Tags financial planning How to Spot Bad Investment Advice (and Where I Go for the Good Stuff) David Shotwell April 21, 2026 There’s a bull market in online investment advice these days, and sorting out the good from the bad is very
Tags financial planning S5E8 – Intern Aditya Chaturvedi Joins the Show srb April 21, 2026 Welcome back to Kitchen Table Finance. Today’s conversation brings a fresh perspective from the next generation of financial planners. We
Tags behavioral finance S5E6 – Life Planning vs. Traditional Financial Planning srb March 24, 2026 In this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life
Tags CFP career path S4E38 – What an Internship Really Teaches You About Retirement Planning srb January 9, 2026 In this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern
Tags AI S4E36 – Is the AI Bubble About to Ruin Your Retirement? srb December 10, 2025 The headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it
Tags financial planning S4E35 – Retirement Life Planning srb November 18, 2025 Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews
Tags Healthy Retirement S4E34 – How to Retire Healthy srb November 4, 2025 A lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with
Tags Financial advisors S4E32 – Retiring With Purpose: A Conversation With Kevin Skarritt srb October 6, 2025 Guest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and
Tags BeneGuides S4E30 – Retirement Health Insurance Made Simple srb September 8, 2025 Health insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides
Tags Financial advisors S4E29 – The Big Beautiful Tax Bill with Matt Cooper, CPA srb August 25, 2025 Taxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In