What is an I Bond?
An I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest
Guest Ian Richardson – Reviewing Cybersecurity
Join us as we talk with guest Ian Richardson, who is a partner at Richardson and Richardson Consulting and the
Reviewing the 1st Quarter of 2022
It’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has
What is a Fee-Only Financial Planner?
We don’t love the term either, because it is hard to figure out what it means. But we do stand
The Psychology of Money Recap
Have you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they
Reviewing Your 2021 Tax Return
Join Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They
Should I Hire a Financial Advisor?
Should You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about
Starting A New Job – Rolling Over a 401K
Are you starting a new job? Do you have a 401K to roll over? This is the podcast episode for
Power of Inflation – What’s going on?
Join Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American
Investment Philosophy and East Bay Introduction
Dave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment