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David Shotwell

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S3E10 – Retirement Planning Headlines – March 2024

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E10.mp3Podcast: Play in new window | DownloadWelcome back to our much-anticipated March 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. This month, we’ve even had listeners chime in with topics for our deep-dive discussions. Watch on YouTube HERE Key Takeaways […]

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How the 2024 Presidential Election Could Affect the Stock Market

S3E9 – How the 2024 Presidential Election Could Affect the Stock Market

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E9.mp3Podcast: Play in new window | DownloadToday we’re braving the waters of politics and markets—a conversation that’s becoming more pressing as we advance into March. Watch on YouTube HERE Main Points of Discussion: The Premature Arrival of Election Talks: It feels like we just talked about elections, but here we […]

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Protect Your Credit in Retirement

S3E8 – How to Protect Your Credit in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E8.mp3Podcast: Play in new window | DownloadThe podcast episode focuses on practical strategies for retirees to protect their credit from fraud and identity theft. Watch on YouTube HERE Episode Highlights: Dave and Nic kick off the episode by emphasizing the significance of credit protection, especially during retirement. It is common […]

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S3E7 – Retirement Planning News February 2024

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E7.mp3Podcast: Play in new window | DownloadHey there! Curious about the latest buzz in retirement, planning, and news? Let’s dive in and break it down for you. Watch it on YouTube HERE As we kick off the year, we’re seeing a flood of self-help articles on fixing your life. It’s […]

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S3E6 – Marketing EFTs To Attract Investors

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E6.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an article at DFA Dimensional Fund Advisors about some ETFs, some exchange-traded funds that were created and didn’t fare very well. When a fund company creates a new exchange-traded fund or mutual fund, they’re responding to what […]

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S3E5 – When Should You Make Changes to Your Retirement Portfolio?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E5.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio.  Or should you?  Do you need to? How do you think about your retirement portfolio?   Watch on YouTube HERE On this podcast,  we’ve talked […]

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