Por: David Shotwell CFP(r) and Nick Nauta CFP(r)

Pull up a chair with David and Nick for warm, real conversations about money, purpose, and building the life you truly want. Focused on clarity and confidence, they help you move from uncertainty to a plan rooted in your values. Whether you’re a lifelong educator, public service professional, or someone preparing for a meaningful retirement, this podcast meets you where you are. But planning is never just about what is going on in the headlines or the markets—it’s about using your resources to live a life with meaning and intention. This show is about financial advice, but so much more than 403(b)’s, pensions, taxes, and retirement. Expect thoughtful conversations, practical strategies, and a welcoming space to reflect on your goals, values, and the kind of legacy you want to create. We want you to stay focused on what matters most: living well and protecting what you’ve built.

200 episodios disponibles