David Gertz, one of the most progressive leaders today, schooled at Millikin University graduating with a Bachelor of Science degree and later proceeded to The University of Miami where he got his MBA. He has over 30 years of experience in the financial industry. David worked at Nationwide Investment Services Corporation based in Ohio where he was a broker dealing with securities trading. David has successfully completed and passed four professional certification examinations in this field.
David has served in various financial institutions over the years. Starting April 2013, he worked at Nationwide Life Insurance Company as Senior Vice President-Nationwide Financial Distribution and Sales. He also served as President, Senior Vice President, and Director at several nationwide corporations between 2004 and 2013. He is famously known for the billions of dollars he has generated from revenues over the years. Other than his work, he is involved in charitable community projects.
In an interview, David talks about planning for retirement which requires one to start early especially those aiming for early retirements before the age of 65. He emphasizes that no matter the paycheck one earns, saving for retirement is not easy and it is important to look into other income generating projects to ensure that the savings are enough for the entire duration of retirement. The key, he says, is to have saved 13-15 times your yearly income by the normal retirement age.
David Giertz says that the best idea is to seek advice from a financial expert on the best way to invest. He recommends a brokerage account with access to securities that can be traded for profits. Furthermore, such accounts are flexible; they do not limit withdrawals. Lastly, he recommends saving some in a health savings account as retirement comes with significant medical costs.