Jun 13, 2025
You’ve climbed the mountain and now it’s time to come down. In retirement, the question shifts from “Where should I invest?” to “Which account do I take money from first?” It’s not just about risk, but timing, taxes, and long-term flexibility. In this episode, Nick and Jake walk through the three major...
Jun 6, 2025
The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit?
In this episode, Jake and Nick offer advice for navigating a down market without making costly mistakes. They explain why...