Kitchen Table Finance

S3E13 – A Conversation with Summer Intern Cole Williams

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Welcome to this episode of Kitchen Table Finance where we’re joined by our energetic and insightful spring 2024 intern, Cole Williams. With a few weeks under his belt, Cole shares his experience and lessons learned while working with our very own David. And surprise, Cole – today’s chat is doubling as your extended interview for the rest of the spring season!

Watch on YouTube HERE

In This Episode
  • Cole’s Journey: Discover how a political science background led Cole to a passion for financial planning.
  • A Day in the Life: What does an intern do at Shotwell Rutter Baer? Cole gives us the day-to-day rundown.
  • The Career Pivot: Cole talks about his transition from working for the state government to pursuing a future where he can truly make an impact on people’s financial wellness.
  • Local Roots, Global Mindset: From St. John’s to MSU, Cole discusses how his local upbringing fuels his drive to contribute to the community through financial advice.
  • Behind the Scenes: Learn what life at Michigan State University’s financial planning and wealth management program is really like, and hear about how Cole is preparing for his next steps post-graduation.
  • Straight Talk: Cole provides his candid take on the financial services industry and what it means to have the best interests of clients at heart.
  • Family Ties & Financial Goals: An HVAC family and how Cole aims to be the financial pillar in his community.
    • Featured Guest

    Cole Williams, Spring Intern at Shotwell Rutter Baer

    • Master’s student specializing in Financial Planning and Wealth Management at MSU
    • Experienced legislative aid at the state capitol
    • Believer in impactful financial advice for everyday people

      • We also tackle some critical questions:

      • How does government experience influence financial planning beliefs?
      • What can new insiders share about the reality of financial advising?
      • Why might financial planning be the blue-collar contribution to tomorrow’s world?

        • Tune in as we explore Cole’s unique story, draw on actionable insights from his experiences, and discuss how past roles shape future ambitions in the financial industry. Don’t forget to `subscribe` to our podcast and `join us at the kitchen table` for a fresh brew of finance, advice, and friendly banter.

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          • We appreciate your ears and your desire to grow financially savvy. If you enjoyed this episode or want to hear more about specific financial topics, please leave us a review!

          Listen, learn, and laugh along – because when finance meets kitchen table talk, there’s nothing we can’t tackle.

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          Kitchen Table FinanceBy David Shotwell CFP(r) and Nick Nauta CFP(r)
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