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Podcast: Kitchen Table Finance

Q1 2024 Review and Q2 Outlook

S3E15 -Q1 2024 Review and Q2 Outlook

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E15.mp3Podcast: Play in new window | DownloadIn this episode, we kick off with a warm welcome and jump straight into our Q1 quarterly review followed by the Q2 outlook. Despite entering the year on a shaky start, Q1 turned out exceptionally well, building on the achievements of a strong 2023. […]

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S3E14 – Why Diversify Your Retirement Portfolio

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E14.mp3Podcast: Play in new window | DownloadWelcome to our latest episode where we explore the complexities and considerations behind diversification of investment portfolios, particularly during retirement. In this in-depth discussion, we lay out compelling market analyses, historical comparisons, and thought-provoking strategies for investors looking to optimize their financial planning. Watch […]

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S3E13 – A Conversation with Summer Intern Cole Williams

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E13.mp3Podcast: Play in new window | DownloadWelcome to this episode of Kitchen Table Finance where we’re joined by our energetic and insightful spring 2024 intern, Cole Williams. With a few weeks under his belt, Cole shares his experience and lessons learned while working with our very own David. And surprise, […]

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Annuities in Retirement

S3E12 – Annuities and Insuring Your Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E12.mp3Podcast: Play in new window | DownloadIn today’s episode, we dissect the often-debated topic of whether you need an annuity for retirement. With a straightforward approach, we explore annuities with both a small “a” and a capital “A”, debunking common misconceptions and laying bare the good, the bad, and the […]

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S3E11 – Strategic Reliable Blueprint – Obstacles Meeting

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_S3E11.mp3Podcast: Play in new window | DownloadEpisode Overview In this pivotal episode of the “Kitchen Table Finance” podcast, Dave and Nick explore the concept of a “Strategic Reliable Blueprint” and how to effectively identify and tackle obstacles in planning. The episode uncovers the importance of recognizing unseen solutions, re-envisioning goals […]

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S3E10 – Retirement Planning Headlines – March 2024

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E10.mp3Podcast: Play in new window | DownloadWelcome back to our much-anticipated March 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. This month, we’ve even had listeners chime in with topics for our deep-dive discussions. Watch on YouTube HERE Key Takeaways […]

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How the 2024 Presidential Election Could Affect the Stock Market

S3E9 – How the 2024 Presidential Election Could Affect the Stock Market

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E9.mp3Podcast: Play in new window | DownloadToday we’re braving the waters of politics and markets—a conversation that’s becoming more pressing as we advance into March. Watch on YouTube HERE Main Points of Discussion: The Premature Arrival of Election Talks: It feels like we just talked about elections, but here we […]

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Protect Your Credit in Retirement

S3E8 – How to Protect Your Credit in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E8.mp3Podcast: Play in new window | DownloadThe podcast episode focuses on practical strategies for retirees to protect their credit from fraud and identity theft. Watch on YouTube HERE Episode Highlights: Dave and Nic kick off the episode by emphasizing the significance of credit protection, especially during retirement. It is common […]

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S3E7 – Retirement Planning News February 2024

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E7.mp3Podcast: Play in new window | DownloadHey there! Curious about the latest buzz in retirement, planning, and news? Let’s dive in and break it down for you. Watch it on YouTube HERE As we kick off the year, we’re seeing a flood of self-help articles on fixing your life. It’s […]

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S3E6 – Marketing EFTs To Attract Investors

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E6.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an article at DFA Dimensional Fund Advisors about some ETFs, some exchange-traded funds that were created and didn’t fare very well. When a fund company creates a new exchange-traded fund or mutual fund, they’re responding to what […]

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