In this episode, Dave and Nick (back from vacation) tackle a wide mix of financial headlines so you dont have to. From stock market shifts to Social Security panic, long-term care planning, and yese

Riding the Market Roller Coaster: Lessons from a Wild Spring Its been a bumpy ride in the markets this spring, and in this episode, Dave and Cole (filling in for Nick) sit down to talk through what h

In this episode, Dave and Nick dive into one of the most overlookedbut absolutely essentialparts of retirement planning: how to actually enjoy it. Youve spent decades saving, investing, and working

Welcome back to Kitchen Table Finance, where we serve up bite-sized financial wisdom with a side of common sense. In this episode, Dave and Nick tackle one of the biggest financial questions for retir

Roth Conversions: Worth It or Not? Welcome back to the Kitchen Table! In todays episode, Dave and Nick take a deeper dive into the world of Roth conversionswhat they are, how they work, and whether

Hosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully catching trout and not taxes). In this episode of Kitchen Table Financ

Welcome back, friends!Today, Dave and Nick roll up their sleeves and dive into the wild and wonderful world of retirement headlines from March and April. Think of it as your financial cliff notes so

In this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of the first quarter of 2025. From global diversification wins to U.S. economic uncertainty, they break dow

Welcome to Kitchen Table Finance! Join hosts Nick and Dave as they dig into one of the most important aspects of financial planning for retirees: when and how to adjust your retirement income. Whether

In this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something just as importantthe emotions behind the numbers. If youre retired or nearing retire