Excel in Retirement: Financial Stewardship for Lasting Confidence
Claim This Podcastby David Treece
Podcast Overview
<p>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.</p><p>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.</p><p>Reach out to David at ClientsExcel.com or call 864 641 7955 so he can help you excel in retirement.</p>
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Publishing Since
11/21/2025
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Recent Episodes
June 18, 2026
25. The Traits of the Financially Savvy
<p>David shares key characteristics of financially savvy individuals, effective saving strategies, and how to cultivate a healthy long-term financial mindset. Discover practical tips on automating savings, overcoming cultural pressures, and passing financial wisdom across generations.</p><p><br></p><p><strong>Google Reviews for David Treece </strong> </p><p><a href="https://www.google.com/search?q=clients+excel+reviews" rel="nofollow">https://www.google.com/search?q=clients+excel+reviews</a></p><p></p><p><strong>Excel and Retirement Newsletter</strong></p><p><a href="https://www.excelinretirement.com" rel="nofollow">https://www.excelinretirement.com</a></p><p><br></p><p><strong>Reach out to David</strong></p><p><a href="mailto:hello@clientsexcel.com" rel="nofollow">hello@clientsexcel.com</a></p>
June 11, 2026
24. The Smart Kid Blueprint: Teaching Financial Wisdom To Your Kids or Grandkids
<p>This episode explores how parents and grandparents can teach children financial literacy through practical steps like saving, spending, and understanding credit. Hosted by Andy Traub with expert advice from David C. Treece, it covers real-life stories, account types, and strategies to foster financial responsibility from a young age.</p><p>00:00 Introduction to Financial Education for Kids</p><p>05:57 Teaching Kids About Interest and Debt</p><p>11:54 The Role of Allowances in Financial Literacy</p><p>17:28 The Value of Saving and Financial Education</p><p>23:58 Understanding Credit and Its Importance</p><p>30:00 Building Financial Independence for Future Generations</p><p><br></p><p><strong>Google Reviews for David Treece </strong> </p><p><a href="https://www.google.com/search?q=clients+excel+reviews" rel="nofollow">https://www.google.com/search?q=clients+excel+reviews</a></p><p><br></p><p><strong>Excel and Retirement Newsletter</strong></p><p><a href="https://www.excelinretirement.com" rel="nofollow">https://www.excelinretirement.com</a></p><p><br></p><p><strong>Reach out to David</strong></p><p><a href="mailto:hello@clientsexcel.com" rel="nofollow">hello@clientsexcel.com</a></p>
June 4, 2026
23. How could the elections influence your financial future?
<p><span>In this episode we explore how political elections influence the stock market, investor emotions, and financial planning strategies. </span></p><p><span>00:00 Navigating Political Turbulence in Financial Markets</span></p><p><span>10:06 Understanding the K-Shaped Economy</span></p><p><span>19:57 Building a Financial Plan for the Future</span></p><p><br></p><p><strong>Google Reviews for David Treece </strong><span> </span></p><p><a href="https://www.google.com/search?q=clients+excel+reviews" rel="nofollow">https://www.google.com/search?q=clients+excel+reviews</a></p><p><strong>Excel and Retirement Newsletter</strong></p><p><a href="https://www.excelinretirement.com" rel="nofollow">https://www.excelinretirement.com</a></p><p><br></p><p><strong>Reach out to David</strong></p><p><a href="mailto:hello@clientsexcel.com" rel="nofollow">hello@clientsexcel.com</a></p><p><br></p><ul><li><strong>Stock Performance Under Party in Power (Fidelity Analysis):</strong><span> </span><a href="https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/party-in-power.pdf" rel="nofollow">https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/party-in-power.pdf</a></li><li><strong>Managing Client Accounts Through US Elections (Fidelity Guide):</strong><span> </span><a href="https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/election_guide.pdf" rel="nofollow">https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/election_guide.pdf</a></li><li><strong>Joint Center for Housing Studies of Harvard University (K-Shape Demographics):</strong><span> </span><a href="https://www.jchs.harvard.edu/" rel="nofollow">https://www.jchs.harvard.edu/</a></li><li><strong>Auto Loan Debt & Average Monthly Payments (LendingTree Statistics):</strong><span> </span><a href="https://www.lendingtree.com/auto/debt-statistics/" rel="nofollow">https://www.lendingtree.com/auto/debt-statistics/</a></li><li><strong>Automotive Industry Trends & Negative Equity Reports (Edmunds Industry Center):</strong><span> </span><a href="https://www.edmunds.com/industry-center/" rel="nofollow">https://www.edmunds.com/industry-center/</a></li></ul><p><br></p>
25 total episodes available
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- What is Excel in Retirement: Financial Stewardship for Lasting Confidence?
<p>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.</p><p>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.</p><p>Reach out to David at ClientsExcel.com or call 864 641 7955 so he can help you excel in retirement.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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