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David Shotwell

112 Thoughts On The Silicon Valley Bank Failure (1600 × 1000 Px)

Ep 112: Thoughts on the Silicon Valley Bank Failure

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_112.mp3Podcast: Play in new window | DownloadLast Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result of management missteps, a challenging interest rate environment, a narrow client base whose businesses were also sensitive to the interest rate environment, and customers […]

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What You Need To Know About Secure Act 2.0

What you need to know about Secure Act 2.0

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_111.mp3Podcast: Play in new window | Download Join Dave and Nick as they discuss Secure Act 2.0 and how it make affect you personally. We cherry-picked the most important points that we felt would impact our listeners the most.  Background on Secure Act 2.0 Secure Act 2.0 stands for Job […]

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What is Your Investment Risk Tolerance?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_109.mp3Podcast: Play in new window | Download Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave and Nick as they discuss the all-important risk tolerance.  This is a big subject and comes up all the time when we’re working […]

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Why Dave Shotwell Became A Financial Planner

Why Dave Shotwell Became a Financial Planner

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_107.mp3Podcast: Play in new window | Download Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming a financial planner. Dave, “I started basically looking for a job and did not have a true career path. I happened to meet […]

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Setting And Keeping Your Financial Goals In 2023

Setting and Keeping your Financial Goals in 2023

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_106.mp3Podcast: Play in new window | Download Nick and Dave discuss the difference between, “I want to be financially responsible” versus “I’m going to try to keep a budget this year.” If you’re starting from the standpoint of already being a financially responsible person, then budgeting is just part of […]

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Ep 105 How The Debt Ceiling And Government Spending Impact Investors

Ep 105 – How the Debt Ceiling and Government Spending Impact Investors

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_105.mp3Podcast: Play in new window | DownloadThe debt ceiling debate has been front and center lately, so we thought we’d share this article from our partners at Clearnomics discussing this issue and how it may impact markets. Over the past week, there has been nonstop news coverage of the federal […]

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First Quarter 2023 Investment Review & Economic Update

Episode 104: 1st Quarter 2023 Investment Review & Economic Update (podcast)

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_104.mp3Podcast: Play in new window | Download Well, we can all agree that the stock market was not pretty in 2022. What is in store for 2023? Check out the Quarterly Investment Commentary – Q4 2022 from Eastbay Investment Solutions. We received a couple of email questions recently about the […]

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Financial Predictions For 2023

Financial Predictions for 2023

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_103.mp3Podcast: Play in new window | DownloadThis is a pretty common question for our clients t ask in December and January.  We’re in an industry where everybody loves to make bold predictions and there’s not a lot of accountability around what happens. Well, we need to be careful with that. If […]

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