Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_118.mp3Podcast: 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, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_117_1_.mp3Podcast: 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. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_116.mp3Podcast: 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. Watch […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_111.mp3Podcast: 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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_110.mp3Podcast: 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 […]
We have the messy year that was 2022 in the rearview mirror and we’re looking ahead to 2023. Inflation, Federal Reserve interest rate hikes, and Russia’s invasion of Ukraine drove the markets last year. If you’d like to hear our podcast episode on this topic, click here. As we look […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_102_1_.mp3Podcast: 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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_100.mp3Podcast: Play in new window | DownloadThis is our 100th Episode! Thanks for listening over the past 2 years! Join Nick and Dave as they talk about a topic they bring up with their clients on a regular basis. It’s never too early to start saving for retirement. Financial advisers […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_99.mp3Podcast: Play in new window | Download You might have to dig a little deep in 2022 but we found some things outside of football and nice fall weather to be thankful for. Saying it’s been kind of a rough year might be the understatement of the century. It has been […]
When you change jobs or retire, you have the option to roll your retirement plan into an individual retirement account. This is a big decision and often not an easy one. It can be difficult to get impartial advice as both those urging you to roll your funds over to […]
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