Tag: Wealth Manager

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


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