167 episodios

Grab a cup of coffee and join Certified Financial Planner Professionals (tm) David Shotwell and Nick Nauta as they discuss personal finance, retirement planning, portfolios, and how the news of the day might affect your financial plans.

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

    • Economía y empresa

Grab a cup of coffee and join Certified Financial Planner Professionals (tm) David Shotwell and Nick Nauta as they discuss personal finance, retirement planning, portfolios, and how the news of the day might affect your financial plans.

    S3E20 - Dealing With Increasing Insurance Rates

    S3E20 - Dealing With Increasing Insurance Rates

    Don't miss this episode with Ben Rathbun. Listen now and gain valuable insights on how to protect yourself and your assets from rising insurance costs.

    Using CDs and Bonds in Retirement

    Using CDs and Bonds in Retirement

    Welcome to another episode of Kitchen Table Finance, where we dive deep into financial strategies to help you make the most out of your retirement. In today’s episode, we’re tackling a common question: "Should I put everything into CDs or bonds when I retire?"

    S3E18 - Relocating During Retirement

    S3E18 - Relocating During Retirement

    Welcome to another enlightening episode of the Kitchen Table Finance podcast! In this episode, Dave and Nick dive deep into the intricate world of relocating during retirement, examining how recent economic shifts have impacted this significant life decision.

    • 25 min
    Retirement Planning Headlines - April 2024

    Retirement Planning Headlines - April 2024

    Welcome back to our much-anticipated April 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. This month, we’ve even had listeners chime in with topics for our deep-dive discussions.

    Navigating Market Pullbacks and Geopolitical Risk In Retirement

    Navigating Market Pullbacks and Geopolitical Risk In Retirement

    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.

    S3E15 - Q1 2024 Review and Q2 Outlook

    S3E15 - Q1 2024 Review and Q2 Outlook

    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.

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