Pitfalls in Retirement with David Katz

March 30, 2023

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The Vi Senior Living with Theresa Latosh

March 28, 2023

00:00 17:24

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Planning for retirement is critical, but there are things that can happen that can sabotage retirement. David Katz specializes in helping people plan for their retirement. Watch as he discusses obstacles to good retirement planning and how to avoid them.

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Bryan Devore Berkshire Hathaway HomeServices California Properties | DRE 01397835 REALTOR®, SRES • DRE #0139‌7835 Director, Senior Division 760.908.3838 Bryan@DevoreRealtyGroup.com www.DevoreRealtyGroup.com 5973 Avenida Encinas #110, Carlsbad, CA 92008 Google Business Profile: https://g.page/r/CR9OfWN6-svZEAE

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Meet Your Host

Bryan has been serving the real estate needs of his clients since 2003. Working with both home buyers and home sellers, he ranks in the top ½ of 1% of all Berkshire Hathaway HomeServices agents nationwide. Bryan specializes in guiding seniors who are transitioning from their homes and into smaller homes or senior communities. Realizing that these clients typically need additional levels of service, Bryan partners with other professionals who make the process simpler for his clients. He is the Director of the Senior Division of Berkshire Hathaway HomeServices California Properties and currently serves on the boards of two local non-profit organizations dedicated to improving the lives of seniors. Bryan is a Certified Trust and Probate Specialist and was recently named one of San Diego Business Journal’s Influential Leaders in Real Estate for 2021. Bryan was born in Los Angeles and attended college at the University of California San Diego. When he is not serving his clients he enjoys spending time with his wife and their four combined children, hiking, and watching sports.