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David Shotwell

American Rescue Plan

American Rescue Plan

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_28.mp3Podcast: Play in new window | DownloadLast week, the government passed the American Rescue Plan, which provided the third round of stimulus payments. This also includes enhanced child tax credits and unemployment benefits. These potential payments and tax credits all have qualifications based on income levels and provide some planning […]

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How Does A Roth Ira Work

How Does A Roth IRA Work?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_26.mp3Podcast: Play in new window | DownloadA Roth Individual Retirement Account (IRA) allows you to put money away long-term. If you follow the rules, your distributions during retirement are tax-free. If you are eligible to contribute to a Roth IRA, it can become a powerful retirement savings vehicle. How Does […]

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Lessons From A Year With Covid

Lessons From a Year with Covid

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_25.mp3Podcast: Play in new window | DownloadHow has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets first felt the impact of the global Coronavirus pandemic. It’s been a crazy year. The market, our lives, and our emotions have been on […]

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Investing In New Industries

Investing in New Industries

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_24_.mp3Podcast: Play in new window | DownloadHow do you make educated guesses on investing in new industries and which ones are going to pay off? In the early fall of 2019, I got an email from a client asking whether Beyond Meat, a young company in the new “meat alternative […]

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Changing For Good Book Club

Changing for Good Book Club

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_23.mp3Podcast: Play in new window | DownloadFor our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross, and Carlo DiClemente. This book was first brought to my attention by one of my instructors at Kansas State, Dr. Megan Lurtz, who wrote […]

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Charitable Giving Strategies

Charitable Giving Strategies

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_22.mp3Podcast: Play in new window | DownloadFor many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of […]

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Quarterly Market Commentary

Quarterly Market Commentary

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_20.mp3Podcast: Play in new window | DownloadJoin Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The main investment lesson for 2020 was to stay invested as much as possible. In January 2020, our main concerns were the impact of a […]

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What To Do With Stimulus Money

What to do with Stimulus Money

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_19.mp3Podcast: Play in new window | DownloadLately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it. While most people expect a pretty cut and dry answer from financial planners, these conversations have led to some interesting philosophical discussions around why […]

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The Game Stop Problem

The Game Stop Problem

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_21.mp3Podcast: Play in new window | DownloadFor the last few days, all the talk in the finance world has centered around a company called Game Stop. We’ve been fielding a lot of questions about what has been going on, and what it means for the economy and the markets. Game […]

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