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

Investing in New Industries

Posted February 23, 2021 • 00:23:47

How do you make educated guesses on investing in new industries and which ones are going to pay off? In the early fall of 2019, I got an email from...

Changing for Good Book Club

Posted February 23, 2021 • 00:28:27

For our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross, and Carlo DiClemente. This book was...

Charitable Giving Strategies

Posted February 12, 2021 • 00:20:29

For many of our clients, charitable giving is an important part of financial planning. Here are several strategies to consider.

Quarterly Market Commentary

Posted February 1, 2021 • 00:26:13

Join Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The main investment lesson for 2020 was...

What to do with Stimulus Money

Posted February 1, 2021 • 00:22:01

Lately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it. While most people expect a...