Year-End Checklist For Your Retirement Portfolio
Updated for 2025 Checklist for What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2025 (1) I’ve barely gotten used to writing 2024 when I put the date on
S3E39 – Interning at a Financial Advisory Firm with Shane Topping
Join us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell
S3E36 – Book Review – Outlive: The Science and Art of Longevity
In this enlightening episode, we take a deep dive into Dr. Peter Attia’s compelling book, Outlive: The Science and Art
S3E34 – Retirement Planning Updates: Cash and Elections
In this episode we explore the latest developments in retirement planning, focusing on the implications of recent Federal Reserve actions
S3E33 – Dealing with Investment Fraud in Retirement
In this episode, we tackle the alarming rise of investment fraud targeting retirees. Cole Willams joins us again to discuss
S3E32 – Helping Your Kids Understand Student Loans
In this episode, we tackle the complex world of student loans and how to help your kids make informed decisions
S3E29 – Special Guest – Scott de Varona with MiABLE
Welcome to another episode of Kitchen Table Finance! Today, we have a very special guest, Scott de Varona, Division Director
S3E28 – Navigating Retirement in Times of Market Volatility
Join Dave and Nick as they explore strategies to manage market volatility during retirement. Drawing on behavioral finance principles, they
S3E23 – Special Guest Diane Brewer – Director of MET
Maximizing College Savings with Diane Brewer of Michigan Education Trust Episode Summary In this episode, we sit down with Diane
S3E21 – Retirement Planning Headlines – May 2024
Welcome back to our much-anticipated May 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing