Retirement Done Right w/ David & Pat
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.
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Retirement isn’t the end—it’s just the beginning. Let’s make sure you do it right.
Retirement Done Right w/ David & Pat
Latest Episodes
Retirement Cash Strategy: How Much to Hold and Where to Put It
How much cash should you keep in retirement? Most retirees hold too much, or hold it in the wrong place, and quietly lose money to inflation and taxes. In this episode of Retirement Done Right, David Rath, CFA, CMT and Pat Kalish, CFP break dow...
The Fed's Decision That May Impact Your Retirement
A few weeks back we walked through a Treasury Department announcement about increased bond purchases and what it might be signaling. This is the follow-up — and the story has moved in a direction worth sitting with. The Treasury raised its stat...
Breaking Down The Bond Market News
The Treasury Department wants long-term interest rates lower. The Federal Reserve appears headed toward higher short-term rates to fight inflation. That tension has real consequences for retirement portfolios.In our latest commentary, C...
The Shift From Saving To Spending
In this episode of Retirement Done Right, hosts David Rath and Pat Kalish explore a powerful quote from a real retiree: "The first year was terrifying—worrying about running out of money and what I was going to be doing with my life....
The Biggest Mistakes Retirees Make (And How to Avoid Them)
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, complacency is the enemy—being a b...