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business
Hosted by David C. Treece · business · EN-US · 129 episodes
Where financial planning becomes understandable. David brings interesting stories each week to listeners of his Excel in Retirement show along with actionable ideas that may help listeners avoid pitfalls that many people face in their retirement. David C. Treece began his career in the financial services industry in 2011. He is an independent financial adviser. He has passed the Series 65 securities exam, and he is health and life insurance licensed in several states. David’s financial advisory firm focuses on retirement income planning.David worked for two other financial advisors before founding his firm in 2018. David launched Clients Excel because he has a desire for his clients to have a second to none experience when it comes to their financial planning for retirement. David relentlessly strives to be the best at helping people prepare for retirement.The bedrock of David’s ethos is treating others as he would want to be treated.David works tirelessly to continually bring pertinen
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Signup to Generate a PitchExcel in Retirement is a business podcast hosted by David C. Treece, with 129 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
David C. Treece hosts Excel in Retirement, a business show with 129 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #130
<p>Hear some of our clients top questions on how the election results will impact their financial portfolios, what to look out for, and ways you can help insulate yourself for a successful retirement. </p>
Episode #128
<p>Investment advisory services offered through CreativeOne Wealth, LLC. Clients Excel, LLC and CreativeOne Wealth are not affiliated companies. Licensed Insurance Professionals. Investing involves risk, including potential loss of principal. Any references to protection or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% IRS penalty before age 59-1/2. Roth distributions are tax free after age 59-1/2 and the account has been open for at least 5 years. This video is...
Episode #127
<p>Experts from the show:<br/><br/>A couple weeks Jerome Powell, the head of the Federal Reserve, stated the time has come to lower interest rates. The goal has been to lower the cost of everyday items we use while not plunging the economy into a recession. Talk about trying to walk on a tightrope over the Grand Canyon.<br/><br/>Believe it or not there’s even a fear and greed index that gauges which sentiment is most applicable at the time.</p><p>From the Wall Street Journal, “September is a popular time for companies to go publ...
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