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
What is an I Bond?
An I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest paid by an I Bond is linked to current inflation....
The Two Most Important Stock Market Charts
There are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about...
Guest Ian Richardson – Reviewing Cybersecurity
Join us as we talk with guest Ian Richardson, who is a partner at Richardson and Richardson Consulting and the CEO of Doberman Technologies. We talk...
Reviewing the 1st Quarter of 2022
It’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has been. Last week our friends at East Bay Investment...
What is a Fee-Only Financial Planner?
We don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients...
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