Financial Planners
I used to play a game with a lot of my older clients: they’d come into the office and tell me how lousy everything was these days, how much worse the world had become. These were people who had lived through the Great Depression, World War 2, the Cuban Missile […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_134.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they talk about money scripts and how they might be affecting your financial plan. They also cover things that you can do to kind of recognize and move forward. Watch on YouTube HERE The guys also reminisce about their […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_133.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss MiAble Accounts. You may have seen the billboards around town and wondered what they are all about. What are they? Who are they for? Should you get one? Watch on YouTube HERE A MiAble account can be […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_132.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review the book, Thinking Fast and Slow by Daniel Kahneman. Watch on YouTube HERE Thinking, Fast and Slow concerns a few major questions: how do we make decisions? And in what ways do we make decisions poorly? The book […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_131.mp3Podcast: Play in new window | DownloadJoin Dave and Ashley (Nick is on vacation) as they talk about Student Loan Repayment Plans, which have been in the news because they’ve just rolled out the details of a new plan. Watch on YouTube HERE The plan is called the SAVE Plan, which […]
We offer our clients who want access to their investments and financial planning information an online portal where they can view their portfolio performance and review the financial plan that we have built together. The portal also offers access to custodial statements, performance, reports, tax documents, a news feed for […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_130.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they talk about different that require insurance and other things that may be an option. Learn some tips on how you may be able to save money on things you might over-insuring. Watch on YouTube HERE Dave got a […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_129.mp3Podcast: Play in new window | DownloadThe year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market continued its current roll last quarter. US stocks, as measured by the Russell benchmarks, were positive across the board for the quarter, year to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_128.mp3Podcast: Play in new window | DownloadDave and Nick have another MSU case study for you. This one is a very common scenario that comes up often – couples who are nearing retirement and seeking help from a financial advisor. They know they want to retire and they are looking […]
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked kept a Magic 8 Ball, the future predicting toy, on his desk. When clients would ask him to make any sort of prediction, he would pick up the ball and […]
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