Tags AI S4E36 – Is the AI Bubble About to Ruin Your Retirement? srb December 10, 2025 The headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it
Tags financial planning S4E35 – Retirement Life Planning srb November 18, 2025 Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews
Tags Healthy Retirement S4E34 – How to Retire Healthy srb November 4, 2025 A lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with
Tags AI S4E33 – Q3 2025 Market Recap: Gains, Rate Cuts, and What’s Next srb October 22, 2025 In this quarter-end chat, Dave Shotwell and Nick Nauta unpack what actually happened in Q3 2025 and why portfolios held
Tags AI 3rd Quarter 2025 Market Commentary and Economic Outlook srb October 22, 2025 Despite all the worries about tariff policy causing a recession, global markets and the economy kept rolling through the third
Tags Financial advisors S4E32 – Retiring With Purpose: A Conversation With Kevin Skarritt srb October 6, 2025 Guest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and
S4E31 – The Fed, Rate Cuts, and Your Retirement Plan srb September 23, 2025 The Fed has been everywhere in the headlines. In our latest Kitchen Table Finance episode, we explain what the Federal
Tags BeneGuides S4E30 – Retirement Health Insurance Made Simple srb September 8, 2025 Health insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides
Tags Economic Uncertainty Why Economics Is More Like Spaghetti Than Physics srb August 27, 2025 Economics isn’t a neat equation — it’s more like a bowl of tangled spaghetti. Learn why predictions so often miss
Tags Financial advisors S4E29 – The Big Beautiful Tax Bill with Matt Cooper, CPA srb August 25, 2025 Taxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In