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
Quarterly Market Commentary
Join Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The main investment lesson for 2020 was to stay invested as much as possible. In January 2…
00:26:13 |
Mon 01 Feb 2021
What to do with Stimulus Money
Lately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it. While most people expect a pretty cut and dry answer from financial planners, th…
00:22:01 |
Mon 01 Feb 2021
The Game Stop Problem
For the last few days, all the talk in the finance world has centered around a company called Game Stop. We’ve been fielding a lot of questions about what has been going on, and what it means for the…
00:24:34 |
Mon 01 Feb 2021
Cybersecurity: Keeping Your Financial Information Safe
Join Dave and Nick as they talk with Ian Richardson from Doberman Technologies about personal and business cybersecurity.
00:48:41 |
Wed 27 Jan 2021
Understanding Required Minimum Distributions
Breaking down the deal with Required Minimum Distributions. When and how much. Read the article or listen to the podcast.
00:21:30 |
Tue 12 Jan 2021
The Steps for Starting a Budget
Are you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains are wired for instant gratification, not delayed consumption. Making people think about suc…
00:32:18 |
Fri 08 Jan 2021
The Snowball Strategy for Getting Out of Debt
Is getting out of debt your goal for 2021? At the start of the new year, resolutions are on people’s minds right now. As I type this it’s snowing so it seemed like a good day to write about my favor…
00:11:54 |
Tue 05 Jan 2021
Prediction Season!
Prediction season. It is a far better strategy to build a portfolio around your need for return and your tolerance or risk,
00:21:40 |
Wed 23 Dec 2020
Life Planning is Financial Planning Done Right
Life Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams. We often don’t give ourselves the time and space to really think about wha…
00:22:04 |
Mon 14 Dec 2020
Learning About Financial Planning with our Intern Joel
Here at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial Planning internship program this year and were lucky enough to hire Joel. He is currently a …
00:20:04 |
Fri 04 Dec 2020
How Well Do You Know Your Financial Advisor?
Don't wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify.
00:21:46 |
Fri 04 Dec 2020
Why We Don’t Recommend Individual Stocks
Individual Stocks vs. portfolios. The pros and cons of each and what we generally recommend for our clients and ourselves.
00:17:08 |
Fri 04 Dec 2020
When should you refinance your mortgage?
When should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save you thousands of dollars on your mortgage loan. How do you tell if now’s the ri…
00:21:16 |
Mon 23 Nov 2020
7 Reasons to Consider a Health Savings Account
Do you have a Health Savings Account (HSA)? Many employers now offer high-deductible insurance plans that qualify participants to save money in a health savings account. These plans have lower premiu…
00:18:18 |
Tue 03 Nov 2020
Four Tips for Saving When Interest Rates are Low
Do you have money in savings that could be working better for you somewhere else? Interest rates are low right now. That’s great if you are a borrower, but not so great if you have savings in the ban…
00:19:34 |
Wed 28 Oct 2020
Improving Your Relationship With Money
How would you describe your relationship with money? Money can't buy you love, but you can learn to use money to create the life you want.
00:20:44 |
Mon 19 Oct 2020
Types of Financial Planning Companies
These episodes explain the different types of financial planning companies and how they get paid.
00:22:57 |
Mon 12 Oct 2020
Getting Started in Your Employer’s Retirement Plan
Starting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array of choices if you’re not used to the language of savings and investing. …
00:28:27 |
Wed 07 Oct 2020
Coping with the MSU Retirement Plan Match Reduction
In response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the match to employee retirement plans. Previously, the university contri…
00:13:51 |
Wed 30 Sep 2020
Dealing with Michigan State University Salary Cuts
Are you affected by the Michigan State University salary cuts? Here are some ways you can offset the reduction.
00:20:14 |
Wed 30 Sep 2020
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