Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep35.mp3Podcast: Play in new window | Download Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews Nick about how life planning has become a core part of the SRB client process. Nick shares how training with George Kinder and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep7.mp3Podcast: Play in new window | DownloadEpisode Summary In this episode, Dave and Nick discuss George Kinder’s Financial Life Planning Process and how it applies to retirement savings. They explore how financial planning goes beyond numbers and investments—it’s about aligning financial decisions with what truly matters to you. They also […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_11.mp3Podcast: Play in new window | DownloadLife Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams. We often don’t give ourselves the time and space to really think about what we want for our lives now, in the near future, […]
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