Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan
Recession Proof Your Retirement Podcast
Release Date: 09/01/2020
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
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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Ep 23. Descending Your Financial Mountain Without Any Fatalities
Recession Proof Your Retirement Podcast
Many people are surprised to learn that 80% of mountain climbing accidents and deaths occur during the descent. For this reason, it’s a mountaineers second half of their journey that takes on most risk and needs the most amount of planning. In this episode, David shares how retirement parallels the decent of a mountain climb, as everything changes as you transition from the accumulation phase (saving and earning money) to the distribution or income phase of your life. With prudent planning your chances to live the life you have always imagined increase significantly....
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Ep 22. How to Become a Thoughtful Real Estate Entrepreneur - With Special Guest Jeff Stephens
Recession Proof Your Retirement Podcast
Including real estate as an asset class in your portfolio adds diversity to your investments, which may reduce your overall market risk. Like any investment, it has it’s pros and cons. We have a special guest on the show today who is going to shed some light on navigating the tricky waters of investment real estate and how to do so with off-market purchases and non-bank financing. Jeff Stephens is founder of The Thoughtful Real Estate Entrepreneur and host of the popular podcast, “Racking Up Rentals.” He’s all about real estate. He’s a full-time real estate entrepreneur,...
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Ep 21. What Impact Will the 2020 Election Have on The Markets? You Might be Surprised!
Recession Proof Your Retirement Podcast
It’s been a long week for everyone as we awaited the results of the 2020 Presidential Election. There are many of you who are overjoyed by the outcome and others who feel deflated. For months I’ve been hearing clients and friends talk about the possible repercussions to the markets due to who ends up in the Oval Office. I’m going to share with you how the markets truly feel about these presidential elections! This might surprise you and also benefit you by removing some of the fears and emotions that so many people seem to experience every 4 years. I’ll also share a brief market...
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Ep 20. Health and Wealth in Retirement - With Special Guest Former Oregon Governor, John Kitzhaber
Recession Proof Your Retirement Podcast
Of the many challenges that arise from retiring—the number 1 concern is often HEALTH CARE. Today we have a special guest on the show who will offer some insight about transitioning into a full and vibrant retirement-- where your health needs are addressed. Dr. John Kitzhaber is well known in Oregon and across the country for his expertise on health care and health policy. He’s a former emergency room physician, served for 14 years in the Oregon legislature, and is the longest-serving governor in Oregon's history, having served as the 35th and 37th governor of Oregon, the only person...
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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
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 "Right Fit" Advisor - With Special Guest Jeff Shore
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
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.
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.