Join us in an action packed episode to talk about proper financial retirement planning with David Rosell!
David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined.
He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance and NPR.
He is the author of 2 books: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial’s Guide to Financial Planning.
An accomplished speaker, David has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.
His life in Oregon is constantly inspired by his two children Sophie and Jack. When he’s not working, David indulges his passions for downhill skiing, mountain biking, paddle boarding and enjoying his time with his partner Heather in their motorhome.
Download the full episode here: https://www.buzzsprout.com/1650301/9591862-episode-44-planning-a-fulfilled-retirement-with-david-rosell.mp3?download=true
Hot topics in this episode:
*How do you compare reaching your financial summit in retirement to climbing Mt Everest?
* Why does David despise the word RETIREMENT?
* What are 3 big risks investors face as they enter the second half of their financial journey?
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*3 of the major risks in retirement that most investors are not aware of
*How does David make financial planning approachable and fun as this can bean ominous topic for many people?
Get in touch with David: David@RosellWealthManagement.com
Learn more about investing with us: www.investwithredline.com
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