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

S4E23 – June 2025 Retirement Headlines

Posted June 23, 202500:32:07

In this episode, Dave and Nick (back from vacation) tackle a wide mix of financial headlines so you don’t have to. From stock market shifts to Social...

S4E22 – We Survived the Spring Volatility, Now What?

Posted June 16, 2025

Riding the Market Roller Coaster: Lessons from a Wild Spring

It’s been a bumpy ride in the markets this spring, and in this episode, Dave and Cole...

S4E21 – How to Plan on Enjoying Retirement

Posted June 2, 2025

In this episode, Dave and Nick dive into one of the most overlooked—but absolutely essential—parts of

S4E20 – Should You Buy a House in Retirement?

Posted May 27, 2025

Welcome back to Kitchen Table Finance, where we serve up bite-sized financial wisdom with a side of common sense. In this episode, Dave and...

S4E19 – Does your Retirement Plan Need a ROTH?

Posted May 12, 2025

Roth Conversions: Worth It or Not?

Welcome back to the Kitchen Table! In today’s episode, Dave and Nick take a deeper dive...