Retirement Wealth Planning

Tune in to "Retirement Wealth Planning" with your host Dave Mortach, and learn how to protect your principal, lock in your gains, avoid probate, and generate income you can’t outlive. His show helps listeners in Ohio and surrounding areas take the right financial steps toward a lasting retirement.

Dave Mortach is one of the top agents in the country, making each client's successful retirement and future his top priority, and frequently works with state benefit employees.

The son of a fireman, Dave grew up in North Olmsted. Now, Dave is married with two daughters and enjoys time with his family, playing golf, and watching hockey.

Dave had the honor of being one of a group of 25 elite finance professionals from across the US to join Professor and Nobel Prize winner Robert Shiller for a roundtable meeting to discuss how Athene's BalancedChoice® Annuity (BCA™) can help provide protection from direct downside market risk.

Visit www.mortachfinancial.com for more information.

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