What is Your Investment Risk Tolerance?
Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave
Michigan 1st Time Homebuyers’ Savings Account
Dave and Nick are joined by Ashley Sajor, Associate Financial Planner here at Shotwell Rutter Baer. Ashley started her career at
Why Dave Shotwell Became a Financial Planner
Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming
Setting and Keeping your Financial Goals in 2023
Nick and Dave discuss the difference between, “I want to be financially responsible” versus “I’m going to try to keep
Ep 105 – How the Debt Ceiling and Government Spending Impact Investors
The debt ceiling debate has been front and center lately, so we thought we’d share this article from our partners
Episode 104: 1st Quarter 2023 Investment Review & Economic Update (podcast)
Well, we can all agree that the stock market was not pretty in 2022. What is in store for 2023?
Financial Predictions for 2023
This is a pretty common question for our clients t ask in December and January. We’re in an industry where
Why is Nick Nauta a Financial Planner?
Nick was asked recently why he liked being a financial planner. He and Dave both agree that this is an
Should I Lease or Buy My Next Car?
Michigan is an auto-centric state and people from the East and West coast don’t understand why we still driving the
Podcast: Tackling Retirement Goals from Both Ends
This is our 100th Episode! Thanks for listening over the past 2 years! Join Nick and Dave as they talk