Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_76.mp3Podcast: Play in new window | DownloadThere are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about the markets, the economy, and where things are headed. Most of them are making exciting predictions of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_69.mp3Podcast: Play in new window | DownloadAre you starting a new job? Do you have a 401K to roll over? This is the podcast episode for you. About Shotwell Rutter Baer Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_63.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they talk about what the market did overall for 2021, what is going on right now, and what is predicted for 2022. The world is becoming more vaccinated; even with the omicron variant, the rate of death is down […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_60.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they recap the SRB financial planning process and list out the key elements they look at with each client as they walk them through their personalized financial planning goals. Some of the nitty-gritty decision-making things that make a successful […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_58.mp3Podcast: Play in new window | DownloadIt’s that time again – let’s take a look at where our economy is at the end of the year and what we can expect for next quarter. The stock market is up 24.8% (S&P) from last year. A bull market climbs a wall […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_57.mp3Podcast: Play in new window | DownloadThe end of the year is 6 weeks away. When it comes to your financials, there are some important things to consider this time of year. Take stock now and be sure you don’t miss any important deadlines. Listen to the entire episode for […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_55.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success This is the step where we actually start to build solutions and recommendations for the client. This isn’t us making recommendations from on high, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_54.mp3Podcast: Play in new window | DownloadAmy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube HERE If you are just joining us now, please go back and listen to the first 4 steps so you are all caught up. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_52.mp3Podcast: Play in new window | DownloadWe are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund Advisors. Dr. Lupescu explains how to design and implement portfolios that take into account environmental, social, and corporate governance factors. He is a great […]
Welcome, Kirt Runyan! We are excited to announce that Kirt Runyan has joined our team, working as an Administrative Assistant in our Lansing office. While he is new to the financial planning industry, he has extensive customer service and administrative experience. He is helping to: schedule client meetings sends follow-up […]
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