Unleash Your Retirement
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Latest Episodes
Managing Your Cashflow & Setting SMART Goals (Ep. 14)
Cashflow management may sound intimidating, but it is simply knowing where you spend and how to make sure you spend wisely. Join David as he talks about why budgeting and cash flow management are impo
Insurance Strategies for Retirement with Caleb Vaughan, CFP® (Ep.13)
Protecting your loved ones comes in many forms, and setting aside the right financial resources for yourself in your retirement is one of them! In this episode, David Koren invites Caleb Vaughan, Fina
Common Investment Risks with Michael P. Smith (Ep.12)
Can investments be both growth-oriented and risk-averse? In the latest episode of Unleash Your Retirement, David Koren is joined once again by Michael P. Smith to close out their 3-part investment ser
How To Secure Your Retirement with Michael P. Smith (Ep. 11)
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 n
Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)
Investing in stocks and bonds can be a battle of risk and reward if you dont know what youre doing. Thats why were here to help. David welcomes back his fellow colleague Michael P. Smith to contin
Retirement Investing 101 with Michael P. Smith (Ep. 9)
Stressed about planning for your retirement? Youre not alone. Join host David Koren and his fellow colleague Michael P. Smith as they share actionable investment and retirement strategies designed t
Building Wealth Beyond Your Working Years (Ep. 8)
Where will your money come from when the 9-to-5 ends? If youve ever asked yourself this question, then this episode is for you! Listen as David Koren from RVA Wealth Management arms you with strategi
Retirement Income Sources: Employer-Sponsored Plans (Ep.7)
What are the most important things you need to know about employer-sponsored retirement plans? In this episode, David Koren talks about employer-sponsored retirement plans, focusing on defined benefit
The Truth About Taxes in Retirement with Cheri David (Ep. 6)
Do you need to be concerned about taxes in retirement? Many people think that they will not have to pay tax on their Social Security or deal with taxes at all when theyre no longer working. But requi
How Much Money Do I Need To Have To Retire? (Ep. 5)
Is there a way to know if youve saved enough money to retire? Very few people actually do the work to figure out if they will have enough money, and then when it comes time to say goodbye to the 9 t