The headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it is easy to wonder if this is the moment everything falls apart. In this episode of Kitchen Table Finance, Dave Shotwell and Nick Nauta talk throug

Life Planning, Retirement, and Why It Is Never About the MoneyIn this episode, Dave flips the script and interviews Nick about how life planning has become a core part of the SRB client process. Nick shares how training with George Kinder and th

A lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with Julie Wilde, a former global business leader who reinvented her career as a healt

In this quarter-end chat, Dave Shotwell and Nick Nauta unpack what actually happened in Q3 2025 and why portfolios held up despite a steady stream of gloomy headlines. They cover broad market strength

Guest: Kevin Skarritt (pronounced scare it)Kevin shares a real-world look at retiring in stages, shifting identity after work, and building a life that feels meaningful day to day. From an early career on the trading desk to web development, branding,

The Fed has been everywhere in the headlines. In our latest Kitchen Table Finance episode, we explain what the Federal Reserve is, why its independence matters, and how a rate-cutting cycle may ripple

Health insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides about marketplace coverage before 65, Medicare at 65, and how to compare real-

Taxes arent usually described as big and beautiful, but the new tax bill brings plenty of changes worth understanding. In this episode of Kitchen Table Finance, Nick sits down with Matt Cooper, CPA and owner of Matthew Accounting in DeWitt, Michigan, t

Welcome back to Kitchen Table Finance, the podcast where we serve up bite-sized financial advice to simplify your money and your life. Pull up a chair with hosts Dave Shotwell and Nick Nauta as they d

When a grandchild arrives, its more than a joyful addition to the family it can also bring new considerations for your retirement plan. In this episode of Kitchen Table Finance, Dave shares his own recent experience becoming a grandfather and how its