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Kitchen Table Finance

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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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 […]

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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 […]

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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. […]

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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 […]

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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 […]

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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 […]

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