Kitchen Table Finance

Pull up a chair with David and Nick for warm, real conversations about money, purpose, and building the life you truly want. Focused on clarity and confidence, they help you move from uncertainty to a plan rooted in your values. Whether you’re a lifelong

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Recent Episodes

S5E3 – MSU Retirement Plans Explained

Posted February 10, 2026 • 00:27:02

Roth Contributions, Tax Planning, and What to Do Now

Michigan State University recently added Roth options to its retirement plans, and that change...

S5E2 – 4th Quarter 2025 Review and Market Outlook

Posted January 27, 2026 • 00:32:37

In this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they are watching in 2026. They cover the...

S5E1 – 2026 Market Predictions

Posted January 20, 2026 • 00:37:02

Welcome back to Kitchen Table Finance. Season 5 kicks off with one of our favorite annual traditions, reviewing last year’s market predictions and...

S4E38 – What an Internship Really Teaches You About Retirement Planning

Posted January 8, 2026 •

In this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern Stephen Bowe to talk about his path...

S4E37 – Inherited IRAs After SECURE Act: The 10-Year Rule Explained

Posted December 16, 2025 •

Episode Summary

The SECURE Act changed the game for inherited IRAs, especially for non-spouse beneficiaries. What...