“Guiding you to and through retirement”
Listen to The Retirement Trailhead!
download The Peaks and Valleys Podcast
The Retirement Trailhead is a radio program that airs four times every weekend on four different Portland-area radio stations. Jason Lambert and David Topper will help you create a trail map for a better retirement. The show is geared toward anyone who is currently retired, or actively planning for retirement. During the show, Jason and David will focus on critical issues facing those planning for retirement.
What might the future look like for Social Security? Are there better ways to make sure you don’t outlive your money? Does your retirement strategy fit your stage in life? Does your retirement plan fit the 21st century? We will seek to answer these and many other pressing financial questions on The Retirement Trailhead!
Ready to Create Your Retirement Trail Map?
Four Chances To Tune In Every Week
About the Hosts
Jason Lambert; President, CEO, and Portfolio Manager
David Topper; Senior Vice President & Financial Advisor
David is an Independent Financial Advisor and the Senior Vice President of Northwest Financial & Tax Solutions. In addition to co-hosting the weekly radio show “The Retirement Trailhead” and the weekly podcast “Peaks and Valleys”, he also meets with clients to develop custom and comprehensive retirement income plans.
David brings over 20 years of experience in the financial industry to the position and is known for turning complex strategies and investments into easy to understand language. He is passionate about helping individuals gain peace of mind about their financial situations. He graduated from Northwest University Sacramento. In his spare time, he enjoys running, obstacle racing and volunteering in the community (sorting food pantries, bell ringing for the Salvation Army etc.). He has been married to his wife Kimberly for 34 years. Together they raised 3 children and have 2 new grand kids.
All of Northwest Financial's advisors help clients in planning for their retirement future by developing income streams and determining tax reduction strategies, while helping clients avoid common financial mistakes. The business is built on a foundation of integrity and trust and is committed to providing unparalleled service.