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.
Episodes
Is $1 Million Enough to Retire? The REAL Answer
5 Advanced Tax Tips To Create And Maintain A Low Tax Retirement
The Retirement Threat Your Advisor Didn't Mention
Home Transition Coming Up? This Solution Changes Everything
How To Use An HSA In Retirement & Create A "Stealth" IRA
Tools & Strategies To Taking On Healthcare In Retirement
One Big Beautiful Bill Act - How Will It Impact Retirement, Estate Planning, & More
How to Pay Yourself in Retirement: A Step-by-Step Guide
3: Tariff Talk
2: The Retirement Income Puzzle: What You Really Need (and Why Rules of Thumb Fall Short)
1: Four Common Estate Planning Mistakes (And How to Fix)