Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E22.mp3Podcast: Play in new window | DownloadIn this episode, we explore various strategies to create a steady income stream in retirement, tailored to your unique financial situation and goals. We discuss when to take Social Security and dive into investment strategies that can help you maintain financial stability during your […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E17.mp3Podcast: Play in new window | DownloadWelcome back to our much-anticipated April 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. This month, we’ve even had listeners chime in with topics for our deep-dive discussions. Watch on YouTube HERE Articles Discussed in […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E12.mp3Podcast: Play in new window | DownloadIn today’s episode, we dissect the often-debated topic of whether you need an annuity for retirement. With a straightforward approach, we explore annuities with both a small “a” and a capital “A”, debunking common misconceptions and laying bare the good, the bad, and the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E8.mp3Podcast: Play in new window | DownloadThe podcast episode focuses on practical strategies for retirees to protect their credit from fraud and identity theft. Watch on YouTube HERE Episode Highlights: Dave and Nic kick off the episode by emphasizing the significance of credit protection, especially during retirement. It is common […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_149.mp3Podcast: Play in new window | DownloadCongratulations! You made it to retirement. You’ve worked hard, planned hard, saved, and are now enjoying your time. And then, the market dives. What do you do? Watch on YouTube HERE How do you deal with your first market downturn in retirement? Common advice […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_147.mp3Podcast: Play in new window | DownloadThis is episode two in our series of retirement planning headlines and what they may or may not mean for your upcoming retirement. Our little round roundup of things we’ve read over the last couple of weeks that are out there in the media. […]
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_98.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As fee-only financial planners, we always operate as fiduciaries. This means that we are legally obligated to provide advice that is in your best interest. […]
Small changes in savings and spending for younger, working clients can have a big effect on a financial plan because increasing savings often means we can reduce the expected spending needed in retirement. When we set up a financial plan for a new client, often the numbers don’t work well […]
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