Kitchen Table Finance

Kitchen Table Finance

David Shotwell CFP(r) and Nick Nauta CFP(r)

Episodes 200
Avg. Duration 24m
Activity Highly Active
Apple Rating 5.0 (3)
Since Jun 2021
Latest Episode Apr 2026

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Publishing Details

Schedule
Every 2 Weeks
Format
Episodic
Consistency
74%
Hosting
srbadvisors.com

Contact & Outreach

About This Podcast

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 educator, public service professional, or someone preparing for a meaningful retirement, this podcast meets you where you are. But planning is never just about what is going on in the headlines or the markets—it’s about using your resources to live a life with meaning and intention. This show is about financial advice, but so much more than 403(b)’s, pensions, taxes, and retirement. Expect thoughtful conversations, practical strategies, and a welcoming space to reflect on your goals, values, and the kind of legacy you want to create. We want you to stay focused on what matters most: living well and protecting what you’ve built.

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Recent Episodes

S5E7 S5E7 – Minimum Distrubution Requirements for MSU Employee Retirement Plans

Apr 06, 2026 37m

Required Minimum Distributions are one of the most important, and often misunderstood, parts of retirement planning. For Michigan State University employees, the rules can be even more complex due to…

S5E6 S5E6 – Life Planning vs. Traditional Financial Planning

Mar 24, 2026 20m

In this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life planning, and why that distinction matters more than most people…

S5E5 S5E5 – MSU Retiree Health Insurance Guide

Mar 10, 2026 28m

Health insurance is one of the most confusing parts of retirement planning, especially for Michigan State University employees approaching retirement. In this episode of Kitchen Table Finance, David…

S5E4 S5E4 – State of Michigan Retirement Benefits

Feb 24, 2026 35m

Understanding State of Michigan Retirement Benefits: Pension vs. Defined Contribution and Health Care Options If you work for the State of Michigan, your retirement benefits can feel like a maze.…

S5E3 S5E3 – MSU Retirement Plans Explained

Feb 10, 2026 27m

Roth Contributions, Tax Planning, and What to Do Now Michigan State University recently added Roth options to its retirement plans, and that change creates new opportunities and new decisions for MSU…

S5E2 S5E2 – 4th Quarter 2025 Review and Market Outlook

Jan 27, 2026 32m

In this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they are watching in 2026. They cover the spring volatility that tested investor patience,…

S5E1 S5E1 – 2026 Market Predictions

Jan 20, 2026 37m

Welcome back to Kitchen Table Finance. Season 5 kicks off with one of our favorite annual traditions, reviewing last year’s market predictions and locking in new ones for the year ahead. Hosts David…

S4E38 S4E38 – What an Internship Really Teaches You About Retirement Planning

Jan 09, 2026

In this episode of Kitchen Table Finance, David Shotwell and Nick Nauta sit down at the kitchen table with intern Stephen Bowe to talk about his path into wealth management, lessons learned during…

S4E37 S4E37 – Inherited IRAs After SECURE Act: The 10-Year Rule Explained

Dec 16, 2025

Episode Summary The SECURE Act changed the game for inherited IRAs, especially for non-spouse beneficiaries. What used to be a “stretch IRA” strategy (spreading withdrawals over a lifetime) is now,…

S4E36 S4E36 – Is the AI Bubble About to Ruin Your Retirement?

Dec 10, 2025

The headlines are loud. AI stocks are wobbling. The market is jumpy. If you are retired or getting close, it is easy to wonder if this is the moment everything falls apart. In this episode of Kitchen…

S4E35 S4E35 – Retirement Life Planning

Nov 18, 2025

Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews Nick about how life planning has become a core part of the SRB client process.…

S4E34 S4E34 – How to Retire Healthy

Nov 04, 2025 39m

A lot of people plan for retirement financially. Fewer people plan for it physically. On this episode, Nick talks with Julie Wilde, a former global business leader who reinvented her career as a…

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

Oct 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 gloomy headlines. They cover broad market…

S4E32 S4E32 – Retiring With Purpose: A Conversation With Kevin Skarritt

Oct 06, 2025 39m

Guest: Kevin Skarritt (pronounced “scare it”) Kevin shares a real-world look at retiring in stages, shifting identity after work, and building a life that feels meaningful day to day. From an early…

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

Sep 23, 2025 29m

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 matters, and how a rate-cutting cycle may…

S4E30 S4E30 – Retirement Health Insurance Made Simple

Sep 08, 2025

Health insurance in retirement does not have to be confusing. In this episode, Nick talks with Justine Bell of BeneGuides about marketplace coverage before 65, Medicare at 65, and how to compare…

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

Aug 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 Table Finance, Nick sits down with Matt Cooper,…

S4E28 S4E28 – Financial Planning Headlines – June and July

Aug 19, 2025 31m

Welcome back to Kitchen Table Finance, the podcast where we serve up bite-sized financial advice to simplify your money and your life. Pull up a chair with hosts Dave Shotwell and Nick Nauta as they…

S4E27 S4E27 – How a Grandchild Can Change Your Retirement Plans

Aug 15, 2025

When a grandchild arrives, it’s more than a joyful addition to the family — it can also bring new considerations for your retirement plan. In this episode of Kitchen Table Finance, Dave shares his…

S4E26 S4E26 – Q2 2025 Review & Outlook

Jul 27, 2025 22m

Welcome back to Kitchen Table Finance with hosts Dave Shotwell and Nick Nonna! In this quarterly market update, Dave and Nick walk through the rollercoaster that was Q2 2025. From unexpected returns…

Frequently Asked Questions

How many episodes does Kitchen Table Finance have?

Kitchen Table Finance has published 200 episodes since June 2021, covering topics in Business, Education.

Is Kitchen Table Finance still active?

Kitchen Table Finance is currently highly active with new episodes every 2 weeks. Average episode length is 24m.

How do I contact Kitchen Table Finance for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Kitchen Table Finance, including email and social media links.

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