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Death can be unexpected! So make sure that all of your accounts are properly set up to have the correct beneficiary or beneficiaries....

It's our first official podcast of 2022! Our elders always told us when we were kids to learn from our mistakes, so why stop now? Nic...

It's our final week in the year 2021 and Nic Daniels gives you ten bits of financial advice to take with you into the New Year. What else...

Great job, you've fully maximized your Roth IRA's potential! That's an amazing start. Now, you're looking to put some more extra cash...

There are some things in life where having too much can't be a bad thing. And life insurance is one of them! Is your family being...

Today, we wrap up our mini-series around reverse mortgages with Anissa Franklin! Reverse for purchase. You'll learn some creative ways to...

In the second part of the reverse mortgage series, Anissa Franklin helps us understand the ways that reverse mortgages can help you. And...

This is the first part to a three episode series that revolves around reverse mortgages. You may have heard these before, but let us...

While we don't doubt your smartness, we highly recommend that you hire a financial advisor! You may know your goals and how to invest...

What country produces the most oil? Nope, not Saudi Arabia, no other Middle Eastern country. It's the United States! Nic and Brian talk...

Another review of this last week, just in case you had your head in the sand! Rivian Motor Company partnered with a SPAC, foreign travel...

Electric vehicles are a HOT topic right now. Current major manufacturers are dipping their toes into the EV market, along with new auto...

In today’s podcast, Nic briefly explains the difference between a Flexible Spending Account (FSA) and a Health Savings Account (HSA). He...

As more details emerge on the possible tax changes that Democrats are proposing, we highlight the items that would directly affect your...

Bitcoin and other cryptocurrencies have been around for a while now, becoming a go-to investment for those looking to grow their...