161 episodes
Kitchen Table Finance David Shotwell CFP(r) and Nick Nauta CFP(r)
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- Business
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5.0 • 3 Ratings
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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.
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S3E14 - Why Diversify Your Retirement Portfolio
Whether you're just starting to think about retirement or are actively re-balancing your portfolio, this episode is packed with insights that tackle a crucial question: Should you diversify your portfolio in retirement?
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A Conversation with Summer Intern Cole Williams
We're joined by our energetic and insightful spring 2024 intern, Cole Williams. Cole shares his experience and lessons learned while working with our very own David.
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Annuities and Insuring Your Retirement
Annuities and Retirement: Discussing the need and implications of annuities as part of a retirement plan.
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Strategic Reliable Blueprint - Obstacles Meeting
Dave and Nick explore the concept of a "Strategic Reliable Blueprint" and how to effectively identify and tackle obstacles in planning.
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S3E10 - Retirement Planning Headlines - March 2024
March 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.
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S3E9 - How the 2024 Presidential Election Could Affect the Stock Market
A Non-Political Look at a Political Event: Steering clear of political biases, this episode focuses on the impact the presidential elections may have on the markets.
Customer Reviews
Good listen for those who are casual investors
Nick and Dave do a great job of being informative and light.