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
3: Tariff Talk
In this episode, David and Pat break down the market chaos triggered by recent tariff announcements and explore how fear-driven headlines can wreak havoc on investor behavior. They dive into the emotional traps investors fall into, like recency bias and loss aversion, and share clear, actionable strategies to stay grounded. From tactical portfolio moves to behavioral finance insights, this episode is a playbook for turning market noise into opportunity.
Follow Us
Our Home Base
Disclosure
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.
Continuum Wealth Advisors, LLC (“Continuum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.