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
In this quarter-end chat, Dave Shotwell and Nick Nauta unpack what actually happened in Q3 2025 and why portfolios held up despite a steady stream of...
Guest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and building a...
The Fed has been everywhere in the headlines. In our latest Kitchen Table Finance episode, we explain what the Federal Reserve is, why its independence...
Health insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides...
Taxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In this episode of Kitchen...