Retirement Done Right w/ David & Pat
- Business · Investing
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About
Retirement Done Right is the podcast for smart, proactive retirees and pre-retirees who want to maximize their wealth, time, and lifestyle. Hosted by David Rath, CMT, CFA and Patrick Kalish, CFP® from Continuum Wealth Advisors, LLC, this show dives deep into retirement planning, investing, Social Security strategies, tax-efficient withdrawals, healthcare costs, and more—so you can retire with confidence.Each episode delivers practical financial strategies, expert insights, and real-world advice to help you navigate the transition from career to retirement without stress. Whether you’re wondering how to create a reliable retirement paycheck, optimize your investments, or make the most of yo...
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Recent episodes
- Retirement Cash Strategy: How Much to Hold and Where to Put It
- The Fed's Decision That May Impact Your Retirement
- Breaking Down The Bond Market News
- The Shift From Saving To Spending
- The Biggest Mistakes Retirees Make (And How to Avoid Them)
- Does Retirement Mean A New Financial Advisor?
- Market Volatility & Your Retirement
- Can AI Replace Financial Advisors & Portfolio Managers?
- How 529s Can Be A Retirement Tool
- Do "Set It & Forget It" Strategies Really Work?