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  • Getting to Know You - August 2, 2025

    Getting to Know You - August 2, 2025
    2025/08/04
    You hear David’s voice on the radio and perhaps you’ve seen their 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 you.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • The Longevity Challenge - July 26, 2025

    The Longevity Challenge - July 26, 2025
    2025/07/28
    We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Unlocking the Secrets of the 'Big Beautiful Bill' - July 12, 2025

    Unlocking the Secrets of the 'Big Beautiful Bill' - July 12, 2025
    2025/07/12
    Dive into the latest episode of "Retire Ready" where Aaron Jones takes the mic, navigating the thrilling twists and turns of what's being called the "Big Beautiful Bill." Unravel the intricacies of this colossal legislation and discover how it might just be the key to securing your financial future. Taxes, deductions, and retirement savings are just the tip of the iceberg of what this episode covers. But beware—Aaron sheds light on strategies that might make you rethink your financial plans entirely. Will you be one of the savvy retirees who capitalize on these imminent changes, or miss the boat as it sails into a new economic era?

    Join us as we expose the hidden gems and potential pitfalls lurking within this 900-page legislative rollercoaster. Whether you're eyeing Roth conversions or curious about estate tax exemptions, this episode is packed with expert advice and fresh insights designed to leave you pondering your next financial move. Tune in to see if the "Big Beautiful Bill" is your passport to prosperity or a challenge waiting to be conquered. Don't miss this chance to hear how you can take control of your financial destiny while the opportunity lasts.
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    35 分
  • Mailbag Questions with Aaron Jones! - July 5, 2025

    Mailbag Questions with Aaron Jones! - July 5, 2025
    2025/07/07
    You’ve got questions. We’ve all got questions! Aaron Jones will be answering questions in his Mailbag segment.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • The Client Experience - June 28, 2025

    The Client Experience - June 28, 2025
    2025/06/30
    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!
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    35 分
  • 5 Mistakes to Avoid When Planning for Retirement - June 21, 2025

    5 Mistakes to Avoid When Planning for Retirement - June 21, 2025
    2025/06/23
    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
  • History of Taxes - June 14, 2025

    History of Taxes - June 14, 2025
    2025/06/16
    According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, there are steps you can take to help reduce the impact of taxes on your retirement savings.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 分
  • Four Questions About Retirement - June 7, 2025

    Four Questions About Retirement - June 7, 2025
    2025/06/09
    Join David on the latest episode of "Retire Ready" as he shares insights on navigating the uncertainties of retirement planning. David highlights the importance of comprehensive estate planning, risk management, and ensuring income longevity in light of market volatility and potential health emergencies. Tune in to explore how personalized strategies can secure your financial future and support your retirement goals

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