The Life & Finances Together Podcast
Welcome to the Life and Finances Together Podcast brought to you by the team at Rinvelt & David. We’re here to discuss the financial topics that mean the most to you with the signature candor, humor, and expertise that Roger David and Jacob Rinvelt have come to be known for among our clients and friends. Our hosts will also connect you with area experts and charitable organizations to talk about everything from good health habits to the latest tax and insurance changes and more! You’ll always find something interesting and entertaining that brings life and finances together.
Producer: Steve Lewis
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.
- Update frequency
- every 12 days
- Average duration
- 21 minutes
- Episodes
- 25
- Years Active
- 2024 - 2025
The Rinvelt & David Difference: Tony & Roberta's Story
Welcome to the Life and Finances Together Podcast brought to you by the team at Rinvelt & David. We’re here to discuss the financial topics that mean the most to you with the signature candor, humor,…
00:35:12 |
Fri 29 Aug 2025
Life & Finances Together Episode 22: Rules Make It Daunting - The Facts About RMDs
Required Minimum Distributions (RMDs) just got a whole lot more complicated.
Thanks to the SECURE Act 1.0 & 2.0, there are major changes to RMD ages, inherited IRA rules, Roth distributions, and mor…
00:21:04 |
Mon 09 Jun 2025
Life & Finances Episode 21: It's Not a Budget: The R&D Cash Flow Planning Process
Cash flow isn’t just budgeting — it’s the foundation of every meaningful financial plan. In this episode, we dive into why understanding your spending patterns, adjusting for inflation, and preparing…
00:16:23 |
Thu 22 May 2025
Life & Finances Episode 21: It's Not a Budget: The R&D Cash Flow Planning Process
Are you planning for retirement? Avoid these 5 critical mistakes that could derail your financial future.
In this episode, we cover:
How the Sequence of Returns can make or break your retirement in…
00:16:23 |
Wed 21 May 2025
Life & Finances Episode 20: Asking the Experts About Insurance: Return of the Boer Insurance Twins
In this episode, Roger is joined by Brian and Derek Boer of Boer Insurance Group. Together they explore the evolving landscape of risk and liability that today's homeowners face – and how insurance p…
00:30:44 |
Tue 06 May 2025
Life & Finances Episode 19: 5 Retirement Mistakes & Hot To Avoid Them
Are you planning for retirement? Avoid these 5 critical mistakes that could derail your financial future.
In this episode, we cover:
How the Sequence of Returns can make or break your retirement i…
00:12:50 |
Tue 08 Apr 2025
Life & Finances Episode 18: Concerning Those 401(k) Rollovers
Navigating your 401(k) options can be overwhelming: whether you're changing jobs, nearing retirement, or optimizing your investment strategy. In this episode, our financial professionals Roger and Ja…
00:14:25 |
Wed 02 Apr 2025
Life & Finances Episode 17: Social Security - Should You Take Early or Delay?
In this enlightening episode, our financial experts Roger and Jake dive into one of the most frequently asked questions in retirement planning: "When should I take Social Security?" Whether you're co…
00:12:14 |
Fri 21 Mar 2025
Life & Finances Episode 16: Income in Retirement
In this episode of the Life & Finances Together podcast, our financial professionals Roger and Jake dive deep into smart retirement income planning, helping you assess your retirement savings, optimi…
00:16:27 |
Tue 04 Mar 2025
Life & Finances Together Episode 15: The Rinvelt & David Difference - Robin & Mark's Story
On this episode, we invite you to learn more about the Rinvelt & David Difference as we feature a very special guest who will share with Roger and with you how they experience the Rinvelt & David Dif…
00:17:57 |
Tue 18 Feb 2025
Life & Finances Episode 13: Medicare 2025
This episode features Roger and Jake explaining the basics about all 4 types of Medicare enrollment and what you need to be aware of to ensure that your coverage matches your needs.
00:18:16 |
Mon 03 Feb 2025
Life & Finances Together Episode 14: Beneficiary Planning
On this episode of the Life & Finance Together podcast, you'll hear from Roger and Jake about a very important subject here at our firm - beneficiary planning. We care deeply about ensuring that your…
00:20:39 |
Wed 29 Jan 2025
Life & Finances Episode 13: Medicare 2025
This episode features Roger and Jake explaining the basics about all 4 types of Medicare enrollment and what you need to be aware of and watch for to ensure that your coverage matches your needs.
00:18:18 |
Tue 28 Jan 2025
Life & Finances Episode 12: Risk-Adjusted Return
In this episode of the Life & Finances Together Podcast, Roger and Jake break down the meaning of risk-adjusted return and how it relates to financial planning.
00:17:05 |
Thu 16 Jan 2025
Life & Finances Episode 11: Partners in the Community - Toys For Tots
In this episode, Roger and Kent County Toys for Tots representative Jeff DeJonge talk about Jeff's 27-year history with the organization, the impact Toys for Tots has had on Kent County, and how we c…
00:22:46 |
Mon 02 Dec 2024
Life & Finances Episode 10: Health Insurance Insights with Bob Golm
In this episode, Roger talks with Bob Golm, a 40-year veteran of the insurance industry, about coverage considerations, Medicare, and more!
00:27:46 |
Tue 19 Nov 2024
Life & Finances Episode 9: The Dos & Don'ts of Roth Conversions
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 …
00:19:53 |
Thu 24 Oct 2024
Life & Finances Episode 8: Ask the Insurance Experts
In this episode Roger talks about all things P&C insurance with the Insurance Twins from Boer Insurance. They address everything from common mistakes with homeowners and auto insurance to the changes…
00:40:45 |
Tue 15 Oct 2024
Life & Finances Episode 7: Partners in the Community - Gilda's Club Grand Rapids
In this episode, Roger speaks with special guests Wendy Wigger and Shawn Campbell of Gilda's Club Grand Rapids, about this special organization and opportunities to learn more about all of their free…
00:28:42 |
Wed 25 Sep 2024
Life & Finances Episode 6: All Things S&P 500
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.
00:17:11 |
Mon 23 Sep 2024
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