Financial Planners
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 […]
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 […]
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_111.mp3Podcast: Play in new window | Download Join Dave and Nick as they discuss Secure Act 2.0 and how it make affect you personally. We cherry-picked the most important points that we felt would impact our listeners the most. Background on Secure Act 2.0 Secure Act 2.0 stands for Job […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_110.mp3Podcast: Play in new window | DownloadWe have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why she became a financial planner. Ashley is one of the newest members of our team and started off as an intern while she was […]
On February 9th, 2022, Governor Gretchen Whitmer signed the Michigan First-Time Home Buyer Savings Account Program (FHSA) into law. The FHSA allows first-time home buyers to receive Michigan state tax savings on contributions made into the account, as well as state tax-free growth on any investments and interest, as long […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_109.mp3Podcast: Play in new window | Download Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave and Nick as they discuss the all-important risk tolerance. This is a big subject and comes up all the time when we’re working […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_108.mp3Podcast: Play in new window | DownloadDave and Nick are joined by Ashley Sajor, Associate Financial Planner here at Shotwell Rutter Baer. Ashley started her career at SRB as an intern and after graduating from MSU became a full-time employee. Check out Ashley’s previous visit to our show in the episode […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_107.mp3Podcast: Play in new window | Download Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming a financial planner. Dave, “I started basically looking for a job and did not have a true career path. I happened to meet […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_106.mp3Podcast: Play in new window | Download Nick and Dave discuss the difference between, “I want to be financially responsible” versus “I’m going to try to keep a budget this year.” If you’re starting from the standpoint of already being a financially responsible person, then budgeting is just part of […]
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