Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep17.mp3Podcast: Play in new window | DownloadHosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully catching trout and not taxes). In this episode of Kitchen Table Finance, we take a deep dive into one of retirement’s least sexy—but most […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep16.mp3Podcast: Play in new window | DownloadWelcome back, friends!Today, Dave and Nick roll up their sleeves and dive into the wild and wonderful world of retirement headlines from March and April. Think of it as your financial cliff notes — so you can sound smarter than your neighbor without actually […]
The first quarter of 2025 started strong but saw US markets reverse course as the Trump administration’s tariff policies grabbed the headlines. Meanwhile, international stocks as well as bonds posted gains for the quarter, offsetting some of the negative domestic returns in diversified portfolios. While economic indicators such as inflation […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep15.mp3Podcast: Play in new window | DownloadIn this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of the first quarter of 2025. From global diversification wins to U.S. economic uncertainty, they break down what investors need to know—and what they don’t […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep14.mp3Podcast: Play in new window | DownloadWelcome to Kitchen Table Finance! Join hosts Nick and Dave as they dig into one of the most important aspects of financial planning for retirees: when and how to adjust your retirement income. Whether you’re navigating market volatility, planning for worst-case scenarios, or wondering […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_Special_Episode_04-2025.mp3Podcast: Play in new window | DownloadIn this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something just as important—the emotions behind the numbers. If you’re retired or nearing retirement, you’ve likely felt the weight of recent market turbulence. Maybe you’re […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep_13.mp3Podcast: Play in new window | DownloadJoin us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB intern and aspiring financial planner, to learn more about his background, experiences, and passion for financial planning. Nathan shares his transition from a small-town […]
This article is from our friends at Clearnomics and is an excellent explanation of President Trump’s tariff plan and what it might mean for the economy. It provides excellent historical perspective and a good reminder of why it’s important to stay the course with your portfolio… On April 2, President […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4Ep12.mp3Podcast: Play in new window | DownloadRetirement planning isn’t just about getting to retirement—it’s about making sure your income lasts through retirement. In this episode, Dave and Cole break down how to adjust your retirement income to fit your lifestyle, changing expenses, and market conditions. They keep it real with […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep11.mp3Podcast: Play in new window | Download🎙️ Hosts: David Shotwell & Nick Nauta Episode Overview In this episode of Kitchen Table Finance, David and Nick break down the essential steps for creating a solid retirement income strategy. They discuss different income sources, withdrawal strategies, and key decisions that impact financial […]
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