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David Shotwell

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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identity theft in retirement

S3E46 – Preventing Identity Theft in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep46.mp3Podcast: Play in new window | DownloadIdentity theft and fraud can pose significant risks to retirees, especially as scammers adapt their methods to exploit those aged 60 and above. This episode addresses how identity theft impacts retirees, the common scams targeting them, and actionable steps to safeguard your financial security […]

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November Retirement Headlines

S3E45 – November Retirement Planning Headlines

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep44.mp3Podcast: Play in new window | DownloadWe read the news so you don’t have to! Welcome to The Kitchen Table Finance Podcast, the show where we explore the big questions, trends, and stories shaping our lives. Today, we’re diving into the key retirement headlines from November. Retirement isn’t just about […]

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retirement investors

S3E44 – 5 Insights for Retirement Investors in 2025

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_45.mp3Podcast: Play in new window | DownloadWelcome to the Kitchen Table Finance Podcast! Get ready to tackle 2025 with confidence! This episode dives deep into five key insights every retirement investor must know to stay ahead of the curve. From understanding market trends to making sense of rate cuts and […]

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Warren Buffet and the Market

S3E42- Does Warren Buffett Think You Should Change Your Retirement Allocation?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep42.mp3Podcast: Play in new window | DownloadWhat does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s portfolio adjustments. With $365 billion in cash at Berkshire Hathaway’s disposal, Buffett’s strategy has sparked speculation. Is he gearing up for a financial crisis, […]

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October Retirement Headlines

S3E40 – October Retirement Headlines

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep40.mp3Podcast: Play in new window | DownloadWe read the news so you don’t have to! Welcome to your October roundup of retirement headlines—a month bursting with insights and strategies that could redefine your retirement planning. Whether you’re a retiree navigating the nuances of financial security, or an investor seeking to […]

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Year End Checklist For Your Retirement Portfolio

Year-End Checklist For Your Retirement Portfolio

I’ve barely gotten used to writing 2024 when I put the date on something, and we’re already well into the year’s fourth quarter. We’re already making Thanksgiving plans and talking about Christmas travel. Here in northern Michigan, the weather has turned very November, making sure we don’t forget that time […]

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