Hosted by David Treece · 🇺🇸 US · EN-US · 25 episodes
Established thought leaders with verified media credentials.
Financial planner David Treece helps you become a better steward of your finances so you can excel in retirement. By following David’s advice, you can experience greater peace of mind and confidence about your financial future.David’s key framework is called the “Three Roles of Money,” a simple way to understand how each dollar in your plan should work for you.Reach out to David at ClientsExcel.com or call 864 641 7955 so he can help you excel in retirement.
David Treece hosts Excel in Retirement: Financial Stewardship for Lasting Confidence, a business show with 25 episodes published.
We’re exploring the dark side of AI in personal finance, highlighting risks like drift, hallucination, scams, and over-reliance.Artificial Intelligence has amazing capabilities but also has real limitations so we must ha
David shares key characteristics of financially savvy individuals, effective saving strategies, and how to cultivate a healthy long-term financial mindset. Discover practical tips on automating savings, overcoming cultur
This episode explores how parents and grandparents can teach children financial literacy through practical steps like saving, spending, and understanding credit. Hosted by Andy Traub with expert advice from David C. Tree
In this episode we explore how political elections influence the stock market, investor emotions, and financial planning strategies. 00:00 Navigating Political Turbulence in Financial Markets 10:06 Understanding the K-Sh
This episode explores the current economic climate, focusing on inflation, energy prices, and investment strategies to protect your finances. David Treece shares insights on market opportunities, risk management, and pra
In this episode, David discusses how to identify good and bad characteristics in financial advisors, emphasizing transparency, communication, and client-focused advice. You’ll learn how to make informed decisions when ch
In this episode we explore the potential impact of significant tax increases on individuals' work, spending, and investment strategies. David offers practical advice on preparing for future tax scenarios and managing per
David shares crucial insights on avoiding common pitfalls in financial decision-making, especially around timing. Topics include hasty decisions, sudden wealth, and market timing, providing practical advice to make wiser
In this episode, David shares crucial insights on avoiding common pitfalls in financial decision-making, especially around timing. Topics include hasty decisions, sudden wealth, and market timing, providing practical adv
In this episode, David shares practical strategies to navigate market volatility, emphasizing the importance of planning, understanding market cycles, and managing emotional reactions to market downturns. 00:00 Introduct
In this episode, David Treece shares insights on managing market volatility with calmness and long-term planning, emphasizing the importance of faith, wisdom, and strategic management in investing for retirement. 00:00 I
Today David shares the consumer’s advantages of working with an independent fiduciary versus a captive advisor, emphasizing faster access to innovative tools, simplified investing, and greater transparency. Learn how ind
In our last episode of a three part series we discuss the importance of having open conversations with heirs about financial matters. You must understand and vet someone to take the role of financial advisor in guiding t
This is part two of three discussions on how to have open conversations about finances with your heirs. We discuss the need for clear communication regarding values, financial stability, and the intentional use of the in
Part 1 of 3 - Today we’re teaching you how to have necessary conversations with your heirs regarding finances and inheritance. The first conversation is a values-based discussion. For help with your conversations with yo
In this episode of the Excel in Retirement podcast we discuss the evolving landscape of prosperity in America, the responsibilities that come with wealth, and the importance of educating future generations about financia
Is Social Security going to survive? And if it does, what are the implications of claiming early versus waiting until full retirement age and the importance of coordinating benefits with a spouse, and the potential tax i
Today you’ll learn simple and actionable strategies for keeping more of your money. They include the importance of staying calm during market fluctuations, prioritizing debt repayment, exercising due diligence in financi
Medicare can be very confusing, and it also has an immense impact on your retirement. In today's episode, we take the fear out of making Medicare decisions as we discuss timely enrollment, the various parts of Medicare (
We can create our own freedom through wise financial decisions, by overcoming fear and worry related to money, and gain control over one's financial future. You’ll learn about different paths to freedom including the sig
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Excel in Retirement: Financial Stewardship for Lasting Confidence is hosted by David Treece. The show is categorised under business (investing) and has published 25 episodes.
Excel in Retirement: Financial Stewardship for Lasting Confidence has published 25 episodes.
Excel in Retirement: Financial Stewardship for Lasting Confidence regularly covers business, investing. It sits in the business category, with a investing focus.
Excel in Retirement: Financial Stewardship for Lasting Confidence is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Excel in Retirement: Financial Stewardship for Lasting Confidence average 23 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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