Podcast Episodes
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Getting to Know David Nicholas - August 23, 2025
You hear David's voice on the radio and perhaps you’ve seen his face on advertising around your area… maybe you even have a friend or an acquaintance…
8 months, 3 weeks ago
David's Take On The One Big Beautiful Bill - August 16, 2025
Current global economic developments, including potential trade deals and tariff deadlines, are creating waves in the market. Understanding their imp…
8 months, 4 weeks ago
The Client Experience - August 9, 2025
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before the…
9 months ago
Getting to Know You - August 2, 2025
You hear David’s voice on the radio and perhaps you’ve seen their face on advertising around your area… maybe you even have a friend or an acquaintan…
9 months, 1 week ago
The Longevity Challenge - July 26, 2025
We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderfu…
9 months, 2 weeks ago
Unlocking the Secrets of the 'Big Beautiful Bill' - July 12, 2025
Dive into the latest episode of "Retire Ready" where Aaron Jones takes the mic, navigating the thrilling twists and turns of what's being called the …
10 months ago
Mailbag Questions with Aaron Jones! - July 5, 2025
You’ve got questions. We’ve all got questions! Aaron Jones will be answering questions in his Mailbag segment.
For more infomation on retirement plann…
10 months, 1 week ago
The Client Experience - June 28, 2025
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before the…
10 months, 2 weeks ago
5 Mistakes to Avoid When Planning for Retirement - June 21, 2025
Retirement planning is one of the most important financial decisions you’ll make. But there are five important mistakes that can impact your future. …
10 months, 3 weeks ago
History of Taxes - June 14, 2025
According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, …
11 months ago