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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...


Aug 11, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® walks through one section of the Financial Pillars of Success, Financial Organization, by answering the question, "what documents do I need to keep on file?"

Just last week this question came up while we started working with a new client and we felt it would be great to...


Jul 28, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® shares ideas about where you should save your capital, beyond the basics.

While everyone knows they need to save, there are a couple dozen types of accounts to save into and thus it can be confusing about where to save.  A few key takeaways covered are:

  • The building...


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...


Dec 2, 2020

In today's episode Nicholas Olesen, CFP®, CPWA® answers a great question we received after the How I Invest My Own Money podcast episode:  What process do you use to actually determine the model portfolio for your clients?

Nicholas also discusses:

  • How to define risk need versus tolerance
  • What to do when those two do...