Unleash Your Retirement

Latest Episodes
How Pickleball Can Transform Your Retirement Years with Jon Laaser (Ep. 31)
What does pickleball have to do with retirement? More than youd think! Join David Koren from RVA Wealth Management as he dives into the vibrant community of pickleball, a growing sport thats perfec
Navigating Senior Living: Advice for Retirees with Jen Dowda (Ep. 30)
What happens when staying at home isnt the safest option anymore? How do you navigate elder care and senior living decisions? Join David Koren, Founder and Wealth Manager, MBA, ChFC, CLU, as he cha
Financial Planning for Retirees: Balancing Family Support and Personal Savings (Ep. 29)
Is it possible to financially help your adult children without jeopardizing your retirement? The short answer is yes, you can. But what financial boundaries need to be set? In this episode, David is j
Go-Go, Slow-Go, and No-Go: 3 Phases of Retirement You Need to Plan For (Ep. 28)
What does retirement really look like? Join us as we explore the various phases of retirement that people embark on, focusing on how to make those dreams a reality. In this episode, David Koren, Foun
Strategies for Successful Retirement Distributions With Mike Smith (Ep.27)
Planning your distributions for retirement is essential to maximizing your retirement income and fulfilling your goals for this new phase of life. By planning properly, you can avoid any financial se
Understanding the Impact of the 2024 Elections on Your Investment Portfolio with Mike Smith (Ep. 26)
How can political shifts influence your investments? In this episode, David welcomes back Mike Smith to navigate the murky waters of a post-election financial landscape and dissect the implications of
Navigating Uncertainty: Election Outcomes & Your Investment Strategy (Ep. 25)
What does the upcoming presidential election mean for your portfolio? Join David Koren from RVA Wealth Management for Episode 25 of the Unleash Your Retirement podcast as he delves into the dynamics o
2024 Mid-Year Stock Market Update with Mike Smith (Ep. 24)
AI is transforming industries at a rapid paceand its impacting your investments more than you might think. Join David Koren as he sits down with colleague and seasoned portfolio manager Mike Smith t
Is Downsizing Right for You? With Gordon Laroussini (Ep. 23)
Selling and moving on from a family home can be an emotional process. However, later in life, downsizing can offer you a better lifestyle and give you more options in terms of freedom. Join David Kor
A Clear Path to Decluttering With Amanda Scudder (Ep. 22)
Do you ever feel like your home is too cluttered? Perhaps you are downsizing and with every room you enter, you realize how much stuff you have accumulated over the years and dont know what to do wit