Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_6.mp3Podcast: Play in new window | DownloadHow would you describe your relationship with money? Money can’t buy you love. It’s as cliché as a cliché can be, and so it is also mostly true. Trying to buy love, or buy happiness, is a fool’s errand. But, as with most things in […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_5.mp3Podcast: Play in new window | DownloadThis article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial planning firm to help you map out your future is not an easy task. There are several types of financial advisors who all charge […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_4.mp3Podcast: Play in new window | DownloadStarting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array of choices if you’re not used to the language of savings and investing. The good news is that getting started in retirement savings requires […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_3.mp3Podcast: Play in new window | DownloadIn response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the match to employee retirement plans. Previously, the university contributed 10% to employee retirement plans if the employee contributed 5%. The university administration is calling […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_2.mp3Podcast: Play in new window | DownloadAre you affected by the Michigan State University salary cuts? There’s a lot of uncertainty in the world of higher education right now. Universities around the country are trying to figure out what Covid-19 will mean for students and instructors as we head into […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_1_.mp3Podcast: Play in new window | DownloadDoes the 2020 election have you thinking about your money? Every four years America goes through a Presidential election. Every four years clients ask where we can move their portfolios to be safe if one side or the other is victorious. This year is no […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_teaser.mp3Podcast: Play in new window | DownloadWelcome to The Kitchen Table Finance podcast. Join Dave Shotwell and Nick Nauta as they cut through the complexity of financial planning and serve bites of investment advice that are both personal and practical. Dave: “I’m Dave and I want to help you connect […]
Last week, Ben Rathbun, CAWC with the Rathbun Agency in Lansing gave a presentation for our clients on the changes to Michigan’s auto insurance law and how to evaluate the new choices available. We recorded Ben’s presentation and you can watch it here to learn more. Governor Whitmer signed […]
Financial planners love analogies. If we can find a mental image to explain a concept, you better believe we’re going to use it. That’s why Carl Richards with his brilliant sketches drawn with nothing but a black Sharpie™ marker became a New York Times weekly column and prints of his […]
Taxes are a fact of life, and investment accounts that are not an IRA or a Roth IRA can have an impact on your taxes. For non-retirement investment accounts, you will receive a 1099 at tax time that outlines the income that the account generated and ca…
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