Tag: Investments

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 the investment world.

Throughout the episode, David and Mike unpack:

  • What are the hidden pitfalls and surprising perks of mutual funds? 
  • How intricate layers, tax traps, and a pro’s advice could be a game-changer for your employee stock options
  • Why everyone is talking about ETFs and how they might be giving mutual funds a run for their money
  • How a finance pro can pivot your tax strategies and navigate the quirkiest of investment scenarios
  • And more!

Resources:

Connect with David Koren: 

Connect with Michael P. Smith:

About Our Guest: 

Michael P. Smith is a Certified Financial Planner with over 20 years of experience and a Portfolio Manager at RVA Wealth Management. Starting his career on the Boston Stock Exchange, Mike is a professional in turning retirement worries into well-laid plans. He’s not just a financial guide but a guardian of your future, adhering to the highest ethical standards. With RVA Wealth Management, Mike is all about active communication and customized investment strategies. Off the clock, he’s a family man and community leader, deeply rooted in sports and local organizations.

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 why it’s important to define your dream retirement before you start planning, how to determine when you can retire, how long you should plan for, and how you can safely withdraw from your investments while enjoying all that retirement has to offer.

Join David as he discusses: 

  • Defining what retirement looks like to you
  • How to determine when you should retire
  • How to safely withdraw money from your investments in retirement
  • What the 4% rule is
  • And more

Resources:

Connect with David Koren: