Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_Ep2.mp3Podcast: Play in new window | DownloadIn this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they are watching in 2026. They cover the spring volatility that tested investor patience, why diversification mattered again, and how a traditional 60/40 mix held […]
Despite all the worries about tariff policy causing a recession, global markets and the economy kept rolling through the third quarter of 2025. Real GDP showed 3.8% growth through the end of the second quarter, and expectations are that we’ll see similar results for the third quarter. However, signs point […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep_13.mp3Podcast: Play in new window | DownloadJoin us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB intern and aspiring financial planner, to learn more about his background, experiences, and passion for financial planning. Nathan shares his transition from a small-town […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep35.mp3Podcast: Play in new window | DownloadWe’re back with another round of retirement planning headline news reviews. As we like to say, we read the news so you don’t have to. Although, maybe you will want to after you hear us talk about them. Our goal is to at least help point you […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_s3_Ep_30.mp3Podcast: Play in new window | DownloadIntroduction Welcome to another episode of the Kitchen Table Finance Podcast! In this episode, Dave and Nick are joined by our newest associate advisor, Cole Williams. Today, we’re diving deep into making smart housing decisions during retirement—a topic that’s crucial for anyone looking to […]
The new year started with strong stock market returns, with the S&P 500, Nasdaq, European Stoxx 600, and Japanese Nikkei indices all making new record highs during the quarter. The broad MSCI All Cap World Index (MSCI ACWI) returned 8.2% for the quarter. As we roll into the year’s second […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_140.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they address some questions they have received recently about interest rates and CDs. Interest rates are looking pretty good, especially when you start driving around town and seeing billboards for 6 % twelve-month CDs. So part of the questions […]
A client asked me last week why the stock market goes down when interest rates are rising. This is a good question and is a fundamental part of understanding the markets, so I thought it would make sense to take a minute and write down a simple explanation. While there […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_118.mp3Podcast: Play in new window | DownloadTwelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month intervals. Basically May to November and then November to the following May or April. A year ago at this time as inflation was raging, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_115.mp3Podcast: Play in new window | Download2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the frustrating previous 12 months. While inflation still appears to be slowing, there is plenty of uncertainty […]
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