David Shotwell

Ep 122 Dave's Best And Worst Personal Money Moves

Ep 122: Dave’s Best and Worst Personal Money Moves Play in new window | DownloadJoin Dave and Nick as Dave reveals one of the best and worst money decisions he’s made over the years. Don’t worry, you will hear from Nick soon, as he reveals his own trials with money as well. People often assume that because we […]

Read More
Why Dave Shotwell Became A Financial Planner

Why Dave Shotwell Became a Financial Planner Play in new window | Download Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming a financial planner. Dave, “I started basically looking for a job and did not have a true career path. I happened to meet […]

Read More
How Financial Planners Handle Their Own Finances

How Financial Planners Handle Their Own Finances 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. If […]

Read More