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
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
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
S4E20 – Should You Buy a House in Retirement?
Welcome back to Kitchen Table Finance, where we serve up bite-sized financial wisdom with a side of common sense. In
S4E18 – What to Know About Taxes in Retirement
Hosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully
S4E12 – How to Adjust Your Retirement Income
Retirement planning isn’t just about getting to retirement—it’s about making sure your income lasts through retirement. In this episode, Dave
S4E11 – How to Put Together a Retirement Income Strategy
🎙️ Hosts: David Shotwell & Nick Nauta Episode Overview In this episode of Kitchen Table Finance, David and Nick break
Year-End Checklist For Your Retirement Portfolio
Updated for 2025 Checklist for What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2025 (1) I’ve barely gotten used to writing 2024 when I put the date on
S3E32 – Helping Your Kids Understand Student Loans
In this episode, we tackle the complex world of student loans and how to help your kids make informed decisions
S3E13 – A Conversation with Summer Intern Cole Williams
Welcome to this episode of Kitchen Table Finance where we’re joined by our energetic and insightful spring 2024 intern, Cole