Tags 529 S4E27 – How a Grandchild Can Change Your Retirement Plans srb August 15, 2025 When a grandchild arrives, it’s more than a joyful addition to the family — it can also bring new considerations
Tags investing S4E26 – Q2 2025 Review & Outlook srb July 27, 2025 Welcome back to Kitchen Table Finance with hosts Dave Shotwell and Nick Nonna! In this quarterly market update, Dave and
Tags budget cuts S4E25 – Financial Planning in Uncertain Times: MSU Layoffs and Beyond srb July 15, 2025 With Michigan State University announcing potential layoffs and buyouts, financial anxiety is growing—not just in East Lansing, but across many
Tags empty nest S4E24 – How Becoming Empty Nesters Impacts Your Retirement srb July 10, 2025 When the kids move out and the house gets quieter, life—and your finances—enter a whole new chapter. In this episode,
Tags Annuities S4E23 – June 2025 Retirement Headlines srb June 23, 2025 In this episode, Dave and Nick (back from vacation) tackle a wide mix of financial headlines so you don’t have
Tags Cole Williams S4E22 – We Survived the Spring Volatility, Now What? srb June 16, 2025 Riding the Market Roller Coaster: Lessons from a Wild Spring It’s been a bumpy ride in the markets this spring,
Tags enjoy retirement S4E21 – How to Plan on Enjoying Retirement srb June 2, 2025 In this episode, Dave and Nick dive into one of the most overlooked—but absolutely essential—parts of retirement planning: how to
Tags buying a house S4E20 – Should You Buy a House in Retirement? srb May 27, 2025 Welcome back to Kitchen Table Finance, where we serve up bite-sized financial wisdom with a side of common sense. In
Tags early retirement S4E19 – Does your Retirement Plan Need a ROTH? srb May 12, 2025 Roth Conversions: Worth It or Not? Welcome back to the Kitchen Table! In today’s episode, Dave and Nick take a
Tags Financial advisors S4E18 – What to Know About Taxes in Retirement srb May 5, 2025 Hosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully