Dec 15, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® shares what he has found to be some of the best ways to teach your kids, no matter their age, good money habits.
“I wish I had talked to my kids more about money and how to best use and save it.” Through a common but effective framework, the three bucket approach...
Dec 1, 2021
As most people plan for and dream about retirement,...
Nov 22, 2021
In today's episode Nicholas Ryder, CFA® joins Nicholas Olesen, CFP®, CPWA® to talk about one of the hottest topics in the news, inflation. He shares both how and why inflation has been rising quite a bit recently and also what, if anything, investors should do about it.
This timely episode comes just a week after...
Nov 14, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® shares what considerations and questions you need to ask when offered a new job.
With so many of our clients receiving great new job offers in this tight job market, we have having a lot of great conversations and doing a lot of analysis to help our clients gain clarity...
Nov 10, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® walks through two very different client situations that both ended up with the same recommendation. Take The Trip.
During this episode he gets a little more philosophical and personal about the reason for the advice that Kathmere Capital gives.
Listen as he shares how...