Retirement Revolution Podcast

Join Dave as he unpacks the truth about how much money you really need to have a comfortable and successful lifestyle in retirement.

Join Dave as he goes over scenarios he's faced from clients worrying about their retirement, posing many "What If?" questions.

Join Dave as he talks about his Retirement Revolution and explains what it is and why it's so important. Dave makes the promise that you will learn things to make you view your money differently for the rest of your life.

Join Dave this week as he answers the question, "Can the financial news make you a worse investor?" 

Join me as I define the retirement revolution and give insight into why retirees aren't spending enough money and experiencing their best retirement.

In this episode we take a look at RMD, or Required Minimum Distribution, and what concerns you should have with them when planning your retirement.

I never meant to become an expert on social security, but after helping thousands of Baby Boomers strategize for their benefits, it just kind of happened. I've heard a lot of the same questions. In fact, some questions I hear nearly every class, so I thought this would be a good time to answer the five most common ones.

What is retirement supposed to look like? This is a question I've often wrestled with over my professional career. I constantly tell retirees to live fearlessly and boldly — refusing to give into the fear of running out of money. But, once the fear of outliving your money has been extinguished, what's next? Margaritas by the pool? Golf every day? Dinners out and sleeping in? It's this — the "what comes next" of retirement, that is the real struggle.

There is an insidious contagion spreading itself across America. It seems to only affect adults, mainly those nearing retirement or already retired. Unchecked, this virus could sabotage the lives of countless Americans. What is it? Oversaving. It may sound crazy, but the trend of oversaving is very real. According to a Forbes article published in 2016, on average, Americans are dying with twice as much in savings as on the day they retired.

In today's edition of "Ask Dave Important Questions" I will be addressing three questions I hear nearly every day. Question #1: Should I pay off my house or put my savings elsewhere? Question #2: Should I buy a rental property? Question #3: Should I invest in gold?

I am leading a Revolution. The Retirement Revolution has really started to take root in Sarasota, and it's beginning to spread as Baby Boomers boldly proclaim: "I refuse to spend the rest of my life worrying about running out of money.  I am going to spend some time putting a plan together.  I'm going to invest my money and get it working for me (since I'm not working anymore!).  And then I am going to focus on what I should be focusing on- living an awesome retired life without fear!" So, with that in mind, this week we are going to examine the 6 most pervasive and destructive "what ifs" of retirement planning.

Too many people are sabotaging their retirement. It's time to join the revolution. Plan. Invest. Live.