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

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 …

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 …

How To Secure Your Retirement with Michael P. Smith (Ep. 11)

November 2, 2023 • 26 mins

Lost in the maze of Annuities, Mutual Funds, and ETFs? Let us simplify it for you. While visions of a relaxed retirement dance in your head, the journey there requires careful planning. Navigate the nuances with David Koren of RVA Wealth Management as he teams up with Mike P. Smith to unravel the complexities of …

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Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)

October 19, 2023 • 37 mins

Investing in stocks and bonds can be a battle of risk and reward if you don’t know what you’re doing. That’s why we’re here to help. David welcomes back his fellow colleague Michael P. Smith to continue their conversation about investing. They narrow their conversation from retirement investing to investing in stocks and bonds. With …

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Retirement Investing 101 with Michael P. Smith (Ep. 9)

October 5, 2023 • 24 mins

Stressed about planning for your retirement? You’re not alone. Join host David Koren and his fellow colleague Michael P. Smith as they share actionable investment and retirement strategies designed to ease your anxieties. Together they break down investing options, how to navigate your time horizon, and the importance of different revenue streams. Throughout the episode, …

Building Wealth Beyond Your Working Years (Ep. 8)

September 21, 2023 • 26 mins

Where will your money come from when the 9-to-5 ends? If you’ve ever asked yourself this question, then this episode is for you! Listen as David Koren from RVA Wealth Management arms you with strategies to diversify your income sources, ensuring you can fully enjoy your golden years. From understanding the ins and outs of …

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Retirement Income Sources: Employer-Sponsored Plans (Ep.7)

September 7, 2023 • 34 mins

What are the most important things you need to know about employer-sponsored retirement plans? In this episode, David Koren talks about employer-sponsored retirement plans, focusing on defined benefit plans and defined contribution plans. He explains how these plans work, the investment responsibility, and the options for taking money out. David also touches on the history …

The Truth About Taxes in Retirement with Cheri David (Ep. 6)

August 31, 2023 • 36 mins

Do you need to be concerned about taxes in retirement? Many people think that they will not have to pay tax on their Social Security or deal with taxes at all when they’re no longer working. But required minimum distributions are taxed as ordinary income and can push many into higher tax brackets and up …

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How Much Money Do I Need To Have To Retire? (Ep. 5)

August 17, 2023 • 31 mins

Is there a way to know if you’ve saved enough money to retire? Very few people actually do the work to figure out if they will have enough money, and then when it comes time to say goodbye to the 9 to 5, they find out that they don’t have enough, and panic ensues. Let’s …

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Will My Money Last Throughout My Retirement? (Ep.4)

August 3, 2023 • 30 mins

Will you be able to retire once you turn 75? Many people think they’ll have to work longer than they want to so that they continue to have a source of income. In this episode, David Koren, founder of RVA Wealth Management gives a birds-eye view of determining if your money will last throughout your …

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Personal Finance On Steroids, Part 1: Retirement (Ep. 3)

July 20, 2023 • 32 mins

Whether you’re 25 or 50, it’s never too early to start thinking about what your dream retirement looks like. In this episode, David Koren, Founder, Wealth Manager, MBA, ChFC®, CLU® at RVA Wealth kicks off the Personal Finance On Steroids series with a conversation about how you can best plan for your retirement. He explains …

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The Value of a Fiduciary with Caleb Vaughan, CFP® (Ep.2)

July 6, 2023 • 32 mins

How can you be sure your financial advisor will keep your best interests in mind when planning your financial future? In this episode, David Koren is joined by his RVA Wealth Management colleague, Caleb Vaughan, CFP® to discuss their firm’s planning process and how they help clients build their portfolios. Listen in as they highlight …

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Get To Know David Koren, MBA, ChFC®, CLU® (Ep. 1)

July 6, 2023 • 27 mins

Welcome to Unleash Your Retirement, where we give you the confidence you need to pursue your dreams in retirement. In this inaugural episode, David Koren, MBA, ChFC®, CLU® introduces himself starting with how he got into the financial services industry and his plans for this podcast. David also talks about the type of clients he …

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Unleash Your Retirement – Coming Soon!

June 12, 2023 • 43 secs

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Unleash Your Retirement

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Insurance Strategies for Retirement with Caleb Vaughan, CFP® (Ep.13)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Common Investment Risks with Michael P. Smith (Ep.12)

How To Secure Your Retirement with Michael P. Smith (Ep. 11)

Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)

Retirement Investing 101 with Michael P. Smith (Ep. 9)

Building Wealth Beyond Your Working Years (Ep. 8)

Retirement Income Sources: Employer-Sponsored Plans (Ep.7)

The Truth About Taxes in Retirement with Cheri David (Ep. 6)

How Much Money Do I Need To Have To Retire? (Ep. 5)

Will My Money Last Throughout My Retirement? (Ep.4)

Personal Finance On Steroids, Part 1: Retirement (Ep. 3)

The Value of a Fiduciary with Caleb Vaughan, CFP® (Ep.2)

Get To Know David Koren, MBA, ChFC®, CLU® (Ep. 1)

Unleash Your Retirement – Coming Soon!

Popular Podcasts

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

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