Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep35.mp3Podcast: Play in new window | Download Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews Nick about how life planning has become a core part of the SRB client process. Nick shares how training with George Kinder and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep33.mp3Podcast: Play in new window | DownloadIn this quarter-end chat, Dave Shotwell and Nick Nauta unpack what actually happened in Q3 2025 and why portfolios held up despite a steady stream of gloomy headlines. They cover broad market strength, the first Fed rate cut in September, what a government shutdown […]
Despite all the worries about tariff policy causing a recession, global markets and the economy kept rolling through the third quarter of 2025. Real GDP showed 3.8% growth through the end of the second quarter, and expectations are that we’ll see similar results for the third quarter. However, signs point […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep32.mp3Podcast: Play in new window | DownloadGuest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and building a life that feels meaningful day to day. From an early career on the trading desk to web development, branding, and agency ownership, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep31.mp3Podcast: Play in new window | DownloadThe Fed has been everywhere in the headlines. In our latest Kitchen Table Finance episode, we explain what the Federal Reserve is, why its independence matters, and how a rate-cutting cycle may ripple through cash yields, bonds, and mortgages. If you’re 6–18 months from […]
Economics isn’t a neat equation — it’s more like a bowl of tangled spaghetti. Learn why predictions so often miss the mark and how a strong financial plan helps you navigate uncertainty. We Treat Economics as Science We are daily bombarded with economic numbers, and our brains want them to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep28.mp3Podcast: Play in new window | DownloadWelcome back to Kitchen Table Finance, the podcast where we serve up bite-sized financial advice to simplify your money and your life. Pull up a chair with hosts Dave Shotwell and Nick Nauta as they dive into the latest retirement and financial planning headlines […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep27.mp3Podcast: Play in new window | Download When a grandchild arrives, it’s more than a joyful addition to the family — it can also bring new considerations for your retirement plan. In this episode of Kitchen Table Finance, Dave shares his own recent experience becoming a grandfather and how it’s […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_EP26.mp3Podcast: Play in new window | DownloadWelcome back to Kitchen Table Finance with hosts Dave Shotwell and Nick Nonna! In this quarterly market update, Dave and Nick walk through the rollercoaster that was Q2 2025. From unexpected returns to ongoing uncertainty, this episode offers a grounded, no-nonsense take on what’s […]
If we had predicted at the beginning of the second quarter that a balanced stock and bond portfolio would be return close to 7% for the quarter and have positive year to date returns over 7.5% by July, we would have sounded crazy. Honestly, predicting that would have felt crazy, […]
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