Tags fiduciary financial advisor Health Insurance in Retirement for State of Michigan Employees David Shotwell June 16, 2026 Health insurance is one of the biggest retirement planning questions for State of Michigan employees. The rules can be complicated,
Tags fiduciary advisor S5E12 – Financial Life Planning: Finding Purpose Beyond the Numbers Nick Nauta June 9, 2026 Retirement planning is about more than investments, savings targets, and account balances. In this episode of Kitchen Table Finance, Nick
Tags 403b retirement S5E11 – How to Calculate Your Retirement Income David Shotwell May 26, 2026 Retirement planning does not stop when you reach your savings goal. The next challenge is figuring out how to turn
Tags capital gains tax S5E10 – Top Tax Mistakes Pre-Retirees Make David Shotwell May 12, 2026 Tax planning is not something that should only happen during tax season. In this episode of Kitchen Table Finance, Dave
Tags economic outlook 2026 S5E9 – 2026 Quarter One Market Review and Outlook David Shotwell May 4, 2026 In this quarterly market update, we take a step back and look at what really happened during the first quarter
Tags financial planning S5E8 – Intern Aditya Chaturvedi Joins the Show srb April 21, 2026 Welcome back to Kitchen Table Finance. Today’s conversation brings a fresh perspective from the next generation of financial planners. We
Tags 403b RMD S5E7 – Minimum Distrubution Requirements for MSU Employee Retirement Plans srb April 6, 2026 Required Minimum Distributions are one of the most important, and often misunderstood, parts of retirement planning. For Michigan State University
Tags behavioral finance S5E6 – Life Planning vs. Traditional Financial Planning srb March 24, 2026 In this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life
Tags financial planning for retirees S5E5 – MSU Retiree Health Insurance Guide srb March 10, 2026 Health insurance is one of the most confusing parts of retirement planning, especially for Michigan State University employees approaching retirement.
Tags early retirement planning S5E4 – State of Michigan Retirement Benefits srb February 24, 2026 Understanding State of Michigan Retirement Benefits: Pension vs. Defined Contribution and Health Care Options If you work for the State