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.

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.

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.

With Tax Day right around the corner, there's no better time to talk strategy. Join Aaron Jones, CPA, and Ashlin Smith as they discuss both immediate steps and long-term strategies to help you build a more tax-efficient retirement. From smart withdrawal tactics to minimizing your overall tax burden, they'll share practical tips that could help you keep more of what you've earned. They'll also dive into tax-efficient legacy planning—how to pass on your wealth without leaving behind a heavy tax bill—and explore how Social Security fits into the bigger picture. Whether you're already retired or just starting to plan, this episode is full of insight to help you retire ready.

How could President Trump's executive order to establish a U.S. sovereign wealth fund impact your retirement planning? Can investing in gold be a way to protect your investments from inflation?

Join David Nicholas on this episode of the RetireReady Podcast as he discusses why gold remains a key asset in times of economic uncertainty, the best ways to purchase gold, and the development of a U.S. sovereign wealth fund. 🎙️

Can life insurance provide tax-free income in retirement? How can you grow your investments while minimizing risk from inflation?

Join Aaron Jones, CPA, and Ashlin Smith as they break down your frequently asked retirement questions on the RetireReady Podcast! 🎙️

Now streaming on Spotify, Apple Podcasts, and the Nicholas Wealth website. Listen today!

Join David Nicholas and Aaron Jones, CPA as they discuss ways to prepare for tax season, social security, Roth conversions, and college tuition for your children and grandchildren.

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The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

Listen as David and Aaron Jones discuss the current state of the economy and how the Fed rate cuts have had an effect and will continue to affect the rise and fall of the markets.

On this week's episode of the RetireReady podcast, David is joined by Adam Curran, founder of Curran Financial Partners. Tune in to learn more about the success of their businesses and how Adam and David have allowed their faith and values to be the backbone of their companies.

For FIAX prospectus, click here.

For YALL prospectus, click here.

For FIAX standardized performance, click here.

For YALL standardized performance, click here.

For FIAX holdings, click here.

For YALL holdings, click here.

Investments involve risk. Principal loss is possible. For a complete list of fund risks please refer to the linked prospectus.

The markets have changed so much. Interest Rates are incredible right now, especially on bonds and CDs. Individuals that are preparing for retirement or are in retirement are asking what they should be doing regarding their retirement plan – should they be taking risk in the market or take advantage of fixed income? Pull up a seat as David and Graham Reynolds talk through options in the current market environment.