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Kitchen Table Finance

fraud in retirement

S3E33 – Dealing with Investment Fraud in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep33.mp3Podcast: Play in new window | DownloadIn this episode, we tackle the alarming rise of investment fraud targeting retirees. Cole Willams joins us again to discuss the increasing prevalence of scams, driven by economic hardships and advanced AI technologies, and offer practical advice on protecting your finances from fraudulent schemes. […]

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S3E32 - Helping Your Kids Understand Student Loans

S3E32 – Helping Your Kids Understand Student Loans

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep32.mp3Podcast: Play in new window | DownloadIn this episode, we tackle the complex world of student loans and how to help your kids make informed decisions about their educational financing. From the intricacies of different loan types to the pressing issue of loan forgiveness, join us as we break down […]

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August Retirement Headlines

S3E31 – August 2024 Retirement Headlines

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep31.mp3Podcast: Play in new window | DownloadWelcome back to another installment of Retirement Headlines with your hosts, Dave and Nick! In this episode, we provide an overview of the articles we’ve been reading, offering insights to help listeners understand what’s happening in the retirement landscape. 1. Wall Street Journal Article […]

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Housing Decisions in Retirement

S3E30 – Making Smart Housing Decisions in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_s3_Ep_30.mp3Podcast: Play in new window | DownloadIntroduction Welcome to another episode of the Kitchen Table Finance Podcast! In this episode, Dave and Nick are joined by our newest associate advisor, Cole Williams. Today, we’re diving deep into making smart housing decisions during retirement—a topic that’s crucial for anyone looking to […]

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MiAble

S3E29 – Special Guest – Scott de Varona with MiABLE

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep29.mp3Podcast: Play in new window | DownloadWelcome to another episode of Kitchen Table Finance! Today, we have a very special guest, Scott de Varona, Division Director at MiABLE 529(a) Disability Savings Program & Student Loan Repayment Division. We discuss the groundbreaking MiABLE 529 disability savings program. If you’re curious about […]

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Retirement in Times of Market Volatility

S3E28 – Navigating Retirement in Times of Market Volatility

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E28.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they explore strategies to manage market volatility during retirement. Drawing on behavioral finance principles, they provide practical advice to help you stay the course in turbulent times. Key Topics Discussed Market Volatility: The episode begins by discussing recent shifts […]

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S3e25 Cover

S3E25 – Q2 2024 Review and Q3 Outlook

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E25.mp3Podcast: Play in new window | DownloadIn this episode, we take an in-depth look at the market trends and economic indicators of Q2 2024, along with our outlook for Q3. We discuss the overall market performance, the impact of tech stocks, bond market stability, and the intriguing dynamics of the […]

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S3e24 Cover

S3E24 – Four Principles of Retirement Investments

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E24.mp3Podcast: Play in new window | DownloadIn this insightful episode, we explore the four fundamental principles to consider when planning your retirement investments. We break down the essential steps to ensure your financial security and peace of mind as you approach retirement. You can survive when the market twists and […]

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S3e23 Cover

S3E23 – Special Guest Diane Brewer – Director of MET

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_S3_Ep23.mp3Podcast: Play in new window | DownloadMaximizing College Savings with Diane Brewer of Michigan Education Trust Episode Summary In this episode, we sit down with Diane Brewer, the Executive Director of the Michigan Education Trust (MET), to discuss the ins and outs of Michigan’s prepaid 529 college savings plan. Diane […]

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income stream in retirement

S3E22 – How to Create an Income Stream in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E22.mp3Podcast: Play in new window | DownloadIn this episode, we explore various strategies to create a steady income stream in retirement, tailored to your unique financial situation and goals. We discuss when to take Social Security and dive into investment strategies that can help you maintain financial stability during your […]

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