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Podcast: Kitchen Table Finance

Investment Philosophy And East Bay Introduction

Investment Philosophy and East Bay Introduction

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_64.mp3Podcast: Play in new window | DownloadDave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment Solutions. East Bay is an investment consulting firm providing services such as portfolio oversight, investment due diligence, and wealth management guidance tailored to meet […]

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Let's Talk About 2021 Tax Forms

Let’s Talk About 2021 Tax Forms

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_65.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review all the things you need to consider for your taxes for 2021. They provide information on different tax forms, distributions, tax withholdings, and all of your accounts. For additional information, please read our recent blog Tax Documents for […]

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2021 Q4 Quarterly Market Review And Looking Ahead 

2021 Q4 Quarterly Market Review

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_63.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they talk about what the market did overall for 2021, what is going on right now, and what is predicted for 2022. The world is becoming more  vaccinated; even with the omicron  variant, the rate of death is down  […]

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Financial Goals For 2022 Things To Consider Now

Financial Goals for 2022 – Things to Consider NOW

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_62.mp3Podcast: Play in new window | DownloadHave you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking about this month to set yourself up for a great financial year in 2022. Even if you do have goals, you might find some […]

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2022 Financial Predictions

2022 Financial Predictions

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_61.mp3Podcast: Play in new window | DownloadHappy New Year! Season Two is starting! Join us, Dave and Nick, as we talk about our 2022 Financial Predictions, and other market predictions to try and make sense of it all. What is going to happen this year in the finance world? Should […]

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Key Elements Of Financial Planning

Key Elements of Financial Planning

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_60.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they recap the SRB financial planning process and list out the key elements they look at with each client as they walk them through their personalized financial planning goals. Some of the nitty-gritty decision-making things that make a successful […]

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Upgrading Your Iphone Really Costs $17k

Upgrading Your iPhone Really Costs $17K

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_59.mp3Podcast: Play in new window | DownloadA recent article in the New York Times, The True Cost of Upgrading Your iPhone, discusses the opportunity cost of spending money on things versus investing that money. Join Nick and Dave as they discuss this way of looking at spending and purchases. They […]

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Economic Update November 2021

Economic Update November 2021

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_58.mp3Podcast: Play in new window | DownloadIt’s that time again – let’s take a look at where our economy is at the end of the year and what we can expect for next quarter. The stock market is up 24.8% (S&P) from last year. A bull market climbs a wall […]

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What Issues Should I Consider Before The End Of The Year

What Issues Should I Consider Before the End of the Year?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_57.mp3Podcast: Play in new window | DownloadThe end of the year is 6 weeks away. When it comes to your financials, there are some important things to consider this time of year. Take stock now and be sure you don’t miss any important deadlines. Listen to the entire episode for […]

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Step Seven Build

Step Seven – Build

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_56.mp3Podcast: Play in new window | DownloadThis is the truly exciting step in your financial plan – You start to build your processes and portfolio to support your dreams and overcome your obstacles. This is when the action starts to happen. Join Dave and Nick as they discuss Step Six […]

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