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Ep 119 Financial Planning Resources Cover

Ep 119: Financial Planning Resources

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_119.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them. You can find links to the resources below. The Kitchen Table Finance Podcast Christine Benz at Morningstar. Practical portfolio and retirement planning advice from […]

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What The Looming Debt Ceiling Deadline Means For Investors

What the Looming Debt Ceiling Deadline Means for Investors

The debt ceiling debate has been front and center lately, and will no doubt be a major news story in the coming weeks. We thought we’d share this article and charts from our partners at Clearnomics discussing this issue and how it may impact markets. The federal debt limit is […]

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118 Update What's Going On With I Bonds Now Cover

Ep 118: Update – What’s going on with I Bonds Now?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_118.mp3Podcast: Play in new window | DownloadTwelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month intervals. Basically May to November and then November to the following May or April. A year ago at this time as inflation was raging, […]

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Ep 117 What Is Your Ideal Retirement Age Cover

Ep 117: What is Your Ideal Retirement Age?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_117_1_.mp3Podcast: Play in new window | Download In today’s episode, we discuss what is your ideal retirement age. We take a look at retirement in the United States and how it’s shifting. Join us as we take a dive back to where it came from and how we got here.  […]

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116 Getting Real About Social Security (2)

Ep 116: Getting Real About Social Security

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_116.mp3Podcast: Play in new window | Download We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly younger clients for a while but it seems to becoming more prominent. There are more headlines around social security and its future. Watch […]

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115 Review Of 2nd Quarter 2023 (1600 × 1000 Px)

Ep 115: Review of 2nd Quarter 2023

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_115.mp3Podcast: Play in new window | Download2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the frustrating previous 12 months. While inflation still appears to be slowing, there is plenty of uncertainty […]

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114 Retirement Planning Case Study For An Msu Employee (youtube Thumbnail)

Ep 114: Retirement Planning Case Study for an MSU Employee

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_114.mp3Podcast: Play in new window | DownloadIn today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as we take a look at some of the common scenarios that come up in a case like this when we’re helping people create their […]

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113 Rent Or Buy Move Or Stay (youtube Thumbnail)

Ep 113: Rent or Buy – Move or Stay

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_113.mp3Podcast: Play in new window | DownloadHow to make housing decisions in a rising rate environment. We’ve been getting a lot of questions about the housing market. We’ve seen the Fed basically increase interest rates at an accelerated pace over the last year. And they are looking to still continue […]

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112 Thoughts On The Silicon Valley Bank Failure (1600 × 1000 Px)

Ep 112: Thoughts on the Silicon Valley Bank Failure

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_112.mp3Podcast: Play in new window | DownloadLast Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result of management missteps, a challenging interest rate environment, a narrow client base whose businesses were also sensitive to the interest rate environment, and customers […]

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