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  • Financial Check-Up - January 10th

    Financial Check-Up - January 10th
    2026/01/10
    David Nicholas breaks down what a proper financial check-up should include and why retirement planning goes beyond simply watching the market. He discusses income strategy, risk management, healthcare planning, and how aligning all parts of your financial life can help create long-term confidence and stability.

    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
  • Building a Better Retirement Team - December 20th

    Building a Better Retirement Team - December 20th
    2025/12/20
    On this episode, David Nicholas and Bailey Woods share the story behind the growth of Nicholas Wealth and how their team approach helps retirees navigate a complex financial world. From coaching clients through emotional market swings to creating strategic income plans, they explain why retirement takes more than just a big number. If you're wondering what it really takes to retire with confidence, this conversation breaks it down.

    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
  • Four Questions About Retirement - December 13th

    Four Questions About Retirement - December 13th
    2025/12/13
    On this episode of Retire Ready, Bailey Woods from Nicholas Wealth Management takes on the most common questions people face as they approach retirement: Can we retire? Will our savings last? Are we truly prepared for the years ahead? Bailey breaks down how to evaluate your income needs, structure a reliable withdrawal strategy, understand taxes in retirement, and pick the right retirement date for your situation.

    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
  • End of Year Planning - December 6th

    End of Year Planning - December 6th
    2025/12/06
    Aaron Jones of Nicholas Wealth Management shares the essential financial steps to review before the ball drops. From taxes to investments to retirement income planning, this episode helps you wrap up the year wisely and start the next one on solid footing.

    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
  • New Tax Rules - November 22nd

    New Tax Rules - November 22nd
    2025/12/05
    In this episode, we break down the major policy changes affecting retirees — from new tax rules in the “Big Beautiful Bill” to shifts in tariffs and interest rates. Learn how these updates may influence retirement income, Social Security taxation, and long-term planning strategies.

    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
  • Shutdowns and Rate Cuts - November 15th

    Shutdowns and Rate Cuts - November 15th
    2025/11/15
    On this episode of Retire Ready with David Nicholas, David breaks down how the recent government shutdown and market uncertainty could shape the months ahead. From the reopening’s potential boost to the economy to the Fed’s next rate decision, David explains what retirees and investors should be watching.

    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
  • Beating Inflation and Building Reliable Income - November 8th

    Beating Inflation and Building Reliable Income - November 8th
    2025/11/08
    On this episode, the conversation turns to one of the biggest concerns for retirees — making your money last. The discussion explores how rising prices impact everything from groceries to cars and how thoughtful income planning can help offset inflation.

    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.

    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
  • Are You Really Ready to Retire? - November 1st

    Are You Really Ready to Retire? - November 1st
    2025/11/01
    Most people save for retirement — but few have a full retirement plan. David Nicholas explains how to move from saving to strategizing, covering key topics like building reliable income streams, reducing taxes, and planning for healthcare and legacy needs. If you’re within five to ten years of retirement, this episode is your roadmap to get prepared.

    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.

    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