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    What you need to know about Every type of Retirement Account NOW

    “What you need to know about Every type of Retirement Account NOW” What is the best retirement account for your retirement plan, well it depends?  I’m going to cover the basics of each type of account to help clear the …

    Dow Jones 21000 Elex Michaelson ABC 7 News with David Rae

    The Dow Jones Industrial Average has closed above 21000 a record high.   ABC 7 Eyewitness News Los Angeles Investing Reporter Elex Michaelson sits down with Certified Financial Planner David Rae to discuss what this means.  Will Donald Trump be …

    Will Your Gay Friends Make You Poor?

    Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …

    DOW 20000 Los Angeles Financial Planner NBC News

    Dow Jones 200000 Los Angeles Fiduciary Certified Financial Planner David Rae dropped by the NBC News Studios in Universal City to sit down with reporter Mekahlo Medina to discuss the Trump Bump and the Dow Jones approaching the big 20,000 …

    Home Down Payment Is Bigger Better?

    Is a bigger mortgage a better option for the long-run? Together, my wife and I earn close to $300K per year. How much should we put down on our house? Would buying a bigger mortgage home pay off in the …

    Financial Planner David Rae talks Brexit with the CBS evening News

    The market took a huge dip with the Brexit Vote, should you panic when the market moves? LA Financial Expert David Rae helps you make smart financial decisions based on your circumstances rather than speculation and fear. You might also …

    Brexit and your Financial Plan

    What Does the Brexit Mean for your Financial Plan Yes a country leaving the EU is historical and potentially once in a lifetime event.   The ripples from the #Brexit will ripple across the globe. If you’ve been watching the news …

    Can you imagine saving 50% of your income? It’s Possible Right?

    To be clear I saved 50% of my GROSS income (not take home) and I survived. Heck, I think I even enjoyed it. If I can do it, so can you.  Saving Money in Los Angeles is difficult but not …

    Will Starbucks Really Bust Your Budget?

    We all know crash diets don’t work, but are you trying a crash budget to reach your financial goals? You shouldn’t have to starve to reach financial independence, and you may not have to skip your favorite Starbucks drinks either. …

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    This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.