EPISODE · Feb 17, 2025 · 35 MIN
What is the Retire Ready Plan? - February 15, 2025
from Retire Ready with Nicholas Wealth · host David Nicholas
Many people will enter retirement without a written financial plan. And for those that have one, it can be incomplete. Does your plan cover tax planning? Does it cover estate and legacy planning? What about income planning? David breaks down all the componenets of Nicholas Wealth Management's Retire Ready Plan.For more infomation on retirement planning, visit nicholaswealth.com!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.
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What is the Retire Ready Plan? - February 15, 2025
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