Why Ashley Sajor Became a Financial Planner
We have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why
What is Your Investment Risk Tolerance?
Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave
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
Why Dave Shotwell Became a Financial Planner
Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming
Financial Predictions for 2023
This is a pretty common question for our clients t ask in December and January. We’re in an industry where
Should I Lease or Buy My Next Car?
Michigan is an auto-centric state and people from the East and West coast don’t understand why we still driving the
Fees to Watch Out For With Retirement Planning
Join Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As
Stress Testing Your Financial Plan
Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals
The Rollover Decision
When you change jobs or retire, you have the option to roll your retirement plan into an individual retirement account.
How Much Money Do You Need to Retire?
Dave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if