On the Continuum
Claim This Podcastby David Rath, CMT, CFA & Patrick Kalish, CFP®
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Podcast Overview
<p><b>Retirement Done Right</b> is the podcast for smart, proactive retirees and pre-retirees who want to maximize their wealth, time, and lifestyle. Hosted by David Rath, CMT, CFA and Patrick Kalish, CFP® from Continuum Wealth Advisors, LLC, this show dives deep into <b>retirement planning, investing, Social Security strategies, tax-efficient withdrawals, healthcare costs, and more</b>—so you can retire with confidence.</p><p><br></p><p>Each episode delivers <b>practical financial strategies, expert insights, and real-world advice</b> to help you navigate the transition from career to retirement without stress. Whether you’re wondering how to create a reliable retirement paycheck, optimize your investments, or make the most of your golden years, Retirement Done Right has you covered.</p><p><br></p><p>🔹 <b>New episodes every other week </b><br>🔹 <b>Subscribe now</b> to stay ahead on the latest retirement strategies<br>🔹 <b>Leave a review</b> to help others find the show!</p><p><br></p><p>Retirement isn’t the end—it’s just the beginning. Let’s make sure you do it right.</p>
Language
🇺🇲
Publishing Since
5/4/2023
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Recent Episodes
June 23, 2026
The Biggest Mistakes Retirees Make (And How to Avoid Them)
The biggest mistake retirees make? Not having a tax plan. By not having an appropriate tax strategy, it could cost you hundreds of thousands of dollars over a 30-year retirement. From an investment standpoint, complacency is the enemy—being a buy-and-hold investor is easy during a bull market, but try it when the market's down 35%. The early years of retirement create a window for Roth conversions and 0% capital gains that many miss. Have a plan before things go south. Follow Us YouTubeLinked...
May 26, 2026
Does Retirement Mean A New Financial Advisor?
In this episode of Retirement Done Right, hosts David Rath and Pat Kalish tackle a question most people don't think to ask: Should you change your financial advisor when you retire? The skills that helped you accumulate wealth—growing your nest egg, making deposits, riding out market ups and downs—are not the same skills needed to safely generate a retirement paycheck, minimize taxes, and coordinate Social Security and Medicare. In this episode, we cover: • Why the "descent" (decumulation) is...
March 27, 2026
Market Volatility & Your Retirement
5 Key Takeaways: Everything Is Connected: Oil prices, interest rates, gold, and stocks don't move in isolation. Understanding how they interact (intermarket analysis) is essential for navigating volatile periods.Don't Let Headlines Drive Decisions: Emotional reactions to breaking news are the fastest way to make costly investment mistakes. Have a plan before markets get rocky.Gold Isn't a Simple Inflation Hedge: In the short term, rising interest rates increase the opportunity cost of holding...
56 total episodes available
Recent guests on On the Continuum
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Cole Craven
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Sarah Dorsey
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Frequently asked questions
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- What is On the Continuum?
<p><b>Retirement Done Right</b> is the podcast for smart, proactive retirees and pre-retirees who want to maximize their wealth, time, and lifestyle. Hosted by David Rath, CMT, CFA and Patrick Kalish, CFP® from Continuum Wealth Advisors, LLC, this show dives deep into <b>retirement planning, investing, Social Security strategies, tax-efficient withdrawals, healthcare costs, and more</b>—so you can retire with confidence.</p><p><br></p><p>Each episode delivers <b>practical financial strategies, expert insights, and real-world advice</b> to help you navigate the transition from career to retirement without stress. Whether you’re wondering how to create a reliable retirement paycheck, optimize your investments, or make the most of your golden years, Retirement Done Right has you covered.</p><p><br></p><p>🔹 <b>New episodes every other week </b><br>🔹 <b>Subscribe now</b> to stay ahead on the latest retirement strategies<br>🔹 <b>Leave a review</b> to help others find the show!</p><p><br></p><p>Retirement isn’t the end—it’s just the beginning. Let’s make sure you do it right.</p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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