Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_s3_ep39.mp3Podcast: Play in new window | DownloadJoin us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this episode, we explore the unique experience of interning at a financial advisory firm, the lessons learned from working in […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep38.mp3Podcast: Play in new window | DownloadIn this thought-provoking episode, we explore the intriguing concept laid out in Bill Perkins’ book “Die With Zero,” which challenges traditional notions of retirement savings and spending. Join us as we discuss whether you should aim to spend your money before you die, and […]
Note: Listen to our latest Kitchen Table Podcast Episode where Dave and Nick Discuss this in detail. Stocks continued to surge higher during the third quarter, with every index we watch posting positive returns. The Federal Reserve finally pivoted to lowering interest rates in September. Overall, inflation has continued to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep37.mp3Podcast: Play in new window | DownloadIn this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged across the globe, inflation continues to cool, and the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep36.mp3Podcast: Play in new window | DownloadIn this enlightening episode, we take a deep dive into Dr. Peter Attia’s compelling book, Outlive: The Science and Art of Longevity. Join us as we explore the intersection of healthspan and lifespan, unpack Attia’s vision of Medicine 2.0 and 3.0, and discuss the […]
There is no escaping this year’s Presidential election. Every television commercial, every spam robocall, every inch of our neighbor’s yard, reminds us that we must vote in November. As we meet with clients for reviews this fall, the question of what the election will mean for the markets and the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep35.mp3Podcast: Play in new window | DownloadWe’re back with another round of retirement planning headline news reviews. As we like to say, we read the news so you don’t have to. Although, maybe you will want to after you hear us talk about them. Our goal is to at least help point you […]
The longer I practice financial planning, the more I understand that if you don’t preserve your health in retirement, all our talk of goals and spending plans is for naught. You can’t travel, enjoy time with your grandkids, or generally remain active if you do not preserve your health. Furthermore, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep34.mp3Podcast: Play in new window | DownloadIn this episode we explore the latest developments in retirement planning, focusing on the implications of recent Federal Reserve actions and how they affect cash strategies for retirees. Join us as we break down the key points and provide practical advice for navigating these […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep33.mp3Podcast: Play in new window | DownloadIn this episode, we tackle the alarming rise of investment fraud targeting retirees. Cole Willams joins us again to discuss the increasing prevalence of scams, driven by economic hardships and advanced AI technologies, and offer practical advice on protecting your finances from fraudulent schemes. […]
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