Kitchen Table Finance

We have a special guest today, Camryn Nauta. She is Nick’s daughter who is a recent high school grad and is seventeen. She graduated with very high honors and will be attending Michigan State Univers…

Join Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is, it is an industry-standard portfolio that contains 60% stocks and 40% bonds. This wa…

Join Nick and Dave as they discuss the increasingly high inflation rate. Here are some other resources for you: Worsening Inflation, Consumer Sentiment, and the Markets Bull and Bear Market Cycles Sh…

Part Two of answering financial questions from our listeners. More of your burning questions are answered here. Click HERE for Part One. In Part Two of Ask A Financial Advisor Anything, these questio…

Dava and Nick asked people in their network to throw their burning questions about money and finances at them. There were so many great questions and answers, we broke it into two podcast episodes. I…

Join Dave and Nick as they explore the world of Tik Tok and the recent money challenges that have been going around the popular social media platform. The Wall Street Journal published an article on …

Join Dave and Nick as they review another helpful book about financial planning. The New Retirementality by Mitch Anthony. You can save yourself the time of reading the book by listening to this epis…

An I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest paid by an I Bond is linked to current inflation. They grabbed headlines at the beginning of May whe…

There are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about the markets, the economy, and where things are…

Join us as we talk with guest Ian Richardson, who is a partner at Richardson and Richardson Consulting and the CEO of Doberman Technologies. We talk about emerging technologies and things to be aware…

It’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has been. Last week our friends at East Bay Investment Solutions published their investment commentary for …

We don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment a…

Have you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they both have read and resonated with both of them. The book covers a lot of practical advice when it …

Join Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They conveniently break the information down for those who are working and those who a…

Should You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about who should hire a financial planner and when. The need for a financial advisor will vary th…

Are you starting a new job? Do you have a 401K to roll over? This is the podcast episode for you. Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. Thi…

As I’m writing this in early March, the stock market, as measured by the Standard and Poor’s 500, is down just shy of 9% for the year. Russian forces are prosecuting an ugly invasion of Ukraine, addi…

Join Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American lives for about 30 years. But just like everything financial, it is cyclical. So, w…

Dave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment Solutions. East Bay is an investment consulting firm providin…

Join Dave and Nick as they review all the things you need to consider for your taxes for 2021. They provide information on different tax forms, distributions, tax withholdings, and all of your accoun…