Financial Planners
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 […]
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_123.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss Nick’s best and worst personal money decisions. In case you missed our last episode where Dave discusses his personal financial best and worst, you can find it here: Ep 122: Dave’s Best and Worst Personal Money Moves Watch […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_122.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as Dave reveals one of the best and worst money decisions he’s made over the years. Don’t worry, you will hear from Nick soon, as he reveals his own trials with money as well. People often assume that because we […]
Every year in late spring, Warren Buffett’s company, Berkshire Hathaway, holds its annual shareholder meeting on a Saturday. This was the first year I’ve actually watched the proceedings (it was raining, and I was on crutches anyway), and they were fascinating. One attendee passing by a CNBC camera on the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_119.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them. You can find links to the resources below. The Kitchen Table Finance Podcast Christine Benz at Morningstar. Practical portfolio and retirement planning advice from […]
The debt ceiling debate has been front and center lately, and will no doubt be a major news story in the coming weeks. We thought we’d share this article and charts from our partners at Clearnomics discussing this issue and how it may impact markets. The federal debt limit is […]
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