Financial Planners
This month we are welcoming our new summer intern, Michaela Werner. Michaela is going into her senior year at Central Michigan University and is majoring in accounting. She will be working primarily in our Lansing office but will also be joining many of our virtual client meetings and learning the […]
Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to Ask a Financial Advisor. If you want to listen to their two-part podcast series based on these questions and answers, click below. Ask A Financial Advisor Anything – Part One […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_80_Part_2.mp3Podcast: Play in new window | DownloadPart Two of answering financial questions from our listeners. More of your burning questions are answered here. Click HERE for Part One. In Part Two of Ask A Financial Advisor Anything, these questions are answered: Can you set up a retirement fund for a […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_80_Part_1.mp3Podcast: Play in new window | DownloadDava and Nick asked people in their network to throw their burning questions about money and finances at them. There were so many great questions and answers, we broke it into two podcast episodes. In Part One of Ask A Financial Advisor Anything, these […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_79.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they explore the world of Tik Tok and the recent money challenges that have been going around the popular social media platform. The Wall Street Journal published an article on May 26, 2022 titled, How Hoarding Cash Became a […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/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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