Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep31.mp3Podcast: Play in new window | DownloadWelcome back to another installment of Retirement Headlines with your hosts, Dave and Nick! In this episode, we provide an overview of the articles we’ve been reading, offering insights to help listeners understand what’s happening in the retirement landscape. 1. Wall Street Journal Article […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_s3_Ep_30.mp3Podcast: Play in new window | DownloadIntroduction Welcome to another episode of the Kitchen Table Finance Podcast! In this episode, Dave and Nick are joined by our newest associate advisor, Cole Williams. Today, we’re diving deep into making smart housing decisions during retirement—a topic that’s crucial for anyone looking to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep29.mp3Podcast: Play in new window | DownloadWelcome to another episode of Kitchen Table Finance! Today, we have a very special guest, Scott de Varona, Division Director at MiABLE 529(a) Disability Savings Program & Student Loan Repayment Division. We discuss the groundbreaking MiABLE 529 disability savings program. If you’re curious about […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E28.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they explore strategies to manage market volatility during retirement. Drawing on behavioral finance principles, they provide practical advice to help you stay the course in turbulent times. Key Topics Discussed Market Volatility: The episode begins by discussing recent shifts […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep27.mp3Podcast: Play in new window | DownloadWelcome back to our much-anticipated June 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. Sometimes even our listeners chime in with topics for our deep-dive discussions. Articles Discussed in this Episode Lessons From Another […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep26.mp3Podcast: Play in new window | DownloadIn this episode, we take a deep dive into the world of target date funds—a topic we’ve touched on before but never explored in-depth. Inspired by a recent article that sparked some frustration, we discuss the pros and cons of these investment tools. Here […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E25.mp3Podcast: Play in new window | DownloadIn this episode, we take an in-depth look at the market trends and economic indicators of Q2 2024, along with our outlook for Q3. We discuss the overall market performance, the impact of tech stocks, bond market stability, and the intriguing dynamics of the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E24.mp3Podcast: Play in new window | DownloadIn this insightful episode, we explore the four fundamental principles to consider when planning your retirement investments. We break down the essential steps to ensure your financial security and peace of mind as you approach retirement. You can survive when the market twists and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_S3_Ep23.mp3Podcast: Play in new window | DownloadMaximizing College Savings with Diane Brewer of Michigan Education Trust Episode Summary In this episode, we sit down with Diane Brewer, the Executive Director of the Michigan Education Trust (MET), to discuss the ins and outs of Michigan’s prepaid 529 college savings plan. Diane […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E22.mp3Podcast: Play in new window | DownloadIn this episode, we explore various strategies to create a steady income stream in retirement, tailored to your unique financial situation and goals. We discuss when to take Social Security and dive into investment strategies that can help you maintain financial stability during your […]
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