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
Power of Inflation – What’s going on?
Join Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American lives for about 30 years. But...
Investment Philosophy and East Bay Introduction
Dave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment Solutions....
Let’s Talk About 2021 Tax Forms
Join Dave and Nick as they review all the things you need to consider for your taxes for 2021. They provide information on different tax forms, distributions,...
2021 Q4 Quarterly Market Review
Join Dave and Nick as they talk about what the market did overall for 2021, what is going on right now, and what is predicted for 2022. The world is...
Financial Goals for 2022 – Things to Consider NOW
Have you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking about this month to set yourself up for a...
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