Getting Retire Ready - April 12, 2025

14/04/2025 35 min
Getting Retire Ready - April 12, 2025

Listen "Getting Retire Ready - April 12, 2025"

Episode Synopsis

David dives into the retire ready process, explaining how comprehensive planning is key to a secure retirement. Topics include income strategy, investment planning, tax efficiency, healthcare, and legacy planning. Get insights on the importance of having a written plan rather than just relying on a mix of financial tools.For more infomation on retirement planning, visit nicholaswealth.com!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.