Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_89.mp3Podcast: Play in new window | DownloadIt’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale. When the markets fall, people cut back on contributions to retirement accounts and repeatedly miss out on a golden opportunity to buy shares at […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_88.mp3Podcast: Play in new window | DownloadThe guys are back! Get ready for Part 4 of Ask Ask A Financial Advisor Anything – Part 4a Financial Advisor Anything! Check out our listener questions below and listen to the episode to hear the answers. Got a question? Send it to info@SRBadvisors.com […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_87.mp3Podcast: Play in new window | DownloadJoin Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are probably things you are also wondering about. Check it out! Here are the questions: #1. I lost almost half of my retirement in the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_85.mp3Podcast: Play in new window | DownloadJoin us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special guest, Molly Petitjean, a Lansing area attorney, who joins us to answer questions about preparing an 18-year-old for their financial future. This episode sparked […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_84.mp3Podcast: Play in new window | DownloadWe have a special guest today, Camryn Nauta. She is Nick’s daughter who is a recent high school grad and is seventeen. She graduated with very high honors and will be attending Michigan State University in the Fall. Camryn is our special guest and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_83.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is, it is an industry-standard portfolio that contains 60% stocks and 40% bonds. This was considered the Goldilocks portfolio. This is approximately the allocation we […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_74.mp3Podcast: Play in new window | DownloadIt’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has been. Last week our friends at East Bay Investment Solutions published their investment commentary for the first quarter of 2022. They note that the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_73.mp3Podcast: Play in new window | DownloadWe don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_72.mp3Podcast: Play in new window | DownloadHave you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they both have read and resonated with both of them. The book covers a lot of practical advice when it comes to managing your personal […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_71.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They conveniently break the information down for those who are working and those who are retired. So, this information applies to everyone with a tax […]
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