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Retirement Planning

Gratitude for Your Retirement Plan

S3E43- Gratitude For Your Retirement Plan

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E43.mp3Podcast: Play in new window | DownloadThis Thanksgiving-themed episode dives into the powerful role gratitude plays in retirement planning. Hosts Nick Nauta and Cole Williams discuss everything from practicing gratitude in financial planning to historical perspectives on retirement. Plus, hear their personal stories of thankfulness and why focusing on the […]

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Warren Buffet and the Market

S3E42- Does Warren Buffett Think You Should Change Your Retirement Allocation?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep42.mp3Podcast: Play in new window | DownloadWhat does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s portfolio adjustments. With $365 billion in cash at Berkshire Hathaway’s disposal, Buffett’s strategy has sparked speculation. Is he gearing up for a financial crisis, […]

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the marker over the next four years

S3E41 – Retirement and Markets Over the Next Four Years

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep41.mp3Podcast: Play in new window | DownloadIn this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the next four years. With Dave on vacation, Cole Williams, our associate advisor, steps in to discuss the implications of the presidential election and the […]

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Year End Checklist For Your Retirement Portfolio

Year-End Checklist For Your Retirement Portfolio

I’ve barely gotten used to writing 2024 when I put the date on something, and we’re already well into the year’s fourth quarter. We’re already making Thanksgiving plans and talking about Christmas travel. Here in northern Michigan, the weather has turned very November, making sure we don’t forget that time […]

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Outlive

Book Review: Outlive by Peter Attia, MD

The longer I practice financial planning, the more I understand that if you don’t preserve your health in retirement, all our talk of goals and spending plans is for naught. You can’t travel, enjoy time with your grandkids, or generally remain active if you do not preserve your health. Furthermore, […]

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income stream in retirement

S3E22 – How to Create an Income Stream in Retirement

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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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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Ktf S3e5 Cover

S3E5 – When Should You Make Changes to Your Retirement Portfolio?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E5.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio.  Or should you?  Do you need to? How do you think about your retirement portfolio?   Watch on YouTube HERE On this podcast,  we’ve talked […]

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