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should you buy a house in retirement?

S4E20 – Should You Buy a House in Retirement?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep20.mp3Podcast: Play in new window | DownloadWelcome back to Kitchen Table Finance, where we serve up bite-sized financial wisdom with a side of common sense. In this episode, Dave and Nick tackle one of the biggest financial questions for retirees: Should you buy a house in retirement—or just stay put? […]

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Roth Conversions

S4E19 – Does your Retirement Plan Need a ROTH?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep19.mp3Podcast: Play in new window | DownloadRoth Conversions: Worth It or Not? Welcome back to the Kitchen Table! In today’s episode, Dave and Nick take a deeper dive into the world of Roth conversions—what they are, how they work, and whether or not they make sense for your retirement plan. […]

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What to Know About Taxes in Retirement

S4E18 – What to Know About Taxes in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep17.mp3Podcast: Play in new window | DownloadHosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully catching trout and not taxes). In this episode of Kitchen Table Finance, we take a deep dive into one of retirement’s least sexy—but most […]

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April 2025 Retirement Headlines

S4E17 – April 2025 Retirement Headlines

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep16.mp3Podcast: Play in new window | DownloadWelcome back, friends!Today, Dave and Nick roll up their sleeves and dive into the wild and wonderful world of retirement headlines from March and April. Think of it as your financial cliff notes — so you can sound smarter than your neighbor without actually […]

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First Quarter 2025 Market Commentary And Economic Outlook

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 the headlines. Meanwhile, international stocks as well as bonds posted gains for the quarter, offsetting some of the negative domestic returns in diversified portfolios. While economic indicators such as inflation […]

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2025 Quarter One Marketing Review and Outlook

S4E16 – 2025 Quarter One Market Review and Outlook

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep15.mp3Podcast: Play in new window | DownloadIn this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of the first quarter of 2025. From global diversification wins to U.S. economic uncertainty, they break down what investors need to know—and what they don’t […]

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When to Adjust Your Retirement Income

S4E15 – When to Adjust Your Retirement Income

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep14.mp3Podcast: Play in new window | DownloadWelcome to Kitchen Table Finance! Join hosts Nick and Dave as they dig into one of the most important aspects of financial planning for retirees: when and how to adjust your retirement income. Whether you’re navigating market volatility, planning for worst-case scenarios, or wondering […]

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emotions of a down market

S4E14 – How Retirees Can Handle Emotions of a Down Market

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_Special_Episode_04-2025.mp3Podcast: Play in new window | DownloadIn this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something just as important—the emotions behind the numbers. If you’re retired or nearing retirement, you’ve likely felt the weight of recent market turbulence. Maybe you’re […]

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Nathan Gardner

S4E13 – Introducing Nathan Gardner, Intern

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep_13.mp3Podcast: Play in new window | DownloadJoin us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB intern and aspiring financial planner, to learn more about his background, experiences, and passion for financial planning. Nathan shares his transition from a small-town […]

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