Kitchen Table Finance
Grab a cup of coffee and join Certified Financial Planner Professionals (tm) David Shotwell and Nick Nauta as they discuss personal finance, retirement planning, portfolios, and how the news of the day might affect your financial plans.
- Update frequency
- every 7 days
- Average duration
- 23 minutes
- Episodes
- 222
- Years Active
- 2020 - 2025
Should I sell my house? Guest: John Douglas, Keller Williams
Your big questions and answers surrounding real estate today and selling a house in the Lansing area are answered by realtor, John Douglas. Tune in!
00:44:25 |
Mon 26 Jul 2021
Getting Launched: Helping Children Manage Money
Get started in managing money as early as possible. Here are some things to think about and how to help your older children set themselves up for success.
00:31:40 |
Mon 12 Jul 2021
Budgeting for Vacation
How are you budgeting for vacation? It’s early summer in Michigan, and for a lot of families that means road trips to up north destinations, cottage rentals on lakes, and, sometimes, too much fudge …
00:17:12 |
Mon 28 Jun 2021
Understanding Stock Market Information
Stock market data is everywhere we turn these days. This episode breaks it down and helps you understand how it works.
00:18:17 |
Thu 17 Jun 2021
Inflation and Your Portfolio
Inflation can impact the financial markets, and we know it has been on the minds of many of our clients. Here is what has been going on.
00:20:39 |
Thu 03 Jun 2021
Investment Real Estate and Rental Properties
Join Dave and Nick as they talk about the pros and cons of investment real estate. Hear Dave's opinion on why he decided he wasn't for him.
00:20:49 |
Tue 01 Jun 2021
Pension Choices
Often in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons and understanding the tradeoffs. Pension choices are one of those questions. If you…
00:24:19 |
Thu 20 May 2021
Is Bitcoin an Investment?
Cryptocurrency, and Bitcoin, in particular, have been a hot topic of conversation in the world of finance. Since we get a lot of questions on the topic, we thought we should address them in this week…
00:18:50 |
Fri 14 May 2021
First Quarter 2021: Market Review and Outlook
Dave and Nick's review of First Quarter 2021. If you have any questions or would like a review of your portfolio and financial plan, contact us today!
00:25:43 |
Thu 06 May 2021
MSU Retirement Plan Basics
Michigan State offers three retirement plans that work together based on how much the employee intends to save. Here are some tips on how to make the most of them. The first two plans work together: …
00:28:52 |
Wed 21 Apr 2021
How to Budget for Academic Year Faculty and Staff at MSU
Budgeting is hard enough for most people, but when you only get paid nine months out of the year, how do you manage your month-to-month expenses? The trick is to budget for the summer during the rest…
00:13:18 |
Wed 21 Apr 2021
How to Financially Help Adult Children
My adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially help adult children all the time from our clients. This is a true kitchen table conversa…
00:30:02 |
Mon 12 Apr 2021
Estate Planning Basics with Special Guest Molly Petitjean
Nick and I interviewed Molly Petitjean, an estate planning attorney with the law office of Buhl, Little, Lynwood, and Harris, PLC in East Lansing, Michigan.
00:40:30 |
Wed 31 Mar 2021
Our Investment Philosophy
Staying invested in a portfolio that is tax-efficient, cost-effective, and takes the appropriate amount of risk is the key to long-term success.
00:25:52 |
Wed 24 Mar 2021
American Rescue Plan
Do you qualify and things you may be able to do in order to maximize your benefits with the current American Rescue Plan.
00:27:28 |
Wed 24 Mar 2021
How Does A Roth IRA Work?
A Roth IRA allows you to put money away long-term. If you are eligible to contribute, it can become a powerful retirement savings vehicle.
00:21:21 |
Mon 08 Mar 2021
Lessons From a Year with Covid
How has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets first felt the impact of the global Coronavirus pandemic. It’s been a crazy year. The marke…
00:19:36 |
Fri 26 Feb 2021
Investing in New Industries
How do you make educated guesses on investing in new industries and which ones are going to pay off? In the early fall of 2019, I got an email from a client asking whether Beyond Meat, a young compan…
00:23:47 |
Tue 23 Feb 2021
Changing for Good Book Club
For our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross, and Carlo DiClemente. This book was first brought to my attention by one of my instruc…
00:28:27 |
Tue 23 Feb 2021
Charitable Giving Strategies
For many of our clients, charitable giving is an important part of financial planning. Here are several strategies to consider.
00:20:29 |
Fri 12 Feb 2021
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