『Un Eff Your Finances』のカバーアート

Un Eff Your Finances

Un Eff Your Finances

著者: Nicholas St. George
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Welcome to Un Eff Your Finances, where we don’t eff around and find out, we plan for the unexpected. Hosted by Nicholas St. George, founder of St. George Wealth Management, this show is designed for the busy professional who needs straightforward, honest advice on making the most of their finances. With a focus on retirement income planning, Nicholas covers a wide range of topics, from Roth conversions and tax questions to debunking financial myths and sharing real-life stories of what not to do. Known for his ability to explain complex topics in a way that anyone can understand, Nicholas ensures that each episode leaves you feeling empowered and informed. Whether you’re driving to work, hitting the gym, or just taking a break, Un Eff Your Finances is here to make finance fun and accessible. Join us for a dose of humor, storytelling, and practical tips that will help you take control of your financial future.Copyright ©️ Un Eff Your Finances 2024 経済学
エピソード
  • Navigating Market Pullbacks: What You Need to Know
    2025/05/19
    What can market pullbacks teach us about investing? Tune into this round of Un Eff Your Finances, Nicholas St. George dives into the intricacies of market pullbacks. Buckle up as Nick unravels the chaos and gets to the heart of why these pullbacks aren't just unavoidable but can actually work in your favor! Nick discusses: (00:03:00) The normalcy of market pullbacks and how history shows they're nothing to fear (00:06:04) Strategies to use pullbacks to your advantage through smart planning (00:08:16). Keeping emotions in check during volatile times and sticking to your plan (00:14:3) The impact of inflation on spending power and why long-term growth is vital (00:25:20) The importance of having a solid and adaptable financial plan in place Connect with Nicholas St. George: George Wealth LinkedIn: Nicholas St. George Facebook: Nicholas St. George Phone: 828-481-8836
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    31 分
  • Tax Planning Secrets
    2025/05/05
    Could you be leaving money on the table when it comes to taxes? Nicholas St. George unravels the mysteries of effective tax planning. This episode is your lowdown on how proactive tax strategies can prevent unnecessary stress and ensure that Uncle Sam doesn’t get more than his fair share. With relatable humor and real-life examples, Nick dives into: (03:27) The importance of proactive tax planning and reassessing withholding and estimated payments (07:43) Maximizing contributions to tax-advantaged accounts to boost your financial health (11:52)Strategies for a smart portfolio rebalance and the importance of understanding tax efficiency (23:02) The nitty-gritty of keeping track of new tax changes to stay ahead (25:55)Why filing an extension isn’t the end of the world, but an opportunity for better planning Resources: Holistiplan Connect with Nicholas St. George: St George Wealth LinkedIn: Nicholas St. George Facebook: Nicholas St. George Phone: 828-481-8836
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    35 分
  • Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)
    2025/03/27
    What's the secret sauce for building wealth while juggling life's chaos? Nick St. George from St. George Wealth Management kicks off the latest episode of Un Eff Your Finances with an engaging discussion on the importance of a structured financial plan for busy executives and business owners. With a mix of humor and expertise, he breaks down why starting early is key, the risks of an unstructured approach, and how failing to plan is essentially planning to fail. This episode dives into the mindset of strategic achievers—those who are too busy to manage every financial detail but want their money to work just as hard as they do. Nicholas discusses: (00:02:22) Strategic financial planning for busy professionals (00:04:20) The importance of starting retirement savings early (00:06:13) Real-life investment missteps and successes (00:12:27) Creating a flexible financial game plan (00:20:03) The role of a financial advisor in managing emotions and legacy planning Connect with Nicholas St. George: St. George Wealth LinkedIn: Nicholas St. George Facebook: Nicholas St. George Phone: 828-481-8836
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    35 分

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