Ep 127 – Stoic Philosophy and Financial Planning
Join Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or
Ep 125: Does Your Financial Advisor Provide Value?
We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to
Do Financial Advisors Provide Value?
by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online
Ep 123: Nick’s Best & Worst Personal Money Moves
Join Nick and Dave as they discuss Nick’s best and worst personal money decisions. In case you missed our last
Ep 122: Dave’s Best and Worst Personal Money Moves
Join Dave and Nick as Dave reveals one of the best and worst money decisions he’s made over the years.
Our Current Thoughts on the Economy May 2023
Every year in late spring, Warren Buffett’s company, Berkshire Hathaway, holds its annual shareholder meeting on a Saturday. This was
Ep 119: Financial Planning Resources
Join Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them.
Michigan 1st Time Homebuyers’ Savings Account
Dave and Nick are joined by Ashley Sajor, Associate Financial Planner here at Shotwell Rutter Baer. Ashley started her career at
Why is Nick Nauta a Financial Planner?
Nick was asked recently why he liked being a financial planner. He and Dave both agree that this is an
Three Reasons for Investors to be Thankful This Year
You might have to dig a little deep in 2022 but we found some things outside of football and nice