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THE FINANCIAL WELLNESS PODCAST

Oct 25, 2021

With the arrival of the fall, the new year will soon be upon us. That means it is time to begin evaluating this year and planning for next. What might this process entail? Dave and Nic discuss how one might go about doing this and why it is so beneficial to a motivated listener.


Oct 18, 2021

In this second of two episodes, Dave and Nic revisit what you might want to say or not say in different situations and Dave's 12 Tips for Talkin’ About Your Money.  Finally, they discuss what they may, or may not, say about ownership of different types of assets. 


Oct 11, 2021

In this information era, people talk about, and post, almost anything. Even worse, it gets sent all over the world in just an instant. In this first of two episodes, Dave and Nic talk about what you might want say or not say in different situations. Further, Dave reveals his 12 Tips for Talkin’ About Your Money.