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

S3E8 – How to Protect Your Credit in Retirement

Posted March 13, 2024 •

The podcast episode focuses on practical strategies for retirees to protect their credit from fraud and identity theft.

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S3E7 – Retirement Planning News February 2024

Posted February 26, 2024 • 00:23:01

Hey there! Curious about the latest buzz in retirement, planning, and news? Let’s dive in and break it down for you.

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S3E6 – Marketing EFTs To Attract Investors

Posted February 26, 2024 • 00:19:09

Join Dave and Nick as they discuss an article at DFA...

S3E5 – When Should You Make Changes to Your Retirement Portfolio?

Posted February 19, 2024 • 00:18:20

Join Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio. Or should you? Do you need...

S3E4 – Should You Add Bitcoin to Your Retirement Portfolio?

Posted February 5, 2024 • 00:21:46

We’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news. The SEC has now decided that Bitcoin...