Recession Proof Your Retirement Podcast
By David Rosell
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by David Rosell
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 2
Reviews: 0
Episodes: 44
Description
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.
| Episode | Date |
|---|---|
|
Ep 44. A Life of Saturdays – With special guest, my daughter Sophie Rosell
|
Dec 16, 2022 |
|
Ep 43. Oregon – a Great Place to Live… and Die? The Importance of Having an Estate Plan with guest Ryan Correa
|
Nov 04, 2022 |
|
Ep 42. How Does a Pig Cross the Road? Everything You Will Want to Know Before Purchasing Insurance with guest Travis Davis
|
Sep 21, 2022 |
|
Ep 41. Leading a Repurposed Life in Retirement – With guest Jim Lee
|
Aug 16, 2022 |
|
Ep 40. Why the Wealthy Are Using Reverse Mortgages – No Longer a Loan of Last Resort, With Guest Brian Albrich
|
Jul 14, 2022 |
|
Ep 39. Getting the Most for Your Business and Finding the "Right" Buyer
|
May 27, 2022 |
|
Ep 38. Profiting From The Sale of Your Unwanted Life Insurance Policy
|
Apr 25, 2022 |
|
Ep 37. Helping You Build Your Wealth World
|
Mar 18, 2022 |
|
Ep 36. Protection With a Purpose
|
Feb 03, 2022 |
|
Ep 35. The Inside Scoop
|
Dec 30, 2021 |
|
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
|
Dec 08, 2021 |
|
Ep 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam Larkin
|
Nov 03, 2021 |
|
Ep 32. Keep Climbing – Retirement Planning is for Millennials, Too
|
Oct 01, 2021 |
|
Ep 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy Robin
|
Aug 27, 2021 |
|
Ep 30. Protecting Your Assets – How Creating the Right Trust Can Give You Peace of Mind with Guest Brian Bradley, Esq.
|
Jul 22, 2021 |
|
Ep 29. The ABCs of LTC. What You Want to Know About Long-Term Care with Guest Lauren Ballantine
|
Jun 14, 2021 |
|
Ep 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation with Guest Lance Graulich
|
May 12, 2021 |
|
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
|
Apr 15, 2021 |
|
Ep 26. Wait! What You Need to Know Before You Surrender Your Life Insurance Policy with Guest Michael Michlitsch
|
Mar 19, 2021 |
|
Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman
|
Feb 10, 2021 |
|
Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year
|
Jan 22, 2021 |
|
Ep 23. Descending Your Financial Mountain Without Any Fatalities
|
Dec 15, 2020 |
|
Ep 22. How to Become a Thoughtful Real Estate Entrepreneur - With Special Guest Jeff Stephens
|
Nov 25, 2020 |
|
Ep 21. What Impact Will the 2020 Election Have on The Markets? You Might be Surprised!
|
Nov 12, 2020 |
|
Ep 20. Health and Wealth in Retirement - With Special Guest Former Oregon Governor, John Kitzhaber
|
Oct 27, 2020 |
|
Ep 19. Socially Responsible Investing - How to Generate Both Ethical Change as well as Returns
|
Oct 14, 2020 |
|
Ep 18. Are Your Investments Fireproof? Three Lessons to Help You Avoid Disaster
|
Sep 29, 2020 |
|
Ep 17. Finding the "Right Fit" Advisor - With Special Guest Jeff Shore
|
Sep 16, 2020 |
|
Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan
|
Sep 01, 2020 |
|
Ep 15. In The Know - How to Profit from the Sale of Your Unwanted Life Insurance Policy
|
Aug 18, 2020 |
|
Ep 14. Les Brown's Mindset on Overcoming Obstacles to a Successful Retirement - With Special Guest Les Brown
|
Aug 04, 2020 |
|
Ep 13. Raising Financially Savvy Kids - The POWER of Compound Interest
|
Jul 21, 2020 |
|
Ep 12. Mitigating Your Taxes in Retirement with Diversification
|
Jul 07, 2020 |
|
Ep 11. The Age Wave: Retiring Early, Living Longer…Growing Younger Each Year
|
Jun 18, 2020 |
|
Ep 10. Finding Purpose in Retirement and Living the Life You Have Always Imagined
|
Jun 02, 2020 |
|
Ep 9. Overcoming the Biggest Obstacle to Successful Investing: YOU
|
May 12, 2020 |
|
Ep 8. I Risked My Life on a Bus Ride To Save a Mere $60
|
Apr 30, 2020 |
|
Ep 7. Do you Have a Parachute for Your Investments?
|
Apr 15, 2020 |
|
Ep 6. Out of the Box Strategies for Mitigating and Reducing Your Tax Burden
|
Apr 03, 2020 |
|
Ep 5. Doing More that Matters with Your Money
|
Mar 19, 2020 |
|
Ep 4. From Black Monday to this Black Swan Event
|
Mar 05, 2020 |
|
Ep 3. How to Become Financially Self Actualized- Even When the Impossible Becomes a Reality
|
Feb 24, 2020 |
|
Ep 2. ETFs: The Tesla of Modern Investing
|
Feb 10, 2020 |
|
Ep 1. Recession-Proof Your Retirement
|
Jan 24, 2020 |