Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_97.mp3Podcast: Play in new window | DownloadDave and Nick offer tips on how to check that your financial plan is on track to provide the goals you have for your future and retirement. Your plan should include resources for things that may come up that you are not planning for. […]
When you change jobs or retire, you have the option to roll your retirement plan into an individual retirement account. This is a big decision and often not an easy one. It can be difficult to get impartial advice as both those urging you to roll your funds over to […]
Small changes in savings and spending for younger, working clients can have a big effect on a financial plan because increasing savings often means we can reduce the expected spending needed in retirement. When we set up a financial plan for a new client, often the numbers don’t work well […]
As the old cliché says, when life hands you lemons, you need to make lemonade. The market has been sour lately, to say the least. Down markets make Roth IRA conversions more valuable because the inevitable market recovery occurs in the tax-free Roth IRA rather than a taxable traditional IRA. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_96.mp3Podcast: Play in new window | DownloadDave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both of theirs for investing information, especially for those just getting into the investing game. From Amazon: “The good news is that people today expect […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_95.mp3Podcast: Play in new window | DownloadDave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if they agree. Are the numbers accurate? How can you calculate what you actually need? Listen to the full episode to learn the Kitchen Table […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_94_1_.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss some positive things going on in the markets and what you can do with your investments to keep some peace of mind. Things they cover in this episode include: Fixed income yields are the highest they have […]
We’re rolling into the fourth quarter of what has been a lousy year for both stocks and bonds. Inflation continues to run high with only a few signs of abating, and the Federal Reserve continues raising interest rates to slow inflation down. The dollar continues to gain strength, weighing on […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_93.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they talk about what investors can do during a down market, like the one we are experiencing now. The best thing to do is to do nothing, but here are a couple of things that you could consider: Increase […]
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in a bubble whenever it has gone up since their bearish nature leads them to expect it should be down. But what is a bubble, and how should we use the […]
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