Retire Your Way with ILG Financial

This week Dave discusses the difference between being a proactive investor and a reactive investor.

Dave breaks down his new Kiplinger article about how eating lunch out might cost more than you think.

In the latest episode, Dave and Jeff Shade discuss what happens when someone passes with debt, and whether it falls on their surviving spouse, children, or heirs.

In the final part of this series, Dave discusses the demise of the dollar.

Dave talks with Jeff Shade about the disconnect between the rising stock market and the economic events that are occurring.

In part two of this series, Dave discusses how the Shiller price to-earnings-ratio is currently twice as high as the normal average which is a huge negative market indicator.

This week Dave starts a new three-part series where he discusses the massive economic cracks forming in America's foundation during the pandemic and how to get ahead of them.

Dave talks about measures the government has put in place to help small business and individuals and the importance of having a solid retirement plan in place that can weather any financial storm.

Dave and Jeff Shade discuss the differences between two programs funded by the C.A.R.E.S Act for small businesses: the PPP (Paycheck Protection Program) and the EIDL (Economic Injury Disaster Loan). He covers who was able to receive each and the challenges with the programs.

Check out part two of Dave's discussion with special guest Tony Parish, the Chief Financial Officer for Alphastar Capital Management. The two discuss the Buy and Hold Investment Strategy versus the BetaShield Investment Strategy and how to figure out what works best for you.

In this week's episode, Dave talks with Tony Parish the Chief Financial Officer for Alphastar Capital Management on the high yield bond ladder strategy. They talk about how it works and how to predict how it will perform in the future market.

In this week's episode Dave discusses how the U.S. has been through similar economic situations in the past, the difference with the COVID-19 Pandemic, from an economist standpoint, is it's difficult to quantify moving forward how it will play out.

In this week's episode Dave discusses how the U.S. has been through similar economic situations in the past, the difference with the COVID-19 Pandemic, from an economist standpoint, is it's difficult to quantify moving forward how it will play out.

On this week's episode, Dave discusses his 5 part financial plan which helps him understand clients' unique financial needs and assists them in creating a pathway to reach their goals.

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, healt...

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, healt...