Lost in the maze of Annuities, Mutual Funds, and ETFs?

Let us simplify it for you.

While visions of a relaxed retirement dance in your head, the journey there requires careful planning. Navigate the nuances with David Koren of RVA Wealth Management as he teams up with Mike P. Smith to unravel the complexities of the investment world.

Throughout the episode, David and Mike unpack:

• What are the hidden pitfalls and surprising perks of mutual funds? 
  
• How intricate layers, tax traps, and a pro’s advice could be a game-changer for your employee stock options
  
• Why everyone is talking about ETFs and how they might be giving mutual funds a run for their money
  
• How a finance pro can pivot your tax strategies and navigate the quirkiest of investment scenarios
  
• And more!
  

Resources:

• Retirement Investing 101 With Michael P. Smith (Ep. 9)
  
• Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)
  

Connect with David Koren: 

• RVA Wealth Management
  
• LinkedIn: David Koren
  
• (804) 497-2100
  

Connect with Michael P. Smith:

• RVA Wealth Management
  
• LinkedIn: Michael P. Smith
  
• mike@rvawm.com
  
• (804) 622-1728
  

About Our Guest: 

Michael P. Smith is a Certified Financial Planner with over 20 years of experience and a Portfolio Manager at RVA Wealth Management. Starting his career on the Boston Stock Exchange, Mike is a professional in turning retirement worries into well-laid plans. He’s not just a financial guide but a guardian of your future, adhering to the highest ethical standards. With RVA Wealth Management, Mike is all about active communication and customized investment strategies. Off the clock, he’s a family man and community leader, deeply rooted in sports and local organizations.