On the Continuum

About On the Continuum

Retirement Done Right 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 retirement planning, investing, Social Security strategies, tax-efficient withdrawals, healthcare costs, and more—so you can retire with confidence. Each episode delivers practical financial strategies, expert insights, and real-world advice 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. 🔹 New episodes every other week 🔹 Subscribe now to stay ahead on the latest retirement strategies 🔹 Leave a review to help others find the show! Retirement isn’t the end—it’s just the beginning. Let’s make sure you do it right.

Publisher

David Rath, CMT, CFA & Patrick Kalish, CFP®

Category

business

Language

en

Explicit

No

First episode

4 May 2023

Latest episode

3 Aug 2026

Latest episodes

57 episodes in the feed.

1. 

   3 Aug 2026

   The Shift From Saving To Spending

   In this episode of Retirement Done Right, hosts David Rath and Pat Kalish explore a powerful quote from a real retiree: "The first year was terrifying—worrying about running out of money and what I was going to be doing with my life. But I've settled in nicely, year three." This episode unpacks the two biggest challenges retirees face: the financial fear of running out of money and the emotional struggle of losing your identity. In this episode, we cover: • Why retirement anxiety hits even fi...

2. 

   23 Jun 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...

3. 

   26 May 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...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

45,495

Score snapshot 15 Sept 2025

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 39 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

49

Social presence

0

YouTube

72

Engagement

0

Contact On the Continuum

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.