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  • Are You Truly Ready - July 11th

    Are You Truly Ready - July 11th
    2026/07/13
    Are you truly ready for retirement? Aaron Jones explores the financial and emotional sides of leaving the workforce, covering Social Security, retirement income, budgeting, debt, and the importance of creating a personalized plan that supports the lifestyle you want to enjoy.

    Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

    Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

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

    Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
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    35 分
  • Financial Independence - July 4th

    Financial Independence - July 4th
    2026/07/06
    Financial independence doesn't happen by chance—it starts with a plan. In this episode, Aaron Jones explains how thoughtful retirement planning can help you build reliable income, navigate inflation and market volatility, and create the confidence to retire on your own terms while protecting the lifestyle you've worked hard to achieve.

    Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

    Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

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

    Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
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    35 分
  • Retirement Tax Shock - June 27th

    Retirement Tax Shock - June 27th
    2026/06/27
    Many retirees expect their taxes to fall once they leave the workforce—but that isn't always the case. In this episode, Bailey Woods explains why retirement can bring unexpected tax bills, how Social Security, retirement account withdrawals, and required minimum distributions can impact your tax situation, and why proactive tax planning and diversification may help you keep more of what you've worked so hard to save.

    Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

    Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

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

    Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
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    35 分
  • Time Machine 1986 - June 20th

    Time Machine 1986 - June 20th
    2026/06/20
    Unexpected retirement can happen faster than many people realize. In this episode, Bailey Woods and David Nicholas discuss the financial impact of retiring earlier than planned, including healthcare costs, Social Security timing, market risk, income planning, and why building a retirement strategy around reliable income and long-term flexibility can help create greater confidence for the future.

    Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

    Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

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

    Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
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    35 分
  • Financial Habits to Break - June 13th

    Financial Habits to Break - June 13th
    2026/06/13
    What financial habits could quietly put your retirement at risk? In this episode, David Nicholas discusses the dangers of becoming too comfortable during strong market runs, the importance of diversification and retirement rebalancing, and why breaking habits like ignoring risk, chasing performance, or failing to plan for income and taxes can make a major difference in long-term retirement success.

    Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

    Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

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

    Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
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    35 分
  • Tough Financial Truths - May 30th

    Tough Financial Truths - May 30th
    2026/06/10
    Retirement planning is about preparing for the unknowns before they become problems. In this episode Bailey Woods explores Social Security uncertainty, rising healthcare costs, retirement income planning, tax considerations, and the importance of building a strategy that can adapt to changing circumstances over time

    Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

    Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

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

    Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
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    35 分
  • Habits of the Quietly Wealthy - May 23rd

    Habits of the Quietly Wealthy - May 23rd
    2026/05/23
    What separates the quietly wealthy from everyone else? In this episode Aaron Jones explores the habits and mindset shifts that help build lasting wealth—from intentional spending and disciplined saving to thoughtful retirement planning, multiple income sources, and focusing your money on what truly matters most.

    Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

    Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

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

    Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
    続きを読む 一部表示
    35 分
  • Top 5 Signs You Need a New Advisor - May 16th

    Top 5 Signs You Need a New Advisor - May 16th
    2026/05/16
    How do you know when it’s time for a second opinion on your finances? This episode explores the top signs you may have outgrown your current advisor—from hidden fees and lack of communication to missing retirement, tax, and investment planning opportunities that could impact your future.

    Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

    Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

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

    Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
    続きを読む 一部表示
    35 分