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Retire Ready with David Nicholas

Retire Ready with David Nicholas

Auteur(s): David Nicholas
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 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!

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.Copyright Ethan Koch Économie
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  • Bailey Woods Discusses Interest Rates - September 27, 2025

    Bailey Woods Discusses Interest Rates - September 27, 2025
    Sep 29 2025
    As you enter or approach retirement, it’s natural to start thinking about how to turn your dreams into reality. Whether that means traveling, spending more time with family, or simply enjoying a confident life, your income will be the key to making it all happen. But in an environment of falling interest rates, maintaining that income can become a lot more challenging.

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
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    35 min
  • Bailey Woods Joins Retire Ready - September 20, 2025

    Bailey Woods Joins Retire Ready - September 20, 2025
    Sep 22 2025
    Bailey Woods fills in for David for Retire Ready. Here Bailey's story and how he went from playing football at Auburn and Georgia State, to serving our country in the military, to becoming a financial advisor. Bailey gives his take on financial planning and how retirees can prepare for their golden years.

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
    Voir plus Voir moins
    35 min
  • The Importance of Beneficiary Updates in Retirement Planning - September 6, 2025

    The Importance of Beneficiary Updates in Retirement Planning - September 6, 2025
    Sep 8 2025
    David breaks down the five key areas—portfolio review, income planning, tax strategies, healthcare, and legacy planning—with practical examples and tips. David also highlights common mistakes in estate transfers and beneficiary designations and discusses powerful tools like donor-advised funds to optimize tax outcomes.

    Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

    For more infomation on retirement planning, visit nicholaswealth.com!
    Voir plus Voir moins
    35 min
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