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

S3E3 – Retirement Planning News – Dec & Jan

Posted January 29, 2024

This episode is part of our series of retirement planning headlines and what they may or may not mean for your upcoming retirement. Our little roundup...

S3E2 – 4th Quarter 2023 Economic Review

Posted January 22, 2024

Join Dave and Nick as they review 2023’s fourth-quarter economy and give a current market update.

We do this once a quarter to go through and...

Ep 150 – Realistic Market Expectations for Retirement

Posted January 8, 202400:19:41

Join Dave and Nick as they close out Season 2 of Kitchen Table Finance. They discuss setting realistic market expectations, especially in retirement.

What...

Ep 149 – Your First Market Downturn in Retirement

Posted December 22, 202300:32:00

Congratulations! You made it to retirement. You’ve worked hard, planned hard, saved, and are now enjoying your time. And then, the market dives. What...

Ep 148 – Will Seasonal Market Patterns Affect Your Retirement?

Posted December 18, 202300:17:56

A lot of people might think it is the Christmas season, but as investors for the past twenty or so years, it also means that there are some different...