Financial advisors

Ep 120 New Msu Professor Retirement Planning

Ep 120: New MSU Professor Retirement Planning 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 […]

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Ep 119 Financial Planning Resources Cover

Ep 119: Financial Planning Resources 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 […]

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What The Looming Debt Ceiling Deadline Means For Investors

What the Looming Debt Ceiling Deadline Means for Investors

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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118 Update What's Going On With I Bonds Now Cover

Ep 118: Update – What’s going on with I Bonds Now? Play in new window | DownloadTwelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month intervals. Basically May to November and then November to the following May or April. A year ago at this time as inflation was raging, […]

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Ep 117 What Is Your Ideal Retirement Age Cover

Ep 117: What is Your Ideal Retirement Age? Play in new window | Download In today’s episode, we discuss what is your ideal retirement age. We take a look at retirement in the United States and how it’s shifting. Join us as we take a dive back to where it came from and how we got here.  […]

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116 Getting Real About Social Security (2)

Ep 116: Getting Real About Social Security Play in new window | Download We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly younger clients for a while but it seems to becoming more prominent. There are more headlines around social security and its future. Join […]

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What You Need To Know About Secure Act 2.0

What you need to know about Secure Act 2.0 Play in new window | Download Join Dave and Nick as they discuss Secure Act 2.0 and how it make affect you personally. We cherry-picked the most important points that we felt would impact our listeners the most.  Background on Secure Act 2.0 Secure Act 2.0 stands for Job […]

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Why Ashley Sajor Became A Financial Planner

Why Ashley Sajor Became a Financial Planner Play in new window | DownloadWe have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why she became a financial planner. Ashley is one of the newest members of our team and started off as an intern while she was […]

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Why We Are Financial Planners

Why is Nick Nauta a Financial Planner? Play in new window | DownloadNick was asked recently why he liked being a financial planner. He and Dave both agree that this is an important question to ask your financial planner or anyone who is going to help you with your money. Nick tells a story about how […]

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