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Ep 1. Recession-Proof Your Retirement

Recession Proof Your Retirement Podcast

Release Date: 01/24/2020

Ep 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam Larkin show art Ep 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam Larkin

Recession Proof Your Retirement Podcast

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 issue. Our guest today is Adam Larkin. Adam owns a successful consulting business that works with leaders to help them hire and retain top talent. He believes making better people decisions, we will lead to efficient processes and increase the bottom line. His use of Culture Index has the power transform your business as well as your life. Learn more about the remarkable Culture Index and Adam Larkin...

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Ep 32. Keep Climbing – Retirement Planning is for Millennials, Too show art Ep 32. Keep Climbing – Retirement Planning is for Millennials, Too

Recession Proof Your Retirement Podcast

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 knowledge comes confidence and clarity. Today I’m going to share two financial lessons I learned from my Grandma Ruth as a young adult that forever changed my life. I believe these same lessons can change the lives of your children or grandchildren! Learn more by going to the shownotes: How could you live the life you have always wanted in retirement? Learn what's possible!

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Ep 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy Robin show art Ep 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy Robin

Recession Proof Your Retirement Podcast

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 Life After Your Long Career. Andy is all about re-defining retirement. He’s a Retirement Revolutionist! “You could be retired for decades — so you might as well get good at it!” Learn more about Andy by going to the shownotes: How could you live the life you have always wanted in retirement? Learn what's possible!

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Ep 30. Protecting Your Assets – How Creating the Right Trust Can Give You Peace of Mind with Guest Brian Bradley, Esq. show art Ep 30. Protecting Your Assets – How Creating the Right Trust Can Give You Peace of Mind with Guest Brian Bradley, Esq.

Recession Proof Your Retirement Podcast

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 attorneys into that of a positive relationship, rather than dodging phone calls or emails to avoid the surprise bill in the mail. Our guest is Brian Bradley, Esq.  Brian is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized Asset Protection Attorney. His mission is to offer all clients peace of mind by properly protecting their finances and...

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Ep 29. The ABCs of LTC.  What You Want to Know About Long-Term Care with Guest Lauren Ballantine show art Ep 29. The ABCs of LTC. What You Want to Know About Long-Term Care with Guest Lauren Ballantine

Recession Proof Your Retirement Podcast

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 special guest today is Lauren Ballantine.  She is one of the country’s leading experts in this field and will share with us the ABCs of LTC which will help you become well-informed and determine if LTC is right for you. Learn more about Lauren and LTC by going to the shownotes! How could you live the life you have always wanted in retirement? Learn what's possible!

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Ep 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation  with Guest Lance Graulich show art Ep 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation with Guest Lance Graulich

Recession Proof Your Retirement Podcast

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 an industry leading franchise consulting group that represents over 650 franchise brands.  He helps entrepreneurs and even successful retirees find their perfect franchise. Learn more about Lance by checking out the show notes! How could you live the life you have always wanted in retirement? Learn what's possible!

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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 show art 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

Recession Proof Your Retirement Podcast

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 operates a boutique immigration practice in Toronto Canada, where he has helped countless people find their way to Canadian shores and settle successfully in their new home. Learn more and contact David at: DavidRosell.com

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Ep 26. Wait! What You Need to Know Before You Surrender Your Life Insurance Policy with Guest Michael Michlitsch show art Ep 26. Wait! What You Need to Know Before You Surrender Your Life Insurance Policy with Guest Michael Michlitsch

Recession Proof Your Retirement Podcast

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—LIFE SETTLEMENTS. Learn how policy owners can potentially profit from the sale of their unwanted life insurance policies. Learn more and contact David at: DavidRosell.com

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Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman show art Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman

Recession Proof Your Retirement Podcast

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 financial journey.  In today’s episode we discuss: Secrets of the happiest retirees. Financial strategies that can help prevent people from outliving their money. Important tax strategies to understand as one enters their years of financial independence. Why HSAs are the greatest tax tool ever invented. Should you defer Social Security to age 70? Long-Term Care- take it or leave it? Eric is a...

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Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year show art Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year

Recession Proof Your Retirement Podcast

We have discussed a lot of topics to help investors recession-proof their retirement this past year. So, let's embark on a speed-dating course on what I feel are 4 significant topics we have covered.  We’ll start out with a crucial philosophy to help us stay the course during these volatile times, then we’ll take a look at an outside of the box tax strategy, a risk we all face in retirement and a life insurance approach that even most sophisticated investors have never been introduced to. Got to for material related to the episode. Interested in learning more about David?  

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More Episodes

So, what’s this new podcast all about?  What makes it different in the sea of countless podcasts on investing, wealth management and financial planning?

This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years.

Here are some things to know about Recession Proof Your Retirement:

Let’s face it─ investing and retirement planning is just not fun for most people.

As an author, speaker and financial planner, it is my goal to make investing approachable for my clients. The strategies that I implement are not overly complex, however they are incredibly effective and back tested by the worst market downturns we have experienced in stock market history. 

We all know that there are endless resources on how to accumulate wealth and how to get out of debt. However, few resources teach what to do once you have reached the top, even though you are faced with unique and potentially devastating risks as you begin the second half of your financial journey. This Podcast is here to fill that gap!

Each episode of Recession Proof Your Retirement will be between 25-30 minutes so that I can drive home some powerful / retirement planning / and investing pointers as you drive to and from work.

I’ll take you behind the scenes and share 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.  Click on the links below to order your copy today.

DavidRosell.com

Failure Is NOT an Option - Audible

Keep Climbing - A Millennial's Guide to Financial Planning

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc.