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Wealth Beyond Numbers

Nick Baldwin

Wealth Beyond Numbers is a financial podcast hosted by Nick Baldwin of Stonepath Wealth Management, serving the greater Grand Rapids area. Each episode explores the decisions, strategies, and real-life concerns that can shape your financial future—from retirement income and investment planning to taxes, insurance, and leaving a lasting legacy. Nick breaks down complex financial topics into practical conversations designed to help you make more informed and confident decisions. To learn more or speak with the Stonepath Wealth Management team, call (800) 517-1575.

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Episodes

13 episodes

  1. AI Investing and the Risk Decisions Behind Retirement 53:50
  2. Beyond the 4% Rule: Retirement Income With Guardrails 53:50
  3. Use of Structured Notes for Downside Protection. 50:34
  4. Concentration Risk and How to Mitigate it. 50:37
  5. The Emotional Aspect of Spending and Saving. 50:42
  6. The Importance of Personalized Financial Advice. 50:35
  7. Control your income to manage taxes effectively. 50:35
  8. Creating a comprehensive income and investment plan. 50:12
  9. Never rely on your handy dandy phone for your retirement roadmap! 50:42
  10. Retirement income planning and the importance of early preparation. 50:52
  11. The Secret to Retirement Success: Income First. 50:37
  12. Retire Early? How to Plan for a Flexible Retirement Age. 50:33
  13. Your Retirement Dress Rehearsal: Planning for Income, Risk and the Unexpected. 53:50