Investing in stocks and bonds can be a battle of risk and reward if you don’t know what you’re doing. That’s why we’re here to help. David welcomes back his fellow colleague Michael P. Smith to continue their conversation about investing. They narrow their conversation from retirement investing to investing in stocks and bonds. With …
Stressed about planning for your retirement? You’re not alone. Join host David Koren and his fellow colleague Michael P. Smith as they share actionable investment and retirement strategies designed to ease your anxieties. Together they break down investing options, how to navigate your time horizon, and the importance of different revenue streams. Throughout the episode, …
Where will your money come from when the 9-to-5 ends? If you’ve ever asked yourself this question, then this episode is for you! Listen as David Koren from RVA Wealth Management arms you with strategies to diversify your income sources, ensuring you can fully enjoy your golden years. From understanding the ins and outs of …
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 plans and defined contribution plans. He explains how these plans work, the investment responsibility, and the options for taking money out. David also touches on the history …
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 they’re no longer working. But required minimum distributions are taxed as ordinary income and can push many into higher tax brackets and up …
Is there a way to know if you’ve 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 to 5, they find out that they don’t have enough, and panic ensues. Let’s …
Will you be able to retire once you turn 75? Many people think they’ll have to work longer than they want to so that they continue to have a source of income. In this episode, David Koren, founder of RVA Wealth Management gives a birds-eye view of determining if your money will last throughout your …
Whether you’re 25 or 50, it’s never too early to start thinking about what your dream retirement looks like. In this episode, David Koren, Founder, Wealth Manager, MBA, ChFC®, CLU® at RVA Wealth kicks off the Personal Finance On Steroids series with a conversation about how you can best plan for your retirement. He explains …
How can you be sure your financial advisor will keep your best interests in mind when planning your financial future? In this episode, David Koren is joined by his RVA Wealth Management colleague, Caleb Vaughan, CFP® to discuss their firm’s planning process and how they help clients build their portfolios. Listen in as they highlight …
Welcome to Unleash Your Retirement, where we give you the confidence you need to pursue your dreams in retirement. In this inaugural episode, David Koren, MBA, ChFC®, CLU® introduces himself starting with how he got into the financial services industry and his plans for this podcast. David also talks about the type of clients he …