Our FIT Meeting Process
Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If
How Nick Handles His FinancesÂ
Fair is fair. Nick interviewed Dave about his personal finances in How Financial Planners Handle Their Own Finances, so in
How Financial Planners Handle Their Own Finances
In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen
Traveling Post Pandemic Webinar with Kim Barber
Join Dave and Nick as they chat with Kim Barber, owner of Globetrotter Travel, about traveling during a Pandemic. What
Should I sell my house? Guest: John Douglas, Keller Williams
Join Nick and Dave as they interview John Douglas, a realtor and head 0f The Mitten Team at Keller Williams.
Getting Launched: Helping Children Manage Money
Clients often ask us how to help their children or grandchildren get started in managing their own financial affairs. For
Budgeting for Vacation
How are you budgeting for vacation? It’s early summer in Michigan, and for a lot of families that means road
Understanding Stock Market Information
Stock market data is everywhere we turn these days. The evening news will tell us whether the market was up,
Pension Choices
Often in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons
Is Bitcoin an Investment?
Cryptocurrency, and Bitcoin, in particular, have been a hot topic of conversation in the world of finance. Since we get