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The Retire Your Way with ILG Financial Video Series!
The Retire Your Way with ILG Financial Video Series features Founder Dave Lopez and Advisor Chase Lopez who cover important topics related to retirement planning.
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss how many retirees leave Medicare and Medicare premiu read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss how many retirees leave Medicare and Medicare premiu read more
It's tax time and although you may have been filing a certain way for years, life events can bring potential changes. On this episode of the Retire read more
It's tax time and although you may have been filing a certain way for years, life events can bring potential changes. On this episode of the Retire read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss the survivor tax trap and how your retirement plan c read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss the survivor tax trap and how your retirement plan c read more
Americans required minimum distributions (RMDs) may be higher this year than ever in history. On this episode of the Retire Your Way with ILG Finan read more
Americans required minimum distributions (RMDs) may be higher this year than ever in history. On this episode of the Retire Your Way with ILG Finan read more
Chair of the Federal Reserve of the United States, Jerome Powell, says that we're on an unsustainable fiscal path. On this episode of the Retire Yo read more
Chair of the Federal Reserve of the United States, Jerome Powell, says that we're on an unsustainable fiscal path. On this episode of the Retire Yo read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase continue their dive into the mailbag and answer viewers ques read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase continue their dive into the mailbag and answer viewers ques read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase dip into the mailbag to answer viewer questions about invest read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase dip into the mailbag to answer viewer questions about invest read more
On the latest episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase continue to discuss more myths, anxieties, and questio read more
On the latest episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase continue to discuss more myths, anxieties, and questio read more
In this episode of Retire Your Way, Dave and Chase discuss some of the myths, anxieties, and questions surrounding retirement planning and finding read more
In this episode of Retire Your Way, Dave and Chase discuss some of the myths, anxieties, and questions surrounding retirement planning and finding read more
Should real estate and real estate investing be a part of your retirement plan? On this episode of the Retire Your Way with ILG Financial Video Ser read more
Should real estate and real estate investing be a part of your retirement plan? On this episode of the Retire Your Way with ILG Financial Video Ser read more
Have you been paying attention to economic news lately? If so, a common buzzword you may be hearing is "overheating" but what does that m read more
Have you been paying attention to economic news lately? If so, a common buzzword you may be hearing is "overheating" but what does that m read more
This is the second part of the two-part episode of Retire Your Way with ILG Financial, where Dave and Chase discuss each of the 5 years before reti read more
This is the second part of the two-part episode of Retire Your Way with ILG Financial, where Dave and Chase discuss each of the 5 years before reti read more
In this first part of the two-part episode of Retire Your Way with ILG Financial Video Series, Dave and Chase discuss each of the five years before read more
In this first part of the two-part episode of Retire Your Way with ILG Financial Video Series, Dave and Chase discuss each of the five years before read more
In this episode of Retire Your Way with ILG Financial, Dave and Chase explain the ins and outs of 529 College Savings Accounts. They explain their read more
In this episode of Retire Your Way with ILG Financial, Dave and Chase explain the ins and outs of 529 College Savings Accounts. They explain their read more
In this episode of Retire Your Way with ILG Financial, Dave and Chase continue their Mailbag Series, where they answer real questions from real peo read more
In this episode of Retire Your Way with ILG Financial, Dave and Chase continue their Mailbag Series, where they answer real questions from real peo read more
In this episode of Retire Your Way with ILG Financial, Dave and Chase introduce their Mailbag Series, where they answer real questions from real pe read more
In this episode of Retire Your Way with ILG Financial, Dave and Chase introduce their Mailbag Series, where they answer real questions from real pe read more
On the latest episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss how major life changes later in life like divo read more
On the latest episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss how major life changes later in life like divo read more
On the latest episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase dive into the recent RECORD 8.8% Social Security incre read more
On the latest episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase dive into the recent RECORD 8.8% Social Security incre read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase focus on financial literacy and teaching about the rising in read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase focus on financial literacy and teaching about the rising in read more
Dave and Chase discuss the unprecedented national debt situation America is currently in and why it is not only nearly impossible to pay off, but w read more
Dave and Chase discuss the unprecedented national debt situation America is currently in and why it is not only nearly impossible to pay off, but w read more
Dave and Chase break down the collapse of Silicon Valley Bank the aftermath for big and small banks alike!
ILG Financial helps people retire read more
Dave and Chase break down the collapse of Silicon Valley Bank the aftermath for big and small banks alike!
ILG Financial helps people retire read more
Gifting your inheritance could potentially result in negative and unexpected issues for you and your heirs if not done correctly. On this episode o read more
Gifting your inheritance could potentially result in negative and unexpected issues for you and your heirs if not done correctly. On this episode o read more
Dave Lopez and Chase Lopez discuss how contributing to both an IRA or Roth IRA and an Employer Plan can not only be confusing, but potentially dama read more
Dave Lopez and Chase Lopez discuss how contributing to both an IRA or Roth IRA and an Employer Plan can not only be confusing, but potentially dama read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss the differences between how you are taxed in your wo read more
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss the differences between how you are taxed in your wo read more
This is the second part of Dave and Chase's two-part series on the SECURE Act 2.0 which is now officially law and they discuss the three biggest ch read more
This is the second part of Dave and Chase's two-part series on the SECURE Act 2.0 which is now officially law and they discuss the three biggest ch read more
The SECURE Act 2.0 is now officially law and with it comes significant changes to required minimum distributions (RMDs). On this episode of the Ret read more
The SECURE Act 2.0 is now officially law and with it comes significant changes to required minimum distributions (RMDs). On this episode of the Ret read more
Dave and Chase define and discuss Backdoor Roth IRAs and the different ways that they may help... or impede... your retirement planning. There is n read more
Dave and Chase define and discuss Backdoor Roth IRAs and the different ways that they may help... or impede... your retirement planning. There is n read more
There are two phases in your financial life. The accumulation phase, where you accumulate your wealth in your working years, and the distribution p read more
There are two phases in your financial life. The accumulation phase, where you accumulate your wealth in your working years, and the distribution p read more
Dave and Chase discuss a personal family story that not only made them aware of sequence of return risk, but also drew them to the business of help read more
Dave and Chase discuss a personal family story that not only made them aware of sequence of return risk, but also drew them to the business of help read more
On this episode of the Retire Your Way Video Series with ILG Financial, advisors Dave Lopez and Chase Lopez do a deep dive on cryptocurrency and wh read more
On this episode of the Retire Your Way Video Series with ILG Financial, advisors Dave Lopez and Chase Lopez do a deep dive on cryptocurrency and wh read more
Dave and Chase switch it up a little and discuss cybersecurity and how important it is to protect your accounts, your identity, and your retirement read more
Dave and Chase switch it up a little and discuss cybersecurity and how important it is to protect your accounts, your identity, and your retirement read more
Dave and Chase tackle one of the largest, and least known, risks in retirement... longevity risk. Listen on how the risk of outliving your money is read more
Dave and Chase tackle one of the largest, and least known, risks in retirement... longevity risk. Listen on how the risk of outliving your money is read more
Dave and Chase discuss what has changed for U.S. Savings Bonds, how it relates to rising interest rates, and how it may dramatically alter your pat read more
Dave and Chase discuss what has changed for U.S. Savings Bonds, how it relates to rising interest rates, and how it may dramatically alter your pat read more
The stock market experienced a significant growth period from 2012 to early 2021 and it's likely you benefited. In more recent months, we've seen s read more
The stock market experienced a significant growth period from 2012 to early 2021 and it's likely you benefited. In more recent months, we've seen s read more
Dave and Chase discuss I Bonds; What they are, how they relate to inflation, and how they may, or may not, be a good fit for you.
Source: < read more
Dave and Chase discuss I Bonds; What they are, how they relate to inflation, and how they may, or may not, be a good fit for you.
Source: < read more
Dave and Chase discuss 401(k) Rollovers, what they are, and the different ways they could contribute to, or take away from, your retirement and you read more
Dave and Chase discuss 401(k) Rollovers, what they are, and the different ways they could contribute to, or take away from, your retirement and you read more
Dave and Chase discuss Required Minimum Distributions, or RMDs, and the important "need-to-knows" when it comes to their place in your re read more
Dave and Chase discuss Required Minimum Distributions, or RMDs, and the important "need-to-knows" when it comes to their place in your re read more
Dave and Chase discuss inflation and how it can potentially severely impact your retirement accounts. They dive into what inflation is, how it work read more
Dave and Chase discuss inflation and how it can potentially severely impact your retirement accounts. They dive into what inflation is, how it work read more
Dave and Chase discuss the history of bonds as an investment tool and how those tools may not be serving you the same today as they were in the pas read more
Dave and Chase discuss the history of bonds as an investment tool and how those tools may not be serving you the same today as they were in the pas read more
Dave and Chase discuss Target Date Funds and how they can work for or against you when you enter retirement. Hear them discuss the pro's and con's read more
Dave and Chase discuss Target Date Funds and how they can work for or against you when you enter retirement. Hear them discuss the pro's and con's read more
Dave and Chase discuss the different ways to turn on Social Security in or near retirement and how to make the decision that will help you accompli read more
Dave and Chase discuss the different ways to turn on Social Security in or near retirement and how to make the decision that will help you accompli read more
Dave and Chase discuss the tips, tricks, and trip-ups that you can encounter when participating in estate planning. They discuss beneficiaries, wil read more
Dave and Chase discuss the tips, tricks, and trip-ups that you can encounter when participating in estate planning. They discuss beneficiaries, wil read more
Dave and Chase discuss the different options you have when taking your pension, if you are lucky enough to have one! They discuss how each option w read more
Dave and Chase discuss the different options you have when taking your pension, if you are lucky enough to have one! They discuss how each option w read more
In this video, Dave Lopez and Chase Lopez discuss Roth Conversions; what they are, who they benefit, and the many misconceptions that surround this read more
In this video, Dave Lopez and Chase Lopez discuss Roth Conversions; what they are, who they benefit, and the many misconceptions that surround this read more
Making the decision to retire can be an emotional one. Not only are you leaving behind the stability of a workplace environment and colleagues, but read more
Making the decision to retire can be an emotional one. Not only are you leaving behind the stability of a workplace environment and colleagues, but read more
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Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.