In this week’s episode Dave discuss how the U.S. has been through similar e [...]
Dave discusses the coronavirus’s impact on the market and how his five-step [...]
On this week’s episode, Dave discusses his 5 part financial plan which help [...]
Dave discusses the 2020 spending bill called the SECURE Act and how it will [...]
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.