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Life Planning Is Financial Planning Done Right

Life Planning is Financial Planning Done Right

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_11.mp3Podcast: Play in new window | DownloadLife Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams. We often don’t give ourselves the time and space to really think about what we want for our lives now, in the near future, […]

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Learning About Financial Planning with our Intern Joel

Learning About Financial Planning with our Intern Joel

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_10.mp3Podcast: Play in new window | DownloadHere at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial Planning internship program this year and were lucky enough to hire Joel. He is currently a senior in Michigan State’s International Business program. Last […]

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Individual Stocks

Why We Don’t Recommend Individual Stocks

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_13.mp3Podcast: Play in new window | DownloadFrequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand why. Individual stocks have a story that you can wrap your head around, such as Pfizer creating a vaccine for Corona Virus, to borrow […]

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When Should You Refinance Your Mortgage

When should you refinance your mortgage?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_9.mp3Podcast: Play in new window | DownloadWhen should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save you thousands of dollars on your mortgage loan. How do you tell if now’s the right time for you to refinance your existing mortgage? […]

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Saving When Interest Rates Are Low. Iron bench on dock by lake in the fall

Four Tips for Saving When Interest Rates are Low

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_7.mp3Podcast: Play in new window | DownloadDo you have money in savings that could be working better for you somewhere else? Interest rates are low right now. That’s great if you are a borrower, but not so great if you have savings in the bank. With all the economic upheaval […]

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Financial Planning Companies. beautiful stone path and doorway with flowers

Types of Financial Planning Companies

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_5.mp3Podcast: Play in new window | DownloadThis article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial planning firm to help you map out your future is not an easy task. There are several types of financial advisors who all charge […]

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Employer's Retirement Plan. Field of yellow flowers with house in the distance

Getting Started in Your Employer’s Retirement Plan

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_4.mp3Podcast: Play in new window | DownloadStarting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array of choices if you’re not used to the language of savings and investing. The good news is that getting started in retirement savings requires […]

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Welcom To The Kitchen Table Finance Podcast

Welcome to the Kitchen Table Finance Podcast

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_teaser.mp3Podcast: Play in new window | DownloadWelcome to The Kitchen Table Finance podcast. Join Dave Shotwell and Nick Nauta as they cut through the complexity of financial planning and serve bites of investment advice that are both personal and practical.  Dave: “I’m Dave and I want to help you connect […]

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