Welcome back to another installment of Retirement Headlines with your hosts, Dave and Nick! In this episode, we provide an overview of the articles we've been reading, offering insights to help listen

Introduction Welcome to another episode of the Kitchen Table Finance Podcast! In this episode, Dave and Nick are joined by our newest associate advisor, Cole Williams. Today, were diving deep into ma

Welcome to another episode of Kitchen Table Finance! Today, we have a very special guest, Scott de Varona, Division Director at MiABLE 529(a) Disability Savings Program & Student Loan Repayment Divisi

Join Dave and Nick as they explore strategies to manage market volatility during retirement. Drawing on behavioral finance principles, they provide practical advice to help you stay the course in turb

Welcome back to our much-anticipated June 2024 edition of Retirement Planning Headlines, where we save you the hassle of combing through endless financial articles. Sometimes even our listeners chim

In this episode, we take a deep dive into the world of target date fundsa topic we've touched on before but never explored in-depth. Inspired by a recent article that sparked some frustration, we dis

In this episode, we take an in-depth look at the market trends and economic indicators of Q2 2024, along with our outlook for Q3. We discuss the overall market performance, the impact of tech stocks,

In this insightful episode, we explore the four fundamental principles to consider when planning your retirement investments. We break down the essential steps to ensure your financial security and pe

Maximizing College Savings with Diane Brewer of Michigan Education Trust - Episode Summary In this episode, we sit down with Diane Brewer, the Executive Director of the Michigan Education Trust (MET),

In this episode, we explore various strategies to create a steady income stream in retirement, tailored to your unique financial situation and goals. We discuss when to take Social Security and dive i