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
Step Three - Vision
VISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through.
Step Two - The Foundation Meeting
The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.
Our FIT Meeting Process
Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. The FIT Meeting.
How Nick Handles His Finances
Fair is fair. Nick interviewed Dave about his personal finances in How Financial Planners Handle Their Own Finances, so in this episode, Dave gets a...
How Financial Planners Handle Their Own Finances
In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen to the entire episode for all the nitty-gritty...
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