Podcast
Recession Proof Your Retirement Podcast
Hosted by David Rosell · EN
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.
10episodes
Episodes
Newest firstAll episodes
Ep 44. A Life of Saturdays – With special guest, my daughter Sophie Rosell
Dec 16, 202200:35:19Tap to summarizeThis 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.
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Ep 43. Oregon – a Great Place to Live… and Die? The Importance of Having an Estate Plan with guest Ryan Correa
Nov 4, 202200:34:58Tap to summarizeA 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.
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Ep 42. How Does a Pig Cross the Road? Everything You Will Want to Know Before Purchasing Insurance with guest Travis Davis
Sep 21, 202200:18:43Tap to summarizeOur 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.
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Ep 41. Leading a Repurposed Life in Retirement – With guest Jim Lee
Aug 16, 202200:46:08Tap to summarizeOur 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.
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Ep 40. Why the Wealthy Are Using Reverse Mortgages – No Longer a Loan of Last Resort, With Guest Brian Albrich
Jul 14, 202200:33:56Tap to summarizeOur 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
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Ep 39. Getting the Most for Your Business and Finding the "Right" Buyer
May 27, 202200:26:18Tap to summarizeOur 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
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Ep 38. Profiting From The Sale of Your Unwanted Life Insurance Policy
Apr 25, 202200:33:36Tap to summarizeCoincidence. 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: Keep the policy and continue paying the increased premiums. Decrease the death benefit of the policy to maintain an affordable premium. Let the policy lapse and receive any potential cash value that has accumulated if it's a permanent policy. 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.
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Ep 37. Helping You Build Your Wealth World
Mar 18, 202200:38:47Tap to summarizeOur 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.
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Ep 36. Protection With a Purpose
Feb 3, 202200:22:42Tap to summarizeDo 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.
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Ep 35. The Inside Scoop
Dec 30, 202100:30:36Tap to summarizeIs there a light at the end of the tunnel? What will the new norm for our future look like? International travel in your retirement years; what can you do to stay healthy? We are about to enter our third year of coexisting with this deadly virus. What is the one thing we may not be aware of? 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.
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