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...