Financial Planning

Episode 49 Our Fit Meeting Process

Our FIT Meeting Process Play in new window | DownloadJoin Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If you prefer to watch this episode click here for the video. We walk every client through our process and it starts with a FIT […]

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How Nick Handles His Finances 

How Nick Handles His Finances 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 […]

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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 […]

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Traveling Post pandemic

Traveling Post Pandemic Webinar with Kim Barber 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 […]

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Getting Launched Helping Children Manage Money

Getting Launched: Helping Children Manage Money 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, […]

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Pension Choices

Pension Choices Play in new window | DownloadOften in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons and understanding the tradeoffs. Pension choices are one of those questions. If you are covered by an employer pension, you will face choices at […]

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Budget For Academic Year Faculty And Staff At Msu

How to Budget for Academic Year Faculty and Staff at MSU Play in new window | DownloadBudgeting is hard enough for most people, but when you only get paid nine months out of the year, how do you manage your month-to-month expenses? The trick is to budget for the summer during the rest of the year.  You do this by […]

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How To Financially Help Adult Children

How to Financially Help Adult Children Play in new window | DownloadMy adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially help adult children all the time from our clients. This is a true kitchen table conversation about real life and real decisions. Oftentimes parents […]

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Estate Planning Basics With Special Guest Molly Petitjean

Estate Planning Basics with Special Guest Molly Petitjean

http://kitchen_table_29.mp3Podcast: Play in new window | DownloadOn this week’s edition of the Kitchen Table Podcast, Nick and I interviewed Molly Petitjean, an estate planning attorney with the law office of Buhl, Little, Lynwood, and Harris, PLC in East Lansing, Michigan. On April 21, Molly will be presenting a webinar with […]

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