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! <p
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Retirement Done Right w/ David & Pat is a business podcast hosted by Unknown Host, with 22 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.
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Unknown Host hosts Retirement Done Right w/ David & Pat, a business show with 22 episodes published.
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Retirement Done Right w/ David & Pat
The Biggest Mistakes Retirees Make (And How to Avoid Them)
Jun 23, 202631 min
The biggest mistake retirees make? Not having a tax plan. By not having an appropriate tax strategy, it could cost you hundreds of thousands of dollars over a 30-year retirement. From an investment standpoint, complacency is the enemy—being a buy-and-hold investor is easy during a bull market, but try it when the market's down 35%. The early years of retirement create a window for Roth conversions and 0% capital gains that many miss. Have a plan before things go south. Follow Us YouTube LinkedIn Our Home Base Continuum Wealth Advisors 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.
<p>In this episode of <b>Retirement Done Right</b>, 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?</p><p>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.</p><p>In this episode, we cover:<br/>• Why the "descent" (decumulation) is more dangerous than the "ascent" (accumulation)—and what that means for your money<br...
<p><b>5 Key Takeaways:</b></p><b>Everything Is Connected:</b> Oil prices, interest rates, gold, and stocks don't move in isolation. Understanding how they interact (intermarket analysis) is essential for navigating volatile periods.<b>Don't Let Headlines Drive Decisions:</b> Emotional reactions to breaking news are the fastest way to make costly investment mistakes. Have a plan before markets get rocky.<b>Gold Isn't a Simple Inflation Hedge:</b> In the short term, rising interest rates increase the opportunity cost of holding gold (a zero-yield asset), which can pressure prices even during inflationary times.<b>Risk Is Unavoidable—But Ma...
Can AI Replace Financial Advisors & Portfolio Managers?
Mar 13, 202627 minS0
<p><b>Q1: Can AI tools like ChatGPT or Gemini build a better retirement portfolio than a human advisor?</b><br/>A1: Not yet. While AI can generate a solid, textbook 60/40 portfolio using low-cost Vanguard funds, it lacks the ability to understand your personal situation, ask follow-up questions, or provide the ongoing guidance needed during market stress.</p><p><b>Q2: What happened when you asked four different AI models to build a portfolio for a 62-year-old retiree?</b><br/>A2: The results were surprisingly similar—all recommended broadly diversified portfolios of 50-60% stocks and 40-50% bonds, with a strong bi...
<p><b>5 Key Takeaways:</b></p><b>Flexibility is the Name of the Game:</b> The fear of "overfunding" a 529 is gone. Unused education savings can now kickstart a child's (or your own) Roth IRA, providing a powerful head start on retirement.<b>The 15-Year Rule is Critical:</b> The 529 account must be open for at least 15 years before any conversions can occur. This is a long-term strategy, not a quick fix.<b>Earned Income Requirement:</b> The beneficiary must have earned income (from a job) equal to the amount being converted in that year, aligning with standard Roth IRA...
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