A Wealth of Advice

In today's episode Nicholas Olesen, CFP®, CPWA® talks with Nicholas Ryder, CFA®, Kathmere Capital's Chief Investment Officer, about a recent commentary he wrote to answer questions about how much the…

In today's episode Nicholas Olesen, CFP®, CPWA® talks about one of the best part about a market pullback, tax savings.

Rather than spend 30 minutes on all that it entails and multiple examples of how…

In today's episode Nicholas Olesen, CFP®, CPWA® shares why this 10% pullback in the stock market feels so much worse and that data that validates those feelings.

"How is the market only down 10%?" is…

In today's episode Nicholas Olesen, CFP®, CPWA® & Nicholas Ryder, CFA® talk with Perth Tolle, who brings an innovative way to invest in and view emerging markets, through a freedom analysis. 

With th…

In today's episode, Nicholas Olesen, CFP®, CPWA® shares how seductive pessimism can be and why it's so hard but advantageous to be an optimistic investor.

With what feels like a world getting closer …

In today's episode Nicholas Olesen, CFP®, CPWA® shares the top tax reduction strategies we have advised executives and other high-income earners to take advantage of. 

Taxes is probably the one thing…

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 …

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 …

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 tig…

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 littl…

In today's episode Nicholas Olesen, CFP®, CPWA® recaps the latest on tax proposals, how they could change your taxes and savings strategies,  and what actions you should consider before the end of th…

In today's episode Nicholas Olesen, CFP®, CPWA® covers part two of how to prepare for retirement, this time from an emotional and psychological point of view. 

Retirement is one of the biggest life e…

In today's episode Nicholas Olesen, CFP®, CPWA® covers a very important question for those a year or two away from retirement, "What issues do I need to consider before retiring?"

As retirement is so…

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 …

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 acc…

In today's episode Nicholas Olesen, CFP®, CPWA® shares key takeaways and insights from the most recent tax change proposal, the Treasury Department’s “Green Book”. 

As expected for anyone paying atte…

In today's episode Nicholas Olesen speaks with Professor Kevin Dowd about the current state of monetary policy and the risks of the increasing the U.S. Debt obligations. 

During this timely conversat…

Through this conversation Dr. Kurtz shares her expertise …

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…