Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan
Recession Proof Your Retirement Podcast
Release Date: 09/01/2020
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
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
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.
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
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
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
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
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
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?
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.