This fun and touching episode shares both the life lessons I learned from a classic car that I lovingly call “Peaches” as well as a fun father-daughter dialogue with my daughter Sophie. Peaches entered my life during an adventure in New Zealand, which is also where Sophie has been attending university. I visited Sophie recently in New Zealand in celebration of her graduation and I’ll share some of the fun times we had together in this episode. If you look after your money the way you would an ol...
Dec 16, 2022•35 min•Ep 44•Transcript available on Metacast A secure retirement is not an accident—it is the result of planning. Markets go up and markets go down, but good planning can help you take control of your finances. To build a successful retirement plan, you need to devote time to do your homework or seek the assistance of a financial professional— someone who can help guide key decisions. My guest today is Ryan Correa. Ryan is an Estate Planning attorney and partner in his practice, Estana Law Group based in Bend, OR. He has extensive estate p...
Nov 04, 2022•35 min•Transcript available on Metacast 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 obt...
Sep 21, 2022•19 min•Transcript available on Metacast Our guest today is Jim Lee. Jim is a business mentor as well as a life coach who has been retired for 10 years. He’s a quiet giant who dedicated his career to the nonprofit sector to help people in need and continues to do so in retirement. Today you will learn how he has lived his retirement years by design rather than by default by creating his very own Vision, Mission, & Values Statement for this chapter of his life. By offering his lessons learned and the surprises he encountered, we discuss...
Aug 16, 2022•46 min•Ep 41•Transcript available on Metacast Our guest today is Brian Albrich. He is a Retirement Mortgage Planner . Recently, a client of mine hired Brian and his team to implement a reverse mortgage. At first, I was surprised as my clients are financially successful. Why would they want or need to implement such a strategy and at this stage of their life ? It was then that I asked Brian to meet with me so I could learn more about today’s modern-day reverse mortgage. I invited him onto the show because everyone should be aware of this pot...
Jul 14, 2022•34 min•Transcript available on Metacast Our guest today is Greg Salciccioli. He is the founder and CEO of Coachwell, a professional consulting company providing executive coaching and systems for leaders and their organizations. One of my clients was in the process of selling his successful manufacturing company. A few years ago, he hired Greg and his team at Coachwell. My client’s intention was to procure the professional guidance to prepare his company to get the systems and numbers to a certain level—with the end game being to rece...
May 27, 2022•26 min•Transcript available on Metacast Coincidence. Destiny. Karma. Luck. Fate. Good fortune. These words all describe the opportunity presented in this episode and it just might be your ticket to ride. In this episode- I’ll explain how you can turn a unnecessary and often expensive life insurance policy into the kind of money that could redefine your golden years. Most people believe they have only three options for their now unwanted and unneeded life insurance policies. They include: Keep the policy and continue paying the increas...
Apr 25, 2022•34 min•Transcript available on Metacast Our guest today is Mark Yegge. He has spent his entire life learning and teaching people about wealth and the importance of a wealth mindset. He started investing when he was 12 and made enough to purchase his first car at the age of 16. Years later Mark started and later sold his Wall Street software company-- the company that ushered in afterhours trading. He then “retired” at age 39, but not before growing the company to a $30 million dollar enterprise. He has traded over $14 billion (with a ...
Mar 18, 2022•39 min•Transcript available on Metacast Do you have a life insurance policy that you do not know much about? You are not alone! Many people own life insurance policies without knowing all its details and capabilities. Our guest today is Julian Good, Julian is a leader in his field and the CEO of Good Financial Group where he specializes in estate conservation, wealth transfer strategies, and business succession planning. He’s also the former international President of the Million Dollar Round Table, an association of over 70,000 finan...
Feb 03, 2022•23 min•Transcript available on Metacast 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 achiev...
Dec 30, 2021•31 min•Transcript available on Metacast Beginning in March 2020, the COVID-19 pandemic and response, which included physical distancing and stay-at-home orders- disrupted daily life in the United States and around the world. Not a week passes without a story in the press about the impact of the pandemic on suicide. Our guest today is Jonathan Herbruck a certified financial planner and expert in wealth management, who specializes in preservation of his clients’ assets. Johnathan, who is also a dear friend of mine, lost his son Andrew t...
Dec 08, 2021•46 min•Ep 34•Transcript available on Metacast One of the biggest challenges for business owners is finding the right people to occupy the right roles in their company. In this episode I will discuss Culture Index as a solution to this common issue. Our guest today is Adam Larkin. Adam owns a successful consulting business that works with leaders to help them hire and retain top talent. He believes making better people decisions, we will lead to efficient processes and increase the bottom line. His use of Culture Index has the power transfor...
Nov 03, 2021•34 min•Ep 33•Transcript available on Metacast The journey to financial freedom for today’s young professionals may seem daunting, but with the proper tools that sense of intimidation or uncertainty can transform into enthusiasm because with knowledge comes confidence and clarity. Today I’m going to share two financial lessons I learned from my Grandma Ruth as a young adult that forever changed my life. I believe these same lessons can change the lives of your children or grandchildren! Learn more by going to the shownotes: Episode 32 Showno...
Oct 01, 2021•26 min•Ep 32•Transcript available on Metacast Today we are going to discuss how to lead an interesting, rich, and fulfilling LIFE in retirement. Our guest today is Andy Robin. He’s the talented author of The Tapas Life. A Rich and Rewarding Life After Your Long Career. Andy is all about re-defining retirement. He’s a Retirement Revolutionist! “You could be retired for decades — so you might as well get good at it!” Learn more about Andy by going to the shownotes: Episode 31 Shownotes How could you live the life you have always wanted in ret...
Aug 27, 2021•36 min•Ep 31•Transcript available on Metacast 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. ...
Jul 22, 2021•35 min•Ep 30•Transcript available on Metacast Long-Term Care (LTC for short) seems to be a hot topic for those at or near retirement and yet many people do not seem to have a good grasp on what it truly is and how its benefits retirees. Our special guest today is Lauren Ballantine. She is one of the country’s leading experts in this field and will share with us the ABCs of LTC which will help you become well-informed and determine if LTC is right for you. Learn more about Lauren and LTC by going to the shownotes! Episode 29 Shownotes How co...
Jun 14, 2021•21 min•Ep 29•Transcript available on Metacast In this episode we’re going to learn a lot about franchises and even determine of it’s a viable option for those listeners who are at or near retirement. Our guest today is Lance Graulich. Lance is an industry leading franchise consulting group that represents over 650 franchise brands. He helps entrepreneurs and even successful retirees find their perfect franchise. Learn more about Lance by checking out the show notes! Episode 28 Show Notes How could you live the life you have always wanted in...
May 12, 2021•36 min•Ep 28•Transcript available on Metacast In this episode we’ll discuss why many Americans are looking to relocate up north, why a second option may be important now, and how you can make this a reality as you plan your retirement. Brandon operates a boutique immigration practice in Toronto Canada, where he has helped countless people find their way to Canadian shores and settle successfully in their new home. Learn more and contact David at: Episode 27 Notes and Downloads! DavidRosell.com...
Apr 15, 2021•30 min•Ep 27•Transcript available on Metacast Check out this interview with Michael Michlitsch, one of the nation’s leading experts in the life insurance industry. He shares a unique strategy that insurance companies DO NOT want you to know—LIFE SETTLEMENTS. Learn how policy owners can potentially profit from the sale of their unwanted life insurance policies. Learn more and contact David at: http://www.davidrosell.com/ep-26-show-notes/ DavidRosell.com...
Mar 19, 2021•23 min•Ep 26•Transcript available on Metacast On this episode, I interview a fellow author, podcaster and kindred spirit, Eric Brotman. I asked Eric to be on the show as we share a similar philosophy when it comes to the second half of the financial journey. In today’s episode we discuss: Secrets of the happiest retirees. Financial strategies that can help prevent people from outliving their money. Important tax strategies to understand as one enters their years of financial independence. Why HSAs are the greatest tax tool ever invented. Sh...
Feb 10, 2021•36 min•Ep 25•Transcript available on Metacast We have discussed a lot of topics to help investors recession-proof their retirement this past year. So, let's embark on a speed-dating course on what I feel are 4 significant topics we have covered. We’ll start out with a crucial philosophy to help us stay the course during these volatile times, then we’ll take a look at an outside of the box tax strategy, a risk we all face in retirement and a life insurance approach that even most sophisticated investors have never been introduced to. Got to ...
Jan 22, 2021•27 min•Ep 24•Transcript available on Metacast Many people are surprised to learn that 80% of mountain climbing accidents and deaths occur during the descent. For this reason, it’s a mountaineers second half of their journey that takes on most risk and needs the most amount of planning. In this episode, David shares how retirement parallels the decent of a mountain climb, as everything changes as you transition from the accumulation phase (saving and earning money) to the distribution or income phase of your life. With prudent planning your ...
Dec 15, 2020•19 min•Ep 23•Transcript available on Metacast Including 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 Ren...
Nov 25, 2020•30 min•Ep 22•Transcript available on Metacast 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 emotio...
Nov 12, 2020•28 min•Ep 21•Transcript available on Metacast Of the many challenges that arise from retiring— the number 1 concern is often HEALTH CARE. Today we have a special guest on the show who will offer some insight about transitioning into a full and vibrant retirement-- where your health needs are addressed. Dr. John Kitzhaber is well known in Oregon and across the country for his expertise on health care and health policy. He’s a former emergency room physician, served for 14 years in the Oregon legislature, and is the longest-serving governor i...
Oct 27, 2020•28 min•Ep 20•Transcript available on Metacast When it comes to making the world a better place, investing probably isn’t the first thing that comes to mind. That said, Socially Responsible Investing (SRI) is a strategy that strives to generate both ethical change and financial returns for an investor. It isn't all sunshine, rainbows, and solar panels, however it does have significant attributes. Once considered a fairly radical strategy, SRIs have increasingly gained in popularity and are more accessible today than ever before. We’ll take a...
Oct 14, 2020•25 min•Ep 19•Transcript available on Metacast It’s been a wild few weeks here in the Pacific Northwest as we’ve been engulfed in flames as wildfires have been blazing a perilous path including through my home state of Oregon--where more than 1 million acres of old growth forest has sadly been destroyed --as well as hundreds of homes and businesses. The unpredictability of these wildfires can be compared to the financial markets—especially this year in 2020. In this episode, we’ll take a look at a few simple investment strategies that will h...
Sep 29, 2020•25 min•Ep 18•Transcript available on Metacast Your financial advisor is one of the most important tools in your retirement toolbelt as he or she may be the professional that has the most impact on your life other than a doctor if you are ill. I feel it’s imperative that you make your decision on what financial advising team you choose based on what I call “right fit.” We’ll take a look at the client-advisor connection and what the ideal relationship can look like. We have a special guest on the show who will help us shed some light on this ...
Sep 16, 2020•33 min•Transcript available on Metacast Planning out your legacy requires the same kind of strategic approach as you would take in planning out your retirement. Estate planning strategies are not commonly known, which can leave people in a state of confusion or without direction. My intention is to inform you of some of the key estate planning changes that have recently occurred and share a few techniques to help ensure that Uncle Sam does not become your No.1 beneficiary.
Sep 01, 2020•25 min•Ep 16•Transcript available on Metacast A perfect storm has been developing in the life insurance industry that rivals the destruction of hurricane Isaias that recently battered the Carolinas this week. Just like your home, automobile or business, life insurance is a capital asset. And similar to your car, you may find yourself in a situation down the road where your old convertible doesn’t make sense anymore as you have three kids, a dog and lots of gear– the car just doesn’t fit your lifestyle anymore. Today I’m going to share with ...
Aug 18, 2020•33 min•Ep 15•Transcript available on Metacast 
