Close

David Shotwell

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 […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More
Should I Lease Or Buy My Next Car

Should I Lease or Buy My Next Car?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_101.mp3Podcast: Play in new window | DownloadMichigan is an auto-centric state and people from the East and West coast don’t understand why we still driving the same Subaru we bought in the nineteen eighties. Nonetheless, a very popular question we get asked a lot is whether you should buy or […]

Read More
Podcast Tacking Retirement

Podcast: Tackling Retirement Goals from Both Ends

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_100.mp3Podcast: Play in new window | DownloadThis is our 100th Episode! Thanks for listening over the past 2 years! Join Nick and Dave as they talk about a topic they bring up with their clients on a regular basis. It’s never too early to start saving for retirement. Financial advisers […]

Read More
Three Reasons For Investors To Be Thankful This Year

Three Reasons for Investors to be Thankful This Year

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_99.mp3Podcast: Play in new window | Download You might have to dig a little deep in 2022 but we found some things outside of football and nice fall weather to be thankful for. Saying it’s been kind of a rough year might be the understatement of the century. It has been […]

Read More
Fees To Watch Out For With Retirement Planning

Fees to Watch Out For With Retirement Planning

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_98.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As fee-only financial planners, we always operate as fiduciaries. This means that we are legally obligated to provide advice that is in your best interest. […]

Read More