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Apr 27, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® talk all things crypto and blockchain with the Director of Research for Digital Assets at Forbes, Steven Ehrlich.  During this timely conversation Steven shares his expertise and insight to answer the most relevant questions about digital...


Apr 21, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® shares a few strategies for gifting assets to family today in order to take advantage of current gifting laws and limits.

For many individuals whom have been able to accumulate more wealth than they will most likely need in their lifetime, they need to determine what...


Apr 9, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® shares one of the best tools for retirement savings, the Mega Backdoor IRA. The team at Kathmere has found this to be a unique and not well known way to save into a Roth IRA even if you are over the income limit.  In this episode he covers:

  • How the Mega Backdoor Roth...


Mar 20, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® talk about the latest topic to take over financial media and investors mind, rising interest rates. We have received many questions from both clients and listeners on what the "drastic" rise in interest rates could mean for stocks, so we cover...


Mar 4, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® shares some great strategies to help reduce your taxes through direct stock contributions to charities. The team at Kathmere has found this, along with Donor Advised Funds, to be some of the best ways to maximize your tax benefit from charitable donations.

  • The...