Financial Planners
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in a bubble whenever it has gone up since their bearish nature leads them to expect it should be down. But what is a bubble, and how should we use the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_87.mp3Podcast: Play in new window | DownloadJoin Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are probably things you are also wondering about. Check it out! Here are the questions: #1. I lost almost half of my retirement in the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_85.mp3Podcast: Play in new window | DownloadJoin us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special guest, Molly Petitjean, a Lansing area attorney, who joins us to answer questions about preparing an 18-year-old for their financial future. This episode sparked […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_83.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is, it is an industry-standard portfolio that contains 60% stocks and 40% bonds. This was considered the Goldilocks portfolio. This is approximately the allocation we […]
As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market territory, meaning that it had dropped 20% from the high it posted in December 2021. Several headlines have been talking about the market entering bear market territory. I thought it […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_78.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review another helpful book about financial planning. The New Retirementality by Mitch Anthony. You can save yourself the time of reading the book by listening to this episode instead – or it may spark your interest enough to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_77.mp3Podcast: Play in new window | DownloadAn I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest paid by an I Bond is linked to current inflation. They grabbed headlines at the beginning of May when it was announced that the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_72.mp3Podcast: Play in new window | DownloadHave you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they both have read and resonated with both of them. The book covers a lot of practical advice when it comes to managing your personal […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_71.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They conveniently break the information down for those who are working and those who are retired. So, this information applies to everyone with a tax […]
Markets Have Stabilized The S&P 500 and other major stock indices have stabilized in recent weeks. Not only was the Fed announcement expected, but oil prices and other factors have calmed as well. Investors should also remember that the market has performed exceptionally well over the past several years, despite […]
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