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
Ep 117: What is Your Ideal Retirement Age?
In today’s episode, we discuss what is your ideal retirement age. We take a look at retirement in the United States and how it’s shifting. Join...
Ep 116: Getting Real About Social Security
We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly younger clients for a...
Ep 115: Review of 2nd Quarter 2023
2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but not positive enough to make up...
Ep 114: Retirement Planning Case Study for an MSU Employee
In today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as we take a look at some of the common scenarios...
Ep 113: Rent or Buy – Move or Stay
We’ve been getting a lot of questions about the housing market. We’ve seen the Fed basically increase interest rates at an accelerated pace over...
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