Step Five – Organization
Amy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube
Step Four – Obstacles
Join Nick and Dave as they continue their podcast series on each step of the Strategic Reliable Blueprint. If you
ESG Investing + Webinar
We are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund
Step Three – Vision
VISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through. If
Step Two – The Foundation Meeting
The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.
Our FIT Meeting Process
Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If
How Does A Roth IRA Work?
A Roth Individual Retirement Account (IRA) allows you to put money away long-term. If you follow the rules, your distributions
Changing for Good Book Club
For our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross,
Welcome to the Kitchen Table Finance Podcast
Welcome to The Kitchen Table Finance podcast. Join Dave Shotwell and Nick Nauta as they cut through the complexity of