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

Why Dave Shotwell Became a Financial Planner

Posted February 13, 2023 • 00:17:03

Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming a financial planner. Dave, “I started...

Setting and Keeping your Financial Goals in 2023

Posted February 8, 2023 • 00:23:20

Nick and Dave discuss the difference between, “I want to be financially responsible” versus “I’m going to try to keep a budget this year.”...

Ep 105 - How the Debt Ceiling and Government Spending Impact Investors

Posted January 31, 2023 • 00:11:37

The debt ceiling debate has been front and center lately, so we thought we’d share this article from our partners at Clearnomics discussing this issue...

Episode 104: 1st Quarter 2023 Investment Review & Economic Update (podcast)

Posted January 23, 2023 • 00:26:08

Well, we can all agree that the stock market was not pretty in 2022. What is in store for 2023? Check out the Quarterly Investment Commentary – Q4...

Financial Predictions for 2023

Posted January 19, 2023 • 00:23:08

This is a pretty common question for our clients t ask in December and January. We’re in an industry where everybody loves to make bold predictions...