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Podcast: Kitchen Table Finance

What Is Esg Investing

ESG Investing + Webinar

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_52.mp3Podcast: Play in new window | DownloadWhat is ESG Investing?  This is an approach to investing that focuses on companies that are socially and environmentally responsible. Environmental, Social, and Corporate Governance is an evaluation of a firm’s collective conscientiousness for social and environmental factors. It is typically a score that […]

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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 […]

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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 […]

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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 […]

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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 […]

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How Financial Planners Handle Their Own Finances

How Financial Planners Handle Their Own Finances

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_47.mp3Podcast: Play in new window | DownloadIn a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen to the entire episode for all the nitty-gritty on how certified financial planners use all that knowledge about money in their own lives. If […]

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Traveling Post pandemic

Traveling Post Pandemic Webinar with Kim Barber

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_42.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they chat with Kim Barber, owner of Globetrotter Travel, about traveling during a Pandemic. What does travel look like now? What to prepare for. Learn from a world traveler. Today’s Guest: Kim Barber, world traveler, and owner of Globetrotter Travel. Kim is […]

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Should I Sell My Home

Should I sell my house? Guest: John Douglas, Keller Williams

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_41.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they interview John Douglas, a realtor and head 0f  The Mitten Team at Keller Williams. They discuss the big questions surrounding real estate today and selling a house in the Lansing area. There can be a lot of emotions […]

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Getting Launched Helping Children Manage Money

Getting Launched: Helping Children Manage Money

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_40.mp3Podcast: Play in new window | DownloadClients often ask us how to help their children or grandchildren get started in managing their own financial affairs. For some people this comes naturally, but not for everyone. The American education system doesn’t necessarily do a good job filling in the gaps. Furthermore, […]

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Budgeting For Vacation

Budgeting for Vacation

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_39.mp3Podcast: Play in new window | DownloadHow are you budgeting for vacation?  It’s early summer in Michigan, and for a lot of families that means road trips to up north destinations, cottage rentals on lakes, and, sometimes, too much fudge and ice cream. Vacation season can also mean budget troubles: […]

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