Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_123.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss Nick’s best and worst personal money decisions. In case you missed our last episode where Dave discusses his personal financial best and worst, you can find it here: Ep 122: Dave’s Best and Worst Personal Money Moves Watch […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_121.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the book, The Soul of Money by Lynne Twist. Lynne Twist is a global activist and founded The Soul of Money Institute and you can find many of her works on her website there, including her book. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_120.mp3Podcast: Play in new window | DownloadWelcome back to another episode, and another MSU case study. Last time we discussed a married couple who are both MSU professors and have two teenage children. You can find that episode here: Ep 114: Retirement Planning Case Study for an MSU Employee. This time, we […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_119.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them. You can find links to the resources below. The Kitchen Table Finance Podcast Christine Benz at Morningstar. Practical portfolio and retirement planning advice from […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_118.mp3Podcast: Play in new window | DownloadTwelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month intervals. Basically May to November and then November to the following May or April. A year ago at this time as inflation was raging, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_116.mp3Podcast: Play in new window | Download We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly younger clients for a while but it seems to becoming more prominent. There are more headlines around social security and its future. Watch […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_115.mp3Podcast: Play in new window | Download2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the frustrating previous 12 months. While inflation still appears to be slowing, there is plenty of uncertainty […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_114.mp3Podcast: Play in new window | DownloadIn today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as we take a look at some of the common scenarios that come up in a case like this when we’re helping people create their […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_113.mp3Podcast: Play in new window | DownloadHow to make housing decisions in a rising rate environment. We’ve been getting a lot of questions about the housing market. We’ve seen the Fed basically increase interest rates at an accelerated pace over the last year. And they are looking to still continue […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_110.mp3Podcast: Play in new window | DownloadWe have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why she became a financial planner. Ashley is one of the newest members of our team and started off as an intern while she was […]
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