Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_144.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they try something new today on the show. Watch on YouTube HERE We hope this catches on and we can continue to do this on a regular basis. Both of us do a fair amount of reading when it […]
A client asked me last week why the stock market goes down when interest rates are rising. This is a good question and is a fundamental part of understanding the markets, so I thought it would make sense to take a minute and write down a simple explanation. While there […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_139.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss a few of their favorite movies about money. Do you have any to add to the list? Drop them in the comments. Watch on YouTube Here Here is a list of the movies discussed in this episode […]
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey around with stocks and bonds? After all, right now you can earn around 5% in a money market fund or lock in 5.5% for a year in a certificate of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_137.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they walk you through how to decipher and decode all the information that comes at us in the media regarding finances. Watch on YouTube HERE This is something we both talk about with our clients on a regular basis. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_135.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets too big. This is inspired by the article My ‘Too Hard’ Pile Is Pretty Big by Christine Benz in the Morningstar publication about personal […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_134.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they talk about money scripts and how they might be affecting your financial plan. They also cover things that you can do to kind of recognize and move forward. Watch on YouTube HERE The guys also reminisce about their […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_127_1_.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or so and has been studying. Dave’s wife got him a book for Christmas on stoic philosophy that was a general overview. He read different […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_125.mp3Podcast: Play in new window | DownloadWe have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to talk about the project he’s been working on this summer for us. Cade was tasked with breaking down the tangible quantifiable return that a […]
by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online portfolio tools and retirement calculators are available online at little cost? Does it make sense to hire a financial advisor? Typical advisors charge a fee between 0.75% to 1.5% of […]
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