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  • 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.
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    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.
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    35 分
  • Sequence of Returns Risk - May 2nd

    Sequence of Returns Risk - May 2nd
    2026/05/02
    The years right before and after retirement can be the most critical for your financial future. This episode explores sequence of returns risk, smarter withdrawal strategies, and how the right plan can help protect your savings while creating lasting income and legacy.











    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
  • Planning for the Worst - April 25th

    Planning for the Worst - April 25th
    2026/04/30
    Are you unknowingly overexposed to the same handful of stocks? This episode breaks down the risks of concentration in today’s market, how active vs. passive investing really works, and why your retirement portfolio may need a different strategy than the one that got you here—especially as you shift from saving to spending.

    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
  • Staying Confident Through Market Volatility - April 18th

    Staying Confident Through Market Volatility - April 18th
    2026/04/18
    Market volatility can trigger fear, but it can also create opportunity. This episode covers how to stay confident during uncertain times, when strategies like Roth conversions may make sense, and why having a clear retirement plan can help you shift from saving to spending with confidence.

    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
  • Tax Savvy Strategies - April 11th

    Tax Savvy Strategies - April 11th
    2026/04/11
    Retirement isn’t just about building wealth—it’s about turning it into reliable income. This episode breaks down common financial pitfalls, from withdrawal strategies and tax traps to balancing growth and risk, so you can create a sustainable retirement paycheck that lasts.

    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 Literacy Month 2026 - April 4th

    Financial Literacy Month 2026 - April 4th
    2026/04/04
    April is Financial Literacy Month, and this episode focuses on the fundamentals—understanding your money, building a budget, and making smarter decisions with your retirement savings. Nicholas Wealth shares why financial literacy is the foundation of long-term success and how gaining clarity today can lead to more confidence in 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.
    続きを読む 一部表示
    35 分
  • Legacy Planning - March 28th

    Legacy Planning - March 28th
    2026/03/28
    Market volatility, recession fears, and nonstop headlines can make retirement planning feel uncertain—but reacting emotionally can do more harm than good. In this episode, the team at Nicholas Wealth breaks down how to stay focused on your long-term plan, avoid common investment mistakes, and why having a solid strategy—including legacy planning—matters more than trying to time the market.

    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