Tags first quarter S3E15 -Q1 2024 Review and Q2 Outlook srb April 29, 2024 In this episode, we kick off with a warm welcome and jump straight into our Q1 quarterly review followed by
Tags diversification S3E14 – Why Diversify Your Retirement Portfolio srb April 15, 2024 Welcome to our latest episode where we explore the complexities and considerations behind diversification of investment portfolios, particularly during retirement.
Tags Cole Williams S3E13 – A Conversation with Summer Intern Cole Williams srb April 10, 2024 Welcome to this episode of Kitchen Table Finance where we’re joined by our energetic and insightful spring 2024 intern, Cole
Tags Kitchen Table Finance S3E11 – Strategic Reliable Blueprint – Obstacles Meeting srb April 2, 2024 Episode Overview In this pivotal episode of the “Kitchen Table Finance” podcast, Dave and Nick explore the concept of a
Tags financial planning S3E10 – Retirement Planning Headlines – March 2024 srb April 1, 2024 Welcome back to our much-anticipated March 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing
Tags 2024 election S3E9 – How the 2024 Presidential Election Could Affect the Stock Market srb March 18, 2024 Today we’re braving the waters of politics and markets—a conversation that’s becoming more pressing as we advance into March. Watch
Tags financial planning S3E7 – Retirement Planning News February 2024 srb February 26, 2024 Hey there! Curious about the latest buzz in retirement, planning, and news? Let’s dive in and break it down for
Tags EFTs S3E6 – Marketing EFTs To Attract Investors srb February 26, 2024 Join Dave and Nick as they discuss an article at DFA Dimensional Fund Advisors about some ETFs, some exchange-traded funds
Tags Allocation Changes S3E5 – When Should You Make Changes to Your Retirement Portfolio? srb February 19, 2024 Join Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio.Â
Tags bitcoin S3E4 – Should You Add Bitcoin to Your Retirement Portfolio? srb February 5, 2024 We’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news.Â