Tag: Financial Decision-making

FEATURE
Navigating Senior Living: Advice for Retirees with Jen Dowda (Ep. 30)

Navigating Senior Living: Advice for Retirees with Jen Dowda (Ep. 30)

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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 in place to transitioning into senior living communities. Learn how they tackle everything from listening to personal stories with empathy to managing logistics like property downsizing and senior living arrangements. Discover why RVA Wealth Management considers this a major part of retirement planning.

David and Jen discuss: 

  • (03:12) The process of senior consulting at Dowda Senior Consultants
  • (06:58) Various senior living options and what to consider
  • (09:42) Overcoming the challenges of in-home care
  • (11:56) The role of technology in easing the transition to senior living
  • (14:07) The importance of stories and memories in the process
  • (15:12) Jen’s journey and motivation behind Dowda Senior Consultants
  • (19:03) How Jen’s firm funds and supports its unique model
  • And more

Check it out now for tips on navigating senior care that you’ll want to share with your loved ones.

Connect with David Koren: 

Connect with Jen Dowda:

About our Guest: 

Jen Dowda, MA, is the Founder and CEO of Dowda Senior Consultants. Jen is blessed to work with seniors and their families daily – and to have been doing so for over 9 years. She is deeply passionate about coming alongside families during this uniquely challenging and often disorienting time in their lives. In order to truly be able to meet all the needs presented, and aware that she cannot personally be an expert in every field, Jen created the Dowda Senior Consultants team. As a person who loves nothing more than to be able to walk alongside of and serve others, this company is her dream come true – a culmination of all of her strongest gifts and longings. Jen currently lives in Mechanicsville, has four children, a ridiculously huge dog, and an incredibly blessed life.

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FEATURE
Empowering Financial Advice for Women with Robin Colton (Ep. 18)

Empowering Financial Advice for Women with Robin Colton (Ep. 18)

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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. By addressing the importance of education and finding advisors who respect women’s unique financial needs, this podcast serves as a beacon for women looking to navigate the complexities of finance with assurance and wisdom. David and Robin explore practical strategies and insights that may empower women to become more involved in financial decision-making, especially as they are poised to control a significant portion of stock market wealth in the coming years.

David and Robin discuss:

  • Importance of women in managing finances and retirement planning
    Strategies for education and finding quality advisors
    Challenges women face in the world of finance
    Empowering women
    And more

Resources:

Connect With David Koren:

Connect With Robin Colton:

About Our Guest:

Robin Colton delivers personalized financial advice to clients to achieve goals, today and tomorrow.

Robin takes the time to understand what’s truly important to you. She documents clients’ goals, tracks their progress, and makes ongoing recommendations to help diversify their portfolio, and adjust it to whatever life brings — both the expected and the unexpected.

No matter who you are, Robin can help you feel confident, connected, and always in control of your financial life.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, RVA Wealth Management, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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