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
S4E14 – How Retirees Can Handle Emotions of a Down Market
In this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something
S4E13 – Introducing Nathan Gardner, Intern
Join us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB
S4E12 – How to Adjust Your Retirement Income
Retirement planning isn’t just about getting to retirement—it’s about making sure your income lasts through retirement. In this episode, Dave
S4E11 – How to Put Together a Retirement Income Strategy
🎙️ Hosts: David Shotwell & Nick Nauta Episode Overview In this episode of Kitchen Table Finance, David and Nick break