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 of the current election cycle and its potential impact on your investments. David provides a refreshing perspective, emphasizing why the broad market fundamentals …
AI is transforming industries at a rapid pace—and it’s impacting your investments more than you might think. Join David Koren as he sits down with colleague and seasoned portfolio manager Mike Smith to dissect the 2024 mid-year market update. With insights into the performance of the S&P 500, bond market, and the heavy influence of …
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 Koren alongside special guest Gordon Laroussini, a Seniors Real Estate Specialist for a discussion about the current real estate market …
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 don’t know what to do with it all. Listen as Amanda Scudder joins David Koren to dive into the business of decluttering, especially …
Uncover the full potential of 529 plans for helping your family’s educational and financial future! This week on Unleash Your Retirement David Koren jumps into the intricacies of 529 education savings plans with Caleb Vaughan, RVA Wealth Management’s in-house 529 expert. Listen to gain insights into how these plans work, the benefits they offer, and …
Are you ready to explore the world in retirement but unsure where to start? Join David Koren this week as he dives into the exciting world of travel planning with special guest, Shawn Cordle from AAA Travel. This episode covers the joys of travel in retirement and the importance of making memories through exploring new …
Looking to explore how mortgage interest rates impact your home-buying decisions? Join David Koren as he and Russ Nash from George Mason Mortgage share valuable insights on navigating mortgage interest rates for primary, vacation, and investment properties. Gain a deeper understanding of construction loans, refinancing strategies, and how to optimize your home-buying decisions. David & …
Despite strides in equality, many women still face unique challenges when it comes to managing their finances and planning for retirement. In the latest episode of Unleash Your Retirement, David Koren sits down with his colleague and friend, Robin Colton for a candid conversation about the barriers female clients often face within the financial industry. …
Considering getting a financial advisor but don’t know if it’s worth it? We feel like we’re family here at RVA Wealth, and when a client comes in, we become a part of their family too, and that’s a very important aspect of being an effective wealth manager. This week on Unleash Your Retirement, David Koren …
2023 was quite an eventful year, and it unexpectedly finished with strong market returns. But what were the major contributors? And more importantly, what can we expect moving forward? Let’s reflect on these questions with David Koren, MBA, ChFC®, CLU®, and Michael P. Smith, CFP®. Together, they explore the key factors shaping the financial landscape …