Ep 114: Retirement Planning Case Study for an MSU Employee
In today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as
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
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
Student Debt Relief Plan
Join Dave and Nick as they review the Student Debt Relief Plan and go over some options. Here are the
What is Monte Carlo Analysis?
We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from
The Psychology of Money Recap
Have you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they
Reviewing Your 2021 Tax Return
Join Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They
Should I Hire a Financial Advisor?
Should You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about
Starting A New Job – Rolling Over a 401K
Are you starting a new job? Do you have a 401K to roll over? This is the podcast episode for
Power of Inflation – What’s going on?
Join Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American