Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E15.mp3Podcast: Play in new window | DownloadIn this episode, we kick off with a warm welcome and jump straight into our Q1 quarterly review followed by the Q2 outlook. Despite entering the year on a shaky start, Q1 turned out exceptionally well, building on the achievements of a strong 2023. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E14.mp3Podcast: Play in new window | DownloadWelcome to our latest episode where we explore the complexities and considerations behind diversification of investment portfolios, particularly during retirement. In this in-depth discussion, we lay out compelling market analyses, historical comparisons, and thought-provoking strategies for investors looking to optimize their financial planning. Watch […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E13.mp3Podcast: Play in new window | DownloadWelcome to this episode of Kitchen Table Finance where we’re joined by our energetic and insightful spring 2024 intern, Cole Williams. With a few weeks under his belt, Cole shares his experience and lessons learned while working with our very own David. And surprise, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_S3E11.mp3Podcast: Play in new window | DownloadEpisode Overview In this pivotal episode of the “Kitchen Table Finance” podcast, Dave and Nick explore the concept of a “Strategic Reliable Blueprint” and how to effectively identify and tackle obstacles in planning. The episode uncovers the importance of recognizing unseen solutions, re-envisioning goals […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E10.mp3Podcast: Play in new window | DownloadWelcome back to our much-anticipated March 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. This month, we’ve even had listeners chime in with topics for our deep-dive discussions. Watch on YouTube HERE Key Takeaways […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E9.mp3Podcast: Play in new window | DownloadToday we’re braving the waters of politics and markets—a conversation that’s becoming more pressing as we advance into March. Watch on YouTube HERE Main Points of Discussion: The Premature Arrival of Election Talks: It feels like we just talked about elections, but here we […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E7.mp3Podcast: Play in new window | DownloadHey there! Curious about the latest buzz in retirement, planning, and news? Let’s dive in and break it down for you. Watch it on YouTube HERE As we kick off the year, we’re seeing a flood of self-help articles on fixing your life. It’s […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E6.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an article at DFA Dimensional Fund Advisors about some ETFs, some exchange-traded funds that were created and didn’t fare very well. When a fund company creates a new exchange-traded fund or mutual fund, they’re responding to what […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E5.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio. Or should you? Do you need to? How do you think about your retirement portfolio? Watch on YouTube HERE On this podcast, we’ve talked […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E4.mp3Podcast: Play in new window | DownloadWe’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news. The SEC has now decided that Bitcoin and similar cryptocurrencies are going to be saved. There are a handful of them that took them […]
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