September 08, 2021
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 events you will probably ever...
August 25, 2021
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 something many dream about...
August 11, 2021
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 file?" Just last week this...
