs. Individuals that are preparing for retirement or are in retirement are asking what they should be doing regarding their retirement plan – should they be taking risk in the market or take advantage of fixed income? Pull up a seat as David and Graham Reynolds talk through options in the current market environment.
The Debt Ceiling and What it Means for Americans
The Debt Ceiling has been a hot topic for most of the year, with Congress raising the limit again in June, America now has over $32 TRILLION dollars in debt. David and Aaron Jones talk about what this means for hardworking Americans and the impact it could have on their savings and their retirement.
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Long Term Care Insurance – Which Type is Right for You?
Planning for long term care is one of the biggest unknowns in your financial planning journey. Join David Nicholas and Aaron Jones as they walk through three types of long-term care insurance and which one may be right for you.
Misconceptions About Social Security
There are a lot of misconceptions about Social Security and when you can turn on benefits and how to maximize those benefits. Should you focus on maximizing Social Security or maximizing your total financial plan? Join David Nicholas and Aaron Jones as they break down these common misconceptions about Social Security.
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The Silicon Valley Bank Collapse & What it Means for Americans.
Silicon Valley Bank collapsed on March 10, 2023; is this the beginning of 2008 2.0? Join David Nicholas as he breaks down how banks work and how you can potentially keep your money safe in other investment vehicles.
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Avoiding Big Financial Mistakes Before Retirement
Join David Nicholas and Aaron Gaines for a must-listen discussion on preparing for retirement. We’ll talk about the big financial mistakes you may not realize you’re making inside your investment portfolios.
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How New Changes to Retirement Laws Will Impact Your Finances.
Join David Nicholas and Aaron Jones, CPA for a discussion of Secure Act 2.0’s changes including Required Minimum Distributions (RMDs), tax rate changes, new contribution limits, and updated beneficiary withdrawal deadlines.
Key Takeaways:
Nicholas Wealth Management is more than just a financial services company. We believe in making a positive difference in the lives of our clients by staying true to our principles and keeping our promises to you. Since 2012, Nicholas Wealth Management has helped individuals secure their financial future with the goal of preserving capital from stock market losses. We don’t focus solely on how much our clients make in any given year, but our comprehensive approach seeks to maximize the amount individuals get to keep from their hard-earned investment and retirement savings.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
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Nicholas Wealth Management and BluePath Capital, LLC are separate entities and are not owned or controlled by World Equity Group, Inc.
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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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Securities are offered through World Equity Group, Inc.
The World Equity Group Form CRS can be found here.
BluePath Capital Management, LLC (DBA Nicholas Wealth Management) CRS Form
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
