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
Life & Finances Episode 5: Partners in the Community - DABSJ
Life & Finances Episode 4: Frequently Asked Financial Questions
Life & Finances Episode 3: Who We Help
Life & Finances Episode 2: About the Firm
Life & Finances Episode 1: Meeting the Advisors
In our very first podcast, financial professionals Roger and Jake discuss their backgrounds and how they got into the industry as well as their favorite parts of their jobs.