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Ep 17. Finding the "Right Fit" Advisor - With Special Guest Jeff Shore

Recession Proof Your Retirement Podcast

Release Date: 09/16/2020

Ep 22. How to Become a Thoughtful Real Estate Entrepreneur - With Special Guest Jeff Stephens show art 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 will 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! show art 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 John Kitzhaber show art Ep 20. Health and Wealth in Retirement - With Special Guest 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 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 - 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 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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More Episodes

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 specializes in psychology-based sales training programs.

Jeff is a top-selling author, host of the popular sales podcast, The Buyer’s Mind, and an award-winning keynote speaker. He holds the prestigious Certified Speaking Professional designation from the National Speakers Association and is a member their exclusive Million Dollar Speaker’s Group.

Check out the footnotes for the episode HERE!

Learn more about Jeff Shore here: https://jeffshore.com/

Subscribe to his podcast on itunes: The Buyer'sMind

And check out Episode #32: What Your Customer Thinks About Money with David Rosell