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Unleash Your Retirement episodes
- Personal Finance On Steroids, Part 1: Retirement (Ep. 3)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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33 min - The Value of a Fiduciary with Caleb Vaughan, CFP® (Ep.2)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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33 min - Get To Know David Koren, MBA, ChFC®, CLU® (Ep. 1)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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28 min - Unleash Your Retirement – Coming Soon!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 …
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About Unleash Your Retirement
From the publisher's feed
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!