Kitchen Table Finance

Kitchen Table Finance


S4E4 – Financial Disasters Unpacked

February 10, 2025

In this episode of Kitchen Table Finance, Dave Shotwell and guest co-host Cole Williams take a deep dive into financial crises—focusing on the Great Recession of 2007–2009. They explore its impact on financial planning, investor psychology, and how those experiences shape decisions even today.


https://youtu.be/iw3NV9gkARg


What You’ll Learn:

  • How the Great Recession shaped financial attitudes across generations
  • The emotional and psychological effects of financial downturns
  • Lessons from history: Comparing 2008 to the Great Depression and other crises
  • How financial advisors help clients navigate uncertainty and market volatility
  • Why market timing is nearly impossible and long-term strategies win
  • The role of behavioral finance in decision-making during downturns
  • How financial resilience and adaptability can shape retirement planning

Key Takeaways: