S4E37 – Inherited IRAs After SECURE Act: The 10-Year Rule Explained
Episode Summary The SECURE Act changed the game for inherited IRAs, especially for non-spouse beneficiaries. What used to be a
S4E36 – Is the AI Bubble About to Ruin Your Retirement?
The headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it
S4E35 – Retirement Life Planning
Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews
S4E34 – How to Retire Healthy
A lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with
S4E33 – Q3 2025 Market Recap: Gains, Rate Cuts, and What’s Next
In this quarter-end chat, Dave Shotwell and Nick Nauta unpack what actually happened in Q3 2025 and why portfolios held
S4E32 – Retiring With Purpose: A Conversation With Kevin Skarritt
Guest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and
S4E31 – The Fed, Rate Cuts, and Your Retirement Plan
The Fed has been everywhere in the headlines. In our latest Kitchen Table Finance episode, we explain what the Federal
S4E30 – Retirement Health Insurance Made Simple
Health insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides
S4E29 – The Big Beautiful Tax Bill with Matt Cooper, CPA
Taxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In
S4E28 – Financial Planning Headlines – June and July
Welcome back to Kitchen Table Finance, the podcast where we serve up bite-sized financial advice to simplify your money and