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Book Review The New Retirementality By Mitch Anthony

Book Review: The New Retirementality by Mitch Anthony

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_78.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review another helpful book about financial planning. The New Retirementality by Mitch Anthony. You can save yourself the time of reading the book by listening to this episode instead – or it may spark your interest enough to […]

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What Is An I Bond

What is an I Bond?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_77.mp3Podcast: Play in new window | DownloadAn I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest paid by an I Bond is linked to current inflation. They grabbed headlines at the beginning of May when it was announced that the […]

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The Two Most Important Stock Market Charts

The Two Most Important Stock Market Charts

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_76.mp3Podcast: Play in new window | DownloadThere are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about the markets, the economy, and where things are headed. Most of them are making exciting predictions of […]

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Guest Ian Richardson Reviewing Cybersecurity

Guest Ian Richardson – Reviewing Cybersecurity

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_75.mp3Podcast: Play in new window | DownloadJoin us as we talk with guest Ian Richardson, who is a partner at Richardson and Richardson Consulting and the CEO of Doberman Technologies. We talk about emerging technologies and things to be aware of with worldwide information. Ian has been on our show […]

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Reviewing The 1st Quarter Of 2022

Reviewing the 1st Quarter of 2022

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_74.mp3Podcast: Play in new window | DownloadIt’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has been. Last week our friends at East Bay Investment Solutions published their investment commentary for the first quarter of 2022. They note that the […]

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What Is A Fee Only Financial Planner

What is a Fee-Only Financial Planner?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_73.mp3Podcast: Play in new window | DownloadWe don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission […]

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The Psychology Of Money Recap

The Psychology of Money Recap

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_72.mp3Podcast: Play in new window | DownloadHave you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they both have read and resonated with both of them. The book covers a lot of practical advice when it comes to managing your personal […]

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Reviewing Your 2021 Tax Return

Reviewing Your 2021 Tax Return

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_71.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They conveniently break the information down for those who are working and those who are retired. So, this information applies to everyone with a tax […]

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5 Investment Insights Second Quarter 2022

5 INVESTMENT INSIGHTS SECOND QUARTER 2022

Markets Have Stabilized The S&P 500 and other major stock indices have stabilized in recent weeks. Not only was the Fed announcement expected, but oil prices and other factors have calmed as well. Investors should also remember that the market has performed exceptionally well over the past several years, despite […]

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Should I Hire A Financial Advisor

Should I Hire a Financial Advisor?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_70.mp3Podcast: Play in new window | DownloadShould You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about who should hire a financial planner and when. The need for a financial advisor will vary throughout your life. Financial planners are key when […]

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