Hosts: Nick and guest advisor Cole WilliamsSpecial Guest Absence: Dave is off living his best life in Bozeman, Montana (hopefully catching trout and not taxes). In this episode of Kitchen Table Financ

Welcome back, friends!Today, Dave and Nick roll up their sleeves and dive into the wild and wonderful world of retirement headlines from March and April. Think of it as your financial cliff notes so

In this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of the first quarter of 2025. From global diversification wins to U.S. economic uncertainty, they break dow

Welcome to Kitchen Table Finance! Join hosts Nick and Dave as they dig into one of the most important aspects of financial planning for retirees: when and how to adjust your retirement income. Whether

In this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something just as importantthe emotions behind the numbers. If youre retired or nearing retire

Join us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB intern and aspiring financial planner, to learn more about his background, experien

Retirement planning isnt just about getting to retirementits about making sure your income lasts through retirement. In this episode, Dave and Cole break down how to adjust your retirement income t

Hosts: David Shotwell & Nick Nauta - Episode Overview In this episode of Kitchen Table Finance, David and Nick break down the essential steps for creating a solid retirement income strategy. They d

In this special episode, Nick and Cole put artificial intelligence to the test in a fun and insightful financial planning battleCFP vs. ChatGPT! They tackle some of the most common retirement and est

Episode Summary In this episode, we welcome Kim Barber from Globetrotter Travel to discuss planning and budgeting for travel in retirement. Travel is a top priority for many retirees, but navigating c