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Ep 12. Mitigating Your Taxes in Retirement with Diversification

Recession Proof Your Retirement Podcast

Release Date: 07/07/2020

Ep 39. Getting the Most for Your Business and Finding the Ep 39. Getting the Most for Your Business and Finding the "Right" Buyer

Recession Proof Your Retirement Podcast

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 clients was in the process of selling his successful manufacturing company. A few years ago, he hired Greg and his team at Coachwell.  My client’s intention was to procure the professional guidance to prepare his company to get the systems and numbers to a certain level—with the end game being to receive the highest possible price as well as find the “right” buyer to take over...

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Ep. 38 Profiting From The Sale of Your Unwanted Life Insurance Policy show art Ep. 38 Profiting From The Sale of Your Unwanted Life Insurance Policy

Recession Proof Your Retirement Podcast

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 you can turn a unnecessary and often expensive life insurance policy into the kind of money that could redefine your golden years. Most people believe they have only three options for their now unwanted and unneeded life insurance policies. They include:   Keep the policy and continue paying the increased premiums. Decrease the death benefit of the policy to maintain an affordable premium....

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Ep 37. Helping You Build Your Wealth World show art Ep 37. Helping You Build Your Wealth World

Recession Proof Your Retirement Podcast

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 purchase his first car at the age of 16. Years later Mark started and later sold his Wall Street software company-- the company that ushered in afterhours trading. He then “retired” at age 39, but not before growing the company to a $30 million dollar enterprise.   He has traded over $14 billion (with a B) worth of securities and he is on a mission to change the way we invest. In...

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Ep 36. Protection With a Purpose show art Ep 36. Protection With a Purpose

Recession Proof Your Retirement Podcast

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 Julian Good, Julian is a leader in his field and the CEO of Good Financial Group where he specializes in estate conservation, wealth transfer strategies, and business succession planning. He’s also the former international President of the Million Dollar Round Table, an association of over 70,000 financial professionals worldwide. Many people own life insurance and yet know so little about their...

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Ep 35. The Inside Scoop show art Ep 35. The Inside Scoop

Recession Proof Your Retirement Podcast

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 third year of coexisting with this deadly virus. What is the one thing we may not be aware of? Our guest today is Dr. Jonathan Baktari a physician who specializes in internal, pulmonary, and critical care medicine. Johnathan is a CEO at e7 Health and a vaccine and Covid-19 expert whose ultimate achievement in life is helping others. He is joining us today to share his expertise and to help remove...

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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 show art 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

Recession Proof Your Retirement Podcast

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 passes without a story in the press about the impact of the pandemic on suicide. Our guest today is Jonathan Herbruck a certified financial planner and expert in wealth management, who specializes in preservation of his clients’ assets. Johnathan, who is also a dear friend of mine, lost his son Andrew to suicide. I asked Johnathan to join us today with the intention of informing us on the reality of...

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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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More Episodes

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!

http://www.davidrosell.com/ep-12-show-notes-2/