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  • 5 Mistakes to Avoid When Planning for Retirement - May 31, 2025

    5 Mistakes to Avoid When Planning for Retirement - May 31, 2025
    2025/06/02
    Retirement planning is one of the most important financial decisions you’ll make. But there are five important mistakes that can impact your future. Today, Aaron Jones joins us to outline these obstacles and explain how to avoid them.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Clearing Up 6 Common Myths About Retirement - May 24, 2025

    Clearing Up 6 Common Myths About Retirement - May 24, 2025
    2025/05/26
    Retirement is one of life’s biggest milestones, but there are a lot of myths out there that can lead to costly mistakes. Today, Aaron Jones will bust some of the most common myths about retirement and help you plan more savvy.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • The Three Pillars of Financial Stability with Aaron Jones - May 17, 2025

    The Three Pillars of Financial Stability with Aaron Jones - May 17, 2025
    2025/05/19
    Join Aaron Jones from Nicholas Wealth Management as he fills in for David on this episode of "Retire Ready." Aaron, a seasoned investment advisor and CPA, walks listeners through the foundational elements of a successful retirement plan. Focusing on income generation, tax efficiency, and managing investments, Aaron offers valuable insights into creating a resilient financial strategy. Learn how to replace your working years' paychecks with reliable income streams and explore the importance of adjusting tax strategies to secure your financial future.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Market Impacts: Canadian PM Visit, Buffett Retirement, and Dividend Stocks - May 10, 2025

    Market Impacts: Canadian PM Visit, Buffett Retirement, and Dividend Stocks - May 10, 2025
    2025/05/12
    David discusses the Canadian Prime Minister's visit to the White House, highlighting potential trade impacts and tariff discussions. He also covers Warren Buffett’s retirement announcement and its effect on Berkshire Hathaway stocks. Additionally, the episode explores the benefits of investing in dividend stocks like British American Tobacco, which are weathering current market volatility better than the S&P 500.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Navigating Market Volatility and Investing in Dividend Stocks - April 26, 2025

    Navigating Market Volatility and Investing in Dividend Stocks - April 26, 2025
    2025/04/28
    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 分
  • Navigating Market Volatility and Retirement Strategies - April 19, 2025

    Navigating Market Volatility and Retirement Strategies - April 19, 2025
    2025/04/21
    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 分
  • Getting Retire Ready - April 12, 2025

    Getting Retire Ready - April 12, 2025
    2025/04/14
    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 分
  • Navigating Retirement and Tariffs - April 5, 2025

    Navigating Retirement and Tariffs - April 5, 2025
    2025/04/07
    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 分