David Treece

Excel in Retirement: Financial Stewardship for Lasting Confidence

Business EN ↓ 27 episodes

Financial planner David Treece helps you become a better steward of your finances so you can excel in retirement. By following David’s advice, you can experience greater peace of mind and confidence about your financial future. David’s key framework is called the “Three Roles of Money,” a simple way to understand how each dollar in your plan should work for you. Reach out to David at ClientsExcel.com or call 864 641 7955 so he can help you excel in retirement.

Author

David Treece

Episodes

2. The Three Enemies of Financial Stewardship (Part 2) 21.11.2025 33:45

The episode on "Stewardship" is the second part of a series focusing on the challenges that make responsible financial management difficult. We discuss the three worst stewards of our money : the Government, American culture, and ourselves. The first opponent is the Government , which is notoriously fiscally irresponsible. With the national debt approaching $37 trillion, the government is...

1. Generational Stewardship (Part 1) and the three roles of money 21.11.2025 32:33

Learn the key ages that you need to be prepared for and maximize in retirement by getting out free guide to retirement ages at http://www. ClientsExcel.com/ages The episode on stewardship introduces our podcast's mission: to help good people make wise financial decisions so they can excel in retirement and achieve peace of mind . Stewardship is not merely as money management, but a proactive a...