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! RosellWealthManagement.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:   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.

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.

Is 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.  

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: Secrets of the happiest retirees. Financial strategies that can help prevent people from outliving their money. Important tax strategies to understand as one enters their years of financial independence. Why HSAs are the greatest tax tool ever invented. Should you defer Social Security to age 70? Long-Term Care- take it or leave it? 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!

We have discussed a lot of topics to help investors recession-proof their retirement this past year. So, let's embark on a speed-dating course on what I feel are 4 significant topics we have covered.  We’ll start out with a crucial philosophy to help us stay the course during these volatile times, then we’ll take a look at an outside of the box tax strategy, a risk we all face in retirement and a life insurance approach that even most sophisticated investors have never been introduced to. Got to Podcast Show Notes for material related to the episode. Interested in learning more about David? CLICK HERE  

Many people are surprised to learn that 80% of mountain climbing accidents and deaths occur during the descent.  For this reason, it’s a mountaineers second half of their journey that takes on most risk and needs the most amount of planning.  In this episode, David shares how retirement parallels the decent of a mountain climb, as everything changes as you transition from the accumulation phase (saving and earning money) to the distribution or income phase of your life. With prudent planning your chances to live the life you have always imagined increase significantly. Interested in learning more about David? CLICK HERE

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, investing coach and podcaster.  Jeff’s focus—both as a serial entrepreneur and a coach to others—is on growing a rental portfolio that builds long-term wealth through the timeless fundamentals of relationship and negotiation directly with the seller.   CLICK HERE for the podcast show notes and more information about Jeff Stephens!

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 update and take you on serendipitous adventure in Africa. CLICK HERE for the episode show notes!

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 to date-- to serve non-consecutive terms. CLICK HERE for the episode show notes!

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 your investments. Check out the Show Notes for the episode HERE

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. Check out the Show Notes Here!

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

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.

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 shiny new TESLA. I’ll share with you what insurance companies don’t want you to know— how policy owners can potentially profit from the sale of their unwanted life insurance policies.  I’ll also share real life examples that I think will not only get your attention, but you may even find pertains to YOU!   Check out the Show Notes here that contain the Case Studies mentioned in the episode! http://www.davidrosell.com/ep-15-show-notes-2/

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 retirement. Check out the Show Notes here! http://www.davidrosell.com/ep-14-show-notes-2/

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 & graphs referenced in the episode: http://www.davidrosell.com/ep-13-show-notes-2/

Today we’re going to discuss one of my favorite investment strategies for mitigating taxes while in retirement. It can potentially cut your tax burden in ½!  I call this Diversification 2.0. Before we dig into this more sophisticated concept of diversification, let’s first cover our bases with the very important and more basic-- Diversification 1.0. We’ll also DIVE into an adventurous story about one of the most foolish mistakes I have ever made and could have easily cost me my life. Check out the Show Notes here! http://www.davidrosell.com/ep-12-show-notes-2/

During the last century, our life expectancy has almost doubled. Not only are people living longer, the proportion of our older population is also rising dramatically. Unfortunately, the funds available for so many people to maintain their standard of living in retirement may be absent. As life expectancy grows, will you and millions of baby boomers have enough to live on? In this episode, we’re going to tackle another obstacle to a successful retirement; Longevity Risk, and I'll also share some ideas on how you can become younger next year.

In this episode, I’m honored to introduce a very special guest, Adrienne Duffy. Adrienne is an international leadership coach, speaker, and consultant whose influence, knowledge, and unique approach has helped successful individuals and organizations achieve 10X levels of success. Adrienne will share insights with us that can not only help us through these scary times but give us a mindset that can help make your financial future, and even more importantly, your LIFE more successful. Learn more about Adrienne here: https://bigfuturesinc.ca/ or check out the show notes: http://www.davidrosell.com/ep-10-show-notes/

Are you the weak link when it comes to your pre and post retirement financial success? In this episode, I'll discuss what it means to have a positive investor mindset and how this approach can help make your financial future more successful. Let’s put aside the numbers for now, and talk about what makes a healthy investor mindset.  This can help keep you from making mistakes which in itself can help recession-proof your retirement. Check out the show notes for this episode here! http://www.davidrosell.com/ep-9-show-notes/

I’m going to take you on an adventure to what was certainly the scariest ride of my life – Bolivia’s Death Road.  This story will lead into one of the biggest risks we all face in retirement-- however few investors have been informed about it.  I call it Sequence of Returns Risk.  Fasten your seatbelt and hold on tight! I’m confident you’ll find the show notes to this episode beneficial.  It not only shares the photos of the Death Road− which you must see to believe, but you’ll also see the charts I’m about to explain to you.  Check out the show notes at this link: Epsiode 8 Show Notes.

In this episode we'll to dive into an investing strategy that often falls into the “taboo” category; Annuities! Some of you may just have cringed at that word.  We'll look at why this financial strategy has historically been associated with disapproval. By the end of this episode, I’m confident I will shift the way you think about today’s modern-day annuities!  We'll also speak with one of the country’s leading experts on Variable Annuities- Jessica Rorar. – Jessica is a Certified Financial Planner who advises top financial firms around the country on annuity case design. She has been interviewed on CNBC, Barron's, Financial Advisor Magazine, Investment News and Insurance News Net Magazine providing annuity commentary.

Today we’ll dive into tax strategies that could benefit you and I’m not talking about an off-shore account in Grand Cayman. We’ll discuss a few LEGAL, but not well-known investment concepts such as Back-Door Roth IRAs and Tax-Loss Harvesting. Your tax advisor will be impressed with your knowledge!

With much of the world being severely affected by the perplexing novel corona virus pandemic, you’re probably like most people feeling a heightened concern for the things that are important to you: the health and safety of your family and loved ones, your work, the economy, your portfolio and whatever is near and dear to your heart. If you knew that your money-- that your wealth-- could help you enjoy all these things in a bigger way AND help you create a living legacy so that the ones you love could enjoy what matters most- as well, wouldn’t you want to know how? I’ll be interviewing, Ron Ware, the author of You Can Do More that Matters, who will share with us not only how to LIVE more but how to GIVE more. 

Today we’re going to look back --all the way to last week- where emotions got the best of stock market investors. I’ll share a few stories that will calm your nerves and have you keeping to your current course. We’ll also visit the beautiful country of Vietnam as I’ll share what remains one of the most surreal experiences of my life. 

In this episode, we’ll have fun linking one of the world’s most historical events with a discussion on How to Become Financially Self Actualized.   The financial strategies you will learn here will help you plan the second half of your financial journey--as you transition from the accumulation phase to the distribution or income phase of your life.  It’s these concepts of paychecks and playchecks that enabled my clients navigate the Great Recession without experiencing a negative impact to their retirement income. I’m confident that you’ll find this episode worth your while!

In this episode, we’re going to discuss the fastest growing and the most innovative investment vehicle in decades-  ETFs (Exchange / Traded / Funds) - just as shiny as your new Tesla. I’ll be interviewing one of the country’s leading experts on ETFs, Michael McClary. Michael is the Chief Investment Officer of Valmark Advisers in Akron, Ohio.  He’s recognized as one of the nation’s leading experts on ETFs and was one of three named to the first class of the ETF Advisors Hall of Fame in 2007. Together we’ll shed some light about what is an ETF? How do they work? And what makes them so beneficial for you as an investor?

So, what’s this new podcast all about?  What makes it different in the sea of countless podcasts on investing, wealth management and financial planning? This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. Here are some things to know about Recession Proof Your Retirement: Let’s face it─ investing and retirement planning is just not fun for most people. As an author, speaker and financial planner, it is my goal to make investing approachable for my clients. The strategies that I implement are not overly complex, however they are incredibly effective and back tested by the worst market downturns we have experienced in stock market history.  We all know that there are endless resources on how to accumulate wealth and how to get out of debt. However, few resources teach what to do once you have reached the top, even though you are faced with unique and potentially devastating risks as you begin the second half of your financial journey. This Podcast is here to fill that gap! Each episode of Recession Proof Your Retirement will be between 25-30 minutes so that I can drive home some powerful / retirement planning / and investing pointers as you drive to and from work. I’ll take you behind the scenes and share 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.  Click on the links below to order your copy today. DavidRosell.com Failure Is NOT an Option - Audible Keep Climbing - A Millennial's Guide to Financial Planning Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc.