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
S4E36 – Is the AI Bubble About to Ruin Your Retirement?
The headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it
S4E34 – How to Retire Healthy
A lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with
S4E29 – The Big Beautiful Tax Bill with Matt Cooper, CPA
Taxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In
S4E22 – We Survived the Spring Volatility, Now What?
Riding the Market Roller Coaster: Lessons from a Wild Spring It’s been a bumpy ride in the markets this spring,
S4E21 – How to Plan on Enjoying Retirement
In this episode, Dave and Nick dive into one of the most overlooked—but absolutely essential—parts of retirement planning: how to
S4E19 – Does your Retirement Plan Need a ROTH?
Roth Conversions: Worth It or Not? Welcome back to the Kitchen Table! In today’s episode, Dave and Nick take a
S4E18 – What to Know About Taxes in Retirement
Hosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully
S4E16 – 2025 Quarter One Market Review and Outlook
In this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of