Retire Your Way with ILG Financial

Hosted by ILG Financial

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Jun 2026

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About the show

Find out what it means to "Retire Your Way" by subscribing and listening to ILG Financial's podcast. You'll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial's 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who've successfully managed money through some of the most difficult times in history. Contact Dave or Chase by calling 540-720-5656 or at info@ilgfinancial.com with any questions you have about financial planning and retirement.

Listen to episodes

60 recent

June 12, 202623 min

How Much Do You Really Need to Retire?

How much money do you really need to retire comfortably? For many people, the answer is a simple number: $1 million. But is there really a one size fits all retirement target? On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez explores why focusing on a specific dollar amount may not be the best way to measure retirement readiness. Instead, he discusses the factors that truly matter when determining your personal retirement number and how to build a plan that aligns with your lifestyle, goals, and long-term needs. Click below to listen today.

April 24, 202618 min

Avoid These Four Mistakes in the Run-Up to Retirement

Retirement isn't just a financial transition - it's a life transition. On this episode of the Retire Your Way with ILG Financial Podcast, Chase breaks down four common mistakes people make in the critical 5–7 years leading up to retirement—and how to avoid them. From losing a sense of purpose after leaving the workforce to underestimating healthcare costs, this conversation highlights the real-world challenges retirees face beyond just the numbers. You'll also learn why having a stress-tested financial plan matters, how to prepare for the emotional side of retirement, and what steps you can take now to build a more fulfilling and sustainable future. If you're approaching retirement, this episode offers practical insights to help you plan with confidence, avoid costly missteps, and make the transition on your terms.

March 30, 202624 min

Selling Gold? Watch the Tax Trap

Gold has been on a remarkable run, but investors thinking about cashing in may be overlooking an important detail: taxes. On this episode of the Retire Your Way with ILG Financial Podcast, Chase breaks down how gains from physical gold, gold-backed ETFs, and gold futures can all be taxed differently and why selling at the wrong time or in the wrong account could create an unexpected tax bill. It is a timely conversation for retirees and pre-retirees who want to better understand how gold fits into a broader financial strategy before making a move.

March 6, 202630 min

Big Changes to Medicare? Here's What It Means for Your Coverage

Medicare doesn't stay the same—and even small changes can have a meaningful impact on your healthcare costs, coverage options, and long-term retirement plan. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez sits down with Medicare expert Alex Sieler to break down the latest updates and changes to Medicare coverages and benefits, explaining what's new, what's shifting, and what you should be paying attention to.

January 30, 202629 min

The Secret to Timing the Market

As Dave and Chase prepared for this episode of the Retire Your Way with ILG Financial Podcast, the focus shifted from a potential AI-driven market bubble to the question investors ask most: Should I get out of the market, or stay in—and if I stay in, what should I do? The conversation centers on the temptation to time the market, why it's so difficult to do successfully, and what history and disciplined investing suggest instead. Rather than reacting to headlines, Dave and Chase explore how long-term strategy can help investors navigate uncertainty with greater confidence. If you've ever wondered whether now is the right time to exit—or whether timing the market is even possible—this episode offers clarity.

January 6, 202642 min

Long-Term Care: What Most Families Get Wrong

Planning for long-term care can feel overwhelming, but it doesn't have to be. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave is joined by special guest Alecia Barnette for a clear, practical discussion on long-term care planning. They break down common myths, explain the differences between traditional and asset-based long-term care options, and share when it may be the right time to start planning. If long-term care is on your radar, this conversation offers clarity, confidence, and actionable next steps.

November 22, 202518 min

Your Guide to Medicare Choices: Advantage or Medigap?

As Medicare Open Enrollment wraps up on December 7th, it's the perfect time to break down some of the lesser-known terms and options you may be seeing—or weighing—right now. On this episode of the Retire Your Way with ILG Financial Podcast, Chase takes a closer look at one of the biggest decisions beneficiaries face: whether to stay with or switch to a Medicare Advantage plan or a Medicare Supplement Insurance policy, also known as Medigap. This choice can influence everything from your monthly budget to how easily you can access the care you need. Join us as we untangle the differences, highlight key considerations, and help you feel more confident in choosing the coverage that fits your health and financial goals.

November 3, 202534 min

The Hidden Power of True Financial Independence

What Does It Really Mean to Be "Independent" in Financial Planning? On this episode of the Retire Your Way with ILG Financial Podcast, Dave sits down with Leslie Lipscomb from Financial Independence Group (FIG) to unpack what true independence means in the world of finance. From understanding the role of an IMO (Independent Marketing Organization) to exploring why working with an independent advisor can make all the difference, they dive into how freedom of choice—across countless products and companies—translates into better outcomes for clients. Tune in as Dave also walks through his personalized planning process and the value FIG brings to independent professionals and their clients nationwide.

September 26, 202519 min

Supporting Adult Children While Nearing Retirement: How to Navigate

People are providing more aid to adult children and having children later in life. The combination can make it hard to save for retirement. Stretching parenting into your 50s, 60s, or beyond doesn't just consume energy, it can strain finances and delay retirement plans. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase talks about this trend and how to navigate it when it comes to saving for your retirement.

September 2, 202538 min

State of the Markets: Where We Stand

On this episode of the Retire Your Way with ILG Financial Podcast, Dave provides an update on the state of the markets to include highlights of global events, policy decisions, and emerging technologies that shape markets and influence client portfolios, while reinforcing the importance of financial planning.