Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep41.mp3Podcast: Play in new window | DownloadIn this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the next four years. With Dave on vacation, Cole Williams, our associate advisor, steps in to discuss the implications of the presidential election and the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep40.mp3Podcast: Play in new window | DownloadWe read the news so you don’t have to! Welcome to your October roundup of retirement headlines—a month bursting with insights and strategies that could redefine your retirement planning. Whether you’re a retiree navigating the nuances of financial security, or an investor seeking to […]
I’ve barely gotten used to writing 2024 when I put the date on something, and we’re already well into the year’s fourth quarter. We’re already making Thanksgiving plans and talking about Christmas travel. Here in northern Michigan, the weather has turned very November, making sure we don’t forget that time […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep38.mp3Podcast: Play in new window | DownloadIn this thought-provoking episode, we explore the intriguing concept laid out in Bill Perkins’ book “Die With Zero,” which challenges traditional notions of retirement savings and spending. Join us as we discuss whether you should aim to spend your money before you die, and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep36.mp3Podcast: Play in new window | DownloadIn this enlightening episode, we take a deep dive into Dr. Peter Attia’s compelling book, Outlive: The Science and Art of Longevity. Join us as we explore the intersection of healthspan and lifespan, unpack Attia’s vision of Medicine 2.0 and 3.0, and discuss the […]
The longer I practice financial planning, the more I understand that if you don’t preserve your health in retirement, all our talk of goals and spending plans is for naught. You can’t travel, enjoy time with your grandkids, or generally remain active if you do not preserve your health. Furthermore, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep34.mp3Podcast: Play in new window | DownloadIn this episode we explore the latest developments in retirement planning, focusing on the implications of recent Federal Reserve actions and how they affect cash strategies for retirees. Join us as we break down the key points and provide practical advice for navigating these […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep33.mp3Podcast: Play in new window | DownloadIn this episode, we tackle the alarming rise of investment fraud targeting retirees. Cole Willams joins us again to discuss the increasing prevalence of scams, driven by economic hardships and advanced AI technologies, and offer practical advice on protecting your finances from fraudulent schemes. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep31.mp3Podcast: Play in new window | DownloadWelcome back to another installment of Retirement Headlines with your hosts, Dave and Nick! In this episode, we provide an overview of the articles we’ve been reading, offering insights to help listeners understand what’s happening in the retirement landscape. 1. Wall Street Journal Article […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_s3_Ep_30.mp3Podcast: Play in new window | DownloadIntroduction Welcome to another episode of the Kitchen Table Finance Podcast! In this episode, Dave and Nick are joined by our newest associate advisor, Cole Williams. Today, we’re diving deep into making smart housing decisions during retirement—a topic that’s crucial for anyone looking to […]
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