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Financial Planning

life planning v financial planning

S5E6 – Life Planning vs. Traditional Financial Planning

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_ep6.mp3Podcast: Play in new window | DownloadIn this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life planning, and why that distinction matters more than most people realize. Traditional financial planning focuses on numbers, projections, and optimization. It answers questions like: […]

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Retirement Life Planning

S4E35 – Retirement Life Planning

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep35.mp3Podcast: Play in new window | Download Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews Nick about how life planning has become a core part of the SRB client process. Nick shares how training with George Kinder and […]

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The Srb Client Portal

Viewing Your Portfolio and Financial Plan: The SRB Client Portal

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 […]

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Monte Carlo

What is Monte Carlo Analysis?

We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from a portfolio over long time periods and calculates the odds of a plan’s success by running the plan with a thousand different potential investment outcomes rather than assuming a portfolio […]

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Common Questions To Ask A Financial Advisor

Common Questions to Ask a Financial Advisor

Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to Ask a Financial Advisor. If you want to listen to their two-part podcast series based on these questions and answers, click below. Ask A Financial Advisor Anything – Part One […]

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