Mar 27, 2026

It sounds unbelievable, but millions of Americans have lost track of old retirement accounts, and the total adds up to over a trillion dollars. If you’ve changed jobs over the years, there’s a real chance money could still be sitting with a former employer. In this episode, Nick walks through how to recover these...

Mar 20, 2026

To celebrate Women’s Day, Nick is joined by his colleague and financial advisor Jen Killilea to explore why women investors often outperform men, drawing on insights from a major Fidelity study. They highlight the behavioral advantages many women bring to investing and why those traits can lead to stronger long-term...

Mar 13, 2026

Social Security might be one of the biggest financial decisions you’ll ever make, and it’s rarely as simple as “take it early” or “wait until 70.” Nick is joined by Eric Hogarth, CFPⓇ  and senior partner at Johnson Brunetti, to walk through how filing decisions affect income, taxes, and long-term...

Mar 6, 2026

If you’re thinking about retiring before 59½, you’ve probably assumed your 401(k) is locked up. Not always.

Nick unpacks the Rule of 55, a lesser-known provision that can allow penalty-free withdrawals from certain employer retirement plans starting at age 55. But like most tax rules, the opportunity comes with...