『The RetireReady Podcast』のカバーアート

The RetireReady Podcast

The RetireReady Podcast

著者: Nicholas Wealth Management
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RetireReady is the podcast bringing insights and tips on how to achieve the retirement of your dreams. Each week, we'll bring you thought provoking content on the markets, the economy, and ways to protect and grow your wealth. Nicholas Wealth Management is an investment advisory firm with a focus on helping clients plan and save for retirement. Nicholas Wealth Management is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.2023 個人ファイナンス 経済学
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  • Episode 017: Meet the Advisor- Bailey Woods
    2025/11/04

    In this episode of RetireReady, we're excited to introduce Bailey Woods, one of our financial advisors at Nicholas Wealth Management. Bailey brings over 10 years of financial planning and wealth management experience, including eight years with Goldman Sachs in their Wealth Management division, where he worked with corporate executives, business owners, and retirees to create holistic financial plans.

    Before his career in finance, Bailey served as an infantry officer in the United States Marine Corps, including a deployment to Afghanistan. An Auburn University graduate and former Tigers football player, Bailey went on to earn multiple advanced degrees, including an MBA and Master of Science in Finance. Today, he lives in Kennesaw with his wife, Taylor, their three children, and three dogs.

    Tune in to hear Bailey's incredible journey — from the Marine Corps to Goldman Sachs to Nicholas Wealth — and how his experiences shaped his approach to aiming to help families achieve financial confidence.

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    41 分
  • Episode 015: The Big Beautiful Bill
    2025/09/16

    On this episode of the RetireReady Podcast, David Nicholas and Aaron Jones, CPA, unpack the Big Beautiful Bill and what it could mean for your financial future. From taxes to retirement income strategies, they explore how proper planning may potentially help you prepare—and thrive—through retirement.

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    43 分
  • Episode 014: Planning for Long-Term Care in Retirement
    2025/05/06

    In this episode of the RetireReady Podcast, David Nicholas is joined by Tim Hart to discuss one of the most important—and often overlooked—aspects of retirement planning: long-term care. From rising healthcare costs to the different types of coverage available, they break down what retirees need to know to prepare for future medical needs without derailing their financial plan. Whether you're planning ahead for yourself or a loved one, this conversation is geared to help you feel more confident about the road ahead.

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    41 分
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