Top 5 Signs You Need a New Advisor - May 16th episode artwork

EPISODE · May 16, 2026 · 35 MIN

Top 5 Signs You Need a New Advisor - May 16th

from Retire Ready with Nicholas Wealth · host David Nicholas

How do you know when it’s time for a second opinion on your finances? This episode explores the top signs you may have outgrown your current advisor—from hidden fees and lack of communication to missing retirement, tax, and investment planning opportunities that could impact your future.Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.For more infomation on retirement planning, visit nicholaswealth.com!Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.

Episode metadata supplied by the publisher feed · Published May 16, 2026

Embed this episode

NOW PLAYING

Top 5 Signs You Need a New Advisor - May 16th

0:00 35:02

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Retire Ready with Nicholas Wealth?

This episode is 35 minutes long.

When was this Retire Ready with Nicholas Wealth episode published?

This episode was published on May 16, 2026.

Can I download this Retire Ready with Nicholas Wealth episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!