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Ep 6. Out of the Box Strategies for Mitigating and Reducing Your Tax Burden

Recession Proof Your Retirement Podcast

Release Date: 04/03/2020

Ep 19. Socially Responsible Investing - How to Generate Both Ethical Change as well as Returns show art Ep 19. Socially Responsible Investing - How to Generate Both Ethical Change as well as Returns

Recession Proof Your Retirement Podcast

When it comes to making the world a better place, investing probably isn’t the first thing that comes to mind. That said, Socially Responsible Investing (SRI) is a strategy that strives to generate both ethical change and financial returns for an investor. It isn't all sunshine, rainbows, and solar panels, however it does have significant attributes. Once considered a fairly radical strategy, SRIs have increasingly gained in popularity and are more accessible today than ever before. We’ll take a look at the pros and cons and explore how you might make a positive impact in the world with...

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Ep 18. Are Your Investments Fireproof? Three Lessons to Help You Avoid Disaster show art Ep 18. Are Your Investments Fireproof? Three Lessons to Help You Avoid Disaster

Recession Proof Your Retirement Podcast

It’s been a wild few weeks here in the Pacific Northwest as we’ve been engulfed in flames as wildfires have been blazing a perilous path including through my home state of Oregon--where more than 1 million acres of old growth forest has sadly been destroyed --as well as hundreds of homes and businesses. The unpredictability of these wildfires can be compared to the financial markets—especially this year in 2020. In this episode, we’ll take a look at a few simple investment strategies that will help your portfolio AND your retirement avoid disaster.

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Ep 17. Finding the Ep 17. Finding the "Right Fit" Advisor

Recession Proof Your Retirement Podcast

Your financial advisor is one of the most important tools in your retirement toolbelt as he or she may be the professional that has the most impact on your life other than a doctor if you are ill. I feel it’s imperative that you make your decision on what financial advising team you choose based on what I call “right fit.” We’ll take a look at the client-advisor connection and what the ideal relationship can look like. We have a special guest on the show who will help us shed some light on this topic. Jeff Shore is the Founder and President of Shore Consulting.  His company...

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Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan show art Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan

Recession Proof Your Retirement Podcast

Planning out your legacy requires the same kind of strategic approach as you would take in planning out your retirement. Estate planning strategies are not commonly known, which can leave people in a state of confusion or without direction. My intention is to inform you of some of the key estate planning changes that have recently occurred and share a few techniques to help ensure that Uncle Sam does not become your No.1 beneficiary.

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Ep 15. In The Know - How to Profit from the Sale of Your Unwanted Life Insurance Policy show art Ep 15. In The Know - How to Profit from the Sale of Your Unwanted Life Insurance Policy

Recession Proof Your Retirement Podcast

A perfect storm has been developing in the life insurance industry that rivals the destruction of hurricane Isaias that recently battered the Carolinas this week. Just like your home, automobile or business, life insurance is a capital asset. And similar to your car, you may find yourself in a situation down the road where your old convertible doesn’t make sense anymore as you have three kids, a dog and lots of gear–   the car just doesn’t fit your lifestyle anymore. Today I’m going to share with you the life insurance equivalent of trading that old beat up convertible for a...

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Ep 14. You Gotta Be Hungry! Overcoming the Obstacles to a Successful Retirement. With Special Guest Les Brown show art Ep 14. You Gotta Be Hungry! Overcoming the Obstacles to a Successful Retirement. With Special Guest Les Brown

Recession Proof Your Retirement Podcast

I often talk about having a positive investor mindset for a successful retirement. In this episode I’m going to introduce you to the person who helped me to cultivate that mentality at an early age. He has been a mentor and an inspiration to me -- as well as so many around the globe. He is one of the world’s most renowned motivational speakers and helps people find inspiration to accomplish their life goals. I am so honored to have Mr. Les Brown on the show today. We’ll talk about how to cultivate a mindset that will help you overcome the obstacles to preparing for a successful...

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Ep 13. Raising Financially Savvy Kids - The POWER of Compound Interest show art Ep 13. Raising Financially Savvy Kids - The POWER of Compound Interest

Recession Proof Your Retirement Podcast

We’re going to talk about raising financially savvy kids and I’ll share some ideas to get them both knowledgeable and excited about investing for their financial future. We'll certainly discuss the POWER of compound interest and investing at a young age. I’ll also address a few of the main issues that are preventing our kids from growing up to be financially competent adults – the parents and education systems! Lets take a look together at how we may stop the brutal cycle of financial illiteracy crisis in the US, beginning with our kids. Check out the Show Notes here for the charts...

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Ep 12. Mitigating Your Taxes in Retirement with Diversification show art Ep 12. Mitigating Your Taxes in Retirement with Diversification

Recession Proof Your Retirement Podcast

Today we’re going to discuss one of my favorite investment strategies for mitigating taxes while in retirement. It can potentially cut your tax burden in ½!  I call this Diversification 2.0. Before we dig into this more sophisticated concept of diversification, let’s first cover our bases with the very important and more basic-- Diversification 1.0. We’ll also DIVE into an adventurous story about one of the most foolish mistakes I have ever made and could have easily cost me my life. Check out the Show Notes here!

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Ep 11. The Age Wave: Retiring Early, Living Longer…Growing Younger Each Year show art Ep 11. The Age Wave: Retiring Early, Living Longer…Growing Younger Each Year

Recession Proof Your Retirement Podcast

During the last century, our life expectancy has almost doubled. Not only are people living longer, the proportion of our older population is also rising dramatically. Unfortunately, the funds available for so many people to maintain their standard of living in retirement may be absent. As life expectancy grows, will you and millions of baby boomers have enough to live on? In this episode, we’re going to tackle another obstacle to a successful retirement; Longevity Risk, and I'll also share some ideas on how you can become younger next year.

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Ep 10. Finding Purpose in Retirement and Living the Life You Have Always Imagined show art Ep 10. Finding Purpose in Retirement and Living the Life You Have Always Imagined

Recession Proof Your Retirement Podcast

In this episode, I’m honored to introduce a very special guest, Adrienne Duffy. Adrienne is an international leadership coach, speaker, and consultant whose influence, knowledge, and unique approach has helped successful individuals and organizations achieve 10X levels of success. Adrienne will share insights with us that can not only help us through these scary times but give us a mindset that can help make your financial future, and even more importantly, your LIFE more successful. Learn more about Adrienne here: or check out the show notes:

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More Episodes

Today we’ll dive into tax strategies that could benefit you and I’m not talking about an off-shore account in Grand Cayman. We’ll discuss a few LEGAL, but not well-known investment concepts such as Back-Door Roth IRAs and Tax-Loss Harvesting. Your tax advisor will be impressed with your knowledge!