Financial Planners
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_Special_Episode_04-2025.mp3Podcast: Play in new window | DownloadIn this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something just as important—the emotions behind the numbers. If you’re retired or nearing retirement, you’ve likely felt the weight of recent market turbulence. Maybe you’re […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep_13.mp3Podcast: Play in new window | DownloadJoin us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB intern and aspiring financial planner, to learn more about his background, experiences, and passion for financial planning. Nathan shares his transition from a small-town […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4Ep12.mp3Podcast: Play in new window | DownloadRetirement planning isn’t just about getting to retirement—it’s about making sure your income lasts through retirement. In this episode, Dave and Cole break down how to adjust your retirement income to fit your lifestyle, changing expenses, and market conditions. They keep it real with […]
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. […]
© 2025 Shotwell Rutter Baer • Powered By The Media Advantage