S4E38 – What an Internship Really Teaches You About Retirement Planning

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In this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern Stephen Bowe to talk about his path into wealth management, lessons learned during his internship, and how young professionals can find their place in the financial planning world.

Stephen shares how Michigan State University and the Wealth Management Association helped shape his career direction, why long-term investing matters early, and what surprised him most about real-world retirement planning.

The conversation also explores the intersection of marketing and wealth management, the value of hands-on experience, and why most successful retirement plans look far better than people expect. Whether you are a Michigan State University employee nearing retirement, a young professional exploring finance careers, or someone who wants reassurance about their retirement plan, this episode offers practical and relatable insight.

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