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

Step Seven - Build

Posted November 8, 2021 • 00:18:50

Join Dave and Nick as they discuss Step Six of the Strategic Reliable Blueprint for your financial success. The build - the action - to make it all...

Step Six - Strategy

Posted November 8, 2021 • 00:20:54

Join Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success.

Step Five - Organization

Posted October 27, 2021 • 00:24:10

Amy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process.

Step Four - Obstacles

Posted October 22, 2021 • 00:24:25

Join Nick and Dave as they continue their podcast series on each step of the Strategic Reliable Blueprint. If you are just joining us now, please go...

ESG Investing + Webinar

Posted October 14, 2021 • 00:21:29

We are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund Advisors. Dr....