Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep44.mp3Podcast: Play in new window | DownloadWe read the news so you don’t have to! Welcome to The Kitchen Table Finance Podcast, the show where we explore the big questions, trends, and stories shaping our lives. Today, we’re diving into the key retirement headlines from November. Retirement isn’t just about […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_45.mp3Podcast: Play in new window | DownloadWelcome to the Kitchen Table Finance Podcast! Get ready to tackle 2025 with confidence! This episode dives deep into five key insights every retirement investor must know to stay ahead of the curve. From understanding market trends to making sense of rate cuts and […]
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_ep39.mp3Podcast: Play in new window | DownloadJoin us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this episode, we explore the unique experience of interning at a financial advisory firm, the lessons learned from working in […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep36.mp3Podcast: Play in new window | DownloadIn this enlightening episode, we take a deep dive into Dr. Peter Attia’s compelling book, Outlive: The Science and Art of Longevity. Join us as we explore the intersection of healthspan and lifespan, unpack Attia’s vision of Medicine 2.0 and 3.0, and discuss the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep34.mp3Podcast: Play in new window | DownloadIn this episode we explore the latest developments in retirement planning, focusing on the implications of recent Federal Reserve actions and how they affect cash strategies for retirees. Join us as we break down the key points and provide practical advice for navigating these […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep33.mp3Podcast: Play in new window | DownloadIn this episode, we tackle the alarming rise of investment fraud targeting retirees. Cole Willams joins us again to discuss the increasing prevalence of scams, driven by economic hardships and advanced AI technologies, and offer practical advice on protecting your finances from fraudulent schemes. […]
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_S3_Ep29.mp3Podcast: Play in new window | DownloadWelcome to another episode of Kitchen Table Finance! Today, we have a very special guest, Scott de Varona, Division Director at MiABLE 529(a) Disability Savings Program & Student Loan Repayment Division. We discuss the groundbreaking MiABLE 529 disability savings program. If you’re curious about […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E28.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they explore strategies to manage market volatility during retirement. Drawing on behavioral finance principles, they provide practical advice to help you stay the course in turbulent times. Key Topics Discussed Market Volatility: The episode begins by discussing recent shifts […]
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