Financial Planners
Welcome, Kirt Runyan! We are excited to announce that Kirt Runyan has joined our team, working as an Administrative Assistant in our Lansing office. While he is new to the financial planning industry, he has extensive customer service and administrative experience. He is helping to: schedule client meetings sends follow-up […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_51.mp3Podcast: Play in new window | DownloadVISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through. If you’d prefer to watch the video, check it out here. If you missed our previous episodes on Step 1- The FIT meeting or Step […]
We are extremely proud to announce that Amy Gauden, who joined our firm in 2016, has earned her Financial Paraplanner Qualified Professional designation. This certification program (FPQP® for short) has prepared Amy to take on a larger role at Shotwell Rutter Baer helping Dave and Nick develop and implement client […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_50.mp3Podcast: Play in new window | DownloadThe Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through. If you missed our previous episode on step 1- The FIT meeting, please review that first. If you’d rather watch this episode, you can […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_49.mp3Podcast: 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 […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/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. If […]
https://media.blubrry.com/kitchen_table_finance/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 […]
https://media.blubrry.com/kitchen_table_finance/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, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_35.mp3Podcast: 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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