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

In today's episode Nicholas Olesen, CFP®, CPWA® shares how we help clients answer this simple, but very important question about retirement income planning and spending. He also takes a step into the highly debated 4% withdrawal rule and why it may not be right.

As most people plan for and dream about retirement,...