You’ve worked hard and saved well. Now get clarity on what you can enjoy in retirement
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Real Retirement Plan Walkthrough
Real Retirement Plan Walkthrough
As people approach retirement — often around age 60 with roughly $1 million saved — the real question becomes how all the pieces fit together, not whether a ...
The Wealth Perspective Podcast
Podcast
·
Podcast
The Wealth Perspective Podcast
Podcast · Nick George, CFP® · Welcome to The Wealth Perspective. This show dives into the ways money shapes our lives — the mindsets we inherit, the stories we tell ourselves, and the choices that define our future. In each episode, I’ll share insights and real-world examples that challenge the way we think about wealth. Sometimes it’s through fascinating stories. Other times, it’s through questions we rarely pause to ask ourselves. The goal is simple: to help you see money with fresh perspective and use it as a tool for building a more intentional life.
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