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
This Thanksgiving-themed episode dives into the powerful role gratitude plays in retirement planning. Hosts Nick Nauta and Cole Williams discuss everything...
What does Warren Buffett’s latest financial move mean for your retirement portfolio?
This week, we’re unpacking the headlines surrounding...
In this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the next four years....
We read the news so you don’t have to!
Welcome to your October roundup of retirement headlines—a month bursting with insights...
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...