Recession Proof Your Retirement Podcast

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 14. Les Brown's Mindset on Overcoming Obstacles to a Successful Retirement - With Special Guest Les Brown

I often talk about having a positive investor mindset for a successful retirement. In this episode I’m going to introduce you to the person who helped me to cultivate that mentality at an early age. He has been a mentor and an inspiration to me -- as well as so many around the globe. He is one of the world’s most renowned motivational speakers and helps people find inspiration to accomplish their life goals . I am so honored to have Mr. Les Brown on the show. We’ll talk about how to cultivate a ...

Aug 04, 2020•33 min•Ep. 14

Ep 13. Raising Financially Savvy Kids - The POWER of Compound Interest

We’re going to talk about raising financially savvy kids and I’ll share some ideas to get them both knowledgeable and excited about investing for their financial future. We'll certainly discuss the POWER of compound interest and investing at a young age. I’ll also address a few of the main issues that are preventing our kids from growing up to be financially competent adults – the parents and education systems! Lets take a look together at how we may stop the brutal cycle of financial illiteracy...

Jul 21, 2020•26 min•Ep. 13

Ep 12. Mitigating Your Taxes in Retirement with Diversification

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

Jul 07, 2020•32 min•Ep. 12

Ep 11. The Age Wave: Retiring Early, Living Longer…Growing Younger Each Year

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

Jun 18, 2020•19 min•Ep. 11

Ep 10. Finding Purpose in Retirement and Living the Life You Have Always Imagined

In this episode, I’m honored to introduce a very special guest, Adrienne Duffy. Adrienne is an international leadership coach, speaker, and consultant whose influence, knowledge, and unique approach has helped successful individuals and organizations achieve 10X levels of success. Adrienne will share insights with us that can not only help us through these scary times but give us a mindset that can help make your financial future, and even more importantly, your LIFE more successful. Learn more ...

Jun 02, 2020•36 min•Ep. 10

Ep 9. Overcoming the Biggest Obstacle to Successful Investing: YOU

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

May 12, 2020•27 min•Ep. 9

Ep 8. I Risked My Life on a Bus Ride To Save a Mere $60

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

Apr 30, 2020•24 min•Ep. 8

Ep 7. Do you Have a Parachute for Your Investments?

In this episode we'll to dive into an investing strategy that often falls into the “taboo” category; Annuities ! Some of you may just have cringed at that word. We'll look at why this financial strategy has historically been associated with disapproval. By the end of this episode, I’m confident I will shift the way you think about today’s modern-day annuities! We'll also speak with one of the country’s leading experts on Variable Annuities- Jessica Rorar . – Jessica is a Certified Financial Plan...

Apr 15, 2020•25 min•Ep. 7

Ep 6. Out of the Box Strategies for Mitigating and Reducing Your Tax Burden

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

Apr 03, 2020•22 min•Ep. 6

Ep 5. Doing More that Matters with Your Money

With much of the world being severely affected by the perplexing novel corona virus pandemic, you’re probably like most people feeling a heightened concern for the things that are important to you: the health and safety of your family and loved ones, your work, the economy, your portfolio and whatever is near and dear to your heart. If you knew that your money-- that your wealth-- could help you enjoy all these things in a bigger way AND help you create a living legacy so that the ones you love ...

Mar 19, 2020•31 min•Ep. 5

Ep 4. From Black Monday to this Black Swan Event

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

Mar 05, 2020•26 min•Ep. 4

Ep 3. How to Become Financially Self Actualized- Even When the Impossible Becomes a Reality

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

Feb 24, 2020•27 min•Ep. 3

Ep 2. ETFs: The Tesla of Modern Investing

In this episode, we’re going to discuss the fastest growing and the most innovative investment vehicle in decades- ETFs (Exchange / Traded / Funds) - just as shiny as your new Tesla. I’ll be interviewing one of the country’s leading experts on ETFs, Michael McClary. Michael is the Chief Investment Officer of Valmark Advisers in Akron, Ohio. He’s recognized as one of the nation’s leading experts on ETFs and was one of three named to the first class of the ETF Advisors Hall of Fame in 2007. Togeth...

Feb 10, 2020•32 min•Ep. 2

Ep 1. Recession-Proof Your Retirement

So, what’s this new podcast all about ? What makes it different in the sea of countless podcasts on investing, wealth management and financial planning? This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. Here are some things to know about Recession Proof Your Retirement: Let’s face it─ investing and retirement planning is just not fun for most people. As an author, speaker and financial planner, it is my goal to make inve...

Jan 24, 2020•21 min•Ep. 1

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