Financial Planners
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_109.mp3Podcast: Play in new window | Download Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave and Nick as they discuss the all-important risk tolerance. This is a big subject and comes up all the time when we’re working […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_108.mp3Podcast: Play in new window | DownloadDave and Nick are joined by Ashley Sajor, Associate Financial Planner here at Shotwell Rutter Baer. Ashley started her career at SRB as an intern and after graduating from MSU became a full-time employee. Check out Ashley’s previous visit to our show in the episode […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_106.mp3Podcast: Play in new window | Download Nick and Dave discuss the difference between, “I want to be financially responsible” versus “I’m going to try to keep a budget this year.” If you’re starting from the standpoint of already being a financially responsible person, then budgeting is just part of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_105.mp3Podcast: Play in new window | DownloadThe debt ceiling debate has been front and center lately, so we thought we’d share this article from our partners at Clearnomics discussing this issue and how it may impact markets. Over the past week, there has been nonstop news coverage of the federal […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_103.mp3Podcast: Play in new window | DownloadThis is a pretty common question for our clients t ask in December and January. We’re in an industry where everybody loves to make bold predictions and there’s not a lot of accountability around what happens. Well, we need to be careful with that. If […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_99.mp3Podcast: Play in new window | Download You might have to dig a little deep in 2022 but we found some things outside of football and nice fall weather to be thankful for. Saying it’s been kind of a rough year might be the understatement of the century. It has been […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_95.mp3Podcast: Play in new window | DownloadDave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if they agree. Are the numbers accurate? How can you calculate what you actually need? Listen to the full episode to learn the Kitchen Table […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_92.mp3Podcast: Play in new window | DownloadWhat is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about marketing timing and their thoughts on it. People often ask us if they should sell their stock investments and “wait until the market is […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_91.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review the Student Debt Relief Plan and go over some options. Here are the main points from this episode: $10,000 of student loan forgiveness for Federal student loan borrowers (and $20,000 for borrowers who received a Pell Grant […]
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