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
S4E18 – What to Know About Taxes in Retirement
Hosts: Nick and guest advisor Cole Williams
Special Guest Absence: Dave is off living his best life in Bozeman,...
S4E17 – April 2025 Retirement Headlines
Welcome back, friends!
Today, Dave and Nick roll up their sleeves and dive into the wild and wonderful world of retirement...
S4E16 – 2025 Quarter One Market Review and Outlook
In this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of the first quarter of 2025. From global diversification...
S4E15 – When to Adjust Your Retirement Income
Welcome to Kitchen Table Finance!
Join hosts Nick and Dave as they dig into one of the most important aspects of financial planning...
S4E14 – How Retirees Can Handle Emotions of a Down Market
In this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something just as important—the emotions...
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