Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep44.mp3Podcast: Play in new window | DownloadWe read the news so you don’t have to! Welcome to The Kitchen Table Finance Podcast, the show where we explore the big questions, trends, and stories shaping our lives. Today, we’re diving into the key retirement headlines from November. Retirement isn’t just about […]
The following piece is brought to you by our friends at Clearnomics Check out our Kitchen Table Finance Podcast where Dave and Nick discuss this in detail. Listen HERE The 19th-century author Balzac wrote that “our worst misfortunes never happen, and most miseries lie in anticipation.” This quote perfectly captures […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_45.mp3Podcast: Play in new window | DownloadWelcome to the Kitchen Table Finance Podcast! Get ready to tackle 2025 with confidence! This episode dives deep into five key insights every retirement investor must know to stay ahead of the curve. From understanding market trends to making sense of rate cuts and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep42.mp3Podcast: Play in new window | DownloadWhat does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s portfolio adjustments. With $365 billion in cash at Berkshire Hathaway’s disposal, Buffett’s strategy has sparked speculation. Is he gearing up for a financial crisis, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep40.mp3Podcast: Play in new window | DownloadWe read the news so you don’t have to! Welcome to your October roundup of retirement headlines—a month bursting with insights and strategies that could redefine your retirement planning. Whether you’re a retiree navigating the nuances of financial security, or an investor seeking to […]
I’ve barely gotten used to writing 2024 when I put the date on something, and we’re already well into the year’s fourth quarter. We’re already making Thanksgiving plans and talking about Christmas travel. Here in northern Michigan, the weather has turned very November, making sure we don’t forget that time […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_s3_ep39.mp3Podcast: Play in new window | DownloadJoin us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this episode, we explore the unique experience of interning at a financial advisory firm, the lessons learned from working in […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep38.mp3Podcast: Play in new window | DownloadIn this thought-provoking episode, we explore the intriguing concept laid out in Bill Perkins’ book “Die With Zero,” which challenges traditional notions of retirement savings and spending. Join us as we discuss whether you should aim to spend your money before you die, and […]
Note: Listen to our latest Kitchen Table Podcast Episode where Dave and Nick Discuss this in detail. Stocks continued to surge higher during the third quarter, with every index we watch posting positive returns. The Federal Reserve finally pivoted to lowering interest rates in September. Overall, inflation has continued to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep37.mp3Podcast: Play in new window | DownloadIn this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged across the globe, inflation continues to cool, and the […]
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