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