Unleash Your Retirement

Retirement isn’t just about finances. It’s about creating the calm, joy, and fulfillment you want in your later years. In this episode, David Koren shares how inner peace, gratitude, and purpose shape a more meaningful retirement. Through meditation, spirituality, and focusing on lifestyle before money, David explains how to create a life filled with clarity and joy. He also shares personal experiences that shaped his approach to helping others live with intention. Key takeaways: The importance

Could your reaction to the market be a bigger risk to your retirement than the market itself? In this episode, David speaks with Rick Wedell, Chief Investment Officer at RFG Advisory, about the fundamentals of managing money for retirement. They explore the importance of understanding risk capacity versus risk tolerance, the difference between public and private markets, and how to tune out sensational media noise when making long-term investment decisions. Rick also shares why liquidity matters

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 nurtures social connections and physical health for retirees. Explore why pickleball could be your new favorite retirement hobby and how it’s impacting communities: Di

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 in place to transitioning into senior living communities. Learn how they tackle everything from listening to personal stories with empathy to managing lo

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 savings, when parental support may be beneficial, and how to set up clear financial boundaries. Plus, David and Mike offer practical steps to empower your child

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 of planning at each stage to ensure a fulfilling and secure retirement journey. Listen as David shares real client experiences that highlight the diversity a