Financial Planners
We’re coming up on tax season, so we wanted to take a moment and remind everyone about what to expect for tax documents. For retirement accounts with 2021 distributions, 1099 – R documents should be on their way in the mail or posted online by the end of January. For […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_62.mp3Podcast: Play in new window | DownloadHave you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking about this month to set yourself up for a great financial year in 2022. Even if you do have goals, you might find some […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_61.mp3Podcast: Play in new window | DownloadHappy New Year! Season Two is starting! Join us, Dave and Nick, as we talk about our 2022 Financial Predictions, and other market predictions to try and make sense of it all. What is going to happen this year in the finance world? Should […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_60.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they recap the SRB financial planning process and list out the key elements they look at with each client as they walk them through their personalized financial planning goals. Some of the nitty-gritty decision-making things that make a successful […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_59.mp3Podcast: Play in new window | DownloadA recent article in the New York Times, The True Cost of Upgrading Your iPhone, discusses the opportunity cost of spending money on things versus investing that money. Join Nick and Dave as they discuss this way of looking at spending and purchases. They […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_58.mp3Podcast: Play in new window | DownloadIt’s that time again – let’s take a look at where our economy is at the end of the year and what we can expect for next quarter. The stock market is up 24.8% (S&P) from last year. A bull market climbs a wall […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_57.mp3Podcast: Play in new window | DownloadThe end of the year is 6 weeks away. When it comes to your financials, there are some important things to consider this time of year. Take stock now and be sure you don’t miss any important deadlines. Listen to the entire episode for […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_56.mp3Podcast: Play in new window | DownloadThis is the truly exciting step in your financial plan – You start to build your processes and portfolio to support your dreams and overcome your obstacles. This is when the action starts to happen. Join Dave and Nick as they discuss Step Six […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_55.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success This is the step where we actually start to build solutions and recommendations for the client. This isn’t us making recommendations from on high, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_54.mp3Podcast: Play in new window | DownloadAmy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube HERE If you are just joining us now, please go back and listen to the first 4 steps so you are all caught up. […]
© 2024 Shotwell Rutter Baer • Powered By The Media Advantage