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March 2020

February 2020

The Inaugural “Retire Your Way”

2020-02-26T00:53:12+00:00February 18th, 2020|

In the inaugural “Retire Your Way” podcast we get to know Dave and his path to becoming a financial advisor. Dave went to school for computer science and math, but upon graduating he moved into the insurance industry where he built a company for over 18 years. He retired and sold the firm in 2003, and in 2008 the housing bubble burst, which started him on his quest to become a licensed life, health, and annuity agent.