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May 2023 Newsletter – The Art & Science of Investing Webinar

Dear First Mates,

 I hope you all are well and enjoying the beautiful Spring weather. For this month, I’d like to mix it up and share a recently recorded webinar called “The Art & Science of Investing.” 
 
Think of this recording as an Investing 101 course that I hope you enjoy. This is great for your children to watch to start the education process. You can view the webinar by clicking this here.

Dave’s Picks
Banking Crisis: Should We All Just Move to a Big Bank? (finance vid o’ the month)
Luke Combs – Fast Car (track o’ the month)
How Much is Enough to Retire Comfortably? – Ben Carlson (great article on retirement)
David Warshaw Comedy Routine I (this was me trying stand-up back in 2015 – enjoy!!)

David Warshaw, CFP®

HI, I’m David Warshaw

In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later at Ameriprise Financial.

Over time, I developed the entrepreneurial spirit and launched The WealthPlan in 2011 as an independent advisor. In addition to being a CERTIFIED FINANCIAL PLANNER™, I hold both the Chartered Financial Consultant and Charted Life Underwriter designations.

I live in Great Neck, Long Island, with my wife Diana and our little daughter Sophia, a.k.a., The Sophinator!