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Ask A Financial Advisor Anything Part 3

Ask A Financial Advisor Anything – Part 3

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_87.mp3Podcast: Play in new window | DownloadJoin Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are probably things you are also wondering about. Check it out! Here are the questions: #1. I lost almost half of my retirement in the […]

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Monte Carlo

What is Monte Carlo Analysis?

We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from a portfolio over long time periods and calculates the odds of a plan’s success by running the plan with a thousand different potential investment outcomes rather than assuming a portfolio […]

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What Is A Fee Only Financial Planner

What is a Fee-Only Financial Planner?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_73.mp3Podcast: 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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Power Of Inflation What's Going On (1)

Power of Inflation – What’s going on?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_66.mp3Podcast: Play in new window | DownloadJoin Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American lives for about 30 years. But just like everything financial, it is cyclical. So, what is going on with inflation in 2022? Find out […]

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Msu Retirement Plan Basics

MSU Retirement Plan Basics

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_31.mp3Podcast: Play in new window | DownloadMichigan State offers three retirement plans that work together based on how much the employee intends to save. Here are some tips on how to make the most of them. The first two plans work together: the MSU 403(b) Base Retirement Plan receives the […]

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Financial Planning Companies. beautiful stone path and doorway with flowers

Types of Financial Planning Companies

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_5.mp3Podcast: Play in new window | DownloadThis article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial planning firm to help you map out your future is not an easy task. There are several types of financial advisors who all charge […]

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Evaluate Your Portfolio While Markets Are Good

Evaluate Your Portfolio While Markets Are Good

On August 14, 2015, in his “Intelligent Investor” column for the  Wall Street Journal, Jason Zweig wrote about the need to “Reassess  Your Investments Before the Next Panic.” There is wisdom in his approach: most investors only take action when it is too late. They sell their investments after the […]

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