May 11, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® talks with Professor Jaime Kurtz, Ph.D. about her new audiobook, The Psychology of Happiness. Through this conversation Dr. Kurtz shares her expertise and insight to help us all...
April 27, 2021
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 timely conversation...
April 21, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® shares a few strategies for gifting assets to family today in order to take advantage of current gifting laws and limits. For many individuals whom have been able to accumulate...
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April 09, 2020