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Financial Planning

Estate Planning Basics With Special Guest Molly Petitjean

Estate Planning Basics with Special Guest Molly Petitjean

http://kitchen_table_29.mp3Podcast: Play in new window | DownloadOn this week’s edition of the Kitchen Table Podcast, Nick and I interviewed Molly Petitjean, an estate planning attorney with the law office of Buhl, Little, Lynwood, and Harris, PLC in East Lansing, Michigan. On April 21, Molly will be presenting a webinar with […]

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Our Investment Philosophy

Our Investment Philosophy

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_27.mp3Podcast: Play in new window | DownloadDealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows the following principles when we make portfolio choices and evaluate the asset managers and model builders with whom we work. #1. Short-term market returns […]

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Charitable Giving Strategies

Charitable Giving Strategies

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_22.mp3Podcast: Play in new window | DownloadFor many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of […]

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What To Do With Stimulus Money

What to do with Stimulus Money

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_19.mp3Podcast: Play in new window | DownloadLately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it. While most people expect a pretty cut and dry answer from financial planners, these conversations have led to some interesting philosophical discussions around why […]

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Cybersecurity Keeping Your Financial Information Safe

Cybersecurity: Keeping Your Financial Information Safe

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_18_1_.mp3Podcast: Play in new window | DownloadNick and Dave talk with Ian Richardson, owner of Doberman Technologies about personal and business cybersecurity practices that everyone should be doing. Ian has an extensive background in IT security and is licenses in Microsoft and Sysco systems. He started Doberman Technologies 15 years […]

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Required Minimum Distributions

Understanding Required Minimum Distributions

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_17.mp3Podcast: Play in new window | DownloadBreaking down the deal with Required Minimum Distributions. After you turn 72 years old, you will need to take a minimum amount out of your traditional IRA accounts each year. This also applies to your 401k or 403b accounts if you are no longer […]

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Starting A Budget

The Steps for Starting a Budget

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_16.mp3Podcast: Play in new window | DownloadAre you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains are wired for instant gratification, not delayed consumption. Making people think about such things can be an uncomfortable part of being a financial planner. […]

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Getting Out Of Debt

The Snowball Strategy for Getting Out of Debt

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_15.mp3Podcast: Play in new window | DownloadIs getting out of debt your goal for 2021? At the start of the new year, resolutions are on people’s minds right now.  As I type this it’s snowing so it seemed like a good day to write about my favorite strategy for eliminating […]

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Life Planning Is Financial Planning Done Right

Life Planning is Financial Planning Done Right

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_11.mp3Podcast: Play in new window | DownloadLife Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams. We often don’t give ourselves the time and space to really think about what we want for our lives now, in the near future, […]

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