What is a Fee-Only Financial Planner?
We don’t love the term either, because it is hard to figure out what it means. But we do stand
The Psychology of Money Recap
Have you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they
Reviewing Your 2021 Tax Return
Join Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They
5 INVESTMENT INSIGHTS SECOND QUARTER 2022
Markets Have Stabilized The S&P 500 and other major stock indices have stabilized in recent weeks. Not only was the
Should I Hire a Financial Advisor?
Should You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about
Starting A New Job – Rolling Over a 401K
Are you starting a new job? Do you have a 401K to roll over? This is the podcast episode for
The Russian Ukrainian Conflict and the Economy
As I’m writing this in early March, the stock market, as measured by the Standard and Poor’s 500, is down
Power of Inflation – What’s going on?
Join Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American
Nick Nauta Earns Registered Life Planner® Designation from Kinder Institute of Life PlanningÂ
Nick Nauta, CFP®, CLU®, RLP® Brings Kinder Life Planning Methodology and Signature EVOKE® Process to Firm’s Clientele Kinder Institute of
Investment Philosophy and East Bay Introduction
Dave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment