End of Year Planning - December 6th cover art

End of Year Planning - December 6th

End of Year Planning - December 6th

Listen for free

View show details

About this listen

 Aaron Jones of Nicholas Wealth Management shares the essential financial steps to review before the ball drops. From taxes to investments to retirement income planning, this episode helps you wrap up the year wisely and start the next one on solid footing.

Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

For more infomation on retirement planning, visit nicholaswealth.com!

Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.