33 episodes

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.

Recession Proof Your Retirement Podcast David Rosell

    • Business
    • 5.0 • 13 Ratings

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.

    Ep 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam Larkin

    Ep 33. Culture Index – Learn more about yourself while taking your company to the next level with guest Adam Larkin

    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 transform your business as well as your life.
    Learn more about the remarkable Culture Index and Adam Larkin in today’s show notes.
    Episode 33 Shownotes
    How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com
     
     

    • 33 min
    Ep 32. Keep Climbing – Retirement Planning is for Millennials, Too

    Ep 32. Keep Climbing – Retirement Planning is for Millennials, Too

    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 Shownotes
    How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

    • 26 min
    Ep 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy Robin

    Ep 31. Be a Retirement Revolutionist! – Living a Rich and Fulfilling Life Long Beyond Your Career with guest Andy Robin

    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 retirement? Learn what's possible! DavidRosell.com

    • 35 min
    Ep 30. Protecting Your Assets – How Creating the Right Trust Can Give You Peace of Mind with Guest Brian Bradley, Esq.

    Ep 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 finances and other assets.
    Learn more about Brian by checking out the shownotes!
    Episode 30 Shownotes
    How could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

    • 35 min
    Ep 29. The ABCs of LTC. What You Want to Know About Long-Term Care with Guest Lauren Ballantine

    Ep 29. The ABCs of LTC. What You Want to Know About Long-Term Care with Guest Lauren Ballantine

    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 could you live the life you have always wanted in retirement? Learn what's possible! DavidRosell.com

    • 21 min
    Ep 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation with Guest Lance Graulich

    Ep 28. Rediscovering Your Purpose in Retirement – How Owning a Franchise Can Diversify Income Stream and Offer Motivation with Guest Lance Graulich

    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 retirement? Learn what's possible! DavidRosell.com

    • 36 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

jro1112 ,

Breaking down complexity!

I’ve had the pleasure of knowing David for just over 6 years. He has the gift of being able to connect his passion of traveling with his other passion of sharing his insights on finance. It’s very difficult to make finance interesting but David manages to do it in his Podcast. Looking forward to more!

Jeff in Strategic Coach ,

Teaching through storytelling

David has a gift for telling stories that help teach important concepts--and do so in a fun, engaging way! I was already familiar with David's books before I heard the podcast, so when I downloaded the first episode, it was exactly as I expected: polished, well thought-out and full of stories and examples to illustrate his points. I'm excited to hear future episodes!

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