Retire Ready with Nicholas Wealth
by David Nicholas
Latest episode
Are You Truly Ready - October 17th
Are You Truly Ready - October 17th
About this podcast
Retire Ready with Nicholas Wealth helps you make sense of retirement planning without the jargon, pressure, or guesswork. Each episode breaks down the real-world decisions that shape your financial future — from income planning and taxes to investment strategy, risk management, and legacy planning. Hosted by David Nicholas and his team, the show focuses on practical guidance designed to help you feel informed, confident, and prepared for every stage of retirement.
Episodes
The newest 20 of 163 episodes
- Are You Truly Ready - October 17th · 35 minBeing financially prepared for retirement is important, but having enough money saved doesn't necessarily mean you're ready to take that next step. In this episode, Aaron Jones…
- The Roth Question - October 10th · 35 minInflation doesn’t just change what you pay today—it can reshape what your retirement costs for years to come. In this episode, Bailey Woods looks at how rising expenses and…
- Retiring Solo - October 3rd · 35 minRetirement can look very different when you’re planning for one instead of two. In this episode, Aaron Jones explores the financial realities of retiring solo, whether that comes…
- Retirement Tax Shock - September 26th · 35 minRetirement may mean leaving your paycheck behind, but it doesn’t necessarily mean leaving taxes behind with it. In this episode, Bailey Woods explores why some retirees are…
- Growing Government Debt Threatens Higher Taxes in Retirement - September 19th · 35 minDebt can be a useful financial tool—but when it starts controlling your choices, it can become a serious obstacle to retirement. In this episode, Aaron Jones explores how…
- The Longevity Challenge - September 12th · 35 minLiving longer is a gift—but it also means your retirement plan may need to stretch further than you ever expected. In this episode Bailey Woods explores what a longer retirement…
- Permission to Spend: Enjoying the Retirement You Built - September 5th · 35 minYou spent decades being told to save, invest, and live below your means. Then retirement arrives—and suddenly you’re supposed to start spending it. This week, the Nicholas Wealth…
- Can You Really Retire on $1 Million? - August 29th · 35 minA million dollars sounds like the magic number for retirement—but is it really enough? This week David Nicholas breaks down why the answer has less to do with hitting a milestone…
- Preparing for Market Volatility - August 22nd · 35 minWith markets near record highs, it’s easy to get comfortable—but volatility has a way of showing up when you least expect it. In this episode David Nicholas discusses putting…
- Think Fast - August 15th · 35 minThe markets have been on a hot streak—but is your retirement plan getting a little too comfortable? This week, Aaron Jones talks about why a midyear checkup could reveal more…
- The Retirement Q&A - August 8th · 35 minRetirement decisions rarely come with one-size-fits-all answers. In this episode, Bailey Woods addresses common questions about old 401(k)s, Roth conversions, withdrawal…
- Roth Conversion Window - August 1st · 35 minRoth conversions can be a powerful retirement planning tool—but they're not the right fit for everyone. In this episode, Bailey Woods explains how to evaluate your Roth…
- The Loss of a Loved One - July 25th · 35 minLosing a loved one is never easy, and the financial decisions that follow can feel overwhelming. Aaron Jones explains how thoughtful retirement, tax, and estate planning can help…
- When the Fed Changes Course - July 18th · 35 minHeadlines about inflation, interest rates, and the Federal Reserve can make retirement planning feel uncertain. In this episode, Bailey Woods explains why a successful retirement…
- Are You Truly Ready - July 11th · 35 minAre you truly ready for retirement? Aaron Jones explores the financial and emotional sides of leaving the workforce, covering Social Security, retirement income, budgeting, debt…
- Financial Independence - July 4th · 35 minFinancial independence doesn't happen by chance—it starts with a plan. In this episode, Aaron Jones explains how thoughtful retirement planning can help you build reliable…
- Retirement Tax Shock - June 27th · 35 minMany retirees expect their taxes to fall once they leave the workforce—but that isn't always the case. In this episode, Bailey Woods explains why retirement can bring unexpected…
- Time Machine 1986 - June 20th · 35 minUnexpected retirement can happen faster than many people realize. In this episode, Bailey Woods and David Nicholas discuss the financial impact of retiring earlier than planned…
- Financial Habits to Break - June 13th · 35 minWhat financial habits could quietly put your retirement at risk? In this episode, David Nicholas discusses the dangers of becoming too comfortable during strong market runs, the…
- Tough Financial Truths - May 30th · 35 minRetirement planning is about preparing for the unknowns before they become problems. In this episode Bailey Woods explores Social Security uncertainty, rising healthcare costs…
