Financial Planners
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_99.mp3Podcast: Play in new window | Download You might have to dig a little deep in 2022 but we found some things outside of football and nice fall weather to be thankful for. Saying it’s been kind of a rough year might be the understatement of the century. It has been […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_97.mp3Podcast: Play in new window | DownloadDave and Nick offer tips on how to check that your financial plan is on track to provide the goals you have for your future and retirement. Your plan should include resources for things that may come up that you are not planning for. […]
When you change jobs or retire, you have the option to roll your retirement plan into an individual retirement account. This is a big decision and often not an easy one. It can be difficult to get impartial advice as both those urging you to roll your funds over to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_96.mp3Podcast: Play in new window | DownloadDave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both of theirs for investing information, especially for those just getting into the investing game. From Amazon: “The good news is that people today expect […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_94_1_.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss some positive things going on in the markets and what you can do with your investments to keep some peace of mind. Things they cover in this episode include: Fixed income yields are the highest they have […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_93.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they talk about what investors can do during a down market, like the one we are experiencing now. The best thing to do is to do nothing, but here are a couple of things that you could consider: Increase […]
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in a bubble whenever it has gone up since their bearish nature leads them to expect it should be down. But what is a bubble, and how should we use the […]
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