Welcome back to our much-anticipated May 2024 edition of Retirement Planning Headlines, where we save you the hassle of combing through endless financial articles. This month, weve even had listene

Episode Summary In this episode, we tackle the pressing issue of rising insurance rates with our special guest, Ben Rathbun. Ben is the President and CEO of Rathbun Insurance Agency, an independent ag

Welcome to another episode of Kitchen Table Finance, where we dive deep into financial strategies to help you make the most out of your retirement. In todays episode, were tackling a common question

Welcome to another enlightening episode of the Kitchen Table Finance podcast! In this episode, Dave and Nick dive deep into the intricate world of relocating during retirement, examining how recent ec

Welcome back to our much-anticipated April 2024 edition of Retirement Planning Headlines, where we save you the hassle of combing through endless financial articles. This month, weve even had liste

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