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The Life & Finances Together Podcast

The Life & Finances Together Podcast

Written by: Rinvelt & David
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About this listen

 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.Copyright 2026 The Life & Finances Together Podcast Economics Education Personal Finance
Episodes
  • The Rinvelt & David Difference: Tony & Roberta's Story

    The Rinvelt & David Difference: Tony & Roberta's Story
    Aug 29 2025
    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.
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    35 mins
  • Life & Finances Together Episode 22: Rules Make It Daunting - The Facts About RMDs

    Life & Finances Together Episode 22: Rules Make It Daunting - The Facts About RMDs
    Jun 9 2025
    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 more—and the penalties for getting it wrong can be steep. In this episode, Roger and Jake explain: How RMDs work under SECURE Act 2.0 (including new ages: 73 & 75) The 3 types of IRA beneficiaries (EDB, NEDB, NDB) and how they change your withdrawal strategy How to avoid massive tax hits from inherited IRAs Why Roth IRAs are better to inherit than traditional IRAs What happens if you miss an RMD What to know about Qualified Charitable Distributions (QCDs) The surprising truth about inherited IRA "faucets" you can't turn off If you have a 401(k), IRA, or inherited account—or if you’re managing retirement planning for a parent or spouse—this episode is a must-watch.
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    21 mins
  • Life & Finances Episode 21: It's Not a Budget: The R&D Cash Flow Planning Process

    Life & Finances Episode 21: It's Not a Budget: The R&D Cash Flow Planning Process
    May 22 2025
    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 for life’s curveballs are key to long-term financial stability. From everyday expenses to healthcare costs, we explore how detailed cash flow planning can help align your lifestyle with your values. Topics include: • Discretionary vs. non-discretionary spending • Inflation’s impact on different costs • Planning for one-time and unexpected expenses • Life events and their financial ripple effects • What “wiggle room” really means in retirement
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    16 mins
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