Financial Planners
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep32.mp3Podcast: Play in new window | DownloadIn this episode, we tackle the complex world of student loans and how to help your kids make informed decisions about their educational financing. From the intricacies of different loan types to the pressing issue of loan forgiveness, join us as we break down […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E13.mp3Podcast: Play in new window | DownloadWelcome to this episode of Kitchen Table Finance where we’re joined by our energetic and insightful spring 2024 intern, Cole Williams. With a few weeks under his belt, Cole shares his experience and lessons learned while working with our very own David. And surprise, […]
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey around with stocks and bonds? After all, right now you can earn around 5% in a money market fund or lock in 5.5% for a year in a certificate of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_133.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss MiAble Accounts. You may have seen the billboards around town and wondered what they are all about. What are they? Who are they for? Should you get one? Watch on YouTube HERE A MiAble account can be […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_127_1_.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or so and has been studying. Dave’s wife got him a book for Christmas on stoic philosophy that was a general overview. He read different […]
by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online portfolio tools and retirement calculators are available online at little cost? Does it make sense to hire a financial advisor? Typical advisors charge a fee between 0.75% to 1.5% of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_120.mp3Podcast: Play in new window | DownloadWelcome back to another episode, and another MSU case study. Last time we discussed a married couple who are both MSU professors and have two teenage children. You can find that episode here: Ep 114: Retirement Planning Case Study for an MSU Employee. This time, we […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_119.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them. You can find links to the resources below. The Kitchen Table Finance Podcast Christine Benz at Morningstar. Practical portfolio and retirement planning advice from […]
The debt ceiling debate has been front and center lately, and will no doubt be a major news story in the coming weeks. We thought we’d share this article and charts from our partners at Clearnomics discussing this issue and how it may impact markets. The federal debt limit is […]
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