Excel in Retirement: Financial Stewardship for Lasting Confidence

David Treece
  • 5.0 (2)
  • Investing
  • Updated Weekly

Financial planner David Treece helps you become a better steward of your finances so you can excel in retirement. By following David’s advice, you can experience greater peace of mind and confidence about your financial future. David’s key framework is called the “Three Roles of Money,” a simple way to understand how each dollar in your plan should work for you. Reach out to David at ClientsExcel.com or call 864 641 7955 so he can help you excel in retirement.

  1. Jun 18

    25. The Traits of the Financially Savvy

    David shares key characteristics of financially savvy individuals, effective saving strategies, and how to cultivate a healthy long-term financial mindset. Discover practical tips on automating savings, overcoming cultural pressures, and passing financial wisdom across generations. Google Reviews for David Treece   https://www.google.com/search?q=clients+excel+reviews  Excel and Retirement Newsletter https://www.excelinretirement.com Reach out to David hello@clientsexcel.com

    21 min

  2. Jun 11

    24. The Smart Kid Blueprint: Teaching Financial Wisdom To Your Kids or Grandkids

    This episode explores how parents and grandparents can teach children financial literacy through practical steps like saving, spending, and understanding credit. Hosted by Andy Traub with expert advice from David C. Treece, it covers real-life stories, account types, and strategies to foster financial responsibility from a young age. 00:00 Introduction to Financial Education for Kids 05:57 Teaching Kids About Interest and Debt 11:54 The Role of Allowances in Financial Literacy 17:28 The Value of Saving and Financial Education 23:58 Understanding Credit and Its Importance 30:00 Building Financial Independence for Future Generations Google Reviews for David Treece   https://www.google.com/search?q=clients+excel+reviews Excel and Retirement Newsletter https://www.excelinretirement.com Reach out to David hello@clientsexcel.com

    37 min

  3. Jun 4

    23. How could the elections influence your financial future?

    In this episode we explore how political elections influence the stock market, investor emotions, and financial planning strategies.  00:00 Navigating Political Turbulence in Financial Markets 10:06 Understanding the K-Shaped Economy 19:57 Building a Financial Plan for the Future Google Reviews for David Treece   https://www.google.com/search?q=clients+excel+reviews Excel and Retirement Newsletter https://www.excelinretirement.com Reach out to David hello@clientsexcel.com Stock Performance Under Party in Power (Fidelity Analysis): https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/party-in-power.pdfManaging Client Accounts Through US Elections (Fidelity Guide): https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/election_guide.pdfJoint Center for Housing Studies of Harvard University (K-Shape Demographics): https://www.jchs.harvard.edu/Auto Loan Debt & Average Monthly Payments (LendingTree Statistics): https://www.lendingtree.com/auto/debt-statistics/Automotive Industry Trends & Negative Equity Reports (Edmunds Industry Center): https://www.edmunds.com/industry-center/

    25 min

  4. May 28

    22. How could the Iran War impact your finances?

    This episode explores the current economic climate, focusing on inflation, energy prices, and investment strategies to protect your finances. David Treece shares insights on market opportunities, risk management, and practical steps for financial resilience amid global uncertainties. Google Reviews for David Treece   https://www.google.com/search?q=clients+excel+reviews Excel and Retirement Newsletter https://www.excelinretirement.com Reach out to David hello@clientsexcel.com Chapters 00:00 Introduction to Financial Concerns 01:00 Understanding Inflation and Its Impact 04:36 Strategies for Managing Financial Worries 08:18 Avoiding Lazy Money and Investment Strategies 12:03 Opportunities in an Inflationary Environment

    16 min

  5. May 22

    21. What to avoid in a financial advisor

    In this episode, David discusses how to identify good and bad characteristics in financial advisors, emphasizing transparency, communication, and client-focused advice. You’ll learn how to make informed decisions when choosing a financial advisor to ensure your financial goals are met effectively. 00:00 Understanding Financial Advisors' Compensation 02:57 Recognizing Urgency and Pressure in Financial Decisions 06:05 The Importance of Communication in Financial Advisory 09:02 Navigating the Transition from Accumulation to Distribution 12:02 Proactivity in Financial Planning and Adjustments 14:57 Setting and Achieving Client Goals 17:57 The Evolution of Financial Advising 21:05 Client Experiences and Testimonials Google Reviews for David Treece  https://www.google.com/search?q=clients+excel+reviews Excel and Retirement Newsletter https://www.excelinretirement.com Reach out to David hello@clientsexcel.com

    23 min

  6. May 8

    20. What could happen if taxes go up?

    In this episode we explore the potential impact of significant tax increases on individuals' work, spending, and investment strategies. David offers practical advice on preparing for future tax scenarios and managing personal finances effectively. Get David’s weekly updates by visiting -  http://www.ExcelInRetirement.com Contact David at: hello@clientsexcel.com Chapters 00:00 Introduction to Future Financial Scenarios 01:00 Impact of Increased Taxes on Work and Spending 04:02 The Importance of Growing Your Money 05:49 Practical Steps for Tax Preparation 10:04 Understanding National Debt and Its Implications 12:00 Strategies for Reducing Debt and Tax Burden https://www.wsj.com/economy/u-s-debt-tops-100-of-gdp-81c013d7?st=44jh1F

    18 min

  7. May 1

    19. The BEST time to make financial decisions

    David shares crucial insights on avoiding common pitfalls in financial decision-making, especially around timing. Topics include hasty decisions, sudden wealth, and market timing, providing practical advice to make wiser choices for long-term financial health. 00:00 Introduction to Financial Wisdom 04:05 The Dangers of Hasty Decisions 07:57 Navigating Sudden Wealth 12:55 The Pitfalls of Timing the Market 21:43 Conclusion and Key Takeaways https://excelinretirement.com/

    22 min

  8. Apr 24

    18. When NOT to make financial decisions

    In this episode, David shares crucial insights on avoiding common pitfalls in financial decision-making, especially around timing. Topics include hasty decisions, sudden wealth, and market timing, providing practical advice to make wiser choices for long-term financial health. 00:00 Introduction to Financial Wisdom 04:05 The Dangers of Hasty Decisions 07:57 Navigating Sudden Wealth 12:55 The Pitfalls of Timing the Market 21:43 Conclusion and Key Takeaways Get weekly tips from David -> http://www.ExcelInRetirement.com

    24 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

Financial planner David Treece helps you become a better steward of your finances so you can excel in retirement. By following David’s advice, you can experience greater peace of mind and confidence about your financial future. David’s key framework is called the “Three Roles of Money,” a simple way to understand how each dollar in your plan should work for you. Reach out to David at ClientsExcel.com or call 864 641 7955 so he can help you excel in retirement.

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