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S4E4 – Financial Disasters Unpacked

Author
David Shotwell CFP(r) and Nick Nauta CFP(r)
Published
Mon 10 Feb 2025
Episode Link
https://blubrry.com/kitchen_table_finance/141973216/s4e4-financial-disasters-unpacked/

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 financial planning, investor psychology, and how those experiences shape decisions even today.


https://youtu.be/iw3NV9gkARg


What You’ll Learn:

  • How the Great Recession shaped financial attitudes across generations

  • The emotional and psychological effects of financial downturns

  • Lessons from history: Comparing 2008 to the Great Depression and other crises

  • How financial advisors help clients navigate uncertainty and market volatility

  • Why market timing is nearly impossible and long-term strategies win

  • The role of behavioral finance in decision-making during downturns

  • How financial resilience and adaptability can shape retirement planning


Key Takeaways:

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