Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan
Recession Proof Your Retirement Podcast
Release Date: 09/01/2020
Ep 44. A Life of Saturdays – With special guest, my daughter Sophie Rosell
Recession Proof Your Retirement Podcast
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 entered my life during an adventure in New Zealand, which is also where Sophie has been attending university. I visited Sophie recently in New Zealand in celebration of her graduation and I’ll share some of the fun times we had together in this episode. If you look after your money the way you would an old beloved car, you can live the life you have always imagined. How could you live the life you...
info_outline
Ep 43. Oregon – a Great Place to Live… and Die? The Importance of Having an Estate Plan with guest Ryan Correa
Recession Proof Your Retirement Podcast
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 plan, you need to devote time to do your homework or seek the assistance of a financial professional— someone who can help guide key decisions. My guest today is Ryan Correa. Ryan is an Estate Planning attorney and partner in his practice, Estana Law Group based in Bend, OR. He has extensive estate planning, business succession planning, probate, and trust administration experience....
info_outline
Ep 42. How Does a Pig Cross the Road? Everything You Will Want to Know Before Purchasing Insurance with guest Travis Davis
Recession Proof Your Retirement Podcast
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 is a Commercial Insurance Advisor and applies the engineering principles he learned while designing and constructing buildings to advising business owners about risk management and navigating challenges from an insurance perspective. This is your opportunity to learn everything you should know before obtaining insurance coverage as an individual or business owner. How could you live the...
info_outline
Ep 41. Leading a Repurposed Life in Retirement – With guest Jim Lee
Recession Proof Your Retirement Podcast
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 need and continues to do so in retirement. Today you will learn how he has lived his retirement years by design rather than by default by creating his very own Vision, Mission, & Values Statement for this chapter of his life. By offering his lessons learned and the surprises he encountered, we discuss how to set yourself up for success so you feel engaged and happy in retirement and why...
info_outline
Ep 40. Why the Wealthy Are Using Reverse Mortgages – No Longer a Loan of Last Resort, With Guest Brian Albrich
Recession Proof Your Retirement Podcast
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 are financially successful. Why would they want or need to implement such a strategy and at this stage of their life? It was then that I asked Brian to meet with me so I could learn more about today’s modern-day reverse mortgage. I invited him onto the show because everyone should be aware of this potential tool that could have a significant impact on their ability to live well in...
info_outline
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...
info_outline
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....
info_outline
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...
info_outline
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...
info_outline
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...
info_outlinePlanning 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.