22 episodes

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!

Unleash Your Retirement David Koren

    • Business

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!

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

    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

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

    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

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

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

    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
    The Role Your Financial Advisor Plays in Managing Your Wealth (Ep. 17)

    The Role Your Financial Advisor Plays in Managing Your Wealth (Ep. 17)

    Considering getting a financial advisor but don’t know if it’s worth it?  We feel like we’re family here at RVA Wealth, and when a client comes in, we become a part of their family too, and that’s a very important aspect of being an effective wealth manager. This week on Unleash Your Retirement, David Koren … Read More Read More

    • 30 min
    2024 Outlook: A Discussion on Investment Opportunities and Potential Concerns (Ep. 16)

    2024 Outlook: A Discussion on Investment Opportunities and Potential Concerns (Ep. 16)

    2023 was quite an eventful year, and it unexpectedly finished with strong market returns. But what were the major contributors? And more importantly, what can we expect moving forward? Let’s reflect on these questions with David Koren, MBA, ChFC®, CLU®, and Michael P. Smith, CFP®. Together, they explore the key factors shaping the financial landscape … Read More Read More

    • 23 min

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