Financial Planners
The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the frustrating previous 12 months. While inflation still appears to be slowing, there is plenty of uncertainty around interest rates and the Federal Reserve’s ability to slow the economy just enough […]
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_115.mp3Podcast: Play in new window | Download2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the frustrating previous 12 months. While inflation still appears to be slowing, there is plenty of uncertainty […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_114.mp3Podcast: Play in new window | DownloadIn today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as we take a look at some of the common scenarios that come up in a case like this when we’re helping people create their […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_113.mp3Podcast: Play in new window | DownloadHow to make housing decisions in a rising rate environment. We’ve been getting a lot of questions about the housing market. We’ve seen the Fed basically increase interest rates at an accelerated pace over the last year. And they are looking to still continue […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_110.mp3Podcast: Play in new window | DownloadWe have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why she became a financial planner. Ashley is one of the newest members of our team and started off as an intern while she was […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_109.mp3Podcast: Play in new window | Download Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave and Nick as they discuss the all-important risk tolerance. This is a big subject and comes up all the time when we’re working […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_107.mp3Podcast: Play in new window | Download Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming a financial planner. Dave, “I started basically looking for a job and did not have a true career path. I happened to meet […]
We have the messy year that was 2022 in the rearview mirror and we’re looking ahead to 2023. Inflation, Federal Reserve interest rate hikes, and Russia’s invasion of Ukraine drove the markets last year. If you’d like to hear our podcast episode on this topic, click here. As we look […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_102_1_.mp3Podcast: Play in new window | DownloadNick was asked recently why he liked being a financial planner. He and Dave both agree that this is an important question to ask your financial planner or anyone who is going to help you with your money. Nick tells a story about how […]
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