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
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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
Home Transition Coming Up? This Solution Changes Everything
🏠 Navigating a Home Transition? Here's How to Make It Stress-Free 🏠
In this episode of Retirement Done Right, host Pat Kalish sits down with Erin Larkin-Maguire, founder of Good LineHomes, to unpack the emotional, logistical, and financial complexities of downsizing or relocating in retirement.
🔹 Key Takeaways:
✅ Custom Solutions – How to tailor a home transition to your unique needs (stay in your home, sell, or time a move perfectly)
✅ Case Studies – Real stories of retirees who unlocked equity, reduced stress, and found their next chapter
✅ Proactive Planning – Why starting early avoids last-minute chaos (even if you're years away from moving)
✅ The "Quarterback" Approach – How Goodline Homes partners with financial planners, movers, and contractors to streamline the process
✅ Emotional Support – Why empathy matters just as much as logistics
📢 Who Should Watch?
• Retirees considering downsizing or relocating
• Adult children helping parents transition homes
• Financial advisors seeking housing solutions for clients
• Anyone overwhelmed by the idea of selling/moving
📞 Need Help?
🌐 Good Line Homes: https://www.goodlineshomes.com
🌐 Contwealth.com
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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.