Close

Financial Planning

What Is An I Bond

What is an I Bond?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_77.mp3Podcast: Play in new window | DownloadAn I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest paid by an I Bond is linked to current inflation. They grabbed headlines at the beginning of May when it was announced that the […]

Read More
Financial Goals For 2022 Things To Consider Now

Financial Goals for 2022 – Things to Consider NOW

https://media.blubrry.com/kitchen_table_finance/p/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 […]

Read More
Step Six Strategy

Step Six – Strategy

https://media.blubrry.com/kitchen_table_finance/p/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, […]

Read More
Step Five Organization

Step Five – Organization

https://media.blubrry.com/kitchen_table_finance/p/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. If you are just joining us now, please go back and listen to the first 4 steps so you are all caught up. Our FIT Meeting Process […]

Read More
Welcome Kirt Runyan

Welcome Kirt Runyan to the SRB Team

Welcome, Kirt Runyan! We are excited to announce that Kirt Runyan has joined our team, working as an Administrative Assistant in our Lansing office. While he is new to the financial planning industry, he has extensive customer service and administrative experience. He is helping to: schedule client meetings sends follow-up […]

Read More
Step Three Vision

Step Three – Vision

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_51.mp3Podcast: Play in new window | DownloadVISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through. If you’d prefer to watch the video, check it out here. If you missed our previous episodes on Step 1- The FIT meeting or Step […]

Read More
Step Two The Foundation Meeting

Step Two – The Foundation Meeting

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_50.mp3Podcast: Play in new window | DownloadThe Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through. If you missed our previous episode on step 1- The FIT meeting, please review that first. If you’d rather watch this episode, you can […]

Read More
Episode 49 Our Fit Meeting Process

Our FIT Meeting Process

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_49.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If you prefer to watch this episode click here for the video. We walk every client through our process and it starts with a FIT […]

Read More
How Nick Handles His Finances 

How Nick Handles His Finances 

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_48.mp3Podcast: Play in new window | DownloadFair is fair. Nick interviewed Dave about his personal finances in How Financial Planners Handle Their Own Finances, so in this episode, Dave gets a chance to interview Nick. What is important to Nick Nauta about money? For me the most important thing about […]

Read More