Unleash Your Retirement

David Koren

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! read less

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Exploring the World of Travel Planning With Shawn Cordle (Ep. #20)

Exploring the World of Travel Planning With Shawn Cordle (Ep. #20)

Are you ready to explore the world in retirement but unsure where to start? Join David Koren this week as he dives into the exciting world of travel planning with special guest, Shawn Cordle from AAA Travel. This episode covers the joys of travel in retirement and the importance of making memories through exploring new … Read More Read More

Episodes

Exploring the World of Travel Planning With Shawn Cordle (Ep. #20)

Exploring the World of Travel Planning With Shawn Cordle (Ep. #20)

Are you ready to explore the world in retirement but unsure where to start? Join David Koren this week as he dives into the exciting world of travel planning with special guest, Shawn Cordle from AAA Travel. This episode covers the joys of travel in retirement and the importance of making memories through exploring new … Read More Read More

Mortgage Mastery: Navigating Interest Rates With Russ Nash (Ep.19)

Mortgage Mastery: Navigating Interest Rates With Russ Nash (Ep.19)

Looking to explore how mortgage interest rates impact your home-buying decisions? Join David Koren as he and Russ Nash from George Mason Mortgage share valuable insights on navigating mortgage interest rates for primary, vacation, and investment properties. Gain a deeper understanding of construction loans, refinancing strategies, and how to optimize your home-buying decisions. David & … Read More Read More

Empowering Financial Advice for Women with Robin Colton (Ep. 18)

Empowering Financial Advice for Women with Robin Colton (Ep. 18)

Despite strides in equality, many women still face unique challenges when it comes to managing their finances and planning for retirement. In the latest episode of Unleash Your Retirement, David Koren sits down with his colleague and friend, Robin Colton for a candid conversation about the barriers female clients often face within the financial industry. … Read More Read More

The Role Your Financial Advisor Plays in Managing Your Wealth (Ep. 17)

The Role Your Financial Advisor Plays in Managing Your Wealth (Ep. 17)

Considering getting a financial advisor but don’t know if it’s worth it? We feel like we’re family here at RVA Wealth, and when a client comes in, we become a part of their family too, and that’s a very important aspect of being an effective wealth manager. This week on Unleash Your Retirement, David Koren … Read More Read More

2024 Outlook: A Discussion on Investment Opportunities and Potential Concerns (Ep. 16)

2024 Outlook: A Discussion on Investment Opportunities and Potential Concerns (Ep. 16)

2023 was quite an eventful year, and it unexpectedly finished with strong market returns. But what were the major contributors? And more importantly, what can we expect moving forward? Let’s reflect on these questions with David Koren, MBA, ChFC®, CLU®, and Michael P. Smith, CFP®. Together, they explore the key factors shaping the financial landscape … Read More Read More

Retirement and Estate Planning Essentials (Ep. 15)

Retirement and Estate Planning Essentials (Ep. 15)

Two crucial components for managing your financial future are retirement and estate planning. With proper planning, you can navigate financial complexities and enjoy your golden years with more confidence. In this episode, David explores the complex topic of retirement and estate planning by explaining what is required for you to work towards meeting financial goals … Read More Read More

Managing Your Cashflow & Setting SMART Goals (Ep. 14)

Managing Your Cashflow & Setting SMART Goals (Ep. 14)

Cashflow management may sound intimidating, but it is simply knowing where you spend and how to make sure you spend wisely. Join David as he talks about why budgeting and cash flow management are important, especially in retirement. He highlights the necessity of understanding where money is coming from and where it’s going and provides … Read More Read More

Insurance Strategies for Retirement with Caleb Vaughan, CFP® (Ep.13)

Insurance Strategies for Retirement with Caleb Vaughan, CFP® (Ep.13)

Protecting your loved ones comes in many forms, and setting aside the right financial resources for yourself in your retirement is one of them! In this episode, David Koren invites Caleb Vaughan, Financial Planning Strategist at RVA Wealth Management, onto the show to discuss risk mitigation and insurance in retirement. Together they highlight the importance … Read More Read More

Common Investment Risks with Michael P. Smith (Ep.12)

Common Investment Risks with Michael P. Smith (Ep.12)

Can investments be both growth-oriented and risk-averse? In the latest episode of Unleash Your Retirement, David Koren is joined once again by Michael P. Smith to close out their 3-part investment series. This episode will help you uncover the balance between seeking growth and minimizing risk in your investment portfolio. Their conversation offers a wealth … Read More Read More

How To Secure Your Retirement with Michael P. Smith (Ep. 11)

How To Secure Your Retirement with Michael P. Smith (Ep. 11)

Lost in the maze of Annuities, Mutual Funds, and ETFs? Let us simplify it for you. While visions of a relaxed retirement dance in your head, the journey there requires careful planning. Navigate the nuances with David Koren of RVA Wealth Management as he teams up with Mike P. Smith to unravel the complexities of … Read More Read More

Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)

Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)

Investing in stocks and bonds can be a battle of risk and reward if you don’t know what you’re doing. That’s why we’re here to help. David welcomes back his fellow colleague Michael P. Smith to continue their conversation about investing. They narrow their conversation from retirement investing to investing in stocks and bonds. With … Read More Read More

Retirement Investing 101 with Michael P. Smith (Ep. 9)

Retirement Investing 101 with Michael P. Smith (Ep. 9)

Stressed about planning for your retirement? You’re not alone. Join host David Koren and his fellow colleague Michael P. Smith as they share actionable investment and retirement strategies designed to ease your anxieties. Together they break down investing options, how to navigate your time horizon, and the importance of different revenue streams. Throughout the episode, … Read More Read More

Building Wealth Beyond Your Working Years (Ep. 8)

Building Wealth Beyond Your Working Years (Ep. 8)

Where will your money come from when the 9-to-5 ends? If you’ve ever asked yourself this question, then this episode is for you! Listen as David Koren from RVA Wealth Management arms you with strategies to diversify your income sources, ensuring you can fully enjoy your golden years. From understanding the ins and outs of … Read More Read More

Retirement Income Sources: Employer-Sponsored Plans (Ep.7)

Retirement Income Sources: Employer-Sponsored Plans (Ep.7)

What are the most important things you need to know about employer-sponsored retirement plans? In this episode, David Koren talks about employer-sponsored retirement plans, focusing on defined benefit plans and defined contribution plans. He explains how these plans work, the investment responsibility, and the options for taking money out. David also touches on the history … Read More Read More

The Truth About Taxes in Retirement with Cheri David (Ep. 6)

The Truth About Taxes in Retirement with Cheri David (Ep. 6)

Do you need to be concerned about taxes in retirement? Many people think that they will not have to pay tax on their Social Security or deal with taxes at all when they’re no longer working. But required minimum distributions are taxed as ordinary income and can push many into higher tax brackets and up … Read More Read More

How Much Money Do I Need To Have To Retire? (Ep. 5)

How Much Money Do I Need To Have To Retire? (Ep. 5)

Is there a way to know if you’ve saved enough money to retire? Very few people actually do the work to figure out if they will have enough money, and then when it comes time to say goodbye to the 9 to 5, they find out that they don’t have enough, and panic ensues. Let’s … Read More Read More

Will My Money Last Throughout My Retirement? (Ep.4)

Will My Money Last Throughout My Retirement? (Ep.4)

Will you be able to retire once you turn 75? Many people think they’ll have to work longer than they want to so that they continue to have a source of income. In this episode, David Koren, founder of RVA Wealth Management gives a birds-eye view of determining if your money will last throughout your … Read More Read More

Personal Finance On Steroids, Part 1: Retirement (Ep. 3)

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 … Read More Read More

The Value of a Fiduciary with Caleb Vaughan, CFP® (Ep.2)

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 … Read More Read More

Get To Know David Koren, MBA, ChFC®, CLU® (Ep. 1)

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 … Read More Read More