S4E4 – Financial Disasters Unpacked

In this episode of Kitchen Table Finance, Dave Shotwell and guest co-host Cole Williams take a deep dive into financial crises—focusing on the Great Recession of 2007–2009. They explore its impact on financial planning, investor psychology, and how those experiences shape decisions even today.

https://youtu.be/iw3NV9gkARg

• How the Great Recession shaped financial attitudes across generations
• The emotional and psychological effects of financial downturns
• Lessons from history: Comparing 2008 to the Great Depression and other crises
• How financial advisors help clients navigate uncertainty and market volatility
• Why market timing is nearly impossible and long-term strategies win
• The role of behavioral finance in decision-making during downturns
• How financial resilience and adaptability can shape retirement planning