44 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 • 14 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 44. A Life of Saturdays – With special guest, my daughter Sophie Rosell

    Ep 44. A Life of Saturdays – With special guest, my daughter Sophie 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.

    • 35 min
    Ep 43. Oregon – a Great Place to Live… and Die? The Importance of Having an Estate Plan with guest Ryan Correa

    Ep 43. Oregon – a Great Place to Live… and Die? The Importance of Having an Estate Plan with guest Ryan Correa

    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.

    • 34 min
    Ep 42. How Does a Pig Cross the Road? Everything You Will Want to Know Before Purchasing Insurance with guest Travis Davis

    Ep 42. How Does a Pig Cross the Road? Everything You Will Want to Know Before Purchasing Insurance with guest Travis Davis

     
    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.

    • 18 min
    Ep 41. Leading a Repurposed Life in Retirement – With guest Jim Lee

    Ep 41. Leading a Repurposed Life in Retirement – With guest Jim Lee

    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.

    • 46 min
    Ep 40. Why the Wealthy Are Using Reverse Mortgages – No Longer a Loan of Last Resort, With Guest Brian Albrich

    Ep 40. Why the Wealthy Are Using Reverse Mortgages – No Longer a Loan of Last Resort, With Guest Brian Albrich

    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

    • 33 min
    Ep 39. Getting the Most for Your Business and Finding the "Right" Buyer

    Ep 39. Getting the Most for Your Business and Finding the "Right" Buyer

    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

    • 26 min

Customer Reviews

5.0 out of 5
14 Ratings

14 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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