Preview Mode Links will not work in preview mode

Find out what it means to “Retire Your Way” by subscribing and listening to Dave Lopez’s podcast.  You’ll hear Dave talk about current events impacting the economy and overall retirement landscape, as well as 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.

  1. All Episodes
  2. 2020
  3. 02

ILG's Five Part Financial Plan

Feb 26, 2020

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.

Read More

The SECURE Act What It Is and How It Could Affect You

Feb 26, 2020

In the inaugural “Retire Your Way” podcast we get to know Dave and his path to becoming a financial advisor. Dave went to school for computer science and math, but upon graduating he moved into the insurance industry where he built a company for over 18 years. He retired and sold the firm in 2003, and in 2008 the...

Read More

The Inaugural “Retire Your Way”

Feb 18, 2020

In the inaugural “Retire Your Way” podcast we get to know Dave and his path to becoming a financial advisor. Dave went to school for computer science and math, but upon graduating he moved into the insurance industry where he built a company for over 18 years. He retired and sold the firm in 2003, and in 2008 the...

Read More