Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep_38.mp3Podcast: Play in new window | DownloadIn this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern Stephen Bowe to talk about his path into wealth management, lessons learned during his internship, and how young professionals can find their place in […]
As you are no doubt aware, last week the Lansing State Journal reported that Michigan State University won’t be able to achieve financial stability without laying off staff. Michigan State, along with most other higher education institutions, is facing unprecedented budget upheaval and uncertainty. This is of course upsetting news. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_138.mp3Podcast: Play in new window | DownloadJoin Dave and Nick for another helpful MSU Case study. This time they review retirement options for a retired couple with more than enough for retirement. Watch on YouTube HERE Check out our past case studies and you might find one that fits your […]
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_120.mp3Podcast: Play in new window | DownloadWelcome back to another episode, and another MSU case study. Last time we discussed a married couple who are both MSU professors and have two teenage children. You can find that episode here: Ep 114: Retirement Planning Case Study for an MSU Employee. This time, we […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_114.mp3Podcast: Play in new window | DownloadIn today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as we take a look at some of the common scenarios that come up in a case like this when we’re helping people create their […]
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