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THE FINANCIAL WELLNESS PODCAST

Feb 28, 2022

Are you wealthy? Dave and Nic look at a 2021 Schwab annual survey on what the general public sees as wealth. Then Dave talks about his own definition of wealth. You may be surprised.


Feb 21, 2022

If you are getting rich, or are already rich, what are you going to do to stay that way? Dave talks about things that the rich do to stay rich, and how that can relate to your parth to fiancial wellness.


Episode #507- How Much You Need to be Rich in 23 Countries Around the World

Feb 15, 2022

Dave and Nic discuss what it takes to be considered wealthy in various countries around the world and how that may fit into a persons financial plan and, ultimately, their financial wellness.


Feb 8, 2022

Dave is facinated by the Great Resignation. Both Dave and Nic spend some more time talking through this developing issue, what it means for the U.S. workforce, and how you an benefit.


Feb 1, 2022

When the Market dips, what 3 things should you consider? Dave talks about how to deal with declines in your portfiolio.