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

Stress Testing Your Financial Plan

Posted November 16, 202200:17:00

Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals you have for your future and retirement. Your plan...

Book Review: The Investment Answer

Posted November 4, 202200:20:09

Dave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both of theirs for investing information,...

How Much Money Do You Need to Retire?

Posted November 4, 202200:17:09

Dave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if they agree. Are the...

A Positive Way to Look at the Current Market

Posted November 4, 202200:22:02

Join Nick and Dave as they discuss some positive things going on in the markets and what you can do with your investments to keep some peace of mind....

5 Things You Can Do During a Down Market

Posted October 19, 202200:22:44

Join Nick and Dave as they talk about what investors can do during a down market, like the one we are experiencing now. The best thing to do is to do...