David breaks down the five key areas—portfolio review, income planning, tax strategies, healthcare, and legacy planning—with practical examples and tips. David also highlights common mistakes in estate transfers and beneficiary designations and discusses powerful tools like donor-advised funds to optimize tax outcomes.

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

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

David dives into the world of crypto, sharing his perspective on its potential role in retirement planning. He discusses the volatility, risks, and possible rewards of adding digital assets to your portfolio. If you're curious about whether crypto fits into your financial future, this episode offers practical insights and considerations straight from David’s discussion.

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

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

You hear David's voice on the radio and perhaps you’ve seen his 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 David.

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

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

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

Current global economic developments, including potential trade deals and tariff deadlines, are creating waves in the market. Understanding their impact on your investments is essential.

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

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

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

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!

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

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

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!

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

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

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!



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

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

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.


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

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

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!

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

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

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!

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

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