Recession Proof Your Retirement Podcast
51 episodes - English - Latest episode: over 1 year ago -This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. You’ll go behind the scenes with author, speaker, financial planner and world traveler; David Rosell, as he shares the latest investment and planning strategies for the distribution of your wealth and helps you create greater certainty in the uncertainty of retirement. The end result: simplify complexity, achieve peace of mind and live the life you’ve always imagined.
David Rosell is the author of "Failure Is NOT an Option -- Creating Certainty In The Uncertainty of Retirement" and "Keep Climbing- a Millennial's Guide to Financial Planning"; financial planning guides that are actually fun to read. His work has been featured in two of the financial industry's leading publications, Financial Advisor and Financial Planning magazine as well as such national media outlets as Fox Business, Chicago Tribune, Yahoo! Finance, CNN Money, MSN Business, US News & World Report and NPR.
For more information about David, go to DavidRosell.com
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc.
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Episodes
Ep 44. A Life of Saturdays – With special guest, my daughter Sophie Rosell
December 16, 2022 17:00 - 35 minutes - 32.3 MBThis 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 a...
Ep 43. Oregon – a Great Place to Live… and Die? The Importance of Having an Estate Plan with guest Ryan Correa
November 04, 2022 18:38 - 34 minutes - 32 MBA 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 e...
Ep 42. How Does a Pig Cross the Road? Everything You Will Want to Know Before Purchasing Insurance with guest Travis Davis
September 21, 2022 18:25 - 18 minutes - 17.1 MBOur 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...
Ep 41. Leading a Repurposed Life in Retirement – With guest Jim Lee
August 16, 2022 20:35 - 46 minutes - 42.2 MBOur 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 ...
Ep 40. Why the Wealthy Are Using Reverse Mortgages – No Longer a Loan of Last Resort, With Guest Brian Albrich
July 14, 2022 16:06 - 33 minutes - 31.1 MBOur 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 th...
Ep 39. Getting the Most for Your Business and Finding the "Right" Buyer
May 27, 2022 21:19 - 26 minutes - 24.1 MBOur 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 t...
Ep. 38 Profiting From The Sale of Your Unwanted Life Insurance Policy
April 25, 2022 16:33 - 33 minutes - 30.8 MBCoincidence. 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 th...
Ep 38. Profiting From The Sale of Your Unwanted Life Insurance Policy
April 25, 2022 16:33 - 33 minutes - 30.8 MBCoincidence. 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 th...
Ep 37. Helping You Build Your Wealth World
March 18, 2022 18:37 - 38 minutes - 35.5 MBOur 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 billi...
Ep 36. Protection With a Purpose
February 03, 2022 16:49 - 22 minutes - 20.8 MBDo 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...
Ep 35. The Inside Scoop
December 30, 2021 17:41 - 30 minutes - 28 MBIs 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 ul...
Ep 34. How to survive as a survivor from the loss of a suicide. A heartwarming story that informs listeners effective ways to plan for death when it comes to our investments, assets, and income with guest Jonathan Herbruck
December 08, 2021 23:18 - 45 minutes - 41.7 MBBeginning 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 An...
Ep 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam Larkin
November 03, 2021 17:29 - 33 minutes - 30.9 MBOne 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 tr...
Ep 32. Keep Climbing – Retirement Planning is for Millennials, Too
October 01, 2021 17:01 - 26 minutes - 23.9 MBThe 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...
Ep 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy Robin
August 27, 2021 21:54 - 35 minutes - 32.7 MBToday 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 wa...
Ep 30. Protecting Your Assets – How Creating the Right Trust Can Give You Peace of Mind with Guest Brian Bradley, Esq.
July 22, 2021 21:52 - 35 minutes - 32.3 MBToday 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 Attor...
Ep 29. The ABCs of LTC. What You Want to Know About Long-Term Care with Guest Lauren Ballantine
June 14, 2021 18:40 - 21 minutes - 19.4 MBLong-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 Showno...
Ep 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation with Guest Lance Graulich
May 12, 2021 16:15 - 36 minutes - 33.1 MBIn 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 alway...
Ep 27. A Second Passport- Your Guide to a Secure Alternative Home in Canada for You and Your Family…Just in Case with Guest Brandon Miller
April 15, 2021 18:09 - 29 minutes - 27 MBIn 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
Ep 26. Wait! What You Need to Know Before You Surrender Your Life Insurance Policy with Guest Michael Michlitsch
March 19, 2021 00:03 - 22 minutes - 20.8 MBCheck 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
Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman
February 10, 2021 21:24 - 36 minutes - 33 MBOn 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 eve...
Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year
January 22, 2021 00:22 - 26 minutes - 24.5 MBWe 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. ...
Ep 23. Descending Your Financial Mountain Without Any Fatalities
December 15, 2020 22:34 - 19 minutes - 17.8 MBMany 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...
Ep 22. How to Become a Thoughtful Real Estate Entrepreneur - With Special Guest Jeff Stephens
November 25, 2020 23:13 - 29 minutes - 27 MBIncluding 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 ...
Ep 21. What Impact Will the 2020 Election Have on The Markets? You Might be Surprised!
November 12, 2020 20:23 - 28 minutes - 25.7 MBIt’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 ...
Ep 20. Health and Wealth in Retirement - With Special Guest John Kitzhaber
October 27, 2020 16:00 - 28 minutes - 25.7 MBOf 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 gove...
Ep 20. Health and Wealth in Retirement - With Special Guest Former Oregon Governor, John Kitzhaber
October 27, 2020 16:00 - 28 minutes - 25.7 MBOf 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 gove...
Ep 19. Socially Responsible Investing - How to Generate Both Ethical Change as well as Returns
October 14, 2020 16:07 - 25 minutes - 22.9 MBWhen 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 ta...
Ep 18. Are Your Investments Fireproof? Three Lessons to Help You Avoid Disaster
September 29, 2020 21:29 - 25 minutes - 23 MBIt’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 ...
Ep 17. Finding the "Right Fit" Advisor
September 16, 2020 18:56 - 32 minutes - 30.1 MBYour 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...
Ep 17. Finding the "Right Fit" Advisor - With Special Guest Jeff Shore
September 16, 2020 18:56 - 32 minutes - 30.1 MBYour 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...
Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan
September 01, 2020 19:12 - 25 minutes - 23 MBPlanning 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.
Ep 15. In The Know - How to Profit from the Sale of Your Unwanted Life Insurance Policy
August 18, 2020 15:46 - 33 minutes - 30.3 MBA 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 s...
Ep 14. You Gotta Be Hungry! Overcoming the Obstacles to a Successful Retirement - With Special Guest Les Brown
August 04, 2020 19:25 - 33 minutes - 30.3 MBI 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 cul...
Ep 14. Les Brown's Mindset on Overcoming Obstacles to a Successful Retirement - With Special Guest Les Brown
August 04, 2020 19:25 - 33 minutes - 30.3 MBI 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...
Ep 14. You Gotta Be Hungry! Overcoming the Obstacles to a Successful Retirement. With Special Guest Les Brown
August 04, 2020 19:25 - 33 minutes - 30.3 MBI 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 cul...
Ep 13. Raising Financially Savvy Kids - The POWER of Compound Interest
July 21, 2020 17:03 - 25 minutes - 23.7 MBWe’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 illite...
Ep 12. Mitigating Your Taxes in Retirement with Diversification
July 07, 2020 19:20 - 32 minutes - 29.5 MBToday 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...
Ep 11. The Age Wave: Retiring Early, Living Longer…Growing Younger Each Year
June 18, 2020 15:00 - 18 minutes - 17.3 MBDuring 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 ...
Ep 10. Finding Purpose in Retirement and Living the Life You Have Always Imagined
June 02, 2020 18:53 - 35 minutes - 32.9 MBIn 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. Lea...
Ep 9. Overcoming the Biggest Obstacle to Successful Investing: YOU
May 12, 2020 16:23 - 27 minutes - 25.1 MBAre 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://w...
Ep 8. I Risked My Life on a Bus Ride To Save a Mere $60
April 30, 2020 18:20 - 23 minutes - 21.6 MBI’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 th...
Ep 7. Do you Have a Parachute for Your Investments?
April 15, 2020 20:49 - 24 minutes - 22.7 MBIn 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 ...
Ep 7. Do you Have a Parachute for Your Investments?
April 15, 2020 20:49 - 24 minutes - 22.7 MBIn 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 ...
Ep 6. Out of the Box Strategies for Mitigating and Reducing Your Tax Burden
April 03, 2020 15:35 - 21 minutes - 20 MBToday 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!
Ep 5. Doing More that Matters with Your Money
March 19, 2020 21:04 - 31 minutes - 28.5 MBWith 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...
Ep 4. From Black Monday to this Black Swan Event
March 05, 2020 16:35 - 26 minutes - 24.2 MBToday 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.
Ep 3. How to Become Financially Self Actualized- Even When the Impossible Becomes a Reality
February 24, 2020 21:46 - 26 minutes - 24.4 MBIn 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...
Ep 2. ETFs: The Tesla of Modern Investing
February 10, 2020 23:40 - 31 minutes - 29 MBIn 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. ...
Ep 2. ETFS: The Tesla of Modern Investing
February 10, 2020 23:40 - 31 minutes - 29 MBIn 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. ...