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Investment Planning

2025 Market Predictions

S4E1 – 2025 Market Predictions

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_S4_E1.mp3Podcast: Play in new window | Download Welcome back to Kitchen Table Finance for Season 4! In this highly anticipated episode, Dave and Nick dive into their annual predictions for 2025, reflecting on their 2024 forecasts and offering insights into what might be ahead for the markets, economy, and more. […]

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Lifeboat Drills Financial Planning In The Good Times

Lifeboat Drills: Financial Planning in the Good Times

This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022, and as I write this in early 2025, the economy and the stock market are not showing signs of impending doom. However, when markets go on an extended run there […]

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November Retirement Headlines

S3E45 – November Retirement Planning Headlines

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep44.mp3Podcast: Play in new window | DownloadWe read the news so you don’t have to! Welcome to The Kitchen Table Finance Podcast, the show where we explore the big questions, trends, and stories shaping our lives. Today, we’re diving into the key retirement headlines from November. Retirement isn’t just about […]

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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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Ktf S3e14 Youtube

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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Ktf S3e7 Cover

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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