Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep9.mp3Podcast: Play in new window | DownloadIn this special episode, Nick and Cole put artificial intelligence to the test in a fun and insightful financial planning battle—CFP vs. ChatGPT! They tackle some of the most common retirement and estate planning questions, comparing Nick’s expert advice to ChatGPT’s AI-generated insights. Who […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep9.mp3Podcast: Play in new window | DownloadEpisode Summary In this episode of Kitchen Table Finance, Nick and Dave dive into the biggest retirement-related headlines from February 2025. They discuss essential financial planning topics, including tax strategies, healthcare costs, tariffs, retirement savings habits, and key conversations to have before retiring. Key […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_E8.mp3Podcast: Play in new window | DownloadEpisode Summary In this episode, we welcome Kim Barber from Globetrotter Travel to discuss planning and budgeting for travel in retirement. Travel is a top priority for many retirees, but navigating costs, destinations, and logistics can be overwhelming. Kim shares expert advice on how […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep7.mp3Podcast: Play in new window | DownloadEpisode Summary In this episode, Dave and Nick discuss George Kinder’s Financial Life Planning Process and how it applies to retirement savings. They explore how financial planning goes beyond numbers and investments—it’s about aligning financial decisions with what truly matters to you. They also […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_EP6.mp3Podcast: Play in new window | DownloadEpisode Summary Retirement isn’t just a financial transition—it’s a psychological one too. After years of saving and accumulating wealth, shifting to spending in retirement can feel unnatural or even scary. In this episode, Dave and Nick discuss how retirees can successfully make this transition […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_E4.mp3Podcast: Play in new window | DownloadIn this episode of Kitchen Table Finance, Dave Shotwell and guest co-host Cole Williams take a deep dive into financial crises—focusing on the Great Recession of 2007–2009. They explore its impact on financial planning, investor psychology, and how those experiences shape decisions even today. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_S4_E2.mp3Podcast: Play in new window | DownloadToday, we’re conducting our Q4 2024 market review and upcoming market outlook. We’ll examine what happened last year and what may lie ahead to help listeners set realistic expectations. 2024 Market Highlights S&P 500 Performance: 2024 closed with another year of +20% returns. Q4 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_S4_E1.mp3Podcast: Play in new window | Download Welcome back to Kitchen Table Finance for Season 4! In this highly anticipated episode, Dave and Nick dive into their annual predictions for 2025, reflecting on their 2024 forecasts and offering insights into what might be ahead for the markets, economy, and more. […]
This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022, and as I write this in early 2025, the economy and the stock market are not showing signs of impending doom. However, when markets go on an extended run there […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep46.mp3Podcast: Play in new window | DownloadIdentity theft and fraud can pose significant risks to retirees, especially as scammers adapt their methods to exploit those aged 60 and above. This episode addresses how identity theft impacts retirees, the common scams targeting them, and actionable steps to safeguard your financial security […]
© 2025 Shotwell Rutter Baer • Powered By The Media Advantage