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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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.
S4E28 – Financial Planning Headlines – June and July
Kitchen Table Finance
31 minutes 16 seconds
3 months ago
S4E28 – Financial Planning Headlines – June and July
In this episode of Kitchen Table Finance, hosts Dave Shotwell and Nick Nauta review the top retirement planning headlines from June and July. Topics include estate planning conversations with family, strategies for Required Minimum Distributions, housing and mortgage decisions in today’s interest rate environment, long-term care planning, and the growing trend of retirees choosing to rent instead of own. They also cover withdrawal strategies beyond the 4% rule, how helping adult children can impact retirement security, the top fears retirees face, and when long-term care insurance might make sense. This episode offers practical retirement planning insights to help you prepare with confidence.
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 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.
