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David Shotwell

Khadijah H. Mutakabbir

Special Guest: Khadijah H. Mutakabbir, Owner of Step By Step Financial Wellness

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_90.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they chat with Khadijah H. Mutakabbir, a Certified Financial Counselor and the owner of Step By Step Financial Wellness. Step By Step Financial Wellness (SBS) is a financial counseling company that specializes in credit improvement, money management, & saving. […]

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The Power Of Investing During Down Markets

The Power of Investing During Down Markets (podcast)

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_89.mp3Podcast: Play in new window | DownloadIt’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale. When the markets fall, people cut back on contributions to retirement accounts and repeatedly miss out on a golden opportunity to buy shares at […]

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Ask A Financial Advisor Anything Part 4

Ask A Financial Advisor Anything – Part 4

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_88.mp3Podcast: Play in new window | DownloadThe guys are back! Get ready for Part 4 of Ask Ask A Financial Advisor Anything – Part 4a Financial Advisor Anything! Check out our listener questions below and listen to the episode to hear the answers. Got a question? Send it to info@SRBadvisors.com […]

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Ask A Financial Advisor Anything Part 3

Ask A Financial Advisor Anything – Part 3

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_87.mp3Podcast: Play in new window | DownloadJoin Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are probably things you are also wondering about. Check it out! Here are the questions: #1. I lost almost half of my retirement in the […]

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Untitled Design

Second Quarter 2022 Market Review and Economic Outlook

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_86.mp3Podcast: Play in new window | DownloadWe’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends at East Bay Investment Solutions recently published their Quarterly Investment Commentary for the second quarter of 2022 outlining where we are now and where […]

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Financial Documents An 18 Year Old Needs

Financial Documents an 18 Year Old Needs

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_85.mp3Podcast: Play in new window | DownloadJoin us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special guest, Molly Petitjean, a Lansing area attorney, who joins us to answer questions about preparing an 18-year-old for their financial future. This episode sparked […]

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What To Do When Your Child Turns 18

What to do When Your Child Turns 18

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_84.mp3Podcast: Play in new window | DownloadWe have a special guest today, Camryn Nauta. She is Nick’s daughter who is a recent high school grad and is seventeen. She graduated with very high honors and will be attending Michigan State University in the Fall. Camryn is our special guest and […]

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Is The 60 40 Portfolio Dead

Is the 60 – 40 Portfolio Dead?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_83.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is, it is an industry-standard portfolio that contains 60% stocks and 40% bonds. This was considered the Goldilocks portfolio. This is approximately the allocation we […]

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