What will you do When The Paychecks Stop?

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Wallace Smith - ChFC®

When the Paychecks Stop... Retirement Income Begins™

Request your free Retirement Income Guide beginning with Social Security Decisions and your complimentary retirement review  today!

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Dave Marr - CEO - Catalyst Lending

Meet Your Hosts

Wally Smith

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Wallace Smith is the president and founding principal of Ridgegate Financial. He started the company after the dot-com market crash with the goal of serving the unique needs of the retirement community. According to Wally, an ideal Ridgegate client is someone who is determined to make the most of their working years to build for a comfortable and secure retirement, or someone who is already in retirement and wants to protect their income, assets and independence.

Wally is a Chartered Financial Consultant® (ChFC). Through that designation, he has completed advanced training in financial planning, insurance planning, retirement planning, income taxation, investments, and estate planning. Wally also holds a Series 65 securities license as well as life and health insurance licenses. You may have heard Wally when he hosted “The Legal Financial Advisor” radio show on Denver’s KRKS radio.

Wally and Lynn, his wife of 25 years, have three children and a 6-pound Yorkie named Lanie. Wally is a private pilot and is active in  youth ministry at Cherry Hills Community Church in Highlands Ranch. He and his family live in Lone Tree, Colorado.

Dave Marr

David Marr

Dave Marr is the CEO of Catalyst Lending. He has been in real estate and mortgage finance for over 25 years. Early in his career as a loan originator, he saw an opportunity to improve the lending process through technology. With this idea, he founded his first mortgage company that grew to over 1,500 loan originators and funded over 100,000 loans.

He founded Catalyst Lending to build upon that legacy - "to be a Catalyst for positive change" -and to help more homeowners, loan originators and team members achieve a better life.

He is an active philanthropist and serial entrepreneur. He runs a non-profit called One Family, which focuses on strong family values and mentoring young couples. He also runs a program called Ironmen through his Headwaters Life organization. The Ironmen program focuses on mentoring young men between the ages of 25 and 35. Dave has a BA in Finance from California State University, Fullerton and a MBA from the University of Denver.

 

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Sponsors

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When the Paychecks Stop™ is the official radio show of Ridgegate Financial©. We are a financial planning firm founded in Denver Colorado in 2003. We strive to equip clients to head into retirement educated and equipped with the proper tools to support their Purpose throughout retirement.

Through a complementary retirement review and the appropriate subsequent planning process a client can expect a comprehensive and personalized financial plan. Our comprehensive planning approach and fiduciary responsibility always puts the client first and seeks primarily to educate, protect, and provide for the client as completely as possible.

If you have questions about Social Security, Tax Optimization, Income Planning, Estate Planning, or anything else, schedule a complementary retirement review today!

 

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Your Home Wealth is a segment of Catalyst Lending that is dedicated to educating and facilitating Home Wealth Management. Many retirees lose tremendous opportunity by failing to incorporate their largest asset into their retirement planning. Catalyst Lending specializes in Home Wealth Management and the opportunities it can add to retirement.

Through their unique, personal, and comprehensive review process, Catalyst Lending can help you get the most out of your  retirement income planning. Click or call to schedule your review today!

 

 

 

 

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Ridgegate Community Outreach and Education© is the educational arm of Ridgegate Financial©. Ridgegate COE© provides deep-dive courses in various financial topics. Whether someone is a federal employee looking for information on the complicated federal retirement plans or a citizen who wants to be equipped to navigate the nuances of the Social Security system, there are courses for each. Additionally, there are courses for other select groups. Women face many unique circumstances during retirement, and for this, there is a dedicated course.

We offer courses with high levels of specificity and courses that are more all-encompassing in nature. Whatever the topic, our deep-dive courses are taught by professionals who work with the specifics of these topics every day. Don't go into retirement without attending one of our affordable, deep-dive courses!

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Contact Our Sponsors

Ridgefinbig

Address

6530 S. Yosemite St.

Suite 320

Greenwood Village

Colorado 80111

Phone

303-PLANNER | 303-752-6637

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Address

6530 S Yosemite St

Suite 310

Greenwood Village

Colorado 80111

Phone

303-747-4050

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Address

6530 S Yosemite St

Suite 320

Greenwood Village

Colorado 80111

Phone

303-PLANNER | 303-752-6637