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

Recent Episodes

Ep 142: How will Artificial Intelligence Impact Your Portfolio

Posted November 6, 2023 • 00:17:58

Join Nick and Dave as they discuss how the all-encompassing world of artificial intelligence may affect your investment portfolio.

Watch on YouTube...

140: Why Don’t We Just Put Everything in CDs?

Posted October 19, 2023 • 00:17:17

Join Nick and Dave as they address some questions they have received recently about interest rates and CDs.

Interest rates are looking pretty...

Ep 141: 3rd Quarter 2023 Economic Review and Current Market Update

Posted October 19, 2023 • 00:24:06

Join Nick and Dave for their 3rd Quarter 2023 Economic and Market Update.

Watch this episode on YouTube

Ep 139: Our Favorite Movies about Money

Posted October 9, 2023 • 00:23:34

Join Dave and Nick as they discuss a few of their favorite movies about money. Do you have any to add to the list? Drop them in the comments.

Watch...

Ep 138: MSU Case Study: Retired Couple with Plenty for Retirement

Posted October 2, 2023 • 00:31:13

Join Dave and Nick for another helpful MSU Case study. This time they review retirement options for a retired couple with more than enough for retirement.