Kitchen Table Finance

Kitchen Table Finance


Latest Episodes

S3E46 – Preventing Identity Theft in Retirement
December 30, 2024

Identity theft and fraud can pose significant risks to retirees, especially as scammers adapt their methods to exploit those aged 60 and above. This episode addresses how identity theft impacts retire

S3E45 – November Retirement Planning Headlines
December 16, 2024

We read the news so you dont have to! - Welcome to The Kitchen Table Finance Podcast, the show where we explore the big questions, trends, and stories shaping our lives. - Today, were diving into th

S3E44 – 5 Insights for Retirement Investors in 2025
December 13, 2024

Welcome to the Kitchen Table Finance Podcast! Get ready to tackle 2025 with confidence! This episode dives deep into five key insights every retirement investor must know to stay ahead of the curve. F

S3E43- Gratitude For Your Retirement Plan
November 27, 2024

This Thanksgiving-themed episode dives into the powerful role gratitude plays in retirement planning. Hosts Nick Nauta and Cole Williams discuss everything from practicing gratitude in financial plann

S3E42- Does Warren Buffett Think You Should Change Your Retirement Allocation?
November 25, 2024

What does Warren Buffett's latest financial move mean for your retirement portfolio? This week, we're unpacking the headlines surrounding Buffett's portfolio adjustments. With $365 billion in cash at

S3E41 – Retirement and Markets Over the Next Four Years
November 19, 2024

In this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the next four years. With Dave on vacation, Cole Williams, our associate

S3E40 – October Retirement Headlines
November 15, 2024

We read the news so you dont have to! - Welcome to your October roundup of retirement headlinesa month bursting with insights and strategies that could redefine your retirement planning. Whether you

S3E39 – Interning at a Financial Advisory Firm with Shane Topping
November 11, 2024

Join us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this episode, we explore the unique experience of inter

S3E38 – Retirement Spending – Die With Zero
November 04, 2024

In this thought-provoking episode, we explore the intriguing concept laid out in Bill Perkins' book "Die With Zero," which challenges traditional notions of retirement savings and spending. Join us as

S3E37 – Q3 2024 Market Update & Economic Outlook
October 25, 2024

In this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged ac