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retirement planning

retirement health insurance

S4E30 – Retirement Health Insurance Made Simple

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep30.mp3Podcast: Play in new window | DownloadHealth insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides about marketplace coverage before 65, Medicare at 65, and how to compare real-world costs based on your doctors, prescriptions, and budget. We cover timing, […]

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The Big Beautiful Tax Bill with Matt Cooper, CPA

S4E29 – The Big Beautiful Tax Bill with Matt Cooper, CPA

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep29.mp3Podcast: Play in new window | DownloadTaxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In this episode of Kitchen Table Finance, Nick sits down with Matt Cooper, CPA and owner of Matthew Accounting in DeWitt, Michigan, to unpack what […]

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retirement headlines June and July

S4E28 – Financial Planning Headlines – June and July

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep28.mp3Podcast: Play in new window | DownloadWelcome back to Kitchen Table Finance, the podcast where we serve up bite-sized financial advice to simplify your money and your life. Pull up a chair with hosts Dave Shotwell and Nick Nauta as they dive into the latest retirement and financial planning headlines […]

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Q2 2025

S4E26 – Q2 2025 Review & Outlook

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_EP26.mp3Podcast: Play in new window | DownloadWelcome back to Kitchen Table Finance with hosts Dave Shotwell and Nick Nonna! In this quarterly market update, Dave and Nick walk through the rollercoaster that was Q2 2025. From unexpected returns to ongoing uncertainty, this episode offers a grounded, no-nonsense take on what’s […]

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MSU Layoffs

S4E25 – Financial Planning in Uncertain Times: MSU Layoffs and Beyond

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep25.mp3Podcast: Play in new window | DownloadWith Michigan State University announcing potential layoffs and buyouts, financial anxiety is growing—not just in East Lansing, but across many university communities. In this episode, Dave and Nick share practical, down-to-earth advice for those facing employment uncertainty. This isn’t just for MSU employees—anyone experiencing […]

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empty nest to retirement

S4E24 – How Becoming Empty Nesters Impacts Your Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep_24.mp3Podcast: Play in new window | DownloadWhen the kids move out and the house gets quieter, life—and your finances—enter a whole new chapter. In this episode, Dave and Nick talk about the often-overlooked financial opportunities (and pitfalls) that come with becoming an empty nester. From downsizing and budgeting to increasing […]

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enjoying retirement

S4E21 – How to Plan on Enjoying Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep21.mp3Podcast: Play in new window | DownloadIn this episode, Dave and Nick dive into one of the most overlooked—but absolutely essential—parts of retirement planning: how to actually enjoy it. You’ve spent decades saving, investing, and working hard. But have you really thought about what your ideal retirement looks like? Spoiler […]

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Roth Conversions

S4E19 – Does your Retirement Plan Need a ROTH?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep19.mp3Podcast: Play in new window | DownloadRoth Conversions: Worth It or Not? Welcome back to the Kitchen Table! In today’s episode, Dave and Nick take a deeper dive into the world of Roth conversions—what they are, how they work, and whether or not they make sense for your retirement plan. […]

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What to Know About Taxes in Retirement

S4E18 – What to Know About Taxes in Retirement

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep17.mp3Podcast: Play in new window | DownloadHosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully catching trout and not taxes). In this episode of Kitchen Table Finance, we take a deep dive into one of retirement’s least sexy—but most […]

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When to Adjust Your Retirement Income

S4E15 – When to Adjust Your Retirement Income

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep14.mp3Podcast: Play in new window | DownloadWelcome to Kitchen Table Finance! Join hosts Nick and Dave as they dig into one of the most important aspects of financial planning for retirees: when and how to adjust your retirement income. Whether you’re navigating market volatility, planning for worst-case scenarios, or wondering […]

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