Nicholas Wealth Radio

Retire Ready with Nicholas Wealth 5-16-26

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.

Retire Ready with Nicholas Wealth 5-9-26

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

Retire Ready with Nicholas Wealth 5-2-26

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.

Retire Ready with Nicholas Wealth 04-25-26

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.

Retire Ready with Nicholas Wealth 04-18-26

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.