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
S4E38 – What an Internship Really Teaches You About Retirement Planning
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
Episode Summary
The SECURE Act changed the game for inherited IRAs, especially for non-spouse beneficiaries. What...
S4E36 – Is the AI Bubble About to Ruin Your Retirement?
The headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it is easy to wonder if this is the moment...
S4E35 – Retirement Life Planning
Life Planning, Retirement, and Why It Is “Never About the Money”
In this episode, Dave flips the script and interviews Nick...
S4E34 – How to Retire Healthy
A lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with
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