Financial Planners
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. […]
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 […]
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 […]
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 […]
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_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 […]
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 […]
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_E5.mp3Podcast: Play in new window | DownloadWelcome to another episode of Kitchen Table Finance! Join hosts David Shotwell and Nick Nauta as they break down the biggest financial headlines from January, so you don’t have to. Articles Covered in This Episode: 1. How to Launch a Successful Consulting Business in Retirement […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_E3.mp3Podcast: Play in new window | DownloadEpisode Summary In this episode of Kitchen Table Finance, Dave and Nick dive into the importance of financial “lifeboat drills”—preparing for market downturns before they happen. They discuss why good times in the market don’t last forever and how you can set yourself up […]
© 2025 Shotwell Rutter Baer • Powered By The Media Advantage