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Kitchen Table Finance

life planning v financial planning

S5E6 – Life Planning vs. Traditional Financial Planning

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_ep6.mp3Podcast: Play in new window | DownloadIn this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life planning, and why that distinction matters more than most people realize. Traditional financial planning focuses on numbers, projections, and optimization. It answers questions like: […]

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State of Michigan benefits

S5E4 – State of Michigan Retirement Benefits

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_EP4.mp3Podcast: Play in new window | DownloadUnderstanding State of Michigan Retirement Benefits: Pension vs. Defined Contribution and Health Care Options If you work for the State of Michigan, your retirement benefits can feel like a maze. Hire dates matter. Plan elections matter. Even health care decisions from years ago still […]

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MSU Retirement Plans

S5E3 – MSU Retirement Plans Explained

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_Ep_3.mp3Podcast: Play in new window | DownloadRoth Contributions, Tax Planning, and What to Do Now Michigan State University recently added Roth options to its retirement plans, and that change creates new opportunities and new decisions for MSU employees. In this episode of Kitchen Table Finance, David Shotwell and Nick Nauta […]

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4th Quarter 2025 Review and Market Outlook

S5E2 – 4th Quarter 2025 Review and Market Outlook

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 […]

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2026 Market Predictions

S5E1 – 2026 Market Predictions

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_Ep1_.mp3Podcast: Play in new window | DownloadWelcome back to Kitchen Table Finance. Season 5 kicks off with one of our favorite annual traditions, reviewing last year’s market predictions and locking in new ones for the year ahead. Hosts David Shotwell and Nick Nauta are joined by newly credentialed CFP Cole […]

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What an Internship Really Teaches You About Retirement Planning

S4E38 – What an Internship Really Teaches You About Retirement Planning

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep_38.mp3Podcast: Play in new window | DownloadIn this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern Stephen Bowe to talk about his path into wealth management, lessons learned during his internship, and how young professionals can find their place in […]

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Inherited IRAs After SECURE Act: The 10-Year Rule Explained

S4E37 – Inherited IRAs After SECURE Act: The 10-Year Rule Explained

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep37.mp3Podcast: Play in new window | DownloadEpisode Summary The SECURE Act changed the game for inherited IRAs, especially for non-spouse beneficiaries. What used to be a “stretch IRA” strategy (spreading withdrawals over a lifetime) is now, for most people, a 10-year clock: the inherited IRA generally needs to be fully […]

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Is the AI Bubble About to Ruin Your Retirement?

S4E36 – Is the AI Bubble About to Ruin Your Retirement?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_36_complete_end_fix_.mp3Podcast: Play in new window | DownloadThe headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it is easy to wonder if this is the moment everything falls apart. In this episode of Kitchen Table Finance, Dave Shotwell and Nick Nauta […]

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Retire healthy

S4E34 – How to Retire Healthy

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep34.mp3Podcast: Play in new window | DownloadA lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with Julie Wilde, a former global business leader who reinvented her career as a health coach. Julie works with busy professionals, couples, and retirees to […]

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The Big Beautiful Tax Bill with Matt Cooper, CPA

S4E29 – The Big Beautiful Tax Bill with Matt Cooper, CPA

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep29.mp3Podcast: Play in new window | DownloadTaxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In this episode of Kitchen Table Finance, Nick sits down with Matt Cooper, CPA and owner of Matthew Accounting in DeWitt, Michigan, to unpack what […]

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