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

Ep 112: Thoughts on the Silicon Valley Bank Failure

Posted March 16, 2023 • 00:27:58

Last Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result of management missteps,...

What you need to know about Secure Act 2.0

Posted March 13, 2023 • 00:23:58

Join Dave and Nick as they discuss Secure Act 2.0 and how it make affect you personally. We cherry-picked the most important points that we felt would...

Why Ashley Sajor Became a Financial Planner

Posted March 6, 2023 • 00:14:54

We have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why she became a financial planner. Ashley is...

What is Your Investment Risk Tolerance?

Posted February 27, 2023 • 00:27:37

Take OUR QUIZ to assess your own risk tolerance. Join Dave and Nick as they discuss the all-important risk tolerance. This is a big subject and comes...

Michigan 1st Time Homebuyers’ Savings Account

Posted February 20, 2023 • 00:21:18

Dave and Nick are joined by Ashley Sajor, Associate Financial Planner here at Shotwell Rutter Baer. Ashley started her career at SRB as an intern and...