Hosted by Unknown Host · 🇺🇸 US · EN-US · 20 episodes
Established thought leaders with verified media credentials.
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 your golden years, Retirement Done Right has you covered. 🔹 New episodes every other week 🔹 Subscribe now to stay ahead on the latest retirement strategies 🔹 Leave a review to help others find the show! <p
Unknown Host hosts Retirement Done Right w/ David & Pat, a business show with 20 episodes published.
The biggest mistake retirees make? Not having a tax plan. By not having an appropriate tax strategy, it could cost you hundreds of thousands of dollars over a 30-year retirement. From an investment standpoint, complacenc
In this episode of Retirement Done Right , hosts David Rath and Pat Kalish tackle a question most people don't think to ask: Should you change your financial advisor when you retire? The skills that helped you accumulate
5 Key Takeaways: Everything Is Connected: Oil prices, interest rates, gold, and stocks don't move in isolation. Understanding how they interact (intermarket analysis) is essential for navigating volatile periods. Don't L
Q1: Can AI tools like ChatGPT or Gemini build a better retirement portfolio than a human advisor? A1: Not yet. While AI can generate a solid, textbook 60/40 portfolio using low-cost Vanguard funds, it lacks the ability t
5 Key Takeaways: Flexibility is the Name of the Game: The fear of "overfunding" a 529 is gone. Unused education savings can now kickstart a child's (or your own) Roth IRA, providing a powerful head start on retirement. T
Q1: What does a "Set It and Forget It" investment strategy actually mean for retirees? A1: It means you determine an initial asset allocation, rebalance at standard intervals (quarterly or annually), and resist the urge
Q1: Did you know there are 21 ways to avoid the 10% penalty for taking retirement money out before age 59 ½? A1: Yes, the IRS provides numerous exceptions to the early withdrawal penalty, with several designed for specif
Disclaimer: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy
This is for educational purposes only. Key Takeaways: "A-Shares" mutual funds charge upfront commissions (often ~5%) and higher ongoing fees. Ask your advisor if a cheaper share class of the same fund is available to you
🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial adviso
How much do you really need to retire? The classic $1 million benchmark is a starting point, but is it your finish line? In this episode of Retirement Done Right , hosts David Rath and Pat Kalish, moderated by Andrew Heu
In this episode of Retirement Done Right, hosts David Rath & Pat Kalish are joined by Sarah Dorsey, CPA, to uncover five powerful, lesser-known tax strategies that can save you thousands and help you keep more of your ha
🔒CYBERSECURITY FOR RETIREES: Protect Your Life Savings from Digital Threats In this critical episode of Retirement Done Right, hosts David Rath & Pat Kalish sit down with Mark Hurley, CEO of Digital Privacy and Protecti
🏠 Navigating a Home Transition? Here's How to Make It Stress-Free 🏠 In this episode of Retirement Done Right, host Pat Kalish sits down with Erin Larkin-Maguire, founder of Good LineHomes, to unpack the emotional, logi
In this episode of Retirement Done Right, hosts David Rath & Pat Kalish reveal why Health Savings Accounts (HSAs) are the most underrated tool in personal finance—triple tax benefits, healthcare funding, and even retirem
In this episode of Retirement Done Right, David Rath and Pat Kalish sit down with Cole Craven, co-founder of Move Health, to break down the complexities of healthcare planning for retirees—from Medicare vs. marketplace o
In this video, Continuum Group’s CPA Sarah Dorsey breaks down the proposed One Big Beautiful Bill Act and how it could impact your tax strategy, retirement savings, and financial future. 📌 Key Topics Covered: ✅ Potentia
Making the leap from accumulating wealth to spending it in retirement isn’t just a financial shift—it’s a psychological one. In this episode of Retirement Done Right, David and Pat explore what it takes to confidently tr
In this episode, David and Pat break down the market chaos triggered by recent tariff announcements and explore how fear-driven headlines can wreak havoc on investor behavior. They dive into the emotional traps investors
Most people approaching retirement have heard the usual advice: the 4% rule, the 25x rule, or the idea that you’ll only need 70–80% of your working income. But are these rules actually helpful or dangerously oversimplifi
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Retirement Done Right w/ David & Pat is hosted by Unknown Host. The show is categorised under business (investing) and has published 20 episodes.
Retirement Done Right w/ David & Pat has published 20 episodes.
Retirement Done Right w/ David & Pat regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Retirement Done Right w/ David & Pat average 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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