Kitchen Table Finance

Pull up a chair with David and Nick for warm, real conversations about money, purpose, and building the life you truly want. Focused on clarity and confidence, they help you move from uncertainty to a plan rooted in your values. Whether you’re a lifelong

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Recent Episodes

S3E33 – Dealing with Investment Fraud in Retirement

Posted September 19, 2024

In this episode, we tackle the alarming rise of investment fraud targeting retirees. Cole Willams joins us again to discuss the increasing prevalence...

S3E32 – Helping Your Kids Understand Student Loans

Posted September 9, 202400:21:46

In this episode, we tackle the complex world of student loans and how to help your kids make informed decisions about their educational financing. From...

S3E31 – August 2024 Retirement Headlines

Posted September 5, 2024

Welcome back to another installment of Retirement Headlines with your hosts, Dave and Nick! In this episode, we provide an overview of the articles...

S3E30 – Making Smart Housing Decisions in Retirement

Posted August 28, 202400:22:20

Introduction

Welcome to another episode of the Kitchen Table Finance Podcast! In this episode, Dave and Nick are joined by our newest associate advisor,...

S3E29 – Special Guest – Scott de Varona with MiABLE

Posted August 20, 202400:36:57

Welcome to another episode of Kitchen Table Finance! Today, we have a very special guest, Scott de Varona, Division Director at Mi