Episodes

  • Life & Finances Episode 9: The Dos & Don'ts of Roth Conversions

    Life & Finances Episode 9: The Dos & Don'ts of Roth Conversions
    Oct 24 2024
    In this episode of the Life & Finances Together Podcast, Roger and Jake address some of the things that investors could miss when deciding to do a Roth conversion and why it's so important to do the math.
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    20 mins
  • Life & Finances Episode 6: All Things S&P 500

    Life & Finances Episode 6: All Things S&P 500
    Sep 23 2024
    In this episode of the Life & Finances Together podcast, Roger shares the math behind the S&P 500 index and talks about what to listen for when you hear it mentioned in the news.
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    17 mins
  • Life & Finances Episode 5: Partners in the Community - DABSJ

    Life & Finances Episode 5: Partners in the Community - DABSJ
    Sep 10 2024
    In this episode, Roger speaks with special guest Caitlin Hopkins about D.A. Blodgett St. John's, one of our partners in the community, about their history, recent donation drive, and their upcoming holiday event, Wrapped in Hope. Rinvelt & David LLC is an affiliate of Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosure.
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    35 mins
  • Life & Finances Episode 4: Frequently Asked Financial Questions

    Life & Finances Episode 4: Frequently Asked Financial Questions
    Aug 5 2024
    In this episode, Roger and Jake talk about three of the most popular financial questions that they get asked and the way they tackle these key topics. Find out about Doing The Math, Stress Tests, and Medical Armageddon! Rinvelt & David LLC is an affiliate of Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosure.
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    17 mins
  • Life & Finances Episode 3: Who We Help

    Life & Finances Episode 3: Who We Help
    Jul 31 2024
    In this episode of the Life & Finances Together Podcast, Roger and Jake discuss their recent recognition as one of the fastest growing firms in the nation, how new folks find them, and what makes the Rinvelt & David process work for so many.
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    18 mins
  • Life & Finances Episode 2: About the Firm

    Life & Finances Episode 2: About the Firm
    Jul 30 2024
    In this episode of the Life & Finances Together podcast, Roger and Jake discuss favorite memories, motivators, and making an elevator pitch about the firm. Who gave a faster pitch? Listen and find out!
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    15 mins