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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.
| Episode | Date |
|---|---|
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Does Retirement Mean A New Financial Advisor?
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May 26, 2026 |
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Market Volatility & Your Retirement
|
Mar 27, 2026 |
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Can AI Replace Financial Advisors & Portfolio Managers?
|
Mar 13, 2026 |
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How 529s Can Be A Retirement Tool
|
Feb 20, 2026 |
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Do "Set It & Forget It" Strategies Really Work?
|
Feb 13, 2026 |
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(Legally) Avoiding the 10% Early Withdrawal Penalty
|
Feb 06, 2026 |
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What 2026 Markets Might Bring For Your Retirement
|
Jan 21, 2026 |
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3 Potential Red Flags In Your Retirement Portfolio
|
Dec 23, 2025 |
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Questions You NEED To Ask Your Financial Advisor
|
Nov 04, 2025 |
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Is $1 Million Enough to Retire? The REAL Answer
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Oct 10, 2025 |
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5 Advanced Tax Tips To Create And Maintain A Low Tax Retirement
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Sep 12, 2025 |
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The Retirement Threat Your Advisor Didn't Mention
|
Sep 02, 2025 |
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Home Transition Coming Up? This Solution Changes Everything
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Aug 18, 2025 |
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How To Use An HSA In Retirement & Create A "Stealth" IRA
|
Jul 28, 2025 |
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Tools & Strategies To Taking On Healthcare In Retirement
|
Jun 18, 2025 |
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One Big Beautiful Bill Act - How Will It Impact Retirement, Estate Planning, & More
|
Jun 17, 2025 |
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How to Pay Yourself in Retirement: A Step-by-Step Guide
|
May 13, 2025 |
|
3: Tariff Talk
|
Apr 21, 2025 |
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2: The Retirement Income Puzzle: What You Really Need (and Why Rules of Thumb Fall Short)
|
Mar 28, 2025 |
|
1: Four Common Estate Planning Mistakes (And How to Fix)
|
Mar 07, 2025 |