Listen "Are You Really Ready to Retire? - November 1st"
Episode Synopsis
Most people save for retirement — but few have a full retirement plan. David Nicholas explains how to move from saving to strategizing, covering key topics like building reliable income streams, reducing taxes, and planning for healthcare and legacy needs. If you’re within five to ten years of retirement, this episode is your roadmap to get prepared.Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.For more infomation on retirement planning, visit nicholaswealth.com!Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
More episodes of the podcast Retire Ready with David Nicholas
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New Tax Rules - November 22nd
05/12/2025
Shutdowns and Rate Cuts - November 15th
15/11/2025
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