Retire Your Way with ILG Financial
Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. Contact Dave or Chase by calling 540-720-5656 or at [email protected] with any questions you have about financial planning and retirement.
- Update frequency
- every 23 days
- Average duration
- 25 minutes
- Episodes
- 82
- Years Active
- 2020 - 2025
The Traditional 60/40 Stock Bond Split
Dave discusses warning signs in the market and how stocks hit record highs on Wall Street.
00:25:17 |
Mon 19 Oct 2020
The Stock Market Is Near Correction Levels
This week Dave covers the stock market and dives into the recent headlines on its performance.
00:22:41 |
Thu 08 Oct 2020
Stocks Outperforming Bonds
This week Dave digs into the facts and data surrounding the age old belief that stocks outperform bonds.
00:23:39 |
Sun 04 Oct 2020
Being a Proactive Investor Versus a Reactive Investor
This week Dave discusses the difference between someone who is a proactive investor versus reactive investor, and the way each processes information.
00:26:21 |
Thu 17 Sep 2020
Social Security and When to File
In this week’s episode, Dave dives into Social Security and why you might want to claim it at or before retirement age, how the spousal benefit works, and how your benefit can be taxed.
00:22:49 |
Fri 11 Sep 2020
2020 RMDs and Social Security
This week Dave talks the CARES act and its impact on Required Minimum Distributions.
00:22:32 |
Fri 04 Sep 2020
A Period of Great Unrest
This week Dave discusses the difference between being a proactive investor and a reactive investor.
00:26:21 |
Wed 02 Sep 2020
Would You Pack Your Lunch for $1.2 Million?
Dave breaks down his new Kiplinger article about how eating lunch out might cost more than you think.
00:27:12 |
Mon 24 Aug 2020
What Happens When Someone Passes and There’s Unpaid Debt?
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.
00:16:48 |
Sat 01 Aug 2020
Economic Cracks in America’s Foundation: Part 3
In the final part of this series, Dave discusses the demise of the dollar.
00:20:29 |
Wed 22 Jul 2020
An 8-Week Snow Day for America
Dave talks with Jeff Shade about the disconnect between the rising stock market and the economic events that are occurring.
00:22:16 |
Fri 17 Jul 2020
Economic Cracks in America’s Foundation: Part 2
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.
00:19:36 |
Wed 24 Jun 2020
Economic Cracks in America’s Foundation: Part 1
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.
00:20:31 |
Mon 01 Jun 2020
The Economic Downtown’s Effect on Those In or Near Retirement
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.
00:22:55 |
Tue 12 May 2020
EIDL vs PPP Loan: How SBA Coronavirus Business Loans Work
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). …
00:25:13 |
Mon 04 May 2020
Special Guest Tony Parish – What Investment Strategy Works For You: Part 2
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 B…
00:25:04 |
Fri 17 Apr 2020
Dave and Special Guest Tony Parish – Is the High Yield Bond Ladder Strategy an Option 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 predic…
00:25:04 |
Thu 09 Apr 2020
COVID-19 May Be An Unprecedented Event, But The Reaction to the Market is Not
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…
00:18:24 |
Mon 30 Mar 2020
Coronavirus and Why Due Diligence is so Important in Retirement Planning
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…
00:19:03 |
Mon 23 Mar 2020
ILG's Five Part Financial Plan
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.
00:26:13 |
Wed 26 Feb 2020
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