Tags Financial advisors S4E18 – What to Know About Taxes in Retirement srb May 5, 2025 Hosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully
Tags financial planners S4E15 – When to Adjust Your Retirement Income srb April 16, 2025 Welcome to Kitchen Table Finance! Join hosts Nick and Dave as they dig into one of the most important aspects
Tags Financial advisors S4E12 – How to Adjust Your Retirement Income srb April 2, 2025 Retirement planning isn’t just about getting to retirement—it’s about making sure your income lasts through retirement. In this episode, Dave
Tags CFP S4E10 – CFP vs. ChatGPT for Retirement Planning srb March 17, 2025 In this special episode, Nick and Cole put artificial intelligence to the test in a fun and insightful financial planning
Tags retirement S4E8 – Traveling in Retirement srb March 5, 2025 Episode Summary In this episode, we welcome Kim Barber from Globetrotter Travel to discuss planning and budgeting for travel in
Tags Investment Principles S4E6 – Going from a Saver to a Spender in Retirement srb February 20, 2025 Episode Summary Retirement isn’t just a financial transition—it’s a psychological one too. After years of saving and accumulating wealth, shifting
Tags diversification S4E3 – Lifeboat Drills: Preparing for Market Downturns Before They Happen srb February 3, 2025 Episode Summary In this episode of Kitchen Table Finance, Dave and Nick dive into the importance of financial “lifeboat drills”—preparing
Tags Fraud S3E46 – Preventing Identity Theft in Retirement srb December 30, 2024 Identity theft and fraud can pose significant risks to retirees, especially as scammers adapt their methods to exploit those aged
Tags Election Results S3E41 – Retirement and Markets Over the Next Four Years srb November 19, 2024 In this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the
Tags 4 Horseman of Chronic Disease S3E36 – Book Review – Outlive: The Science and Art of Longevity srb October 14, 2024 In this enlightening episode, we take a deep dive into Dr. Peter Attia’s compelling book, Outlive: The Science and Art