Unleash Your Retirement

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!

Episodes

How Pickleball Can Transform Your Retirement Years with Jon Laaser (Ep. 31)

May 22, 2025 • 32 mins
What does pickleball have to do with retirement?  More than you’d think! Join David Koren from RVA Wealth Management as he dives into the vibrant community of pickleball, a growing sport that’s perfect for retirees. Special guest Jon Laaser, COO & Co-Founder of Performance Pickleball, shares why this sport is taking off and how it …

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Navigating Senior Living: Advice for Retirees with Jen Dowda (Ep. 30)

April 17, 2025 • 27 mins
What happens when staying at home isn’t the safest option anymore? How do you navigate elder care and senior living decisions? Join David Koren, Founder and Wealth Manager, MBA, ChFC®, CLU®, as he chats with Jen Dowda from Dowda Senior Consultants. Jen’s firm in Richmond offers all-encompassing support for seniors and their families, from aging …

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Financial Planning for Retirees: Balancing Family Support and Personal Savings (Ep. 29)

March 20, 2025 • 27 mins
Is it possible to financially help your adult children without jeopardizing your retirement? The short answer is yes, you can. But what financial boundaries need to be set? In this episode, David is joined by guest Mike Smith to dive into the intricacies of supporting adult children financially. They discuss the impact on your retirement …

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Go-Go, Slow-Go, and No-Go: 3 Phases of Retirement You Need to Plan For (Ep. 28)

February 20, 2025 • 25 mins
What does retirement really look like? Join us as we explore the various phases of retirement that people embark on, focusing on how to make those dreams a reality.  In this episode, David Koren, Founder and Wealth Manager at RVA Wealth Management, dives into the “go-go,” “slow-go,” and “no-go” years of retirement, emphasizing the importance …

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Strategies for Successful Retirement Distributions With Mike Smith (Ep.27)

January 23, 2025 • 28 mins
Planning your distributions for retirement is essential to maximizing your retirement income and fulfilling your goals for this new phase of life.  By planning properly, you can avoid any financial setbacks and ensure you live the life you desire.  David and Mike cover the essentials of planning your retirement distributions. From deciding when to take …

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Understanding the Impact of the 2024 Elections on Your Investment Portfolio with Mike Smith (Ep. 26)

November 28, 2024 • 27 mins
How can political shifts influence your investments? In this episode, David welcomes back Mike Smith to navigate the murky waters of a post-election financial landscape and dissect the implications of the recent political power shift. With both the Presidency, Senate, and House now under one party’s control, the duo explores what this means for the …

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

October 24, 2024 • 30 mins
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 …

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

August 15, 2024 • 27 mins
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 …

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

July 18, 2024 • 25 mins
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 …

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

June 20, 2024 • 26 mins
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 …

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

May 16, 2024 • 23 mins
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 …

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

April 18, 2024 • 27 mins
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 …

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

March 28, 2024 • 29 mins
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 & …

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

February 22, 2024 • 23 mins
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. …

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

February 1, 2024 • 30 mins
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 …

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

January 18, 2024 • 23 mins
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 …

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Retirement and Estate Planning Essentials (Ep. 15)

January 4, 2024 • 38 mins
Two crucial components for managing your financial future are retirement and estate planning. With proper planning, you can navigate financial complexities and enjoy your golden years with more confidence. In this episode, David explores the complex topic of retirement and estate planning by explaining what is required for you to work towards meeting financial goals …

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Managing Your Cashflow & Setting SMART Goals (Ep. 14)

December 21, 2023 • 28 mins
Cashflow management may sound intimidating, but it is simply knowing where you spend and how to make sure you spend wisely. Join David as he talks about why budgeting and cash flow management are important, especially in retirement. He highlights the necessity of understanding where money is coming from and where it’s going and provides …

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Insurance Strategies for Retirement with Caleb Vaughan, CFP® (Ep.13)

December 7, 2023 • 34 mins
Protecting your loved ones comes in many forms, and setting aside the right financial resources for yourself in your retirement is one of them! In this episode, David Koren invites Caleb Vaughan, Financial Planning Strategist at RVA Wealth Management, onto the show to discuss risk mitigation and insurance in retirement. Together they highlight the importance …

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Common Investment Risks with Michael P. Smith (Ep.12)

November 16, 2023 • 31 mins
Can investments be both growth-oriented and risk-averse? In the latest episode of Unleash Your Retirement, David Koren is joined once again by Michael P. Smith to close out their 3-part investment series. This episode will help you uncover the balance between seeking growth and minimizing risk in your investment portfolio. Their conversation offers a wealth …

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