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Investment Planning

Year End Checklist For Your Retirement Portfolio

Year-End Checklist For Your Retirement Portfolio

I’ve barely gotten used to writing 2024 when I put the date on something, and we’re already well into the year’s fourth quarter. We’re already making Thanksgiving plans and talking about Christmas travel. Here in northern Michigan, the weather has turned very November, making sure we don’t forget that time […]

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Cash and Elections

S3E34 – Retirement Planning Updates: Cash and Elections

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep34.mp3Podcast: Play in new window | DownloadIn this episode we explore the latest developments in retirement planning, focusing on the implications of recent Federal Reserve actions and how they affect cash strategies for retirees. Join us as we break down the key points and provide practical advice for navigating these […]

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S3E14 – Why Diversify Your Retirement Portfolio

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E14.mp3Podcast: Play in new window | DownloadWelcome to our latest episode where we explore the complexities and considerations behind diversification of investment portfolios, particularly during retirement. In this in-depth discussion, we lay out compelling market analyses, historical comparisons, and thought-provoking strategies for investors looking to optimize their financial planning. Watch […]

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Annuities in Retirement

S3E12 – Annuities and Insuring Your Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E12.mp3Podcast: Play in new window | DownloadIn today’s episode, we dissect the often-debated topic of whether you need an annuity for retirement. With a straightforward approach, we explore annuities with both a small “a” and a capital “A”, debunking common misconceptions and laying bare the good, the bad, and the […]

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S3E7 – Retirement Planning News February 2024

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E7.mp3Podcast: Play in new window | DownloadHey there! Curious about the latest buzz in retirement, planning, and news? Let’s dive in and break it down for you. Watch it on YouTube HERE As we kick off the year, we’re seeing a flood of self-help articles on fixing your life. It’s […]

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Bitcoin and crypto in retirement porfolios

S3E4 – Should You Add Bitcoin to Your Retirement Portfolio?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E4.mp3Podcast: Play in new window | DownloadWe’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news.  The SEC has now decided that Bitcoin and similar cryptocurrencies are going to be saved. There are a handful of them that took them […]

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Ep 149 – Your First Market Downturn in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_149.mp3Podcast: Play in new window | DownloadCongratulations! You made it to retirement. You’ve worked hard, planned hard, saved, and are now enjoying your time. And then, the market dives. What do you do? Watch on YouTube HERE How do you deal with your first market downturn in retirement? Common advice […]

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Ep 144 Retirement Planning Headline Review

Ep 144: Retirement Planning Headline Review

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_144.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they try something new today on the show. Watch on YouTube HERE We hope this catches on and we can continue to do this on a regular basis. Both of us do a fair amount of reading when it […]

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Third Quarter 2023 Economic Updated And Market Review

Third Quarter 2023 Economic Update and Market Review

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_129.mp3Podcast: Play in new window | DownloadThe year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market continued its current roll last quarter. US stocks, as measured by the Russell benchmarks, were positive across the board for the quarter, year to […]

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