Close

Kitchen Table Finance

We Survived the Spring Volatility, Now What?

S4E22 – We Survived the Spring Volatility, Now What?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep22.mp3Podcast: Play in new window | DownloadRiding the Market Roller Coaster: Lessons from a Wild Spring It’s been a bumpy ride in the markets this spring, and in this episode, Dave and Cole (filling in for Nick) sit down to talk through what happened, what it means for investors, and […]

Read More
enjoying retirement

S4E21 – How to Plan on Enjoying Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep21.mp3Podcast: Play in new window | DownloadIn this episode, Dave and Nick dive into one of the most overlooked—but absolutely essential—parts of retirement planning: how to actually enjoy it. You’ve spent decades saving, investing, and working hard. But have you really thought about what your ideal retirement looks like? Spoiler […]

Read More
Roth Conversions

S4E19 – Does your Retirement Plan Need a ROTH?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep19.mp3Podcast: Play in new window | DownloadRoth Conversions: Worth It or Not? Welcome back to the Kitchen Table! In today’s episode, Dave and Nick take a deeper dive into the world of Roth conversions—what they are, how they work, and whether or not they make sense for your retirement plan. […]

Read More
What to Know About Taxes in Retirement

S4E18 – What to Know About Taxes in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep17.mp3Podcast: Play in new window | DownloadHosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully catching trout and not taxes). In this episode of Kitchen Table Finance, we take a deep dive into one of retirement’s least sexy—but most […]

Read More
2025 Quarter One Marketing Review and Outlook

S4E16 – 2025 Quarter One Market Review and Outlook

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep15.mp3Podcast: Play in new window | DownloadIn this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of the first quarter of 2025. From global diversification wins to U.S. economic uncertainty, they break down what investors need to know—and what they don’t […]

Read More
emotions of a down market

S4E14 – How Retirees Can Handle Emotions of a Down Market

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_Special_Episode_04-2025.mp3Podcast: Play in new window | DownloadIn this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something just as important—the emotions behind the numbers. If you’re retired or nearing retirement, you’ve likely felt the weight of recent market turbulence. Maybe you’re […]

Read More
Nathan Gardner

S4E13 – Introducing Nathan Gardner, Intern

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 […]

Read More

S4E12 – How to Adjust Your Retirement Income

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4Ep12.mp3Podcast: Play in new window | DownloadRetirement planning isn’t just about getting to retirement—it’s about making sure your income lasts through retirement. In this episode, Dave and Cole break down how to adjust your retirement income to fit your lifestyle, changing expenses, and market conditions. They keep it real with […]

Read More
retirement income strategy

S4E11 – How to Put Together a Retirement Income Strategy

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep11.mp3Podcast: Play in new window | Download🎙️ Hosts: David Shotwell & Nick Nauta Episode Overview In this episode of Kitchen Table Finance, David and Nick break down the essential steps for creating a solid retirement income strategy. They discuss different income sources, withdrawal strategies, and key decisions that impact financial […]

Read More
CFP vs. ChatGPT for Retirement Planning

S4E10 – CFP vs. ChatGPT for Retirement Planning

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep9.mp3Podcast: Play in new window | DownloadIn this special episode, Nick and Cole put artificial intelligence to the test in a fun and insightful financial planning battle—CFP vs. ChatGPT! They tackle some of the most common retirement and estate planning questions, comparing Nick’s expert advice to ChatGPT’s AI-generated insights. Who […]

Read More