Financial Focus – November 24th, 2021
Listen this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss return expectations and the impact of different investments in different types of accounts.
Financial Focus – September 29th, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the importance of estate planning and the various documents individuals should be thinking about when approaching this type of planning.
Financial Focus – September 22nd, 2021
Listen to this week’s Financial Focus where Nate Kreinbrink and James Nelson discuss the recent pickup in stock market volatility and some of the factors underlying recent moves.
Financial Focus – September 15th, 2021
Listen to this week’s Financial Focus where Nate Kreinbrink and Andy Fergurson of NelsonCorp Tax Solutions discuss some thoughts for planning around requirement minimum distributions from retirement accounts and how they might impact other areas of your tax return.
Financial Focus – September 8th, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson talk about some of the psychological aspects of retirement such as shifting one’s mindset from accumulating savings to spending savings.
Financial Focus – September 1st, 2021
Listen to this week’s Financial Focus as David Nelson discuss sources of retirement income such as pensions as well as options for retirement accounts after employees leave work.