Kitchen Table Finance David Shotwell CFP(r) and Nick Nauta CFP(r)

Join Nick and Dave as they discuss concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues that have led to a market decline, pushing the VIX index of stock market volatility to its highest level in six months.

We jump straight into our Q1 quarterly review followed by the Q2 outlook. Despite entering the year on a shaky start, Q1 turned out exceptionally well, building on the achievements of a strong 2023.

Whether you're just starting to think about retirement or are actively re-balancing your portfolio, this episode is packed with insights that tackle a crucial question: Should you diversify your portfolio in retirement?

We're joined by our energetic and insightful spring 2024 intern, Cole Williams. Cole shares his experience and lessons learned while working with our very own David.

Annuities and Retirement: Discussing the need and implications of annuities as part of a retirement plan.

Dave and Nick explore the concept of a "Strategic Reliable Blueprint" and how to effectively identify and tackle obstacles in planning.