Kitchen Table Finance

Kitchen Table Finance


Latest Episodes

S3E7 – Retirement Planning News February 2024
February 26, 2024

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

S3E6 – Marketing EFTs To Attract Investors
February 26, 2024

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

S3E5 – When Should You Make Changes to Your Retirement Portfolio?
February 19, 2024

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 portfoli

S3E4 – Should You Add Bitcoin to Your Retirement Portfolio?
February 05, 2024

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. T

S3E3 – Retirement Planning News – Dec & Jan
January 29, 2024

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 weve read over the last couple of week

S3E2 – 4th Quarter 2023 Economic Review
January 22, 2024

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

Ep 150 – Realistic Market Expectations for Retirement
January 08, 2024

Join Dave and Nick as they close out Season 2 of Kitchen Table Finance. They discuss setting realistic market expectations, especially in retirement. What is a realistic market expectation? Well, ther

Ep 149 – Your First Market Downturn in Retirement
December 22, 2023

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? - Watch on YouTube HERE How do you deal

Ep 148 – Will Seasonal Market Patterns Affect Your Retirement?
December 18, 2023

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. -

Ep 147 – Retirement Planning News – November Edition
December 11, 2023

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 of