Nicholas Olesen, CFP, CPWA

05/09/2022

NEW PODCAST: Tax Reduction Strategies for Executives and High-Income Earners

Taxes are probably the one thing just about everyone feels they pay too much of. For executives and high-income earners, it is by far the largest expense they pay each year and for many it costs them over 50% of their income.

Nicholas starts off with a little tax terminology and education and then shares what he have seen as the most impactul strategies. Here's a few topics covered:
- Difference between tax bracket, marginal rate, and effective rate
- Deductions vs Credits and how to maximize both
- How past legislation can give us insight into the future for tax law
- The 4 strategies that you need to be doing today

https://bit.ly/3sCQztU

05/06/2022

NEW PODCAST: Why Does This Market Decline Feels So Much Worse?

"How is the market only down 10%?"

In today's podcast I share 3 reasons it makes sense that it feels much worse than that.

https://bit.ly/37ivhuS

05/05/2022

NEW PODCAST: Be An Optimistic Investor and Pessimistic Saver

In today's episode I share how seductive pessimism can be and why it's so hard but advantageous to be an optimistic investor.

With what feels like a world getting closer and closer to WWIII, it’s understandable that, from an investing perspective, you can start to feel concerned. However, allowing history to be your gauge, not market pundits selling fear, can help you stay the course.

https://bit.ly/3vvvO6u

04/01/2022

Are you able to save beyond "the basics"?

In this 15-minute podcast I dive into various types of accounts and the advantage to using each of them.

I also include a great flowchart you can download.

https://bit.ly/374aHKX

03/30/2022

Should you even own bonds today?

Rates are still incredibly low and many are wondering why own them at all. In this podcast we try to answer that question and also what are the alternatives.

In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® discuss if investors should even own bonds right now, given the historically low interest rates. Overview of the types of bonds. What categories or...

03/28/2022

NEW PODCAST: An Innovative Approach to Investing in Emerging Markets

In today's episode I & Nicholas Ryder talk with Perth Tolle, who brings an innovative way to invest in and view emerging markets, a freedom analysis.

With the events of today, Russia's horrific invasion of and war against Ukraine, many investors may be asking how they can allocate to emerging markets but stay clear of investing in areas of autocracy. As you will hear, Perth created the Freedom 100 Emerging Markets Index, which is a freedom-weighted equity strategy that uses personal and economic freedom metrics as primary factors in its investment process to invest in emerging markets.

https://bit.ly/3tJmcDQ

03/23/2022

How To Best Use Your Employee Stock Plans and Equity Compensation

Wrapping up our series on equity compensation, I share the 5 steps our team has found helps clients make the most of their equity comp plans.

In today's episode Nicholas Olesen, CFP®, CPWA® wraps up our short podcast series on equity compensation, explaining how to view equity compensation in regard to your financial plan. If you missed the first two, you can listen...

03/22/2022

Equity Compensation Strategies for Hedging, Diversification, and Tax Minimization

In part 2 of our series on equity compensation we cover what to do once you have received them or are about to receive them

In today's episode Nicholas Olesen, CFP®, CPWA® continues our short podcast series on equity compensation, covering what to do once you have received them or are about to receive them. During the episode Nicholas shares: The...