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David Shotwell

retirement income strategy

S4E11 – How to Put Together a Retirement Income Strategy

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep11.mp3Podcast: Play in new window | Download🎙️ Hosts: David Shotwell & Nick Nauta Episode Overview In this episode of Kitchen Table Finance, David and Nick break down the essential steps for creating a solid retirement income strategy. They discuss different income sources, withdrawal strategies, and key decisions that impact financial […]

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Traveling in Retirement

S4E8 – Traveling in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_E8.mp3Podcast: Play in new window | DownloadEpisode Summary In this episode, we welcome Kim Barber from Globetrotter Travel to discuss planning and budgeting for travel in retirement. Travel is a top priority for many retirees, but navigating costs, destinations, and logistics can be overwhelming. Kim shares expert advice on how […]

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George Kinder

S4E7 – George Kinder’s Financial Life Planning Process

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep7.mp3Podcast: Play in new window | DownloadEpisode Summary In this episode, Dave and Nick discuss George Kinder’s Financial Life Planning Process and how it applies to retirement savings. They explore how financial planning goes beyond numbers and investments—it’s about aligning financial decisions with what truly matters to you. They also […]

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Saver to Spender

S4E6 – Going from a Saver to a Spender in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_EP6.mp3Podcast: Play in new window | DownloadEpisode Summary Retirement isn’t just a financial transition—it’s a psychological one too. After years of saving and accumulating wealth, shifting to spending in retirement can feel unnatural or even scary. In this episode, Dave and Nick discuss how retirees can successfully make this transition […]

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January 2025 Retirement Headlines

S4E5 – January 2025 Financial Headlines

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_E5.mp3Podcast: Play in new window | DownloadWelcome to another episode of Kitchen Table Finance! Join hosts David Shotwell and Nick Nauta as they break down the biggest financial headlines from January, so you don’t have to. Articles Covered in This Episode: 1. How to Launch a Successful Consulting Business in Retirement […]

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Financial Disasters unpacked

S4E4 – Financial Disasters Unpacked

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_E4.mp3Podcast: Play in new window | DownloadIn 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. […]

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Preparing for Market Downturns Before They Happen

S4E3 – Lifeboat Drills: Preparing for Market Downturns Before They Happen

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_E3.mp3Podcast: Play in new window | DownloadEpisode Summary In this episode of Kitchen Table Finance, Dave and Nick dive into the importance of financial “lifeboat drills”—preparing for market downturns before they happen. They discuss why good times in the market don’t last forever and how you can set yourself up […]

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Ktf S4e2 2024 Q4 Review

S4E2 – 2024 Q4 Review and Market Outlook

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_S4_E2.mp3Podcast: Play in new window | DownloadToday, we’re conducting our Q4 2024 market review and upcoming market outlook. We’ll examine what happened last year and what may lie ahead to help listeners set realistic expectations. 2024 Market Highlights S&P 500 Performance: 2024 closed with another year of +20% returns. Q4 […]

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2025 Market Predictions

S4E1 – 2025 Market Predictions

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_S4_E1.mp3Podcast: Play in new window | Download Welcome back to Kitchen Table Finance for Season 4! In this highly anticipated episode, Dave and Nick dive into their annual predictions for 2025, reflecting on their 2024 forecasts and offering insights into what might be ahead for the markets, economy, and more. […]

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Lifeboat Drills Financial Planning In The Good Times

Lifeboat Drills: Financial Planning in the Good Times

This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022, and as I write this in early 2025, the economy and the stock market are not showing signs of impending doom. However, when markets go on an extended run there […]

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