Financial Planners
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E2.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review 2023’s fourth-quarter economy and give a current market update. We do this once a quarter to go through and see what happened last quarter and talk about what that potentially means for the future. Watch on YouTube […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_145.mp3Podcast: Play in new window | DownloadWhen it comes to retirement planning, what are your key numbers? How often should you review them? Watch on YouTube HERE In today’s world, there’s a lot of different numbers out there. There are a lot of different things that you can stress about. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_146.mp3Podcast: Play in new window | DownloadJoin Dave and Nick for a special Thanksgiving Episode where they talk about what they are thankful for, the Markets, what’s good for retirees, and financial planning. We’ve got a lot to be thankful for as investors and financial planners this year despite the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_144.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they try something new today on the show. Watch on YouTube HERE We hope this catches on and we can continue to do this on a regular basis. Both of us do a fair amount of reading when it […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_140.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they address some questions they have received recently about interest rates and CDs. Interest rates are looking pretty good, especially when you start driving around town and seeing billboards for 6 % twelve-month CDs. So part of the questions […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_141.mp3Podcast: Play in new window | DownloadJoin Nick and Dave for their 3rd Quarter 2023 Economic and Market Update. Watch this episode on YouTube HERE You can read the in-depth blog article HERE Our portfolio managers at East Bay Investment Solutions provide us every quarter with what they consider the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_139.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss a few of their favorite movies about money. Do you have any to add to the list? Drop them in the comments. Watch on YouTube Here Here is a list of the movies discussed in this episode […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_138.mp3Podcast: Play in new window | DownloadJoin Dave and Nick for another helpful MSU Case study. This time they review retirement options for a retired couple with more than enough for retirement. Watch on YouTube HERE Check out our past case studies and you might find one that fits your […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_137.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they walk you through how to decipher and decode all the information that comes at us in the media regarding finances. Watch on YouTube HERE This is something we both talk about with our clients on a regular basis. […]
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