Tags capital gains tax S5E10 – Top Tax Mistakes Pre-Retirees Make David Shotwell May 12, 2026 Tax planning is not something that should only happen during tax season. In this episode of Kitchen Table Finance, Dave
Tags behavioral finance S5E6 – Life Planning vs. Traditional Financial Planning srb March 24, 2026 In this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life
Tags down market Roth Conversions in a Down Market srb November 4, 2022 As the old cliché says, when life hands you lemons, you need to make lemonade. The market has been sour
Tags retirement fund What is a Roth Conversion? srb July 15, 2022 A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now