Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_128.mp3Podcast: Play in new window | DownloadDave and Nick have another MSU case study for you. This one is a very common scenario that comes up often – couples who are nearing retirement and seeking help from a financial advisor. They know they want to retire and they are looking […]
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked kept a Magic 8 Ball, the future predicting toy, on his desk. When clients would ask him to make any sort of prediction, he would pick up the ball and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_127_1_.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or so and has been studying. Dave’s wife got him a book for Christmas on stoic philosophy that was a general overview. He read different […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_126.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they talk about cyber security and keeping yourself safe. They go over some of the steps that they take for their clients to make sure that they maintain safety. Watch on YouTube HERE As you age, there is a […]
Last month, our entire firm went through a training program to help us understand, spot, and prevent financial abuse. Financial abuse is nothing new, but in our time of electronic account access, artificial intelligence, and scammers having easy access to information, we need to be more vigilant than ever. This […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_125.mp3Podcast: Play in new window | DownloadWe have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to talk about the project he’s been working on this summer for us. Cade was tasked with breaking down the tangible quantifiable return that a […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_123.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss Nick’s best and worst personal money decisions. In case you missed our last episode where Dave discusses his personal financial best and worst, you can find it here: Ep 122: Dave’s Best and Worst Personal Money Moves Watch […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_122.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as Dave reveals one of the best and worst money decisions he’s made over the years. Don’t worry, you will hear from Nick soon, as he reveals his own trials with money as well. People often assume that because we […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_121.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the book, The Soul of Money by Lynne Twist. Lynne Twist is a global activist and founded The Soul of Money Institute and you can find many of her works on her website there, including her book. […]
Every year in late spring, Warren Buffett’s company, Berkshire Hathaway, holds its annual shareholder meeting on a Saturday. This was the first year I’ve actually watched the proceedings (it was raining, and I was on crutches anyway), and they were fascinating. One attendee passing by a CNBC camera on the […]
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