Shotwell Rutter Baer

Shotwell Rutter Baer is a business podcast hosted by Unknown Host, with 10 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Shotwell Rutter Baer, a business show with 10 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #18

  S5E18 – Financial Life Planning Q&A: How to Make Your Money Support the Life You Want

  Aug 17, 202630 minS5

  What do you want your money to accomplish? It sounds like a simple question, but it can be difficult to answer. Many people spend decades saving for retirement without spending much time thinking about what they want retirement to look like. In this episode of Kitchen Table Finance, Nick Nauta is joined by Cole Williams for a listener Q&A about financial life planning. They discuss how the life planning process can help people identify what matters most before making decisions about investments, taxes, retirement spending, and other parts of their financial lives.

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  Episode #17

  S5E17 – Required Minimum Distributions Explained: RMD Rules for State of Michigan Retirees

  Aug 3, 2026—S5

  When do RMDs start, how are they calculated and which retirement accounts are affected? Dave and Nick explain required minimum distribution rules, taxes, Roth conversions, QCDs and planning considerations for State of Michigan retirees.

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  Episode #16

  S5E16 – 2Q 2026 Market Commentary and Economic Outlook

  Jul 27, 202628 minS5

  In this quarterly market update, we take a step back and look at what really happened during the second quarter of 2026 and what it means for your financial plan. We have been partnering with East Bay Investment Services since 2021 to help guide our investment models. Each quarter, they provide a balanced view of the economy, including both opportunities and risks. One consistent theme over the years has been the presence of global conflict as part of the overall investment landscape. You can watch our podcast episode HERE . The second quarter of 2026 saw a return to new market highs with global stock market returns bouncing back after a mostly negative first quarter. But it has been a year of contradictions: as markets push to new highs, consumer sentiment has fallen to record lows. And while the focus of market conversation has been around the record size of the SpaceX IPO and the competition among large AI companies, small companies and emerging markets have been the market leaders, each posting returns above 40% for the last twelve months. Get the full report from East Bay HERE Summary: Stock and bond markets gained ground around the world during Q2. Emerging markets and U.S small-cap stocks have led the way this quarter. Geopolitical and macroeconomic forces continue to provide uncertainty. Glass half-full: Stocks were up around the world in Q2 and continued to touch new all-time highs. Bonds of most credit and maturity types also gained during the quarter. Unemployment remains historically low. The U.S. economy continues to grow. Glass half-empty: The war in Iran is ongoing. Inflation has begun to re-accelerate, and markets now expect the Fed to hike rates rather than cut rates by year’s end. U.S. consumer sentiment is near all-time lows. Investment markets continue to be volatile around the world. Click here to get the full, written update, or follow this link for a recording of Eastbay’s video presentation. Get our Outlook from Quarter 1 2026 HERE . The post S5E16 – 2Q 2026 Market Commentary and Economic Outlook appeared first on Shotwell Rutter Baer .

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  Episode #15

  S5E15 – Retirement Travel Planning Tips with Travel Expert Kim Barber

  Jul 13, 202642 minS5

  Retirement is the perfect time to start checking destinations off your bucket list, but planning memorable travel takes more than choosing a location. In this episode of Kitchen Table Finance, Nick Nauta sits down with travel advisor Kim Barber of My Globetrotter Travel to discuss how retirees can make the most of their travel years. Kim shares practical advice on planning bucket-list vacations, budgeting for travel during retirement, avoiding common mistakes, and deciding when to take those once-in-a-lifetime trips. They also discuss cruises, travel insurance, international destinations, group travel, and the technology that makes traveling easier than ever. Whether you’re dreaming of an African safari, an Alaskan cruise, or simply looking for ways to stretch your travel budget, this conversation offers practical insights to help you travel with confidence. In this episode, you’ll learn: Why retirement is often the ideal time for bucket list travel How to create a realistic retirement travel budget Why traveling during shoulder season can save money and improve your experience Common mistakes retirees make when planning major trips The benefits of cruises for retirees and first-time cruisers Why travel insurance is worth considering for international travel Tips for planning multi-generational family vacations The best destinations for first-time international travelers Helpful travel apps that simplify international travel Why waiting too long to take your dream trip can limit your options Connect with Kim Barber Website: https://myglobetrottertravel.com Facebook Instagram : @myglobetrottertravel Contact SRB today at 517-321-4832 or email us at info@srbadvisors.com . Don’t forget to subscribe to our channel for more bite-sized financial and retirement tips. https://www.youtube.com/@shotwellrutterbaer   The post S5E15 – Retirement Travel Planning Tips with Travel Expert Kim Barber appeared first on Shotwell Rutter Baer .

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  Episode #14

  S5E14 – Retirement Questions Everyone Asks Before Leaving Work

  Jul 7, 202630 minS5

  How do you know when you’re financially ready to retire? Should you delay Social Security? How much should you expect healthcare to cost? These are some of the most common questions we hear from clients and podcast listeners, and in this episode, we’re answering them around the kitchen table. David Shotwell and Nick Nauta walk through the retirement planning topics that matter most as you prepare for retirement. They discuss practical ways to estimate retirement income needs, strategies for creating reliable retirement paychecks, Roth conversion considerations, healthcare planning, and how to prepare your portfolio for market volatility. You’ll also hear why there is no magic retirement number, why every retirement plan should reflect your personal goals, and how thoughtful planning can help you make confident financial decisions before and throughout retirement. In this episode, you’ll learn: How to estimate whether you can afford to retire What factors should influence your Social Security claiming decision What healthcare costs may look like before and after Medicare How to create retirement income from your savings When Roth conversions may make sense How to prepare your retirement plan for a market downturn Why flexibility is one of the most valuable retirement planning tools Whether retirement is just around the corner or still several years away, this conversation offers practical guidance to help you build a retirement plan that fits your goals and your lifestyle. Resources Specialized financial planning for MSU faculty and staff navigating the transition from campus to retirement. https://srbadvisors.com/michigan-state-university-faculty/ Specialized financial planning for State of Michigan employees who want to make the most of their benefits and retire with confidence. https://srbadvisors.com/state-of-michigan-employees/ Contact SRB today at 517-321-4832 or email us at info@srbadvisors.com . Don’t forget to subscribe to our channel for more bite-sized financial and retirement tips. https://www.youtube.com/@shotwellrutterbaer The post S5E14 – Retirement Questions Everyone Asks Before Leaving Work appeared first on Shotwell Rutter Baer .

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