Tags financial planning How to Spot Bad Investment Advice (and Where I Go for the Good Stuff) David Shotwell April 21, 2026 There’s a bull market in online investment advice these days, and sorting out the good from the bad is very
Tags Financial advisors S4E32 – Retiring With Purpose: A Conversation With Kevin Skarritt srb October 6, 2025 Guest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and
Tags investing S4E26 – Q2 2025 Review & Outlook srb July 27, 2025 Welcome back to Kitchen Table Finance with hosts Dave Shotwell and Nick Nonna! In this quarterly market update, Dave and
Tags empty nest S4E24 – How Becoming Empty Nesters Impacts Your Retirement srb July 10, 2025 When the kids move out and the house gets quieter, life—and your finances—enter a whole new chapter. In this episode,
Tags investing S3E42- Does Warren Buffett Think You Should Change Your Retirement Allocation? srb November 25, 2024 What does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s
Tags Economy Market Minute Week of March 11, 2024 srb March 12, 2024 Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on
Tags Economy Market Minute Week of 1-15-2024 srb January 17, 2024 Welcome to the “Market Minute” series! In this weekly blog post, Dave will provide you with all the latest updates
Tags financial planning Ep 149 – Your First Market Downturn in Retirement srb December 22, 2023 Congratulations! You made it to retirement. You’ve worked hard, planned hard, saved, and are now enjoying your time. And then,
Tags financial planning Ep 144: Retirement Planning Headline Review srb November 13, 2023 Join Dave and Nick as they try something new today on the show. Watch on YouTube HERE We hope this
Tags interest rates Stocks and Interest Rates srb October 13, 2023 A client asked me last week why the stock market goes down when interest rates are rising. This is a