Retire Ready with David Nicholas
Saturdays from 1 pm – 2 pm
David Nicholas
President & Founder, Host of “Retire Ready”
A graduate of Kennesaw State University, David holds a business administration degree in finance with a concentration in economics. He earned a master’s degree in financial planning from the University of Georgia and a certificate in adaptive leadership from Georgia State University. He passed the FINRA Series 7, 63, and 65 exams and holds Georgia, Alabama, and Texas life insurance and Georgia Health insurance licenses.
David is a weekly guest on Fox Business with Stuart Varney and Charles Payne and also hosts the “Retire Ready” TV show which airs Saturdays on Fox at 9:00 AM and Sundays on CBS at 11:30 AM in Atlanta. David was selected as one of 25 individuals in the Atlanta area to be a member of the Buckhead Coalition’s Diplomatic Leadership Corps, a one-time honor given in recognition of the coalition’s 25th anniversary. Atlanta
magazine named David Nicholas, one of Atlanta’s 500 most powerful leaders for four years in a row from 2020-2024. Kiplinger published one of David’s most popular articles, “Don’t let bad timing be your biggest retirement mistake.” David’s opinions and commentaries have been featured frequently on Fox Business, CNBC, CNN, and Fox News.
A Retirement Strategy Built Around You:
Retirement planning isn’t one-size-fits-all. That’s why we design it around your specific goals, financial situation, and dreams for the future.
In the end, your RetireReady™ plan is as unique as you are, designed to bring peace of mind today and secure your legacy for tomorrow!
Portfolio Review:
Before we start building a plan, we meticulously review every aspect of your existing portfolio to get a full picture of your starting point and retirement objectives.
Tax Planning:
Our financial planners incorporate tax-efficient investments such as Roth conversion planning, which could potentially save you and your family thousands of dollars in taxes.
Healthcare Planning:
Our approach to healthcare planning anticipates both expected and unexpected costs, protecting your assets against the rising prices of healthcare.
Income Planning:
Our team crafts a robust income strategy that looks to secure a steady cash flow for your retirement, optimizing your social security benefits and other income sources.
Investment Planning:
With your financial goals and risk tolerance at the forefront, we tailor your investment strategy to focus on long-term growth and the preservation of your wealth.
Legacy Planning:
You want your estate to be a blessing, not a burden. We help you create a legacy plan that honors your wishes, facilitating a smooth transfer of your assets to the next generation.
