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
Let’s Talk About 2021 Tax Forms
Join Dave and Nick as they review all the things you need to consider for your taxes for 2021. They
2021 Q4 Quarterly Market Review
Join Dave and Nick as they talk about what the market did overall for 2021, what is going on right