Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Andy Keeler
36 episodes
6 days ago
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
All content for Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast is the property of Andy Keeler and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
24 minutes
2 months ago
The Blind Spots That Cost DIY Investors Thousands
Financial planning is a complex system of interconnected gears—turn one, and you turn several others. While many people take pride in managing their investments, they often miss this crucial perspective, leading to costly oversights and missed opportunities. In this eye-opening episode, we explore why even the most sophisticated DIY investors—doctors, lawyers, CPAs, and retired investment bankers—eventually recognize the value of professional financial guidance. Mark Beaver, CFP®, joins Andy...
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
