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Podcast: Kitchen Table Finance

Charitable Giving Strategies

Charitable Giving Strategies

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_22.mp3Podcast: Play in new window | DownloadFor many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of […]

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Quarterly Market Commentary

Quarterly Market Commentary

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_20.mp3Podcast: Play in new window | DownloadJoin Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The main investment lesson for 2020 was to stay invested as much as possible. In January 2020, our main concerns were the impact of a […]

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What To Do With Stimulus Money

What to do with Stimulus Money

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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The Game Stop Problem

The Game Stop Problem

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Cybersecurity Keeping Your Financial Information Safe

Cybersecurity: Keeping Your Financial Information Safe

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Required Minimum Distributions

Understanding Required Minimum Distributions

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Starting A Budget

The Steps for Starting a Budget

https://media.blubrry.com/kitchen_table_finance/p/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. […]

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Getting Out Of Debt

The Snowball Strategy for Getting Out of Debt

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Market Predictions

Prediction Season!

https://media.blubrry.com/kitchen_table_finance/p/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 […]

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Life Planning Is Financial Planning Done Right

Life Planning is Financial Planning Done Right

https://media.blubrry.com/kitchen_table_finance/p/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, […]

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