StrategicPoint Investment Advisors The Novice and The Nerd: Episode 1

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Starting Out

Newly established? Wealth management is about budgeting, setting savings goals, paying down debt, and laying the foundation for retirement.

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Building Wealth

Ready to tackle investing, retirement goals, and college planning? Get the insights and objectivity you need from experienced wealth managers.

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Approaching Retirement

Tap into wealth management expertise as you refine your retirement calculations, plan for health costs, and explore social security options.

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Living in Retirement

When you’re drawing from savings or reevaluating estate plans, it’s nice to know you have a reliable wealth management team in your corner.

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Episode 001: Welcome to The Novice and The Nerd!

On this episode of The Novice and The Nerd, we introduce ourselves! Learn about why we decided to start this podcast and how we plan to help YOU better understand your finances!

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The Novice and The Nerd: Episode 1

Episode 001: Welcome to The Novice and The Nerd!

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Help us customize your experience as you navigate our website.