Cash flow isn’t just budgeting — it’s the foundation of every meaningful financial plan. From everyday expenses to healthcare costs, we explore how detailed cash flow planning can help align your lifestyle with your values.

 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 speaks with special guest Bridget Clark Whitney of Kids Food Basket, about this special organization and opportunities to learn more about all of their programming!

Whether you're creating a new estate plan or updating an old one, we break down critical estate planning strategies that can help streamline the transfer of your assets, reduce legal complexity, and ensure your wishes are better reflected—during life and after.

Whether you're considering early retirement, planning to delay, or unsure of what makes the most sense for your financial situation, this episode is packed with valuable insights to help guide your decision.

Understanding your 401(k) rollover options is essential when changing jobs or approaching retirement. This episode breaks down the two primary types of rollovers: direct rollovers and indirect rollovers to help you save on your taxes and ensure your retirement plan is optimized.

Are you planning for retirement? Avoid these 5 critical mistakes that could derail your ability to achieve your goals. Hear Roger and Jake explain how to avoid common pitfalls to plan for a smarter, more sustainable financial future.

Roger welcomes the returning Boer Insurance Twins to address Homeowners Insurance and the protection it may or may not provide. From deed fraud and title theft to identity scams and nuclear liability judgments, this episode exposes the critical gaps most homeowners don’t know they have—and what you can do to protect yourself.

This episode features Roger and Jake explaining the basics about the 4 Medicare enrollment periods and what you need to be aware of to ensure that your coverage matches your needs.

In this episode, you'll hear from Roger and Jake about a very important subject here at our firm - beneficiary planning. You'll learn why this step of your account set up is so important as well as the value of reviewing your beneficiaries.

We're launching a special segment of our podcast featuring special guests sharing how they experience the Rinvelt & David Difference. We're honored to share Robin & Mark's story with you.

In this episode of the Life & Finances Together podcast, Roger and Jake discuss how best to assess your income in retirement and plan for the future you want.

In this episode of the Life & Finances Together Podcast, Roger and Jake address some of the things that investors could miss when deciding to do a Roth conversion and why it's so important to do the math.

In this episode, Roger talks with Bob Golm, a 40-year veteran of the insurance industry, about coverage considerations, Medicare, and more!

In this episode, Roger and Kent County Toys for Tots Coordinator Jeff DeJonge talk about the history of the organization, the impact it has had on Kent County, and how we can help share in the season of giving.

In this episode, Roger and special guest Casey Young, CPA and founder of Stonehenge Consulting, PLC, talk about tax considerations for 2025 and delve into the Tax Cuts and Jobs Act.

In this episode, Roger speaks with special guest Caitlin Hopkins of D.A. Blodgett St. John's, one of our partners in the community, about their history, recent donation drive, and their upcoming holiday event, Wrapped in Hope.

In this episode of the Life & Finances Together podcast, Roger shares the math behind the S&P 500 index and talks about what to listen for when you hear it mentioned in the news.

In this episode, Roger speaks with special guests Wendy Wigger and Shawn Campbell of Gilda's Club Grand Rapids, about this special organization and opportunities to learn more about all of their free programming!

In this episode, we're hosting special guests and Insurance Twins, Brian & Derek Boer to discuss common mistakes made when it comes to insurance and how to avoid them.

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.

In this episode of the Life & Finances Together podcast, Roger and Jake discuss favorite memories, motivators, and making an elevator pitch about the firm. Who gave a faster pitch? Listen and find out!

In this episode of the Life & Finances Together Podcast, Roger and Jake discuss their recent recognition as one of the fastest growing firms in the nation, how new folks find them, and what makes the Rinvelt & David process work for so many.

In this episode, Roger and Jake talk about three of the most popular financial questions that they get asked and the way they tackle these key topics. Find out about Doing The Math, Stress Tests, and Medical Armageddon!