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
Ep 144: Retirement Planning Headline Review
Join Dave and Nick as they try something new today on the show.
Watch on YouTube HERE
We hope this catches on and we can continue to do this on a regular basis. Both of us do a fair amount of reading…
Ep 143: Guest Dr. Darla Bishop
Join Dave and Nick as they chat with Dr. Darla Bishop, the author of the upcoming book, How to Afford Everything.
Watch on YouTube HERE
Her book is available for pre-order until December 12, 2023, an…
Ep 142: How will Artificial Intelligence Impact Your Portfolio
Join Nick and Dave as they discuss how the all-encompassing world of artificial intelligence may affect your investment portfolio.
Watch on YouTube HERE
This definitely isn’t a podcast about how it’s…
140: Why Don’t We Just Put Everything in CDs?
Join Nick and Dave as they address some questions they have received recently about interest rates and CDs.
Interest rates are looking pretty good, especially when you start driving around town and s…
Ep 139: Our Favorite Movies about Money
Join Dave and Nick as they discuss a few of their favorite movies about money. Do you have any to add to the list? Drop them in the comments.
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Here is a list of the movies discus…
Ep 138: MSU Case Study: Retired Couple with Plenty for Retirement
Join Dave and Nick for another helpful MSU Case study. This time they review retirement options for a retired couple with more than enough for retirement.
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Check out our past cas…
Ep 137: 4 Step Plan for Dealing with the Financial Media
Join Dave and Nick as they walk you through how to decipher and decode all the information that comes at us in the media regarding finances.
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This is something we both talk about…
Ep 136: Align Your Money With Your Values
Join Dave and Nick on today’s topic, which is an extension of an earlier podcast they did on the book review of The Soul of Money.
An underlying topic is how to make yourself heard with the voice of …
Ep 135 – How Big is Your “Too Hard” Pile?
Join Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets too big.
This is inspired by the article My ‘Too Hard’ Pile Is Pretty Big by Christine Benz in th…
Ep 134 – What’s a Money Script?
Join Nick and Dave as they talk about money scripts and how they might be affecting your financial plan. They also cover things that you can do to kind of recognize and move forward.
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Ep 133 – MiABLE Account Overview
Join Nick and Dave as they discuss MiAble Accounts. You may have seen the billboards around town and wondered what they are all about.
What are they? Who are they for? Should you get one?
Watch on Yo…
Ep 132 – Book Review – Thinking Fast and Slow
Join Dave and Nick as they review the book, Thinking Fast and Slow by Daniel Kahneman.
Watch on YouTube HERE
Thinking, Fast and Slow concerns a few major questions: how do we make decisions? And in w…
Ep 131 – Student Loan Repayment Plans
Join Dave and Ashley (Nick is on vacation) as they talk about Student Loan Repayment Plans, which have been in the news because they’ve just rolled out the details of a new plan.
Watch on YouTube HER…
Ep 130 – What Should You Insure?
Join Dave and Nick as they talk about different that require insurance and other things that may be an option. Learn some tips on how you may be able to save money on things you might over-insuring.
…
Third Quarter 2023 Economic Update and Market Review
The year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market continued its current roll last quarter. US stocks, as measured by the…
Ep 128 – MSU Case Study – Couple Near Retirement
Dave and Nick have another MSU case study for you. This one is a very common scenario that comes up often – couples who are nearing retirement and seeking help from a financial advisor. They know the…
Ep 127 – Stoic Philosophy and Financial Planning
Join Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or so and has been studying. Dave’s wife got him a book for Christmas on stoic philosophy that was a…
Ep 126 – Don’t Fall for These Scams
Join Dave and Nick as they talk about cyber security and keeping yourself safe. They go over some of the steps that they take for their clients to make sure that they maintain safety. Watch on YouTub…
Ep 125: Does Your Financial Advisor Provide Value?
We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to talk about the project he’s been working on this summer for us. Cade was tasked with breaking down t…