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

Ask A Financial Advisor Anything – Part 3

Posted August 29, 2022 • 00:27:20

Join Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are probably things you...

Second Quarter 2022 Market Review and Economic Outlook

Posted July 26, 2022 • 00:19:09

We’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends at East Bay Investment...

Financial Documents an 18 Year Old Needs

Posted July 18, 2022 • 00:43:40

Join us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special guest, Molly Petitjean,...

What to do When Your Child Turns 18

Posted July 18, 2022 • 00:22:44

We have a special guest today, Camryn Nauta. She is Nick’s daughter who is a recent high school grad and is seventeen. She graduated with very high...

Is the 60 – 40 Portfolio Dead?

Posted July 18, 2022 • 00:15:36

Join Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is, it is an industry-standard portfolio...