Financial Planners
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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