Hosted by David Nagy · 🇺🇸 US · EN-US · 37 episodes
Established thought leaders with verified media credentials.
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
David Nagy hosts The Retirement Roadmap Show with David Nagy, a business show with 37 episodes published.
Avoid a stressful retirement by identifying the critical missteps that frequently derail long-term financial security. This episode breaks down the five most common planning blunders, from miscalculating healthcare costs
This episode dives into the potential benefits and hidden risks of the latest Trump-aligned financial products and tax strategies for the average household. We break down whether these "Trump Accounts" offer a genuine pa
While many investors fixate on market volatility, this episode reveals the hidden behavioral and structural traps that actually derail most long-term retirement plans. Tune in to discover the counterintuitive strategies
In this episode, we break down why the first five years of retirement can be the most critical to your long-term success. From sequence of returns risk to withdrawal strategies, we explore how early decisions can have a
In this episode, we explore how the "three-legged stool" of retirement has crumbled, leaving modern retirees to navigate a volatile landscape of inflation and disappearing pensions without a safety net. We break down the
In this episode, we break down the "4% Rule" and other sustainable withdrawal strategies to help you determine exactly how much you can safely spend each year. We explore how to inflation-proof your portfolio and manage
Many retirees struggle to prepare for late-life transitions not out of negligence, but because of a cognitive phenomenon known as psychological distancing. This episode explores why our brains categorize future healthcar
This episode explores the idea that a successful retirement is often determined long before you stop working, drawing parallels between financial preparation and the meticulous staging of a professional race. We examine
This episode tackles the all-too-common paradox in the financial world: why professionals often fail to apply their own expertise to their personal affairs, encapsulated by the phrase, "The Cobbler Has No Shoes." We spec
This episode dissects the powerful financial strategy of Roth conversions, a tool that can help you pay taxes on your retirement savings at today's rates instead of tomorrow's. We'll explore how strategica
This episode unpacks why hitting pause for a mid-year financial review isn't just a good idea, it's essential for staying on track. We'll guide you through practical steps to assess your progress, make nec
We dive deep into the often-overlooked power of asset allocation within your retirement plan. Discover how strategically balancing different investment types, even within your 401(k)'s limited options, can significa
This week, we dive into the crucial question of retirement timing. We'll explore key factors like your current savings, potential future earnings, and the ever-shifting landscape of the economy to help you decide if
In this episode we break down what's going on with the tariffs, the markets and what you can do to weather the ups and downs.
In this episode we welcome Gradient Investments senior portfolio manager Keith Gangl to talk about the current market situation and where we might be headed, as well as solid strategies to deal with volatility.
In this episode we talk about the changes and updates to Social Security and what they could mean for you.
Explore how to pursue investment growth while implementing crucial "guardrails" to manage risk and protect your portfolio. We delve into smarter investment strategies that balance potential returns with downside protecti
In this episode, we delve into the often-misunderstood question of retirement savings, exploring beyond the common rules of thumb to uncover personalized calculations. We'll break down essential factors like inflati
In this episode, we delve into the complex landscape of financial decisions that arise after the loss of a loved one, covering everything from estate settlements to managing inherited assets. We'll discuss practical
In this episode, we dissect the recent market swings and persistent recession anxieties, revealing the strategies we employ to help our clients maintain composure. We'll explore how a long-term, diversified approach
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The Retirement Roadmap Show with David Nagy has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
The Retirement Roadmap Show with David Nagy is hosted by David Nagy. The show is categorised under business and has published 37 episodes.
The Retirement Roadmap Show with David Nagy has published 37 episodes.
The Retirement Roadmap Show with David Nagy regularly covers business. It sits in the business category.
The Retirement Roadmap Show with David Nagy is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Retirement Roadmap Show with David Nagy hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Our data rates The Retirement Roadmap Show with David Nagy's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched yesterday.
