Common Investment Risks with Michael P. Smith (Ep.12)

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 series. This episode will help you uncover the balance between seeking growth and minimizing risk in your investment portfolio. Their conversation offers a wealth …

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How To Secure Your Retirement with Michael P. Smith (Ep. 11)

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 nuances with David Koren of RVA Wealth Management as he teams up with Mike P. Smith to unravel the complexities of …

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Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)

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 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 …

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Retirement Investing 101 with Michael P. Smith (Ep. 9)

Retirement Investing 101 with Michael P. Smith (Ep. 9)

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, …

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Retirement Income Sources: Employer-Sponsored Plans (Ep.7)

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 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 …

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Personal Finance On Steroids, Part 1: Retirement (Ep. 3)

Personal Finance On Steroids, Part 1: Retirement (Ep. 3)

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 …

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