Kitchen Table Finance

Health insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides about marketplace coverage before 65, Medicare at 65, and how to compare real…

Taxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In this episode of Kitchen Table Finance, Nick sits down with Matt Cooper, CP…

Welcome back to Kitchen Table Finance, the podcast where we serve up bite-sized financial advice to simplify your money and your life. Pull up a chair with hosts Dave Shotwell and Nick Nauta as they …

When a grandchild arrives, it’s more than a joyful addition to the family — it can also bring new considerations for your retirement plan. In this episode of Kitchen Table Finance, Dave shares his ow…

Welcome back to Kitchen Table Finance with hosts Dave Shotwell and Nick Nonna! In this quarterly market update, Dave and Nick walk through the rollercoaster that was Q2 2025. From unexpected returns …

With Michigan State University announcing potential layoffs and buyouts, financial anxiety is growing—not just in East Lansing, but across many university communities. In this episode, Dave and Nick …

When the kids move out and the house gets quieter, life—and your finances—enter a whole new chapter. In this episode, Dave and Nick talk about the often-overlooked financial opportunities (and pitfal…

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 Security panic, long-term care planning, and yes—…

It’s been a bumpy ride in the markets this spring, and in this episode, Dave and Cole (filling in for Nick) sit down to talk through what …

In this episode, Dave and Nick dive into one of the most overlooked—but absolutely essential—parts of retirement planning: how to actually enjoy it.

You’ve spent decades saving, investing, and workin…

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 Nick tackle one of the biggest financial questions for reti…

Roth Conversions: Worth It or Not?

Welcome back to the Kitchen Table! In today’s episode, Dave and Nick take a deeper dive into the world of Roth conversions—what they are, how they work, and whether…

Hosts: Nick and guest advisor Cole Williams
Special Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully catching trout and not taxes).

In this episode of Kitchen Table Finan…

Welcome back, friends!
Today, Dave and Nick roll up their sleeves and dive into the wild and wonderful world of retirement headlines from March and April. Think of it as your financial cliff notes — s…

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 wins to U.S. economic uncertainty, they break do…

Join hosts Nick and Dave as they dig into one of the most important aspects of financial planning for retirees: when and how to adjust your retirement income. Whethe…

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 behind the numbers. If you’re retired or nearing retir…

Join us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB intern and aspiring financial planner, to learn more about his background, experie…

Retirement planning isn’t just about getting to retirement—it’s about making sure your income lasts through retirement. In this episode, Dave and Cole break down how to adjust your retirement income …