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
Prediction Season!
Prediction season. It is a far better strategy to build a portfolio around your need for return and your tolerance or risk,
Life Planning is Financial Planning Done Right
Life Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams. We often don’t give ourselves...
Learning About Financial Planning with our Intern Joel
Here at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial Planning internship program this year and...
How Well Do You Know Your Financial Advisor?
Don't wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify.
Why We Don’t Recommend Individual Stocks
Individual Stocks vs. portfolios. The pros and cons of each and what we generally recommend for our clients and ourselves.
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