Join Nick and Dave as they discuss concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues that have led to a market decline, pushing the VIX index of

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 well

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 l

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", deb

Episode Overview 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 obstac

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 liste

Today we're braving the waters of politics and marketsa conversation that's becoming more pressing as we advance into March. Watch on YouTube HERE - Main Points of Discussion: The Premature Arrival

The podcast episode focuses on practical strategies for retirees to protect their credit from fraud and identity theft. Watch on YouTube HERE 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. Watch it on YouTube HERE As we kick off the year, we're seeing a flood of self-help