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Blog

David Nilsen | Oct 22, 2025

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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David Nilsen | Oct 15, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

Rethinking Retirement: Why True Wealth Is More Than Money

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with

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David Nilsen | Oct 8, 2025

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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David Nilsen | Oct 1, 2025

Recent Fed Rate Cut

Finance
First rate cut of the year. Here's what to know.
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David Nilsen | Sep 24, 2025

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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David Nilsen | Sep 17, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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David Nilsen | Sep 10, 2025

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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David Nilsen | Sep 3, 2025

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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David Nilsen | Aug 27, 2025

Economy Slows, Stocks Soar - A Market Paradox Explained

Finance
Investments
What if we told you the economy is slowing… yet investors are cheering? Sounds backward, right? But it is happening in plain sight.
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David Nilsen | Aug 20, 2025

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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David Nilsen | Aug 13, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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David Nilsen | Aug 6, 2025

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Office

805 Aerovista Pl.
Suite 206
San Luis Obispo CA 93401

Contact Info

(805) 541-6500
dave@obispowm.com

     

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David Nilsen is a Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

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David Nilsen | CA | 805 Aerovista Pl. Suite 206, San Luis Obispo, CA 93401 | CA Insurance Lic. #0B50436

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