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
Does Retirement Mean A New Financial Advisor?
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 wealth—growing your nest egg, making deposits, riding out market ups and downs—are not the same skills needed to safely generate a retirement paycheck, minimize taxes, and coordinate Social Security and Medicare.
In this episode, we cover:
• Why the "descent" (decumulation) is more dangerous than the "ascent" (accumulation)—and what that means for your money
• The critical questions every retiree should ask their advisor (and the red flags to watch for)
• Why tax strategy is an investment, not just a cost—and how to avoid surprise tax bills
• The devastating impact of sequence of return risk on a retirement portfolio
• Why coordination between your advisor and CPA is essential (and what happens when it's missing)
Whether you're years away from retirement or already there, this episode will help you evaluate whether your current advisor is truly equipped to guide you through the next phase of your financial life.
Resources:
Visit contwealth.com for more articles, guides, and tools to help you build a confident retirement.
Disclaimer: The information provided is for educational and informational purposes only and does not constitute investment advice. 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 is a registered investment advisor. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.
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.