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
2022 Financial Predictions
Happy New Year! Season Two is starting! Join us, Dave and Nick, as we talk about our 2022 Financial Predictions, and other market predictions to try...
Key Elements of Financial Planning
Join Dave and Nick as they recap the SRB financial planning process and list out the key elements they look at with each client as they walk them through...
Upgrading Your iPhone Really Costs $17K
A recent article in the New York Times, The True Cost of Upgrading Your iPhone, discusses the opportunity cost of spending money on things versus investing...
Economic Update November 2021
It’s that time again – let’s take a look at where our economy is at the end of the year and what we can expect for next quarter. The stock market...
What Issues Should I Consider Before the End of the Year?
The end of the year is 6 weeks away. When it comes to your financials, there are some important things to consider this time of year. Take stock now...
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