How to LIVE in Retirement
Show Notes: Do we live to learn, work, spend and die? Or is there a greater purpose for you? Senior...
David Strege CFP® CFA CKA® Senior Financial Planner
David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, helping individuals and families lay out an integrated personal financial plan to efficiently get them from where they are to where they want to be. He also serves on the investment committee and is chairman of the board of directors. David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017. David served on the Board of Directors for the National Endowment for Financial Education® (NEFE®) for nine years and served as Chairman in 2018.
The Financial Issues of Aging
Listen to today’s Finance Moment podcast “The Financial Issues of Aging” by David Strege to learn more about helping older adults avoid scams as well as the importance of sharing financial information with a trusted family member or partner.
Spend. Save. Share
Most everyone has money and the question is asked, "What can you do with it?" There are three general things you can do with your money.spend it, save it, and share it.
Your Financial Puzzle
Cofounder and Senior Financial Planner David Strege explains the different sizes and shapes of your personal financial puzzle pieces. He encourages individuals to determine and communicate what they want the picture of his/her life to look like and to let a financial planner help put the pieces of the puzzle together.
