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David Shotwell

Helping Your College Student Budget

Helping Your College Student Budget

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_45.mp3Podcast: Play in new window | DownloadEach summer we look forward to working with new interns through our teaching program. Today we interview Ashley, a senior at Michigan State University in the Wealth Management Program. Nick goes on the record saying she our favorite female internet of all time! We […]

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First Quarter 2021 Market Review And Outlook

Second Quarter 2021: Market Review and Outlook

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_46.mp3Podcast: Play in new window | DownloadHere is our review of the Second Quarter of 2021. If you have any questions or would like a review of your portfolio and financial plan, contact our advisors by calling or emailing us at 517-321-4832 or info@srbadvisors.com. 2Q 2021 Broad Markets The market […]

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Traveling Post pandemic

Traveling Post Pandemic Webinar with Kim Barber

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_42.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they chat with Kim Barber, owner of Globetrotter Travel, about traveling during a Pandemic. What does travel look like now? What to prepare for. Learn from a world traveler. Today’s Guest: Kim Barber, world traveler, and owner of Globetrotter Travel. Kim is […]

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Should I Sell My Home

Should I sell my house? Guest: John Douglas, Keller Williams

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_41.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they interview John Douglas, a realtor and head 0f  The Mitten Team at Keller Williams. They discuss the big questions surrounding real estate today and selling a house in the Lansing area. There can be a lot of emotions […]

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Getting Launched Helping Children Manage Money

Getting Launched: Helping Children Manage Money

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_40.mp3Podcast: Play in new window | DownloadClients often ask us how to help their children or grandchildren get started in managing their own financial affairs. For some people this comes naturally, but not for everyone. The American education system doesn’t necessarily do a good job filling in the gaps. Furthermore, […]

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Budgeting For Vacation

Budgeting for Vacation

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_39.mp3Podcast: Play in new window | DownloadHow are you budgeting for vacation?  It’s early summer in Michigan, and for a lot of families that means road trips to up north destinations, cottage rentals on lakes, and, sometimes, too much fudge and ice cream. Vacation season can also mean budget troubles: […]

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Understanding Stock Market Information

Understanding Stock Market Information

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_38.mp3Podcast: Play in new window | DownloadStock market data is everywhere we turn these days. The evening news will tell us whether the market was up, or the market was down. Most major news websites portray the market with a series of numbers in green for good days and red […]

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Inflation And Your Portfolio

Inflation and Your Portfolio

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_37.mp3Podcast: Play in new window | DownloadInflation has dominated the financial headlines over the last few weeks. We’ve seen some of the fastest price increases in decades for some everyday goods and services and commodities. Inflation can impact the financial markets, and we know it has been on the minds […]

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Investment Real Estate

Investment Real Estate and Rental Properties

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_36.mp3Podcast: Play in new window | DownloadInvestment Real Estate and Rental Properties – Is it a good idea or not? Join Dave and Nick as they talk about the pros and cons of real estate as an investment strategy. Hear Dave’s opinion on why he decided it wasn’t for him. […]

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