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Retirement Planning

Step Two The Foundation Meeting

Step Two – The Foundation Meeting

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_50.mp3Podcast: Play in new window | DownloadThe Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through. If you missed our previous episode on step 1- The FIT meeting, please review that first. If you’d rather watch this episode, you can […]

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Pension Choices

Pension Choices

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_35.mp3Podcast: Play in new window | DownloadOften in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons and understanding the tradeoffs. Pension choices are one of those questions. If you are covered by an employer pension, you will face choices at […]

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Msu Retirement Plan Basics

MSU Retirement Plan Basics

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_31.mp3Podcast: Play in new window | DownloadMichigan State offers three retirement plans that work together based on how much the employee intends to save. Here are some tips on how to make the most of them. The first two plans work together: the MSU 403(b) Base Retirement Plan receives the […]

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How To Financially Help Adult Children

How to Financially Help Adult Children

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_30.mp3Podcast: Play in new window | DownloadMy adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially help adult children all the time from our clients. This is a true kitchen table conversation about real life and real decisions. Oftentimes parents […]

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Our Investment Philosophy

Our Investment Philosophy

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_27.mp3Podcast: Play in new window | DownloadDealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows the following principles when we make portfolio choices and evaluate the asset managers and model builders with whom we work. #1. Short-term market returns […]

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Employer's Retirement Plan. Field of yellow flowers with house in the distance

Getting Started in Your Employer’s Retirement Plan

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_4.mp3Podcast: Play in new window | DownloadStarting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array of choices if you’re not used to the language of savings and investing. The good news is that getting started in retirement savings requires […]

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