Episode 90: Letting Your Money Align with Your Values and Faith with David Nicholas
Retire Y'all Charleston
English - September 19, 2023 14:21 - 1 hour - 120 MB - ★★★★★ - 13 ratingsInvesting Business Education 401k lowcountry retirement annuities budget charleston conservative democrat grandstrand healthcare Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 89: From Yankees to Southerners with Pat Strubbe
Next Episode: Episode 91: Tax Prepping at Wood Financial Group
On this week’s episode of the Retire Y’all podcast, Adam is joined by the incredibly talented founder of Nicholas Wealth Management, David Nicholas. Tune in to learn more about the success of David’s business and how he’s allowed his faith and values to be the backbone of his company.
Key takeaways:
How “woke” driven companies value their inclusivity more than the needs of their own customers. The importance of choosing employees based off of merit, not solely on diversity Why small business owners like themselves are not here to play “woke” games David’s advice for advisors who want to launch their own ETFsFor YALL prospectus, click here.
For FIAX prospectus, click here.
For YALL standardized performance, click here.
For FIAX standardized performance, click here.
For YALL holdings, click here.
For FIAX holdings, click here.
Investments involve risk. Principal loss is possible. For a complete list of fund risks please refer to the linked prospectus.