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Investment Planning

Copy Of 124 Summer Intern, Cade Campbell, Joins The Show Cover

Ep 125: Does Your Financial Advisor Provide Value?

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 […]

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124 Summer Intern, Cade Campbell, Joins The Show Cover

Ep 124: Summer Intern, Cade Campbell, Joins the Show

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 […]

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Ep 123 Nick's Best & Worst Personal Money Moves

Ep 123: Nick’s Best & Worst Personal Money Moves

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 […]

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Ep 122 Dave's Best And Worst Personal Money Moves

Ep 122: Dave’s Best and Worst Personal Money Moves

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 […]

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Our Current Thoughts On The Economy May 2023

Our Current Thoughts on the Economy May 2023

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 […]

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Ep 119 Financial Planning Resources Cover

Ep 119: Financial Planning Resources

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 […]

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What The Looming Debt Ceiling Deadline Means For Investors

What the Looming Debt Ceiling Deadline Means for Investors

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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116 Getting Real About Social Security (2)

Ep 116: Getting Real About Social Security

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_116.mp3Podcast: Play in new window | Download We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly younger clients for a while but it seems to becoming more prominent. There are more headlines around social security and its future. Watch […]

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