On this episode, we invite you to learn more about the Rinvelt & David Difference as we feature a very special guest who will share with Roger and with you how they experience the Rinvelt & David Difference in their life and in their finances. We're honored to begin this special series with Robin & Mark's story.

On this episode, we invite you to learn more about the Rinvelt &amp; David Difference as we feature a very special guest who will share with Roger and with you how they experience the Rinvelt &amp; David Difference in their life and in their finances. We're honored to begin this special series with Robin &amp; Mark's story.

Life & Finances Together Episode 15: The Rinvelt & David Difference - Robin & Mark's Story

Welcome to the Life and Finances Together Podcast brought to you by the team at Rinvelt & David. We’re here to discuss the financial topics that mean the most to you with the signature candor, humor, and expertise that Roger David and Jacob Rinvelt have come to be known for among our clients and friends. Our hosts will also connect you with area experts and charitable organizations to talk about everything from good health habits to the latest tax and insurance changes and more! You’ll always find something interesting and entertaining that brings life and finances together.

Producer: Steve Lewis

Rinvelt & David LLC is an affiliate of Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosure.

Business

Education

Investing

Courses

Welcome to the Life and Finances Together Podcast brought to you by the team at Rinvelt & David. We’re here to discuss the financial topics that mean the most to you with the signature candor, humor, and expertise that Roger David and Jacob Rinvelt have come to be known for among our clients and friends. Our hosts will also connect you with area experts and charitable organizations to talk about everything from good health habits to the latest tax and insurance changes and more! You’ll always find something interesting and entertaining that brings life and finances together. Producer: Steve Lewis Rinvelt & David LLC is an affiliate of Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosure.

Welcome to the Life and Finances Together Podcast brought to you by the team at Rinvelt &amp; David. We’re here to discuss the financial topics that mean the most to you with the signature candor, humor, and expertise that Roger David and Jacob Rinvelt have come to be known for among our clients and friends. Our hosts will also connect you with area experts and charitable organizations to talk about everything from good health habits to the latest tax and insurance changes and more! You’ll always find something interesting and entertaining that brings life and finances together.

Producer: Steve Lewis

Rinvelt &amp; David LLC is an affiliate of Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosure.

Share Life & Finances Together Episode 15: The Rinvelt & David Difference - Robin & Mark's Story

Sign up to save your podcasts

Life & Finances Together Episode 15: The Rinvelt & David Difference - Robin & Mark's Story

Life & Finances Together Episode 15: The Rinvelt & David Difference - Robin & Mark's Story