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, CFPĀ® from Continuum Wealth Advisors, LLC, this show dives deep into retirement planning, investing, Social Security strategies, tax-efficient withdrawals, healthcare costs, and moreāso 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 youāre 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.
š¹ New episodes every other week
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Retirement isnāt the endāitās just the beginning. Letās make sure you do it right.
Retirement Done Right w/ David & Pat
Questions You NEED To Ask Your Financial Advisor
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š Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning
In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like.
š¹ Key Takeaways:
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Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transformed
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Fee Transparency: The shocking truth about commissions, AUM fees, and hidden product costs that drain your returns
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Fiduciary Reality: Why everyone claims to be a fiduciary and how to spot the real deal
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Holistic Planning Defined: It's NOT just investments - discover the 8 key areas of true comprehensive planning
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Red Flags: 3 warning signs your advisor isn't working in your best interest
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Questions to Ask: The exact questions to vet any financial advisor before hiring them
šØ 3 RED FLAGS Your Financial Advisor Isn't Working For You:
1ļøā£ They avoid talking about their fees & how they get paid
2ļøā£ They push you to implement plans you don't fully understand
3ļøā£ They try to sell you products in the first meeting
#RetirementPlanning #MillionDollarRetirement #SocialSecurity #RetirementIncome #FinancialPlanning #RetirementGoals #WealthManagement #RetirementSavings #401k #RothIRA #RetirementTips #FinancialFreedom
#financialplanning #financialeducation #financialadvisors
Disclaimer: 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 (āContinuumā) 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.
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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 (āContinuumā) 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.