Could your reaction to the market be a bigger risk to your retirement than the market itself? In this episode, David speaks with Rick Wedell, Chief Investment Officer at RFG Advisory, about the fundamentals of managing money for retirement. They explore the importance of understanding risk capacity versus risk tolerance, the difference between public and …
What does pickleball have to do with retirement? More than you’d think! Join David Koren from RVA Wealth Management as he dives into the vibrant community of pickleball, a growing sport that’s perfect for retirees. Special guest Jon Laaser, COO & Co-Founder of Performance Pickleball, shares why this sport is taking off and how it …
What happens when staying at home isn’t 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 chats with Jen Dowda from Dowda Senior Consultants. Jen’s firm in Richmond offers all-encompassing support for seniors and their families, from aging …
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 joined by guest Mike Smith to dive into the intricacies of supporting adult children financially. They discuss the impact on your retirement …
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, Founder and Wealth Manager at RVA Wealth Management, dives into the “go-go,” “slow-go,” and “no-go” years of retirement, emphasizing the importance …
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 setbacks and ensure you live the life you desire. David and Mike cover the essentials of planning your retirement distributions. From deciding when to take …
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 the recent political power shift. With both the Presidency, Senate, and House now under one party’s control, the duo explores what this means for the …
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 …