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

S3E18 – Relocating During Retirement

Posted May 20, 2024 • 00:25:11

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...

S3E17 – Retirement Planning Headlines – April 2024

Posted May 13, 2024 •

Welcome back to our much-anticipated April 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless...

S3E16 – Navigating Market Pullbacks and Geopolitical Risk In Retirement

Posted May 6, 2024 •

Join Nick and Dave as they discuss concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues that have...

S3E15 -Q1 2024 Review and Q2 Outlook

Posted April 29, 2024 •

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...

S3E14 – Why Diversify Your Retirement Portfolio

Posted April 15, 2024 • 00:19:14

Welcome to our latest episode where we explore the complexities and considerations behind diversification of investment portfolios, particularly during...