Unleash Your Retirement

David Koren
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Unleash Your Retirement

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 and keeping things light-hearted. With David's years of experience and guest industry leaders to help guide us, you'll walk away feeling informed, empowered, and ready to take on your future with confidence. So sit back, relax, and get ready to join us on this journey to a new life!

  1. 24 OCT

    Navigating Uncertainty: Election Outcomes & Your Investment Strategy (Ep. 25)

    What does the upcoming presidential election mean for your portfolio? Join David Koren from RVA Wealth Management for Episode 25 of the Unleash Your Retirement podcast as he delves into the dynamics of the current election cycle and its potential impact on your investments. David provides a refreshing perspective, emphasizing why the broad market fundamentals … Read More Read More

    31 min

  2. 15 AGO

    2024 Mid-Year Stock Market Update with Mike Smith (Ep. 24)

    AI is transforming industries at a rapid pace—and it’s impacting your investments more than you might think. Join David Koren as he sits down with colleague and seasoned portfolio manager Mike Smith to dissect the 2024 mid-year market update. With insights into the performance of the S&P 500, bond market, and the heavy influence of … Read More Read More

    28 min

  3. 18 JUL

    Is Downsizing Right for You? With Gordon Laroussini (Ep. 23)

    Selling and moving on from a family home can be an emotional process.  However, later in life, downsizing can offer you a better lifestyle and give you more options in terms of freedom. Join David Koren alongside special guest Gordon Laroussini, a Seniors Real Estate Specialist for a discussion about the current real estate market … Read More Read More

    26 min

  4. 20 JUN

    A Clear Path to Decluttering With Amanda Scudder (Ep. 22)

    Do you ever feel like your home is too cluttered? Perhaps you are downsizing and with every room you enter, you realize how much stuff you have accumulated over the years and don’t know what to do with it all. Listen as Amanda Scudder joins David Koren to dive into the business of decluttering, especially … Read More Read More

    27 min

  5. 16 MAY

    Exploring Educational 529 Plans With Caleb Vaughan CFP® (Ep 21)

    Uncover the full potential of 529 plans for helping your family’s educational and financial future! This week on Unleash Your Retirement David Koren jumps into the intricacies of 529 education savings plans with Caleb Vaughan, RVA Wealth Management’s in-house 529 expert. Listen to gain insights into how these plans work, the benefits they offer, and … Read More Read More

    24 min

  6. 18 ABR

    Exploring the World of Travel Planning With Shawn Cordle (Ep. #20)

    Are you ready to explore the world in retirement but unsure where to start?  Join David Koren this week as he dives into the exciting world of travel planning with special guest, Shawn Cordle from AAA Travel. This episode covers the joys of travel in retirement and the importance of making memories through exploring new … Read More Read More

    28 min

  7. 28 MAR

    Mortgage Mastery: Navigating Interest Rates With Russ Nash (Ep.19)

    Looking to explore how mortgage interest rates impact your home-buying decisions?  Join David Koren as he and Russ Nash from George Mason Mortgage share valuable insights on navigating mortgage interest rates for primary, vacation, and investment properties. Gain a deeper understanding of construction loans, refinancing strategies, and how to optimize your home-buying decisions. David & … Read More Read More

    29 min

  8. 22 FEB

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

    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. … Read More Read More

    23 min
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Acerca de

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 and keeping things light-hearted. With David's years of experience and guest industry leaders to help guide us, you'll walk away feeling informed, empowered, and ready to take on your future with confidence. So sit back, relax, and get ready to join us on this journey to a new life!

Información

  • Creador
    David Koren
  • Años de actividad
    2023 - 2024
  • Episodios
    26
  • Clasificación
    Apto
  • Copyright
    Copyright © 2023 Unleash Your Retirement
  • Mostrar sitio web
    Unleash Your Retirement

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