Recession Proof Your Retirement Podcast David Rosell

This fun and touching episode shares both the life lessons I learned from a classic car that I lovingly call “Peaches” as well as a fun father-daughter dialogue with my daughter Sophie. Peaches entered my life during an adventure in New Zealand, which is also where Sophie has been attending university. I visited Sophie recently in New Zealand in celebration of her graduation and I’ll share some of the fun times we had together in this episode. If you look after your money the way you would an old beloved car, you can live the life you have always imagined.
How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc.

A secure retirement is not an accident—it is the result of planning. Markets go up and markets go down, but good planning can help you take control of your finances. To build a successful retirement plan, you need to devote time to do your homework or seek the assistance of a financial professional— someone who can help guide key decisions.
My guest today is Ryan Correa. Ryan is an Estate Planning attorney and partner in his practice, Estana Law Group based in Bend, OR.  He has extensive estate planning, business succession planning, probate, and trust administration experience. Having “seen it all,” he is well-equipped to assist in the planning process for any estate. The advice he provides and the plans he develops result in lower estate tax burdens and reduced administration costs. Learn more about Ryan and Estana Law Here.
How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com
 
 
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. Ryan Correa and Estana Law are not affiliated with Valmark Securities or Rosell Wealth Management.   This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice.  The services of an appropriate professional should be sought regarding your individual situation.

 
Our guest in this episode is Travis Davis.  Travis initially pursued a career as a Civil Engineer and spent 15 years working in this field before realizing his calling was elsewhere. Today Travis is a Commercial Insurance Advisor and applies the engineering principles he learned while designing and constructing buildings to advising business owners about risk management and navigating challenges from an insurance perspective.
This is your opportunity to learn everything you should know before obtaining insurance coverage as an individual or business owner.
How could you live the life you have always wanted in retirement? Learn what's possible! www.RosellWealthManagement.com
 
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Travis Davis and Paynewest Insurance are not affiliated with Valmark Securities or Rosell Wealth Management.

Our guest today is Jim Lee. Jim is a business mentor as well as a life coach who has been retired for 10 years. He’s a quiet giant who dedicated his career to the nonprofit sector to help people in need and continues to do so in retirement.
Today you will learn how he has lived his retirement years by design rather than by default by creating his very own Vision, Mission, & Values Statement for this chapter of his life.  By offering his lessons learned and the surprises he encountered, we discuss how to set yourself up for success so you feel engaged and happy in retirement and why a move into a re-purposed life is important.
How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. Jim Lee is not affiliated with Valmark Securities.

Our guest today is Brian Albrich.  He is a Retirement Mortgage Planner.
Recently, a client of mine hired Brian and his team to implement a reverse mortgage. At first, I was surprised as my clients are financially successful. Why would they want or need to implement such a strategy and at this stage of their life? It was then that I asked Brian to meet with me so I could learn more about today’s modern-day reverse mortgage.  I invited him onto the show because everyone should be aware of this potential tool that could have a significant impact on their ability to live well in retirement!
Brian's been in the mortgage business for more than 2 decades. He now works exclusively with retirees by helping them tap their home equity in order to complement their other retirement income.  Specializing in reverse mortgages is fulfiling for Brian, due to the positive life changes that results for his clients and their families.
How could you live the life you have always wanted in retirement? Learn what's possible! www.RosellWealthManagement.com

Our guest today is Greg Salciccioli. He is the founder and CEO of Coachwell, a professional consulting company providing executive coaching and systems for leaders and their organizations.  One of my clients was in the process of selling his successful manufacturing company. A few years ago, he hired Greg and his team at Coachwell.  My client’s intention was to procure the professional guidance to prepare his company to get the systems and numbers to a certain level—with the end game being to receive the highest possible price as well as find the “right” buyer to take over his baby.
 
My client stated: “Greg's ultimate goal is not only to help build a ready-to-sell business that maximizes revenue-- but also to help business owners to enjoy life throughout the process.”  It was then-- that I asked Greg to meet with me so I could learn more.  I was so impressed with him as a person-- as well as the service he provides that I asked him to be a guest on today’s show.
 
Rosell Wealth Management , ValMark Securities, Inc. and Coachwell are all separate entities