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
S3E13 – A Conversation with Summer Intern Cole Williams
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...
S3E12 – Annuities and Insuring Your Retirement
In today’s episode, we dissect the often-debated topic of whether you need an annuity for retirement. With a straightforward approach, we explore...
S3E11 – Strategic Reliable Blueprint – Obstacles Meeting
Episode Overview
In this pivotal episode of the “Kitchen Table Finance” podcast, Dave and Nick explore the concept of a “Strategic Reliable Blueprint”...
S3E10 – Retirement Planning Headlines – March 2024
Welcome back to our much-anticipated March 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless...
S3E9 – How the 2024 Presidential Election Could Affect the Stock Market
Today we’re braving the waters of politics and markets—a conversation that’s becoming more pressing as we advance into March.
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