Close

401K

Ask A Financial Advisor Anything Part 4

Ask A Financial Advisor Anything – Part 4

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_88.mp3Podcast: Play in new window | DownloadThe guys are back! Get ready for Part 4 of Ask Ask A Financial Advisor Anything – Part 4a Financial Advisor Anything! Check out our listener questions below and listen to the episode to hear the answers. Got a question? Send it to info@SRBadvisors.com […]

Read More
Common Questions To Ask A Financial Advisor

Common Questions to Ask a Financial Advisor

Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to Ask a Financial Advisor. If you want to listen to their two-part podcast series based on these questions and answers, click below. Ask A Financial Advisor Anything – Part One […]

Read More
Ask A Financial Advisor Anything Part One

Ask A Financial Advisor Anything – Part One

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_80_Part_1.mp3Podcast: Play in new window | DownloadDava and Nick asked people in their network to throw their burning questions about money and finances at them. There were so many great questions and answers, we broke it into two podcast episodes. In Part One of Ask A Financial Advisor Anything, these […]

Read More
Starting A New Job Rolling Over A 401k

Starting A New Job – Rolling Over a 401K

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_69.mp3Podcast: Play in new window | DownloadAre you starting a new job? Do you have a 401K to roll over? This is the podcast episode for you. About Shotwell Rutter Baer Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are […]

Read More
Let's Talk About 2021 Tax Forms

Let’s Talk About 2021 Tax Forms

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_65.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review all the things you need to consider for your taxes for 2021. They provide information on different tax forms, distributions, tax withholdings, and all of your accounts. For additional information, please read our recent blog Tax Documents for […]

Read More