Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_45.mp3Podcast: Play in new window | DownloadEach summer we look forward to working with new interns through our teaching program. Today we interview Ashley, a senior at Michigan State University in the Wealth Management Program. Nick goes on the record saying she our favorite female internet of all time! We […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_35.mp3Podcast: Play in new window | DownloadOften in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons and understanding the tradeoffs. Pension choices are one of those questions. If you are covered by an employer pension, you will face choices at […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_32.mp3Podcast: Play in new window | DownloadBudgeting is hard enough for most people, but when you only get paid nine months out of the year, how do you manage your month-to-month expenses? The trick is to budget for the summer during the rest of the year. You do this by […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_30.mp3Podcast: Play in new window | DownloadMy adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially help adult children all the time from our clients. This is a true kitchen table conversation about real life and real decisions. Oftentimes parents […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_27.mp3Podcast: Play in new window | DownloadDealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows the following principles when we make portfolio choices and evaluate the asset managers and model builders with whom we work. #1. Short-term market returns […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_26.mp3Podcast: Play in new window | DownloadA Roth Individual Retirement Account (IRA) allows you to put money away long-term. If you follow the rules, your distributions during retirement are tax-free. If you are eligible to contribute to a Roth IRA, it can become a powerful retirement savings vehicle. How Does […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_25.mp3Podcast: Play in new window | DownloadHow has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets first felt the impact of the global Coronavirus pandemic. It’s been a crazy year. The market, our lives, and our emotions have been on […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_22.mp3Podcast: Play in new window | DownloadFor many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_17.mp3Podcast: Play in new window | DownloadBreaking down the deal with Required Minimum Distributions. After you turn 72 years old, you will need to take a minimum amount out of your traditional IRA accounts each year. This also applies to your 401k or 403b accounts if you are no longer […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_16.mp3Podcast: Play in new window | DownloadAre you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains are wired for instant gratification, not delayed consumption. Making people think about such things can be an uncomfortable part of being a financial planner. […]
© 2024 Shotwell Rutter Baer • Powered By The Media Advantage