Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_23.mp3Podcast: Play in new window | DownloadFor our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross, and Carlo DiClemente. This book was first brought to my attention by one of my instructors at Kansas State, Dr. Megan Lurtz, who wrote […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_20.mp3Podcast: Play in new window | DownloadJoin Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The main investment lesson for 2020 was to stay invested as much as possible. In January 2020, our main concerns were the impact of a […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_21.mp3Podcast: Play in new window | DownloadFor the last few days, all the talk in the finance world has centered around a company called Game Stop. We’ve been fielding a lot of questions about what has been going on, and what it means for the economy and the markets. Game […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/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. […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_14.mp3Podcast: Play in new window | DownloadIt’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to make market predictions. Some will be gloom and doom, constructing elaborate arguments about how the market is greatly overvalued and about to crash. Others […]
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