Retirement Done Right w/ David & Pat

By David Rath, CMT®, CFA® & Patrick Kalish, CFP®

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Category: Investing

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Episodes: 20

Description

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.


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