Welcome back to another episode, and another MSU case study. Last time we discussed a married couple who are both MSU professors and have two teenage children.You can find that episode here:Ep 114:

Join Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them. You can find links to the resources below. The Kitchen Table Finance Podcast Christin

Twelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month intervals. Basically May to November and then November to the following May or April. A year

In todays episode, we discuss what is your ideal retirement age. We take a look at retirement in the United States and how its shifting. Join us as we take a dive back to where it came from and how

We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly younger clients for a while but it seems to becoming more prominent. There

2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the frustrating previous 12 months. While infl

In todays episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as we take a look at some of the common scenarios that come up in a case like this when were he

How to make housing decisions in a rising rate environment. Weve been getting a lot of questions about the housing market. Weve seen the Fed basically increase interest rates at an accelerated pace

Last Week Silicon Valley Bank collapsed. Nuveens asset managers noted it was the fastest bank failure in history, the result of management missteps, a challenging interest rate environment, a narrow

Join Dave and Nick as they discuss Secure Act 2.0 and how it make affect you personally. We cherry-picked the most important points that we felt would impact our listeners the most. Background on Sec