S5E10 – Top Tax Mistakes Pre-Retirees Make
Tax planning is not something that should only happen during tax season. In this episode of Kitchen Table Finance, Dave
S5E9 – 2026 Quarter One Market Review and Outlook
In this quarterly market update, we take a step back and look at what really happened during the first quarter
S5E8 – Intern Aditya Chaturvedi Joins the Show
Welcome back to Kitchen Table Finance. Today’s conversation brings a fresh perspective from the next generation of financial planners. We
S5E6 – Life Planning vs. Traditional Financial Planning
In this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life
S5E4 – State of Michigan Retirement Benefits
Understanding State of Michigan Retirement Benefits: Pension vs. Defined Contribution and Health Care Options If you work for the State
S5E3 – MSU Retirement Plans Explained
Roth Contributions, Tax Planning, and What to Do Now Michigan State University recently added Roth options to its retirement plans,
S5E2 – 4th Quarter 2025 Review and Market Outlook
In this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they
S5E1 – 2026 Market Predictions
Welcome back to Kitchen Table Finance. Season 5 kicks off with one of our favorite annual traditions, reviewing last year’s
S4E38 – What an Internship Really Teaches You About Retirement Planning
In this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern
S4E37 – Inherited IRAs After SECURE Act: The 10-Year Rule Explained
Episode Summary The SECURE Act changed the game for inherited IRAs, especially for non-spouse beneficiaries. What used to be a