Kitchen Table Finance Podcast
1) S5E3 – MSU Retirement Plans Explained
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 ...Show More
2) S5E2 – 4th Quarter 2025 Review and Market Outlook
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, ...Show More
3) S5E1 – 2026 Market Predictions
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 S...Show More
4) S4E38 – What an Internship Really Teaches You About Retirement Planning
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 his...Show More
5) S4E37 – Inherited IRAs After SECURE Act: The 10-Year Rule Explained
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, fo...Show More
6) S4E36 – Is the AI Bubble About to Ruin Your Retirement?
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 ...Show More
7) S4E35 – Retirement Life Planning
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. N...Show More
8) S4E34 – How to Retire Healthy
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 healt...Show More
9) S4E33 – Q3 2025 Market Recap: Gains, Rate Cuts, and What’s Next
Q3 2025 market recap for retirement investors: broad gains, a September Fed cut, AI spending context, and what shutdowns typically mean for diversified portfolios.
10) S4E32 – Retiring With Purpose: A Conversation With Kevin Skarritt
Retirement planning with Kevin Skarritt: plan ahead, budget as a team, retire to something, and stay flexible when health or life changes come.