A Nickel and A Plan
A Nickel and A Plan Finance Show is your go-to source for real talk about all things money!
Episodes
All Things Property/Casualty with Ditsler Insurance Agency - Market Update
Risk Management: How to Calculate Life Insurance Needs; Long-Term Care - Hybrid Strategies that are AWESOME!
"Fiduciary" Rule - Why it Matters / Banks vs Broker-Dealers vs Registered Investment Advisors - Difference?
"Annuities - the Good and (Mostly) Bad; Market update - BE CAUTIOUS!"
When to Fire and How to Hire an Advisor/529 Plan to ROTH IRA - Yes!/Market Update
Market Developments/All Things Mortgage with Dave Wyder
Toxicity of Social Media/Friends/Others on your $$$ and How To Avoid - Rogue Advisor Costs Investor $200k In Taxes - Market Update
#1 Need in Retirement - CONTROL! - IRA vs ROTH IRA - Pension Rollovers
Benefits of Financial Planning; Fred, Joe & Pete; The Markets and the War
Market & War Update/All Things Real Estate with Rachel Touchstone
Market Update/What To Do Now/Financial Team
Year-end and 2025 "To Do's"
Election and the Markets - Divorce Planning - Annuities Revisited
All Things TAXES with Latanya Henry (LMH Accounting)
All Things Property/Casualty with Jerry Ditsler
All Business with Sheri Radler
Irrevocable Trusts - what are they and do you need one? / B.E.A.G.L.E. - Life's SIX Takeaways
Health Insurance and the HealthCare Exchanges with Angela Geremia
All Things Mortgage with David Wyder (Primary Residential Mortgage)
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