S5E10 – Top Tax Mistakes Pre-Retirees Make
Tax planning is not something that should only happen during tax season. In this episode of Kitchen Table Finance, Dave
S5E9 – 2026 Quarter One Market Review and Outlook
In this quarterly market update, we take a step back and look at what really happened during the first quarter
How to Spot Bad Investment Advice (and Where I Go for the Good Stuff)
There’s a bull market in online investment advice these days, and sorting out the good from the bad is very
S5E8 – Intern Aditya Chaturvedi Joins the Show
Welcome back to Kitchen Table Finance. Today’s conversation brings a fresh perspective from the next generation of financial planners. We
S5E6 – Life Planning vs. Traditional Financial Planning
In this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life
S4E38 – What an Internship Really Teaches You About Retirement Planning
In this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern
S4E36 – Is the AI Bubble About to Ruin Your Retirement?
The headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it
S4E35 – Retirement Life Planning
Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews
S4E34 – How to Retire Healthy
A lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with
S4E32 – Retiring With Purpose: A Conversation With Kevin Skarritt
Guest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and