Shows
Te falta Selva - El podcast de encuentro de los Chamanes digitales.Cómo vivir del Trading y ser rentable | David Rosell | El Chamán de las inversiones | TFS #22🌿 Bienvenidos a otro episodio salvaje de Te Falta Selva, el podcast donde los negocios no se explican, se viven.Hoy te traemos una historia de esas que no ves venir:🎙️ David Rosell, tatuador de vocación, emprendedor de alma… y ahora, Chamán del Trading.Pasó de las agujas y la tinta, al análisis técnico y la inversión. Y hoy vive del trading, ayuda a otros a hacerlo, y está construyendo una escuela formativa con propósito real: Tradinverso🔥 EN ESTE EPISODIO HABLAMOS DE:✅ Cómo se pasa de u...
2025-10-091h 41
Las Referentes Podcast115. El secreto de los hombres que no quieren que descubras con David Sánchez RiendaEl secreto de los hombres que no quieren que descubras. Y que si lo haces... quizá podrás entender y empatizar mejor con ellos. 👉 ¿Cuál ha sido el que más te ha sorprendido? Te leemos en comentarios.Un episodio para mejorar tus relaciones de pareja tanto física como emocionalmente. Un episodio lleno de secretos que hay que sacar a la luz. 🎙️ David Sánchez Rienda es Fisioterapeuta Especializado en periné masculino y disfunciones uro—andrológicas. Osteopata y P.N.I y co-director de la clínica FISIOBLANES. Presidente del congreso de salud pélvica y sexual masculina ENTR...
2025-03-0352 min
Las Referentes Podcast89. CÓMO VIVIR DEL VIDEOPODCAST con David de SantiagoHay personas que se dedican a algo que cuando eran pequeños ni existía. Quizá el videopodcast no. Pero sí existían los visionarios y los creativos. David de Santiago es de estos. Actualmente es product manager en Telefónica y ha sido el responsable de videopodcast en Movistar. También es el creador y director de Curreles Podcast, el late night hecho podcast donde actores reconocidos cuentan todo lo que no pondrían en su currículum.
Si quieres aprender con nosotros a hacer tu videopodcast y a comunicar a través de este fo...
2024-05-2545 min
Mas alla de la concienciaTodos Procedemos de la misma Fuente con el Dr. Juan José López MartínezQué son las Regresiones y cómo están sincronizadas con las emociones. Una entrevista interesante que nos brinda información sobre las emociones y cómo pueden influir en nuestra vida cotidiana, cómo una simple emoción puede afectar nuestras vidas. Hablamos hoy con el Dr Juan José López Martínez se licenció en medicina y cirugía por la Universidad de Murcia en 1986 y se diplomó en medicina de emergencias y catástrofes por la Universidad de Valencia, por la Universidad de Lille en Francia y por el Consejo de Europa en Italia. Es miembro de la Sociedad Es...
2024-02-191h 12
Mas alla de la concienciaTodos Procedemos de la misma Fuente con el Dr. Juan José López MartínezQué son las Regresiones y cómo están sincronizadas con las emociones.
Una entrevista interesante que nos brinda información sobre las emociones y cómo pueden influir en nuestra vida cotidiana, cómo una simple emoción puede afectar nuestras vidas.
Hablamos hoy con el Dr Juan José López Martínez se licenció en medicina y cirugía por la Universidad de Murcia en 1986 y se diplomó en medicina de emergencias y catástrofes por la Universidad de Valencia, por la Universidad de Lille en Francia y por el Consejo de Europa en Italia. Es miembro de la Sociedad Es...
2024-02-191h 12
OMG I'm Getting Older and So Is My MomEp. 488 - August 28, 2023Retirement is scary and how to navigate the financial planning for retirement can be even scarier. Tune in to hear Scott speak with David Rosell of Rosell Wealth Management and learn how you can make retirement the best it can be.
2023-08-2956 min
Advantages To Aging PodcastWhat They Don't Want You To KnowNot everyone wants you to know about Life Settlements. Have you heard of this term? Did you know that 90% of all life insurance policies don't pay out death benefits? They usually expire, lapse, or get surrendered. Options for your Life Insurance Policy: Keep it and keep paying the premiums Lower the death benefit so premiums are less Lapse and get the cash value paid outl ORRRRRR a Life Settlement - Sell It! David Rosell is here sharing the pros and cons of going through a life settlement. There are reasons why a person would no l...
2023-08-2814 min
Money Making SenseTurn your life insurance policy into cashInsurance companies don't want you know this Hack. David Rosell*, president of Rosell Wealth Management says selling your policy is better than surrendering it, and losing all it's value.
David wrote the book "In the Know: Turning your Unwanted Life Insurance into Serious Cash" and explains what a 'Life Settlement' is and how it works.
You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page.
Be sure to email Heather your questions and request topics you'd like h...
2023-08-0222 min
ROUTE 664: The Road to Human KindnessDavid Rosell of Rosell Wealth Management on Route 664David Rosell....Author, Speaker, and Wealth Manager
2023-07-0622 min
The Eric Mueller ShowMonetizing Your Life Insurance Policy with David Rosell | E68I’m welcoming back the first guest to share his Success Portfolio on The Eric Mueller Show. David Rosell initially appeared on episode 45 to share how failure is not an option regarding retirement, and he motivated us to do ordinary things extraordinarily well. Today, we’ll explore the novel idea of turning your unwanted life insurance policy into serious cash.
Highlights of the episode:
• 90% of life insurance policies never pay a death benefit
• How to know when to sell your life insurance policy
• Your life insurance policy is a capital...
2023-07-0641 min
The Midlife Makeover Show | Women Over 40, Menopause Support, Hormone Health, Divorce Recovery, Empty Nest Advice, Aging Gracefully, Finding Purpose105 💵 Turn Your Unneeded Life Insurance Policy Into Serious Cash with David RosellNeed some money honey? Today we are talking about turning your unneeded life insurance policy into serious cash. This is cash that could pay off debt, use towards your retirement, take a family vacation, or whatever your heart desires! Our guest expert is David Rosell, founder and president of Rosell Wealth Management, and author of the new book, “In the Know: Turning Your Unneeded Life Insurance Policy Into Serious Cash.”
You will learn:
reasons as to why you would no longer want or need your life insurance policy
the options you have when deciding what...
2023-07-0346 min
Disruptive Successor PodcastEpisode 124 - Getting Everything You Can Out of Your Life Insurance Policy with David RosellIn this episode of The Disruptive Successor Show, Jonathan features David Rosell, the founder of Rosell Wealth Management and the author of Failure Is Not an Option, Keep Climbing, and In the Know.People who no longer need their insurance coverage can choose a life settlement, a lump sum payment worth more than the cash surrender value but less than the death benefit.HIGHLIGHT QUOTESDavid: Explaining how life settlement works"Investors can include pension funds, hedge funds, banks, and the policy is put up for sale more than its cash...
2023-05-0925 min
Design Your Legacy - Life LessonsHow To Turn Your Unneeded Life Insurance Policy Into Cash with David RosellDesign your legacy with confidence today at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most people think their life insurance policy falls into one of three categories: lapse, surrender or finish it out to the end. But that’s not the full picture. Even if you’ve never heard of life settlements or think you or your loved one may not qualify, US Supreme Court Justice Oliver Wendell Holmes, Jr. changed all of that in 1911. Who knows, you might be the next beneficiary as life settlements grew by 11% in 2020, but you have...
2023-04-2042 min
Recession Proof Your Retirement PodcastEp 44. A Life of Saturdays – With special guest, my daughter Sophie RosellThis 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...
2022-12-1635 min
Recession Proof Your Retirement PodcastEp 43. Oregon – a Great Place to Live… and Die? The Importance of Having an Estate Plan with guest Ryan CorreaA 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 exper...
2022-11-0434 min
Respark Your LifeFailure Is Not An Option | David Rosell"If you ever want to be independent to the pay check and have financial freedom, you don't have to do anything extraordinary, you just need to do some ordinary things extraordinarily well." - Grandma Ruth A little financial literacy will go a long way toward living a life with a greater sense of freedom and less fear going into retirement. But basic financial literacy isn't something the average person has and we for some reason it isn;'t included in public school curriculum. Our guest today is a financial planner who was fortunate enough to h...
2022-10-2733 min
Lifetime at Work: Finding the Meaning in Our CareersDon't Dream About Retirement with David RosellSynopsisEpisode 25. After a short hiatus from the podcast, we’re back with David Rosell for episode 25. David’s entrepreneurial journey began when he was 15, and he’s now the Founder & Chief Prosperity Officer at Rosell Wealth Management. He and his team help clients learn how to manage their money in the most beneficial way possible. Today, David shares more about the businesses he’s created in his life and the lessons he learned along the way. He also discusses why he chose a less traditional career path and decided to follow what he was pa...
2022-10-1753 min
What's the Word?Davide Rosell - SERENDIPITY - What's the Word? with Jaime McFaden Episode 70As a recipient of the Certificate in Retirement Planning from the Wharton School of Business, David knows how to apply his years of training, education and professional success. He is the financial columnist for the Cascade Business News and 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. David holds the FINRA Series 7 and 66 registrations and Oregon Life, Health and Variable licenses.David is also...
2022-10-1337 min
The IDEAL Investor in the Age of Sustainable AbundanceEpisode 51: Creating Certainty in the Uncertainty of Retirement with David RosellMore on YouTube? Check the video version on YoutubeWho is the Guest? YoutubeDavid’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents.David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always im...
2022-09-2833 min
Financial DadsA Millennial’s Guide to Financial Planning with David RosellThis episode is A Millennial’s Guide to Financial Planning. David has 35+ years in business and investing and 2 published books on finance and retirement. David’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. Topics include ETF vs. Mutual Funds and the most important investment lesson from the world's greatest mountaineer.#financialdads #etfs #mutualfunds
2022-09-2542 min
Recession Proof Your Retirement PodcastEp 42. How Does a Pig Cross the Road? Everything You Will Want to Know Before Purchasing Insurance with guest Travis Davis 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...
2022-09-2118 minAdvantages To Aging PodcastRich vs. WealthyWill you be rich or wealthy in the second half of your financial life? David Rosell was my guest on this episode, author of "Failure Is Not An Option" and offered the idea that the last day you contribute to your investments is you entering the second half of your financial journey. Did you contribute enough? People are living longer so it's challenging to know what to plan for. Last year Hallmark sold 75,000 100th birthday cards!! Can you believe it?? David also offered a few risks you want to watch out for while planning for this second half of your...
2022-08-2912 min
Recession Proof Your Retirement PodcastEp 41. Leading a Repurposed Life in Retirement – With guest Jim LeeOur 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...
2022-08-1646 min
The Eric Mueller ShowFailure is Not an Option with David Rosell | E45Today, I have a big announcement. I am proud to officially introduce a new, core element of the podcast: The Success Portfolio. An investment portfolio is the compilation of investments that lay the foundation for financial goals. Here on The Eric Mueller Show, I want to discover how successful people "invest" in themselves and build the foundation for their success. My guests will share with you the skills, traits, habits, mindsets, and attributes that make up their success portfolios and keep them at the top of their game.
Today’s guest, David Rosell, will be the first to...
2022-08-1635 minThe Midlife Makeover Show | Women Over 40, Menopause Support, Hormone Health, Divorce Recovery, Empty Nest Advice, Aging Gracefully, Finding Purpose018 😎 Ready to Pack Your Bags and Travel the World? Gain Financial Freedom for Your Retirement With David RosellYou have worked so hard 😓 in the first half of your life and now it’s time to do all those things you talked about doing when you retire! It’s finally time to pack your bags and take that epic trip around the world! 🌎 Or maybe it’s just time to grab a bag of chips, a foo-foo cocktail 🍹 and relax in the pool all day on a gigantic pink flamingo inflatable float. Whatever tickles your fancy! 😎
You might be ready to enjoy your fun and exciting second half of life, but is your bank account ready...
2022-08-1043 min
That Annuity Show158 - Climbing Down The Financial Mountain With David RosellThe proverb that it's harder to climb down a mountain than go up is true in every sense of the word. Here's a gruesome stat - between 1921 and 2006, 56% of deaths above 8,000 meters occurred on the return trip and 17% died turning back. Just 15% died on the way up. The rest died of other causes. Similarly in financial planning, as hard as asset accumulation proves, planning for retirement is much more complex. Today, we talk with David Rosell who happens to be both an experienced climber and financial planner. Links mentioned on the show: https://www.davidrosell.com/purchase/ https://www.davidrosell...
2022-07-2926 min
Recession Proof Your Retirement PodcastEp 40. Why the Wealthy Are Using Reverse Mortgages – No Longer a Loan of Last Resort, With Guest Brian AlbrichOur 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 sign...
2022-07-1433 min
The Great American Senior ShowWealth Advisor and Adventurist David Rosell Shares Wealth Secrets for RetireesText your grey haired host for a shout out on an upcoming show!For retirees, wealth retention is more important than wealth accumulation in the second part of your life. That's one of the secrets shared with the Great American Senior Show by author and Wealth Advisor David Rosell. The Great American Senior Show's grey-hair host Sam Yates welcomes back the author of Failure Is Not An Option to discuss the fall of the Berlin Wall and how history seems to repeat itself. We'll also find out Rosell's viewpoint on Exchange Tr...
2022-06-1723 minThe Great American Senior ShowDavid Rosell Author of Failure Is Not An Option, Part OneText your grey haired host for a shout out on an upcoming show!He is a Wealth Advisor, an author, and world travelling adventurist. The Great American Senior Show's grey-haired host Sam Yates talks with David Rosell about his book Failure Is Not An Option. From tips on financially surviving the current state of the economy to giving a real-life analogy on why wealth and happiness are not necessarily linked, David Rosell blends true stories about his world travels with financial advice. It's a trait that allows Rosell to...
2022-06-1014 min
REDESIGNING MIDLIFE | Workout Motivation Over 50, Nutrition Facts, Health & Wellness, Fitness, Exercise Inspiration, Menopause Symptoms, Self-Care, Midlife CrisisRetirement Planning For Your Second Half Of Life With Wealth Manager David RosellFinancial preparation to enjoy your second half of life is so crucial. The act of retiring can be exhilarating if you have prepared and scary as hell if you haven't. Wealth Manager and author of “Failure Is Not An Option: Creating Certainty in the Uncertainly of Retirement” is with us today to talk about our retirement ahead.We touch on:Planning for future inflation and rising cost of livingLong-Term Care plansLongevity of lifeThe stages of retirementThe importance of a financial advisor throughout your career and beyondLeaving financial legacy for our children and grandchildrenIs it too late if I...
2022-06-0150 min
Recession Proof Your Retirement PodcastEp 39. Getting the Most for Your Business and Finding the "Right" BuyerOur 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.
2022-05-2726 minDesign Your Legacy - Life LessonsLegacy: A Penny or A Million with David RosellBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Your financial education may not have included a childhood piggy bank and you only have so much time to prepare in learning about the best moves for your financial legacy. That’s why it’s critical that we talk with an expert about their experiences so you can design your legacy for freedom, fulfillment and satisfaction. In today’s "Legacy Series" conversation, Angelina Carleton speaks with D...
2022-05-1346 min
Growing Older Living Younger: About longevity, wellness, healthspan,David Rosell: Failure is NOT an Option. Creating Retirement Certainty In several earlier conversations on this show, guests have pointed out that these days many people are living into their nineties and that in many locales, centenarians are the fastest growing segment of the population. Yet as longevity increases, many people will very likely not have accumulated enough wealth to sustain the comfortable lifestyle they were accustomed to. Here to share his perspective on longevity and money is, David Rosell, founder and president of Rosell Wealth Management, and author of Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement.I was reflecting that what reall...
2022-05-0931 min
Recession Proof Your Retirement PodcastEp 38. Profiting From The Sale of Your Unwanted Life Insurance PolicyCoincidence. 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...
2022-04-2533 min
Rejuvenaging with Dr. Ron KaiserTaking Care of Our Financial Future at The Right Time with David RosellPlanting trees and planning our financial future have two things in common; the best time to do it was 20 years ago, and it is never too late to start. Our guest, David Rosell, far from making everyone around him uncomfortable for being 20 years late, loves to teach complicated financial planning simply, helping regular folks set their financial future on track. David Rosell is an author, speaker, wealth manager, podcast host, and world traveler. He authored two books, "Failure Is Not An Option" and "Keep Climbing - A Millennial's Guide to Financial Planning," which he...
2022-04-1932 min
FrontagepoddenHållbarhet i fokus med Anna Bergström, Kajsa Axelsson, Fredrik Rosell och David EgonssonVi ser nu tydligt hur vår vardag och branscher på många olika sätt förändras och anpassas för att bli mer hållbara. Vi återanvänder pappkassen till mataffären, det byggs i nya material, vi överväger alternativa sätt att resa et.c. Det handlar om beteenden och inställning hos den enskilde individen men också om hur branscher ställt om för att klara satta miljömål. I detta avsnitt av Frontagepodden träffar vi Anna Bergström, återbrukskonsult, Kajsa Axelsson och Fredrik Rosell, arkitekter, Wester + Elsner samt David Eg...
2022-04-081h 02
Passive Income Unlocked206. Plan to Succeed in Your Wealth Building Journey with David RosellDavid’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who ar...
2022-04-0635 minPassive Income Unlocked206. Plan to Succeed in Your Wealth Building Journey with David RosellDavid’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who ar...
2022-04-0635 min
Disruptive Successor PodcastEpisode 66 - A Millenial's Guide to Wealth and Freedom with David RosellHIGHLIGHTSGetting to know David RosellDavid’s view on retirementTrends in next generation businessesThe three archetypes of business ownersBeing rich vs. being wealthyActive Management vs. Passive ManagementWhat does David’s firm do?QUOTESDavid: “These days, people are phasing out of work much earlier, they're living much longer. And no one wants to be put out of use. Most people that we work with are looking at this as stage chapter three of their life, and they're really just beginning. So the term I like to replace retirement with is being financially independent or independent of the...
2022-03-2237 min
Recession Proof Your Retirement PodcastEp 37. Helping You Build Your Wealth WorldOur 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 cha...
2022-03-1838 min
Inner Edison Podcast by Ed ParcautDavid Rosell David’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who ar...
2022-03-1543 min
Inner Edison Podcast by Ed ParcautDavid RosellDavid’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or ne...
2022-03-1543 min
Simplify Your RetirementS4: Episode 5 – A Mountain Climber’s Financial Advice With David Rosell – Part 2Joining Stephen Stricklin for another podcast episode is our guest, David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and avid traveler. They discuss common risks that you should consider when planning for retirement.
Risks that occur in the distribution phase of retirement are inevitable. It’s up to us to be prepared with a plan when we meet these risks. The most common risks that people run into are inflation risk, interest rate risk, and longevity risk. With these uncertainties in mind, we can find peace by hav...
2022-03-0731 min
Simplify Your RetirementS4: Episode 5 – A Mountain Climber’s Financial Advice With David Rosell – Part 2Joining Stephen Stricklin for another podcast episode is our guest, David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and avid traveler. They discuss common risks that you should consider when planning for retirement.
Risks that occur in the distribution phase of retirement are inevitable. It’s up to us to be prepared with a plan when we meet these risks. The most common risks that people run into are inflation risk, interest rate risk, and longevity risk. With these uncertainties in mind, we can find peace by having a plan.
When...
2022-03-0731 min
Streams to ImpactREIA 116 David Rosell: How I learned the most important investment lesson from the world's greatest mountaineerWe'd love to hear from you. What are your thoughts and questions?David Rosell is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund.Main Points:How I learned the most important investment lesson from the world's greatest mountaineer.It's all about 'time i...
2022-03-0428 minSimplify Your RetirementS4: Episode 4 – A Mountain Climber’s Financial Advice With David Rosell – Part 1Stephen Stricklin is joined by guest David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and world-wide traveler, as they discuss the reality of planning for retirement.
In his book, David combines his two passions, travel stories, and financial survival tips. He ties in his mountain climbing and travel adventures, with impactful advice about retirement. David says FEAR, False Evidence Appearing Real, is our worst enemy. Fear discourages people from making a solid plan. In climbing, the end goal may be for someone to reach the summit, when in reality the e...
2022-02-2129 minSimplify Your RetirementS4: Episode 4 – A Mountain Climber’s Financial Advice With David Rosell – Part 1Stephen Stricklin is joined by guest David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and world-wide traveler, as they discuss the reality of planning for retirement.
In his book, David combines his two passions, travel stories, and financial survival tips. He ties in his mountain climbing and travel adventures, with impactful advice about retirement. David says FEAR, False Evidence Appearing Real, is our worst enemy. Fear discourages people from making a solid plan. In climbing, the end goal may be for someone to reach the summit, when i...
2022-02-2129 min
Recession Proof Your Retirement PodcastEp 36. Protection With a PurposeDo 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...
2022-02-0322 min
Recession Proof Your Retirement PodcastEp 35. The Inside Scoop 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...
2021-12-3030 min
Recession Proof Your Retirement PodcastEp 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 HerbruckBeginning 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 re...
2021-12-0945 min
Podcasting StoriesEp030: Become the Expert in Your Niche with David RosellToday on Podcasting Stories, we're talking with David Rosell, President of Rosell Wealth Management in Bend, Oregon.
In this episode, we learn more about the firm, David's unique approach to wealth management, and how he's focused on helping retirees and people approaching retirement maximize their income.
We also talk about how he engages and builds a rapport with this group of people, specifically the two excellent books he's written to guide people on their journey to financial independence, and his podcast that amplifies the message in his books.
If you've ever considered having...
2021-11-1942 min
Recession Proof Your Retirement PodcastEp 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam LarkinOne 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...
2021-11-0333 min
Retirement Inside Out with Tom LamendolaEp 44: Storytelling and Financial Planning with David RosellMany of us joined the financial industry to help others. David Rosell has combined his passion for helping people with his love for storytelling. On today's episode, David Rosell joins us to speak on his approach to the art of storytelling and the importance it plays in our marketing and financial planning strategy. He's an author, speaker, and financial planner that is educating his clients and other advisors. We will be discussing his approach to marketing, his risk blueprint, and how retirement planning is like climbing Mount Everest. More about our guest: https://www.davidrosell.c...
2021-10-2928 min
ENGEGA’TEngega't 17 Octubre 2021Avui a engega't... THE ORDINARIOS et conviden a ballar amb el seu single "Ven a Bailar" / ‘Te'n vas’ el nou single de RAMPAIRE / PANORÂMICA presenta 'Saber y perder' / CARLA LOPEZ MAURI 'Vull ballar amb tu' / DAVID ROSELL'Buscant la sort' / MADONNA 'Vogue' - MADAME X MUSIC FROM THE THEATER XPERIENCIE LIVE / / SIMPLE RED 'Fairground' Too Precious Mix 2021 remaster / I ens arriba la primera secció d'aquesta temporada de MERCÈ T’EXPLICA.
2021-10-1856 min
GET INSPIRED with Jason RosellHow to elevate and empower your life with David MeltzerToday on the Get Inspired With Jason #podcast I had an incredible interview and conversation #DavidMeltzer who is the Co-Founder of Sports 1 Marketing, a three-time international best-selling author, the host of The Entrepreneurs “Playbook podcast” and is featured in many books, movies, and TV shows such as World’s Greatest Motivators, Think and Grow Rich: The Legacy and Beyond the Secret, airing on Netflix.
His life’s mission is to empower OVER 1 BILLION people to be happy! He shares some of amazing tips on empowering your life, business and much more that will blow your mind with excitement + k...
2021-10-1324 min
A la llum PodcastA la llum Podcast 3x03 Alfonso RosellHola a tod@s.
Ya está disponible el tercer programa de la tercera temporada de A la llum Podcast. Un programa que para nosotros es muy especial porque contamos con una persona excepcional, festero hasta lo más profundo de su alma, con un conocimiento de la fiesta como pocas personas poseen y además, como complemento final, es una maravillosa persona, D. Alfonso Rosell, Presidente de la Hoguera Parque de las Avenidas.
Por supuesto, queremos dar las gracias a las personas, amigas nuestras, que participaron en la grabación de los audios, no lo vamos a olvidar. Muchísimas graci...
2021-10-0725 min
Recession Proof Your Retirement PodcastEp 32. Keep Climbing – Retirement Planning is for Millennials, TooThe 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 want...
2021-10-0126 min
Recession Proof Your Retirement PodcastEp 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy RobinToday 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
2021-08-2735 min
MagicBarçaNejhorší možný odchod MESSIHO z BarcelonyNeexistuje způsob, jak se vyrovnat s odchodem největšího hráče, který vůbec kdy hrál na Camp Nou. Lionel Messi bude Barceloně velmi chybět. To je jasný fakt. Chybět bude na hřišti i mimo něj. Zřejmě se stal kartami na pokerovém stole, se kterými Joan Laporta blafoval před všemi. Na to mu Javier Tebas neskočil, a to je důvod, proč argentinská legenda nemůže pokračovat v Barceloně. Rozhodně existoval ohleduplnější způsob, jak se s Messim rozloučit. Dát mu a jeho rodině čas na odchod a uspoř...
2021-08-0832 min
Recession Proof Your Retirement PodcastEp 30. Protecting Your Assets – How Creating the Right Trust Can Give You Peace of Mind with Guest Brian Bradley, Esq.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 fin...
2021-07-2235 min
2020-2021 Recoletas Atlético ValladolidDavid Pisonero. Valoración fichaje jugador Robert RosellEntrenador del Recoletas, David Pisonero. Valoración fichaje pivote Robert Rosell
2021-06-2801 min
Recession Proof Your Retirement PodcastEp 29. The ABCs of LTC. What You Want to Know About Long-Term Care with Guest Lauren BallantineLong-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 Ho...
2021-06-1421 min
Recession Proof Your Retirement PodcastEp 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation with Guest Lance GraulichIn 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
2021-05-1236 min
Recession Proof Your Retirement PodcastEp 27. A Second Passport- Your Guide to a Secure Alternative Home in Canada for You and Your Family…Just in Case with Guest Brandon MillerIn 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
2021-04-1529 min
Recession Proof Your Retirement PodcastEp 26. Wait! What You Need to Know Before You Surrender Your Life Insurance Policy with Guest Michael MichlitschCheck 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
2021-03-1922 min
Recession Proof Your Retirement PodcastEp 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric BrotmanOn 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...
2021-02-1036 min
Recession Proof Your Retirement PodcastEp 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New YearWe 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 episo...
2021-01-2226 min
Recession Proof Your Retirement PodcastEp 23. Descending Your Financial Mountain Without Any FatalitiesMany 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...
2020-12-1519 min
Racking Up Rentals"Failure is NOT an Option"—Retirement Planning for Real Estate Entrepreneurs, with David RosellWhile some people feel like traditional investments and real estate are like oil and water, others believe both can play an important and complementary role in financial planning and retirement. In this episode, Jeff interviews wealth management expert, author and podcaster David Rosell. David shares a wide range of insights and stories about the 8 major risks people face in retirement, different ways to overcome them, how retirement is like climbing a mountain, and much more. David Rosell's inspiration and zest for life have been shaped by a lifetime of international travel with a current tally of more than 70 countries on 6...
2020-11-3035 min
Recession Proof Your Retirement PodcastEp 22. How to Become a Thoughtful Real Estate Entrepreneur - With Special Guest Jeff StephensIncluding real estate as an asset class in your portfolio adds diversity to your investments, which may 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...
2020-11-2629 min
Recession Proof Your Retirement PodcastEp 21. What Impact Will the 2020 Election Have on The Markets? You Might be Surprised!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 t...
2020-11-1228 min
Recession Proof Your Retirement PodcastEp 20. Health and Wealth in Retirement - With Special Guest John KitzhaberOf 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...
2020-10-2728 min
Recession Proof Your Retirement PodcastEp 19. Socially Responsible Investing - How to Generate Both Ethical Change as well as ReturnsWhen 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...
2020-10-1425 min
Recession Proof Your Retirement PodcastEp 18. Are Your Investments Fireproof? Three Lessons to Help You Avoid DisasterIt’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...
2020-09-2925 min
Recession Proof Your Retirement PodcastEp 17. Finding the "Right Fit" Advisor - With Special Guest Jeff ShoreYour 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. Je...
2020-09-1632 min
Recession Proof Your Retirement PodcastEp 16. Estate of Confusion - The Importance of an Effective Estate PlanPlanning 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.
2020-09-0125 min
Recession Proof Your Retirement PodcastEp 15. In The Know - How to Profit from the Sale of Your Unwanted Life Insurance PolicyA 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 th...
2020-08-1833 min
Recession Proof Your Retirement PodcastEp 14. Les Brown's Mindset on Overcoming Obstacles to a Successful Retirement - With Special Guest Les BrownI 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. We’ll talk about how to cultivate a mindset that will help y...
2020-08-0433 min
Recession Proof Your Retirement PodcastEp 13. Raising Financially Savvy Kids - The POWER of Compound InterestWe’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...
2020-07-2125 min
Recession Proof Your Retirement PodcastEp 12. Mitigating Your Taxes in RetirementToday 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/
2020-07-0732 min
Recession Proof Your Retirement PodcastEp 11. Ep 11. The Age Wave: Retiring Early, Living Longer…Growing Younger Each YearDuring 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.
2020-06-1818 min
Recession Proof Your Retirement PodcastEp 10. Finding Purpose in Retirement and Living the Life You Have Always ImaginedIn 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.co...
2020-06-0235 min
Recession Proof Your Retirement PodcastEp. 9 Overcoming the Biggest Obstacle to Successful Investing: YOUAre 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/
2020-05-1227 min
Recession Proof Your Retirement PodcastEp 8. I Risked My Life on a Bus Ride To Save a Mere $60 - The Hidden Risk of RetirementI’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 t...
2020-04-3023 min
Me quedo en casa con objetivosDavid 3CHola oyentes! Hoy voy a hablar sobre la ODS. Espero que os guste!
2020-04-2700 min
Recession Proof Your Retirement PodcastEp 7. Do you Have a Parachute for Your Investments? How a Modern-Day Annuity Can Save Your Portfolio as Well As Your SanityIn 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...
2020-04-1524 min
Recession Proof Your Retirement PodcastEp 6. Out of the Box Strategies for Mitigating and Reducing Your Tax BurdenToday 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!
2020-04-0321 min
Recession Proof Your Retirement PodcastEp 5. Doing More that Matters with Your MoneyWith 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 we...
2020-03-1931 min
Recession Proof Your Retirement PodcastEp 4. From Black Monday to this Black Swan EventToday 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.
2020-03-0526 min
Recession Proof Your Retirement PodcastEp 3. How to Become Financially Self ActualizedIn 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!
2020-02-2426 min
Recession Proof Your Retirement PodcastEp 2. ETFs: The Tesla of Modern InvestingIn 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 th...
2020-02-1131 min