Financial Planners
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey around with stocks and bonds? After all, right now you can earn around 5% in a money market fund or lock in 5.5% for a year in a certificate of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_138.mp3Podcast: Play in new window | DownloadJoin Dave and Nick for another helpful MSU Case study. This time they review retirement options for a retired couple with more than enough for retirement. Watch on YouTube HERE Check out our past case studies and you might find one that fits your […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_137.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they walk you through how to decipher and decode all the information that comes at us in the media regarding finances. Watch on YouTube HERE This is something we both talk about with our clients on a regular basis. […]
Although they left their interest rate target unchanged at their September meeting, the Federal Open Markets Committee continues to fight inflation, signaling their plan to keep rates higher for longer than anticipated. A historically strong labor market, along with rising oil prices indicate that inflation is still stronger than they […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_136.mp3Podcast: Play in new window | DownloadJoin Dave and Nick on today’s topic, which is an extension of an earlier podcast they did on the book review of The Soul of Money. An underlying topic is how to make yourself heard with the voice of money. What we mean by […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_135.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets too big. This is inspired by the article My ‘Too Hard’ Pile Is Pretty Big by Christine Benz in the Morningstar publication about personal […]
I used to play a game with a lot of my older clients: they’d come into the office and tell me how lousy everything was these days, how much worse the world had become. These were people who had lived through the Great Depression, World War 2, the Cuban Missile […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_134.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they talk about money scripts and how they might be affecting your financial plan. They also cover things that you can do to kind of recognize and move forward. Watch on YouTube HERE The guys also reminisce about their […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_133.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss MiAble Accounts. You may have seen the billboards around town and wondered what they are all about. What are they? Who are they for? Should you get one? Watch on YouTube HERE A MiAble account can be […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_132.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review the book, Thinking Fast and Slow by Daniel Kahneman. Watch on YouTube HERE Thinking, Fast and Slow concerns a few major questions: how do we make decisions? And in what ways do we make decisions poorly? The book […]
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