Financial Planners
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 […]
https://media.blubrry.com/kitchen_table_finance/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, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_10.mp3Podcast: Play in new window | DownloadHere at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial Planning internship program this year and were lucky enough to hire Joel. He is currently a senior in Michigan State’s International Business program. Last […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_9.mp3Podcast: Play in new window | DownloadWhen should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save you thousands of dollars on your mortgage loan. How do you tell if now’s the right time for you to refinance your existing mortgage? […]
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