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How Nick Handles His Finances 

How Nick Handles His Finances 

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_48.mp3Podcast: Play in new window | DownloadFair is fair. Nick interviewed Dave about his personal finances in How Financial Planners Handle Their Own Finances, so in this episode, Dave gets a chance to interview Nick. What is important to Nick Nauta about money? For me the most important thing about money is family. Not only […]

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How Financial Planners Handle Their Own Finances

How Financial Planners Handle Their Own Finances

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_47.mp3Podcast: Play in new window | DownloadIn a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen to the entire episode for all the nitty-gritty on how certified financial planners use all that knowledge about money in their own lives. Here are the highlights: Dave’s secret […]

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Helping Your College Student Budget

Helping Your College Student Budget

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_45.mp3Podcast: Play in new window | DownloadEach summer we look forward to working with new interns through our teaching program. Today we interview Ashley, a senior at Michigan State University in the Wealth Management Program. Nick goes on the record saying she our favorite female internet of all time! We have a lot of clients […]

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First Quarter 2021 Market Review And Outlook

Second Quarter 2021: Market Review and Outlook

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_46.mp3Podcast: Play in new window | DownloadHere is our review of the Second Quarter of 2021. If you have any questions or would like a review of your portfolio and financial plan, contact our advisors by calling or emailing us at 517-321-4832 or info@srbadvisors.com. 2Q 2021 Broad Markets The market has continued to climb through […]

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Traveling Post pandemic

Traveling Post Pandemic Webinar with Kim Barber

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_42.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they chat with Kim Barber, owner of Globetrotter Travel, about traveling during a Pandemic. What does travel look like now? What to prepare for. Learn from a world traveler. Today’s Guest: Kim Barber, world traveler, and owner of Globetrotter Travel. Kim is a travel enthusiast, recovering over-packer, […]

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Should I Sell My Home

Should I sell my house? Guest: John Douglas, Keller Williams

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_41.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they interview John Douglas, a realtor and head 0f  The Mitten Team at Keller Williams. They discuss the big questions surrounding real estate today and selling a house in the Lansing area. There can be a lot of emotions wrapped up in the decisions […]

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Getting Launched Helping Children Manage Money

Getting Launched: Helping Children Manage Money

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_40.mp3Podcast: Play in new window | DownloadClients often ask us how to help their children or grandchildren get started in managing their own financial affairs. For some people this comes naturally, but not for everyone. The American education system doesn’t necessarily do a good job filling in the gaps. Furthermore, discussing money with family members […]

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Top 5 Investor Concerns For The Second Half Of 2021

Top 5 Investor Concerns for the Second Half of 2021

David Shotwell

2021 has been a historic year for the economy and stock market. Economic activity is recovering at a once-in-a-lifetime pace as businesses expand and consumers spend. While the recession and recovery have been unusual by historical standards, there are reasons to believe that diversified portfolios can do well, even with the uncertainty of inflation and […]

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Budgeting For Vacation

Budgeting for Vacation

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_39.mp3Podcast: Play in new window | DownloadHow are you budgeting for vacation?  It’s early summer in Michigan, and for a lot of families that means road trips to up north destinations, cottage rentals on lakes, and, sometimes, too much fudge and ice cream. Vacation season can also mean budget troubles: nobody likes to be cheap […]

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Understanding Stock Market Information

Understanding Stock Market Information

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_38.mp3Podcast: Play in new window | DownloadStock market data is everywhere we turn these days. The evening news will tell us whether the market was up, or the market was down. Most major news websites portray the market with a series of numbers in green for good days and red for bad days. But what […]

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