What’s Your Number?

June 19, 2026
Dave Wilder & David Del Guidice

Financial Planning, Retirement, Tax Planning

Most people think retirement planning starts with a number. The truth is, it starts with a few better questions. In this Fireside Chat, Dave and David explore the factors that shape a financial plan and why retirement isn’t about accumulating the most money. It’s about building a plan that gives you permission to enjoy the life you’ve worked so hard to create

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Let’s keep the conversation going.

If this Fireside Chat got you thinking about your own financial plan, sparked a question, or raised a new idea, we’d love to hear from you.

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What’s Your Number?

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Let’s keep the conversation going.

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