Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_131.mp3Podcast: Play in new window | DownloadJoin Dave and Ashley (Nick is on vacation) as they talk about Student Loan Repayment Plans, which have been in the news because they’ve just rolled out the details of a new plan. Watch on YouTube HERE The plan is called the SAVE Plan, which […]
We offer our clients who want access to their investments and financial planning information an online portal where they can view their portfolio performance and review the financial plan that we have built together. The portal also offers access to custodial statements, performance, reports, tax documents, a news feed for […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_130.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they talk about different that require insurance and other things that may be an option. Learn some tips on how you may be able to save money on things you might over-insuring. Watch on YouTube HERE Dave got a […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_129.mp3Podcast: Play in new window | DownloadThe year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market continued its current roll last quarter. US stocks, as measured by the Russell benchmarks, were positive across the board for the quarter, year to […]
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 […]