Dynamic Growth

A financial lifecycle can be broken into three phases: accumulation, distribution and estate.  We discuss examples of when clients have thought it was in thier best interest to hire a financial advis…

What is financial wellness and why has it taken center stage in the financial planning world.  Nate discusses the industry shift from general investment advice to holistic wealth planning. 

Estate planning is the most overlooked segment of the financial planning process.  In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die witho…

We delve into the intriguing world of investing heuristics and cognitive biases. This week, we're exploring how psychological factors like overconfidence, the illusion of control, and conservatism bi…

We break down the savings timeline, considering various income levels and investment approaches. But it's not just about saving – we also delve into the current financial climate, discussing the wors…

In this episode we get inspiration from the Nobel Prize Winner Daniel Kahneman in his work "Thinking Fast and Slow". We discuss how that relates to analyzing the economy and picking investments. We a…

In this jam-packed episode, we dive into NVIDIA's blowout quarter and what it means for tech investors. Could life insurance really be the new bond alternative in your diversified portfolio? We unpac…

While pessimism often wears the mask of sophistication and depth, it's the optimists who frequently come out on top in the long run. Join us as we debunk the myths surrounding investment attitudes an…

In this episode we discuss the recent discussion around the debt ceiling and why it matters, also why it doesn't matter. We discuss the implications of default and what it means for the long term of …

Today we discuss recent retail earnings in the U.S. the lower-than-expected guidance from Home Depot and strength from Walmart and Target. We also discuss the Bitcoin 2023 conference and the current …

We start the podcast by discussing Eli Lilly and its strong performance year-to-date as well as two promising drugs that they are releasing. We weigh the pros and cons of buying the stock and then di…

In this video, we'll be discussing the renowned financial guru Dave Ramsey and his incredible impact on helping millions of people get out of debt. While Dave's advice on eliminating debt has transfo…

What happened to SVB and Credit Suisse, what it means for other banks, and will there be contagion? Will this cause the FED to pivot or will they remain tight on inflation?

In this episode, we discuss Nate's headaches owning the building and how real estate isnt exactly passive income. Then we discuss a recent exchange between senator Elizabeth Warren and Jerome Powell.…

This week we discuss how we changed our minds about the 529 plan and on buying Fixed Income investments. By the end of the year, you can potentially get a positive real return holding short-duration …