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Recession Proof Your Retirement Podcast

Sep 21, 2022

 

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...


Aug 16, 2022

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...


Jul 14, 2022

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...


May 27, 2022

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...


Apr 25, 2022

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...