Kitchen Table Finance

David Shotwell CFP(r) and Nick Nauta CFP(r)

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.

Investing How To News Commentary News Education Business

Update frequency: every 7 days
Average duration: 23 minutes
Episodes: 222
Years Active: 2020 - 2025

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2021 Q4 Quarterly Market Review

Join Dave and Nick as they talk about what the market did overall for 2021, what is going on right now, and what is predicted for 2022. The world is becoming more vaccinated; even with the omicron va…

00:19:24 | Thu 27 Jan 2022

Financial Goals for 2022 – Things to Consider NOW

Have you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking about this month to set yourself up for a great financial year in 2022. Even if you do have g…

00:30:50 | Tue 18 Jan 2022

2022 Financial Predictions

Happy New Year! Season Two is starting! Join us, Dave and Nick, as we talk about our 2022 Financial Predictions, and other market predictions to try and make sense of it all. What is going to happen …

00:22:18 | Mon 10 Jan 2022

Key Elements of Financial Planning

Join Dave and Nick as they recap the SRB financial planning process and list out the key elements they look at with each client as they walk them through their personalized financial planning goals. …

00:36:37 | Wed 15 Dec 2021

Upgrading Your iPhone Really Costs $17K

A recent article in the New York Times, The True Cost of Upgrading Your iPhone, discusses the opportunity cost of spending money on things versus investing that money. Join Nick and Dave as they disc…

00:18:00 | Thu 09 Dec 2021

Economic Update November 2021

It’s that time again – let’s take a look at where our economy is at the end of the year and what we can expect for next quarter. The stock market is up 24.8% (S&P) from last year. A bull market climb…

00:33:30 | Sun 21 Nov 2021

What Issues Should I Consider Before the End of the Year?

The end of the year is 6 weeks away. When it comes to your financials, there are some important things to consider this time of year. Take stock now and be sure you don’t miss any important deadlines…

00:23:36 | Thu 18 Nov 2021

Step Seven - Build

Join Dave and Nick as they discuss Step Six of the Strategic Reliable Blueprint for your financial success. The build - the action - to make it all happen.

00:18:50 | Mon 08 Nov 2021

Step Six - Strategy

Join Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success.

00:20:54 | Mon 08 Nov 2021

Step Five - Organization

Amy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process.

00:24:10 | Wed 27 Oct 2021

Step Four - Obstacles

Join Nick and Dave as they continue their podcast series on each step of the Strategic Reliable Blueprint. If you are just joining us now, please go back and listen to the first 3 steps so you are al…

00:24:25 | Fri 22 Oct 2021

ESG Investing + Webinar

We are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund Advisors. Dr. Lupescu explains how to design and implement portf…

00:21:29 | Thu 14 Oct 2021

Step Three - Vision

VISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through.

00:18:19 | Wed 06 Oct 2021

Step Two - The Foundation Meeting

The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.

00:18:59 | Thu 30 Sep 2021

Our FIT Meeting Process

Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. The FIT Meeting.

00:20:21 | Thu 30 Sep 2021

How Nick Handles His Finances

Fair is fair. Nick interviewed Dave about his personal finances in How Financial Planners Handle Their Own Finances, so in this episode, Dave gets a chance to interview Nick. What is important to Nic…

00:25:54 | Mon 13 Sep 2021

How Financial Planners Handle Their Own Finances

In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen to the entire episode for all the nitty-gritty on how certified financial planners use all…

00:35:23 | Fri 03 Sep 2021

Helping Your College Student Budget

Each summer we look forward to working with new interns through our teaching program. Today we interview Ashley, a senior at Michigan State University in the Wealth Management Progam.

00:19:08 | Fri 03 Sep 2021

Second Quarter 2021: Market Review and Outlook

Here is our review of the Second Quarter of 2021. If you have any questions or would like a review of your portfolio and financial plan, contact our advisors by calling or emailing us at 517-321-4832…

00:25:54 | Tue 10 Aug 2021

Traveling Post Pandemic Webinar with Kim Barber

Join Dave and Nick as they chat with Kim Barber, owner of Globetrotter Travel, about traveling during a Pandemic. What does travel look like now? What to prepare for. Learn from a world traveler. Tod…

00:26:28 | Sat 31 Jul 2021

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