Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_Ep2.mp3Podcast: Play in new window | DownloadIn this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they are watching in 2026. They cover the spring volatility that tested investor patience, why diversification mattered again, and how a traditional 60/40 mix held […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_Ep1_.mp3Podcast: Play in new window | DownloadWelcome back to Kitchen Table Finance. Season 5 kicks off with one of our favorite annual traditions, reviewing last year’s market predictions and locking in new ones for the year ahead. Hosts David Shotwell and Nick Nauta are joined by newly credentialed CFP Cole […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep_38.mp3Podcast: Play in new window | DownloadIn this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern Stephen Bowe to talk about his path into wealth management, lessons learned during his internship, and how young professionals can find their place in […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep37.mp3Podcast: Play in new window | DownloadEpisode Summary The SECURE Act changed the game for inherited IRAs, especially for non-spouse beneficiaries. What used to be a “stretch IRA” strategy (spreading withdrawals over a lifetime) is now, for most people, a 10-year clock: the inherited IRA generally needs to be fully […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_36_complete_end_fix_.mp3Podcast: Play in new window | DownloadThe headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it is easy to wonder if this is the moment everything falls apart. In this episode of Kitchen Table Finance, Dave Shotwell and Nick Nauta […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep35.mp3Podcast: Play in new window | Download Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews Nick about how life planning has become a core part of the SRB client process. Nick shares how training with George Kinder and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep34.mp3Podcast: Play in new window | DownloadA lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with Julie Wilde, a former global business leader who reinvented her career as a health coach. Julie works with busy professionals, couples, and retirees to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep33.mp3Podcast: Play in new window | DownloadIn this quarter-end chat, Dave Shotwell and Nick Nauta unpack what actually happened in Q3 2025 and why portfolios held up despite a steady stream of gloomy headlines. They cover broad market strength, the first Fed rate cut in September, what a government shutdown […]
Despite all the worries about tariff policy causing a recession, global markets and the economy kept rolling through the third quarter of 2025. Real GDP showed 3.8% growth through the end of the second quarter, and expectations are that we’ll see similar results for the third quarter. However, signs point […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep32.mp3Podcast: Play in new window | DownloadGuest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and building a life that feels meaningful day to day. From an early career on the trading desk to web development, branding, and agency ownership, […]
© 2026 Shotwell Rutter Baer • Powered By The Media Advantage