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.
🔹 New episodes every other week
🔹 Subscribe now to stay ahead on the latest retirement strategies
🔹 Leave a review to help others find the show!
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
Does Retirement Mean A New Financial Advisor?
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 we...
Market Volatility & Your Retirement
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.
Can AI Replace Financial Advisors & Portfolio Managers?
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 to understand y...