Kitchen Table Finance

Kitchen Table Finance


Latest Episodes

Ep 130 – What Should You Insure?
July 31, 2023

Join Dave and Nick as they talk about different that require insurance and other things that may be an option. Learn some tips on how you may be able to save money on things you might over-insuring. -

Third Quarter 2023 Economic Update and Market Review
July 27, 2023

The year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market continued its current roll last quarter. US stocks, as measured by the

Ep 128 – MSU Case Study – Couple Near Retirement
July 26, 2023

Dave and Nick have another MSU case study for you. This one is a very common scenario that comes up often couples who are nearing retirement and seeking help from a financial advisor. They know they

Ep 127 – Stoic Philosophy and Financial Planning
July 12, 2023

Join Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or so and has been studying. Daves wife got him a book for Christmas on stoic philosophy that was a

Ep 126 – Don’t Fall for These Scams
July 10, 2023

Join Dave and Nick as they talk about cyber security and keeping yourself safe. They go over some of the steps that they take for their clients to make sure that they maintain safety. Watch on YouTube

Ep 125: Does Your Financial Advisor Provide Value?
July 06, 2023

We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to talk about the project hes been working on this summer for us. Cade was tasked with breaking down th

Ep 124: Summer Intern, Cade Campbell, Joins the Show
July 05, 2023

Join Nick as he chats with the SRB summer intern, Cade Cambell, while Dave is on vacation. Watch it on YouTube HERE Cade is a senior at Michigan State studying finance and minoring in insurance and ri

Ep 123: Nick's Best & Worst Personal Money Moves
July 03, 2023

Join Nick and Dave as they discuss Nicks best and worst personal money decisions. In case you missed our last episode where Dave discusses his personal financial best and worst, you can find it here:

Ep 122: Dave's Best and Worst Personal Money Moves
June 30, 2023

Join Dave and Nick as Dave reveals one of the best and worst money decisions hes made over the years. Dont worry, you will hear from Nick soon, as he reveals his own trials with money as well. Peopl

Ep 121: Book Review: “The Soul of Money”
June 02, 2023

Join Dave and Nick as they discuss the book, The Soul of Money by Lynne Twist. Lynne Twist is a global activist and founded The Soul of Money Institute and you can find many of her works on her websit