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Financial Planning

Getting Out Of Debt

The Snowball Strategy for Getting Out of Debt

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_15.mp3Podcast: Play in new window | DownloadIs getting out of debt your goal for 2021? At the start of the new year, resolutions are on people’s minds right now.  As I type this it’s snowing so it seemed like a good day to write about my favorite strategy for eliminating […]

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Life Planning Is Financial Planning Done Right

Life Planning is Financial Planning Done Right

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_11.mp3Podcast: Play in new window | DownloadLife Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams. We often don’t give ourselves the time and space to really think about what we want for our lives now, in the near future, […]

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Learning About Financial Planning with our Intern Joel

Learning About Financial Planning with our Intern Joel

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_10.mp3Podcast: Play in new window | DownloadHere at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial Planning internship program this year and were lucky enough to hire Joel. He is currently a senior in Michigan State’s International Business program. Last […]

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How Well Do You Know Your Financial Advisor

How Well Do You Know Your Financial Advisor?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_12.mp3Podcast: Play in new window | DownloadDon’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff was arrested in December 2008 when his sons revealed that his giant asset management firm was a Ponzi scheme. He had stolen an estimated […]

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Individual Stocks

Why We Don’t Recommend Individual Stocks

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_13.mp3Podcast: Play in new window | DownloadFrequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand why. Individual stocks have a story that you can wrap your head around, such as Pfizer creating a vaccine for Corona Virus, to borrow […]

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When Should You Refinance Your Mortgage

When should you refinance your mortgage?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_9.mp3Podcast: Play in new window | DownloadWhen should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save you thousands of dollars on your mortgage loan. How do you tell if now’s the right time for you to refinance your existing mortgage? […]

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State Of Michigan Health Plan. Michigan woods with path in fall.

Evaluating the State of Michigan Health Plan Options

The State of Michigan is in round two of open enrollment for 2020, and there are some changes in the State of Michigan Health Plan Options that are worth evaluating. Here are our thoughts on how to assess the State of Michigan’s health plans for 2021.  What’s changing?  The significant […]

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Saving When Interest Rates Are Low. Iron bench on dock by lake in the fall

Four Tips for Saving When Interest Rates are Low

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_7.mp3Podcast: Play in new window | DownloadDo you have money in savings that could be working better for you somewhere else? Interest rates are low right now. That’s great if you are a borrower, but not so great if you have savings in the bank. With all the economic upheaval […]

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