CDs and Bonds

S3E19 – Using CDs and Bonds in Retirement Play in new window | DownloadWelcome to another episode of Kitchen Table Finance, where we dive deep into financial strategies to help you make the most out of your retirement. In today’s episode, we’re tackling a common question: “Should I put everything into CDs or bonds when I retire?” […]

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148 Cover

Ep 148 – Will Seasonal Market Patterns Affect Your Retirement? Play in new window | DownloadA lot of people might think it is the Christmas season, but as investors for the past twenty or so years, it also means that there are some different opinions on the market during this time of year. Watch on YouTube HERE We’re talking […]

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Setting And Keeping Your Financial Goals In 2023

Setting and Keeping your Financial Goals in 2023 Play in new window | Download Nick and Dave discuss the difference between, “I want to be financially responsible” versus “I’m going to try to keep a budget this year.” If you’re starting from the standpoint of already being a financially responsible person, then budgeting is just part of […]

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What Is A Fee Only Financial Planner

What is a Fee-Only Financial Planner? Play in new window | DownloadWe don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission […]

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