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

S4E13 – Introducing Nathan Gardner, Intern

Posted April 7, 2025

Join us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB intern and aspiring...

S4E12 – How to Adjust Your Retirement Income

Posted April 2, 2025

Retirement planning isn’t just about getting to retirement—it’s about making sure your income lasts through retirement. In this episode,...

S4E10 – CFP vs. ChatGPT for Retirement Planning

Posted March 17, 2025

In this special episode, Nick and Cole put artificial intelligence to the test in a fun and insightful financial planning battle—CFP vs. ChatGPT!...

S4E8 – Traveling in Retirement

Posted March 5, 2025

Episode Summary

In this episode, we welcome Kim Barber from Globetrotter...