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Recession Proof Your Retirement Podcast

This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. You’ll go behind the scenes with author, speaker, financial planner and world traveler; David Rosell, as he shares the latest investment and planning strategies for the distribution of your wealth and helps you create greater certainty in the uncertainty of retirement. The end result: simplify complexity, achieve peace of mind and live the life you’ve always imagined. David Rosell is the author of "Failure Is NOT an Option -- Creating Certainty In The Uncertainty of Retirement" and "Keep Climbing- a Millennial's Guide to Financial Planning"; financial planning guides that are actually fun to read. His work has been featured in two of the financial industry's leading publications, Financial Advisor and Financial Planning magazine as well as such national media outlets as Fox Business, Chicago Tribune, Yahoo! Finance, CNN Money, MSN Business, US News & World Report and NPR. For more information about David, go to DavidRosell.com Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc.

info_outline Ep. 38 Profiting From The Sale of Your Unwanted Life Insurance Policy 04/25/2022
info_outline Ep 37. Helping You Build Your Wealth World 03/18/2022
info_outline Ep 36. Protection With a Purpose 02/03/2022
info_outline Ep 35. The Inside Scoop 12/30/2021
info_outline 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 12/08/2021
info_outline Ep 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam Larkin 11/03/2021
info_outline Ep 32. Keep Climbing – Retirement Planning is for Millennials, Too 10/01/2021
info_outline Ep 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy Robin 08/27/2021
info_outline Ep 30. Protecting Your Assets – How Creating the Right Trust Can Give You Peace of Mind with Guest Brian Bradley, Esq. 07/22/2021
info_outline Ep 29. The ABCs of LTC. What You Want to Know About Long-Term Care with Guest Lauren Ballantine 06/14/2021
info_outline Ep 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation with Guest Lance Graulich 05/12/2021
info_outline 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 04/15/2021
info_outline Ep 26. Wait! What You Need to Know Before You Surrender Your Life Insurance Policy with Guest Michael Michlitsch 03/19/2021
info_outline Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman 02/10/2021
info_outline Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year 01/22/2021
info_outline Ep 23. Descending Your Financial Mountain Without Any Fatalities 12/15/2020
info_outline Ep 22. How to Become a Thoughtful Real Estate Entrepreneur - With Special Guest Jeff Stephens 11/25/2020
info_outline Ep 21. What Impact Will the 2020 Election Have on The Markets? You Might be Surprised! 11/12/2020
info_outline Ep 20. Health and Wealth in Retirement - With Special Guest Former Oregon Governor, John Kitzhaber 10/27/2020
info_outline Ep 19. Socially Responsible Investing - How to Generate Both Ethical Change as well as Returns 10/14/2020
info_outline Ep 18. Are Your Investments Fireproof? Three Lessons to Help You Avoid Disaster 09/29/2020
info_outline Ep 17. Finding the "Right Fit" Advisor - With Special Guest Jeff Shore 09/16/2020
info_outline Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan 09/01/2020
info_outline Ep 15. In The Know - How to Profit from the Sale of Your Unwanted Life Insurance Policy 08/18/2020
info_outline Ep 14. Les Brown's Mindset on Overcoming Obstacles to a Successful Retirement - With Special Guest Les Brown 08/04/2020
info_outline Ep 13. Raising Financially Savvy Kids - The POWER of Compound Interest 07/21/2020
info_outline Ep 12. Mitigating Your Taxes in Retirement with Diversification 07/07/2020
info_outline Ep 11. The Age Wave: Retiring Early, Living Longer…Growing Younger Each Year 06/18/2020
info_outline Ep 10. Finding Purpose in Retirement and Living the Life You Have Always Imagined 06/02/2020
info_outline Ep 9. Overcoming the Biggest Obstacle to Successful Investing: YOU 05/12/2020
 
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