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 have always wanted in retirement? Learn what's possible! DavidRosell.com Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc.

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. Having “seen it all,” he is well-equipped to assist in the planning process for any estate. The advice he provides and the plans he develops result in lower estate tax burdens and reduced administration costs. Learn more about Ryan and Estana Law Here. How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. Ryan Correa and Estana Law are not affiliated with Valmark Securities or Rosell Wealth Management. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation.

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 life you have always wanted in retirement? Learn what's possible! www.RosellWealthManagement.com Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Travis Davis and Paynewest Insurance are not affiliated with Valmark Securities or Rosell Wealth Management.

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 a move into a re-purposed life is important. How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. Jim Lee is not affiliated with Valmark Securities.

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 retirement! Brian's been in the mortgage business for more than 2 decades. He now works exclusively with retirees by helping them tap their home equity in order to complement their other retirement income. Specializing in reverse mortgages is fulfiling for Brian, due to the positive life changes that results for his clients and their families. How could you live the life you have always wanted in retirement? Learn what's possible! www.RosellWealthManagement.com

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 his baby. My client stated: “Greg's ultimate goal is not only to help build a ready-to-sell business that maximizes revenue-- but also to help business owners to enjoy life throughout the process.” It was then-- that I asked Greg to meet with me so I could learn more. I was so impressed with him as a person-- as well as the service he provides that I asked him to be a guest on today’s show. Rosell Wealth Management , ValMark Securities, Inc. and Coachwell are all separate entities

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: What if there was a fourth option that might benefit you much more? Would you like to learn how you could potentially profit from the sale of your life insurance policy? I feel you should be in the know about a relatively unknown yet powerful option: Life settlements! Valmark Securities supervises all life settlements like a security transaction and its’ registered representatives act as brokers on the transaction and may receive a fee from the purchaser. Once a policy is transferred, the policy owner has no control over subsequent transfers and may be required to disclosure additional information later. If a continued need for coverage exists, the policy owner should consider the availability, adequacy and cost of the comparable coverage. A life settlement transaction may require an extended period to complete and result in higher costs and fees due to their complexity. Policy owners considering the need for cash should consider other less costly alternatives. A life settlement may affect the insured’s ability to obtain insurance in the future and the seller’s eligibility for certain public assistance programs. When an individual decides to sell their policy, they must provide complete access to their medical history, and other personal information.

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 today’s show we’ll discuss the importance of an investor’s mindset, what retirement actually means, the ins and outs of Crypto as well as a different way to accumulate wealth. The opinions expressed in this podcast are those of Mark Yegge not necessarily of David Rosell or Valmark Securities. The material discussed is for informational purpose only and is not intended to provide specific advice or recommendations for any individual, nor does it take into account the particular investment objectives, financial situation or needs of individual investors. Consult your financial professional before making any investment decision. All information is believed to be from reliable sources, however, no representation is made to its completeness or accuracy. Diversification does not guarantee investment returns and does not eliminate the risk of loss. All economic and performance information is historical and not indicative of future results.

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 policies. In this episode, my conversation with Julian will help to shed light on why it is so important to have an expert look under the hood of your life insurance policies.

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 some of the emotion surrounding the Covid equation by sharing the facts.

Beginning in March 2020, the COVID-19 pandemic and response, which included physical distancing and stay-at-home orders- disrupted daily life in the United States and around the world. Not a week passes without a story in the press about the impact of the pandemic on suicide. Our guest today is Jonathan Herbruck a certified financial planner and expert in wealth management, who specializes in preservation of his clients’ assets. Johnathan, who is also a dear friend of mine, lost his son Andrew to suicide. I asked Johnathan to join us today with the intention of informing us on the reality of suicide, while also providing insight on how to best protect ourselves from financial demise. Learn more about Johnathan’s story and asset preservation in today’s episode Episode 34 How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com Help Is Available: Speak to someone today at the Nation Suicide Prevention Lifeline 800-273-8255

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 in today’s show notes. Episode 33 Shownotes How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

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: Episode 32 Shownotes How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

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: Episode 31 Shownotes How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

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 other assets. Learn more about Brian by checking out the shownotes! Episode 30 Shownotes How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

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! Episode 29 Shownotes How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

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! Episode 28 Show Notes How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

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: Episode 27 Notes and Downloads! DavidRosell.com

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: http://www.davidrosell.com/ep-26-show-notes/ DavidRosell.com

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: Eric is a podcast host of his popular show Don’t Retire. Graduate and he’s also an author of a new book with the same title. Check out Eric’s book on Amazon!