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

S3E43- Gratitude For Your Retirement Plan

Posted November 27, 202400:25:44

This Thanksgiving-themed episode dives into the powerful role gratitude plays in retirement planning. Hosts Nick Nauta and Cole Williams discuss everything...

S3E42- Does Warren Buffett Think You Should Change Your Retirement Allocation?

Posted November 25, 202400:17:48

What does Warren Buffett’s latest financial move mean for your retirement portfolio?

This week, we’re unpacking the headlines surrounding...

S3E41 – Retirement and Markets Over the Next Four Years

Posted November 19, 2024

In this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the next four years....

S3E40 – October Retirement Headlines

Posted November 15, 2024

We read the news so you don’t have to!

Welcome to your October roundup of retirement headlines—a month bursting with insights...

S3E39 – Interning at a Financial Advisory Firm with Shane Topping

Posted November 11, 2024

Join us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this...