Tags behavioral finance S5E6 – Life Planning vs. Traditional Financial Planning srb March 24, 2026 In this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life
Tags 2025 Predictions S4E1 – 2025 Market Predictions srb January 14, 2025 Welcome back to Kitchen Table Finance for Season 4! In this highly anticipated episode, Dave and Nick dive into their
Tags financial advisor Ep 125: Does Your Financial Advisor Provide Value? srb July 6, 2023 We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to
Tags financial advisor Do Financial Advisors Provide Value? srb July 6, 2023 by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online
Tags Debt Ceiling What the Looming Debt Ceiling Deadline Means for Investors srb May 15, 2023 The debt ceiling debate has been front and center lately, and will no doubt be a major news story in
Tags budgeting Ep 114: Retirement Planning Case Study for an MSU Employee srb April 10, 2023 In today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as
Tags Bank Run Ep 112: Thoughts on the Silicon Valley Bank Failure srb March 16, 2023 Last Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result
Tags Ashley Sajor Why Ashley Sajor Became a Financial Planner srb March 6, 2023 We have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why
Tags 401K Common Questions to Ask a Financial Advisor srb June 9, 2022 Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to
Tags fee-only What is a Fee-Only Financial Planner? srb April 25, 2022 We don’t love the term either, because it is hard to figure out what it means. But we do stand