Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_135.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets too big. This is inspired by the article My ‘Too Hard’ Pile Is Pretty Big by Christine Benz in the Morningstar publication about personal […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_134.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they talk about money scripts and how they might be affecting your financial plan. They also cover things that you can do to kind of recognize and move forward. Watch on YouTube HERE The guys also reminisce about their […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_131.mp3Podcast: Play in new window | DownloadJoin Dave and Ashley (Nick is on vacation) as they talk about Student Loan Repayment Plans, which have been in the news because they’ve just rolled out the details of a new plan. Watch on YouTube HERE The plan is called the SAVE Plan, which […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_128.mp3Podcast: Play in new window | DownloadDave and Nick have another MSU case study for you. This one is a very common scenario that comes up often – couples who are nearing retirement and seeking help from a financial advisor. They know they want to retire and they are looking […]
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked kept a Magic 8 Ball, the future predicting toy, on his desk. When clients would ask him to make any sort of prediction, he would pick up the ball and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_127_1_.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or so and has been studying. Dave’s wife got him a book for Christmas on stoic philosophy that was a general overview. He read different […]
Last month, our entire firm went through a training program to help us understand, spot, and prevent financial abuse. Financial abuse is nothing new, but in our time of electronic account access, artificial intelligence, and scammers having easy access to information, we need to be more vigilant than ever. This […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_125.mp3Podcast: Play in new window | DownloadWe have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to talk about the project he’s been working on this summer for us. Cade was tasked with breaking down the tangible quantifiable return that a […]
by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online portfolio tools and retirement calculators are available online at little cost? Does it make sense to hire a financial advisor? Typical advisors charge a fee between 0.75% to 1.5% of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_124.mp3Podcast: Play in new window | DownloadJoin Nick as he chats with the SRB summer intern, Cade Cambell, while Dave is on vacation. Watch it on YouTube HERE Cade is a senior at Michigan State studying finance and minoring in insurance and risk management with a second minor in financial […]
© 2024 Shotwell Rutter Baer • Powered By The Media Advantage