Recession Proof Your Retirement Podcast
This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. You’ll go behind the scenes with author, speaker, financial planner and world traveler; David Rosell, as he shares the latest investment and planning strategies for the distribution of your wealth and helps you create greater certainty in the uncertainty of retirement. The end result: simplify complexity, achieve peace of mind and live the life you’ve always imagined.
David Rosell is the author of "Failure Is NOT an Option -- Creating Certainty In The Uncertainty of Retirement" and "Keep Climbing- a Millennial's Guide to Financial Planning"; financial planning guides that are actually fun to read. His work has been featured in two of the financial industry's leading publications, Financial Advisor and Financial Planning magazine as well as such national media outlets as Fox Business, Chicago Tribune, Yahoo! Finance, CNN Money, MSN Business, US News & World Report and NPR.
For more information about David, go to DavidRosell.com
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc.
- Update frequency
- every 24 days
- Average duration
- 29 minutes
- Episodes
- 44
- Years Active
- 2020 - 2022
Ep 44. A Life of Saturdays – With special guest, my daughter Sophie Rosell
This fun and touching episode shares both the life lessons I learned from a classic car that I lovingly call “Peaches” as well as a fun father-daughter dialogue with my daughter Sophie. Peaches enter…
Ep 43. Oregon – a Great Place to Live… and Die? The Importance of Having an Estate Plan with guest Ryan Correa
A secure retirement is not an accident—it is the result of planning. Markets go up and markets go down, but good planning can help you take control of your finances. To build a successful retirement …
Ep 42. How Does a Pig Cross the Road? Everything You Will Want to Know Before Purchasing Insurance with guest Travis Davis
Our guest in this episode is Travis Davis. Travis initially pursued a career as a Civil Engineer and spent 15 years working in this field before realizing his calling was elsewhere. Today Travis i…
Ep 41. Leading a Repurposed Life in Retirement – With guest Jim Lee
Our guest today is Jim Lee. Jim is a business mentor as well as a life coach who has been retired for 10 years. He’s a quiet giant who dedicated his career to the nonprofit sector to help people in n…
Ep 40. Why the Wealthy Are Using Reverse Mortgages – No Longer a Loan of Last Resort, With Guest Brian Albrich
Our guest today is Brian Albrich. He is a Retirement Mortgage Planner.
Recently, a client of mine hired Brian and his team to implement a reverse mortgage. At first, I was surprised as my clients ar…
Ep 39. Getting the Most for Your Business and Finding the "Right" Buyer
Our guest today is Greg Salciccioli. He is the founder and CEO of Coachwell, a professional consulting company providing executive coaching and systems for leaders and their organizations. One of my…
Ep 38. Profiting From The Sale of Your Unwanted Life Insurance Policy
Coincidence. Destiny. Karma. Luck. Fate. Good fortune. These words all describe the opportunity presented in this episode and it just might be your ticket to ride. In this episode- I’ll explain how y…
Ep 37. Helping You Build Your Wealth World
Our guest today is Mark Yegge. He has spent his entire life learning and teaching people about wealth and the importance of a wealth mindset. He started investing when he was 12 and made enough to p…
Ep 36. Protection With a Purpose
Do you have a life insurance policy that you do not know much about? You are not alone! Many people own life insurance policies without knowing all its details and capabilities.
Our guest today is Ju…
Ep 35. The Inside Scoop
- Is there a light at the end of the tunnel?
- What will the new norm for our future look like?
- International travel in your retirement years; what can you do to stay healthy?
- We are about to enter our …
Ep 34. How to survive as a survivor from the loss of a suicide. A heartwarming story that informs listeners effective ways to plan for death when it comes to our investments, assets, and income with guest Jonathan Herbruck
Beginning in March 2020, the COVID-19 pandemic and response, which included physical distancing and stay-at-home orders- disrupted daily life in the United States and around the world. Not a week pas…
Ep 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam Larkin
One of the biggest challenges for business owners is finding the right people to occupy the right roles in their company. In this episode I will discuss Culture Index as a solution to this common iss…
Ep 32. Keep Climbing – Retirement Planning is for Millennials, Too
The journey to financial freedom for today’s young professionals may seem daunting, but with the proper tools that sense of intimidation or uncertainty can transform into enthusiasm because with know…
Ep 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy Robin
Today we are going to discuss how to lead an interesting, rich, and fulfilling LIFE in retirement. Our guest today is Andy Robin. He’s the talented author of The Tapas Life. A Rich and Rewarding Lif…
Ep 30. Protecting Your Assets – How Creating the Right Trust Can Give You Peace of Mind with Guest Brian Bradley, Esq.
Today we are going to discuss how to best set yourself up for success in retirement by protecting your assets with a trust. We’ll also talk about how to transform your thinking about estate planning …
Ep 29. The ABCs of LTC. What You Want to Know About Long-Term Care with Guest Lauren Ballantine
Long-Term Care (LTC for short) seems to be a hot topic for those at or near retirement and yet many people do not seem to have a good grasp on what it truly is and how its benefits retirees. Our spe…
Ep 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation with Guest Lance Graulich
In this episode we’re going to learn a lot about franchises and even determine of it’s a viable option for those listeners who are at or near retirement. Our guest today is Lance Graulich. Lance is a…
Ep 27. A Second Passport- Your Guide to a Secure Alternative Home in Canada for You and Your Family…Just in Case with Guest Brandon Miller
In this episode we’ll discuss why many Americans are looking to relocate up north, why a second option may be important now, and how you can make this a reality as you plan your retirement.
Brandon o…
Ep 26. Wait! What You Need to Know Before You Surrender Your Life Insurance Policy with Guest Michael Michlitsch
Check out this interview with Michael Michlitsch, one of the nation’s leading experts in the life insurance industry. He shares a unique strategy that insurance companies DO NOT want you to know—LIF…
Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman
On this episode, I interview a fellow author, podcaster and kindred spirit, Eric Brotman. I asked Eric to be on the show as we share a similar philosophy when it comes to the second half of the finan…