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  • Roth Conversions - October 4th

    Roth Conversions - October 4th
    2025/10/04
    This week we explores how Roth conversions can play a key role in retirement planning and why converting traditional retirement savings to a Roth account may reduce future taxes, how timing impacts the strategy, and how it fits into a broader retirement plan alongside income, healthcare, and estate considerations.

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Bailey Woods Discusses Interest Rates - September 27, 2025

    Bailey Woods Discusses Interest Rates - September 27, 2025
    2025/09/29
    As you enter or approach retirement, it’s natural to start thinking about how to turn your dreams into reality. Whether that means traveling, spending more time with family, or simply enjoying a confident life, your income will be the key to making it all happen. But in an environment of falling interest rates, maintaining that income can become a lot more challenging.

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Bailey Woods Joins Retire Ready - September 20, 2025

    Bailey Woods Joins Retire Ready - September 20, 2025
    2025/09/22
    Bailey Woods fills in for David for Retire Ready. Here Bailey's story and how he went from playing football at Auburn and Georgia State, to serving our country in the military, to becoming a financial advisor. Bailey gives his take on financial planning and how retirees can prepare for their golden years.

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • The Importance of Beneficiary Updates in Retirement Planning - September 6, 2025

    The Importance of Beneficiary Updates in Retirement Planning - September 6, 2025
    2025/09/08
    David breaks down the five key areas—portfolio review, income planning, tax strategies, healthcare, and legacy planning—with practical examples and tips. David also highlights common mistakes in estate transfers and beneficiary designations and discusses powerful tools like donor-advised funds to optimize tax outcomes.

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Crypto in Retirement? - August 30, 2025

    Crypto in Retirement? - August 30, 2025
    2025/09/01
    David dives into the world of crypto, sharing his perspective on its potential role in retirement planning. He discusses the volatility, risks, and possible rewards of adding digital assets to your portfolio. If you're curious about whether crypto fits into your financial future, this episode offers practical insights and considerations straight from David’s discussion.

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Getting to Know David Nicholas - August 23, 2025

    Getting to Know David Nicholas - August 23, 2025
    2025/08/25
    You hear David's voice on the radio and perhaps you’ve seen his face on advertising around your area… maybe you even have a friend or an acquaintance who works with David. But how much do you really know about him? Well, there’s no better time than now for us to get to know David.

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

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • David's Take On The One Big Beautiful Bill - August 16, 2025

    David's Take On The One Big Beautiful Bill - August 16, 2025
    2025/08/18
    Current global economic developments, including potential trade deals and tariff deadlines, are creating waves in the market. Understanding their impact on your investments is essential.

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

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • The Client Experience - August 9, 2025

    The Client Experience - August 9, 2025
    2025/08/11
    A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.

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

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

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