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 …
Welcome to Unleash Your Retirement with David Koren from RVA Wealth Management. Our podcast is all about providing anyone considering retirement with the confidence they need to pursue their dreams in this new phase of life. We cover a wide range of topics, from retirement planning to investing with purpose, all while making you laugh …