The Retirement Steward

David Welborn

The Retirement Steward is a radio show dedicated to helping you build a secure, flexible retirement. Hosted by Kelli Dahm and featuring David Welborn, president of Family Legacy Planning, each episode blends practical guidance, real stories, and expert answers on the four pillars of retirement: preservation, growth, income, and liquidity. Through friendly, down-to-earth conversations, the show covers changing markets, taxes, family dynamics, inflation, and the importance of truly tailored planning for every listener. Whether you’re planning ahead or already retired, tune in for strategies and insights to help you protect your wealth and enjoy the next chapter right here in Northwest Arkansas and beyond. Investment advisory services offered through FLP Wealth Management, LLC. Content is for informational purposes only and should not be considered specific financial, legal, or tax advice.

Episodes

  1. Oct 31

    Optimizing Social Security

    How do you avoid costly mistakes in retirement? This episode explores common retirement challenges, including overspending early in retirement, managing withdrawals during market downturns, balancing growth and preservation, navigating Medicare and healthcare decisions, reducing tax and fee burdens, and creating a comprehensive income plan designed to help your savings last. Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started: Visit our online scheduling page: familylegacyplanning.com/schedule-a-meetingYou can also call 479-446-6446 to speak directly with our team.

  2. Oct 24

    Make Your Money Work for You

    How do you prepare financially for life's biggest transitions? This episode explores planning after the loss of a spouse, Social Security considerations, creating reliable retirement income, tax-smart strategies, and practical ways to help protect your family and legacy for the future. Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started: Visit our online scheduling page: familylegacyplanning.com/schedule-a-meetingYou can also call 479-446-6446 to speak directly with our team.

  3. Oct 23

    401k and IRA Decisions

    Get to know the story behind the advisor. This episode explores early money lessons, the importance of personalized retirement planning, strategies for managing IRAs and 401(k)s, tax-efficient withdrawals, Roth conversions, and practical ways to help protect your retirement income from market volatility and costly mistakes. Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started: Visit our online scheduling page: familylegacyplanning.com/schedule-a-meetingYou can also call 479-446-6446 to speak directly with our team.

  4. Oct 16

    Planning for Large IRAs

    Are you confident in your financial plan and the advisor helping you build it? This episode covers when it may be time to seek new guidance, strategies for managing large retirement accounts, and answers to common questions about retirement timing, Social Security, and family business succession planning. Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started: Visit our online scheduling page: familylegacyplanning.com/schedule-a-meetingYou can also call 479-446-6446 to speak directly with our team.

  5. Oct 6

    Financial Check-Up

    What does financial health really look like in retirement? This episode covers financial checkups, healthcare planning, inflation, and practical strategies to help you build confidence and make the most of your retirement years. Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started: Visit our online scheduling page: familylegacyplanning.com/schedule-a-meetingYou can also call 479-446-6446 to speak directly with our team.

  6. Oct 1

    Build Your Financial House

    What does your financial house look like? This episode breaks down the key elements of a solid retirement plan, from reliable income and risk management to diversification and long-term growth, helping listeners understand how to build a retirement designed to last. Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started: Visit our online scheduling page: familylegacyplanning.com/schedule-a-meetingYou can also call 479-446-6446 to speak directly with our team.

  7. Sep 21

    Four Retirement Pillars

    In this episode of The Retirement Steward, we explore the four key pillars of retirement planning: preservation, growth, income, and liquidity. Learn strategies for managing common retirement risks such as inflation and longevity, while discovering the value of creating a personalized, comprehensive financial plan. The discussion highlights how working with an experienced team can help provide greater confidence and financial security throughout retirement. Listeners are also encouraged to schedule a complimentary consultation for personalized retirement planning guidance. Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started: Visit our online scheduling page: familylegacyplanning.com/schedule-a-meetingYou can also call 479-446-6446 to speak directly with our team.

  • 7 Episodes

About

The Retirement Steward is a radio show dedicated to helping you build a secure, flexible retirement. Hosted by Kelli Dahm and featuring David Welborn, president of Family Legacy Planning, each episode blends practical guidance, real stories, and expert answers on the four pillars of retirement: preservation, growth, income, and liquidity. Through friendly, down-to-earth conversations, the show covers changing markets, taxes, family dynamics, inflation, and the importance of truly tailored planning for every listener. Whether you’re planning ahead or already retired, tune in for strategies and insights to help you protect your wealth and enjoy the next chapter right here in Northwest Arkansas and beyond. Investment advisory services offered through FLP Wealth Management, LLC. Content is for informational purposes only and should not be considered specific financial, legal, or tax advice.

Information

  • Creator
    David Welborn
  • Years Active
    2026
  • Episodes
    7
  • Rating
    Clean
  • Copyright
    © Copyright Chaesare Gray
  • Show Website
    The Retirement Steward