Kitchen Table Finance

In this episode, we kick off with a warm welcome and jump straight into our Q1 quarterly review followed by the Q2 outlook. Despite entering the year on a shaky start, Q1 turned out exceptionally wel…

Welcome to our latest episode where we explore the complexities and considerations behind diversification of investment portfolios, particularly during retirement. In this in-depth discussion, we lay…

Welcome to this episode of Kitchen Table Finance where we’re joined by our energetic and insightful spring 2024 intern, Cole Williams. With a few weeks under his belt, Cole shares his experience and …

In 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”, de…

In this pivotal episode of the “Kitchen Table Finance” podcast, Dave and Nick explore the concept of a “Strategic Reliable Blueprint” and how to effectively identify and tackle obsta…

Welcome back to our much-anticipated March 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. This month, we’ve even had list…

Today we’re braving the waters of politics and markets—a conversation that’s becoming more pressing as we advance into March.

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• The Premature Arrival of…

The podcast episode focuses on practical strategies for retirees to protect their credit from fraud and identity theft.

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Episode Highlights:

• Dave and Nic kick off the episode by …

Hey there! Curious about the latest buzz in retirement, planning, and news? Let’s dive in and break it down for you.

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As we kick off the year, we’re seeing a flood of self-hel…

Join Dave and Nick as they discuss an article at DFA Dimensional Fund Advisors about some ETFs, some exchange-traded funds that were created and didn’t fare very well.

When a fund company creates a n…

Join Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio.  Or should you?  Do you need to? How do you think about your retirement portfol…

We’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news.  The SEC has now decided that Bitcoin and similar cryptocurrencies are going to be saved. …

This episode is part of our series of retirement planning headlines and what they may or may not mean for your upcoming retirement. Our little roundup of things we’ve read over the last couple of wee…

Join Dave and Nick as they review 2023’s fourth-quarter economy and give a current market update.

We do this once a quarter to go through and see what happened last quarter and talk about what that p…

Join Dave and Nick as they close out Season 2 of Kitchen Table Finance. They discuss setting realistic market expectations, especially in retirement.

Well, the…

Congratulations! 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?

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A lot of people might think it is the Christmas season, but as investors for the past twenty or so years, it also means that there are some different opinions on the market during this time of year.

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This 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 o…

When it comes to retirement planning, what are your key numbers? How often should you review them?

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In today’s world, there’s a lot of different numbers out there. There are a lo…

Join 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 f…