Kitchen Table Finance

In this special episode, Nick and Cole put artificial intelligence to the test in a fun and insightful financial planning battle—CFP vs. ChatGPT! They tackle some of the most common retirement and es…

In this episode, we welcome Kim Barber from Globetrotter Travel to discuss planning and budgeting for travel in retirement. Travel is a top priority for many retirees, but navigating …

In this episode, Dave and Nick discuss George Kinder’s Financial Life Planning Process and how it applies to retirement savings. They explore how financial planning goes beyond number…

Retirement isn’t just a financial transition—it’s a psychological one too. After years of saving and accumulating wealth, shifting to spending in retirement can feel unnatural or even…

Welcome to another episode of Kitchen Table Finance! Join hosts David Shotwell and Nick Nauta as they break down the biggest financial headlines from January, so you don’t have to.

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In this episode of Kitchen Table Finance, Dave Shotwell and guest co-host Cole Williams take a deep dive into financial crises—focusing on the Great Recession of 2007–2009. They explore its impact on…

Episode Summary
In this episode of Kitchen Table Finance, Dave and Nick dive into the importance of financial “lifeboat drills”—preparing for market downturns before they happen. They discuss why goo…

Today, we’re conducting our Q4 2024 market review and upcoming market outlook. We’ll examine what happened last year and what may lie ahead to help listeners set realistic expectations.

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Welcome back to Kitchen Table Finance for Season 4! In this highly anticipated episode, Dave and Nick dive into their annual predictions for 2025, reflecting on their 2024 forecasts and offering insi…

Identity theft and fraud can pose significant risks to retirees, especially as scammers adapt their methods to exploit those aged 60 and above. This episode addresses how identity theft impacts retir…

We read the news so you don’t have to!

Welcome to The Kitchen Table Finance Podcast, the show where we explore the big questions, trends, and stories shaping our lives.

Today, we’re diving into the k…

Welcome to the Kitchen Table Finance Podcast!

Get ready to tackle 2025 with confidence! This episode dives deep into five key insights every retirement investor must know to stay ahead of the curve. …

This Thanksgiving-themed episode dives into the powerful role gratitude plays in retirement planning. Hosts Nick Nauta and Cole Williams discuss everything from practicing gratitude in financial plan…

What does Warren Buffett’s latest financial move mean for your retirement portfolio?

This week, we’re unpacking the headlines surrounding Buffett’s portfolio adjustments. With $365 billion in cash at…

In this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the next four years. With Dave on vacation, Cole Williams, our associat…

We read the news so you don’t have to!

Welcome to your October roundup of retirement headlines—a month bursting with insights and strategies that could redefine your retirement planning. Whether you’…

Join us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this episode, we explore the unique experience of inte…

In this thought-provoking episode, we explore the intriguing concept laid out in Bill Perkins’ book “Die With Zero,” which challenges traditional notions of retirement savings and spending. Join us a…

In this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged a…

In this enlightening episode, we take a deep dive into Dr. Peter Attia’s compelling book, Outlive: The Science and Art of Longevity. Join us as we explore the intersection of healthspan and lifespan,…