Lifeboat Drills: Financial Planning in the Good Times
This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022,…
Special Update: Reciprocal Tariffs and the Market Reaction
This article is from our friends at Clearnomics and is an excellent explanation of President Trump’s tariff plan and what…
First Quarter 2025 Market Commentary and Economic Outlook
The first quarter of 2025 started strong but saw US markets reverse course as the Trump administration’s tariff policies grabbed…
S4E21 – How to Plan on Enjoying Retirement
In this episode, Dave and Nick dive into one of the most overlooked—but absolutely essential—parts of retirement planning: how to
S4E20 – Should You Buy a House in Retirement?
Welcome back to Kitchen Table Finance, where we serve up bite-sized financial wisdom with a side of common sense. In
S4E19 – Does your Retirement Plan Need a ROTH?
Roth Conversions: Worth It or Not? Welcome back to the Kitchen Table! In today’s episode, Dave and Nick take a
S4E18 – What to Know About Taxes in Retirement
Hosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully
S4E17 – April 2025 Retirement Headlines
Welcome back, friends!Today, Dave and Nick roll up their sleeves and dive into the wild and wonderful world of retirement
First Quarter 2025 Market Commentary and Economic Outlook
The first quarter of 2025 started strong but saw US markets reverse course as the Trump administration’s tariff policies grabbed
S4E16 – 2025 Quarter One Market Review and Outlook
In this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of