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

S4E33 – Q3 2025 Market Recap: Gains, Rate Cuts, and What’s Next

Posted October 22, 2025

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...

S4E32 – Retiring With Purpose: A Conversation With Kevin Skarritt

Posted October 6, 202500:39:51

Guest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and building a...

S4E31 – The Fed, Rate Cuts, and Your Retirement Plan

Posted September 23, 202500:29:11

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...

S4E30 – Retirement Health Insurance Made Simple

Posted September 8, 2025

Health insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides...

S4E29 – The Big Beautiful Tax Bill with Matt Cooper, CPA

Posted August 25, 2025

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...