Podcasts about rosell wealth management

Rosell Wealth Management offers comprehensive financial assistance and services to individuals residing in the United States. David also touched on personal experiences, including his entrepreneurial start at the age of 15, receiving invaluable money-saving advice from his grandmother Ruth, and stressing the importance of retirement savings, briefly discussing long-term care insurance. Furthermore, he emphasized the critical role of assembling a capable team, consisting of a CPA, Financial Planner, and Attorney, with the acronym T.E.A.M. (Together Everyone Achieves More) serving as the guiding principle for financial success.For much more information: The guiding principle for financial success

More on YouTube? Check the video version on YoutubeWho is the Guest?David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents.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.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.David is the host of the podcast Recession-Proof Your Retirement and author of 2 other entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. He enjoys writing from his motorhome named Bennie.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.His Life in Bend, Oregon and Jackson, Wyoming is constantly inspired by his two Children Sophie & Jack who are becoming seasoned travelers themselves. When he's not working or parenting, David indulges in downhill skiing, mountain biking and paddleboarding as well as traveling with his partner, Heather.Visit Him at:Website:https://www.rosellwealthmanagement.com/Linkedin:https://www.linkedin.com/in/davidmrosell/ Facebook:https://www.facebook.com/RosellWealthManagement Podcast:https://podcasts.apple.com/us/podcast/recession-proof-your-retirement-podcast/id1497198783 Start taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!Support the show

Retirement is scary and how to navigate the financial planning for retirement can be even scarier. Tune in to hear Scott speak with David Rosell of Rosell Wealth Management and learn how you can make retirement the best it can be. 

Not everyone wants you to know about Life Settlements.  Have you heard of this term? Did you know that 90% of all life insurance policies don't pay out death benefits? They usually expire, lapse, or get surrendered. Options for your Life Insurance Policy: Keep it and keep paying the premiums Lower the death benefit so premiums are less Lapse and get the cash value paid outl ORRRRRR a Life Settlement - Sell It! David Rosell is here sharing the pros and cons of going through a life settlement. There are reasons why a person would no longer need their policy due to life changes or simply can't afford the premiums anymore with the economy changing.  He cautioned to educate yourself about the taxes and transaction costs going into the sale.  He also reminded everyone that part of some is better than non of the whole. This episode is chalked full of information for you to consider with your Life Insurance Policy as you age! David Rosell is the President of Rosell Wealth Management in Bend, OR. He is the author of three books that you can find at local bookstores, Amazon, Audible as well as Redmond Airport. To Connect with David: David@RosellWealthManagement.com or https://DavidRosell.com David's Book: In The Know: Turning Your Unneeded Life Insurance Policy Into Serious Cash There's always room on my team to create additional income too!! Join my Neora Team! To find me on social media: Debbi-Jo Horton Join my podcast community Learn more in my Facebook Group: Advantages to Aging  Investment advisory services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Ste 300 Akron, Ohio 44333-2431. (800) 765-5201. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Valmark Securities supervises all life settlements like a security transaction and its' registered representatives act as brokers on the transaction and may receive a fee from the purchaser. Once a policy is transferred, the policy owner has no control over subsequent transfers and may be required to disclosure additional information later. If a continued need for coverage exists, the policy owner should consider the availability, adequacy and cost of the comparable coverage. A life settlement transaction may require an extended period to complete and result in higher costs and fees due to their complexity. Policy owners considering the need for cash should consider other less costly alternatives. A life settlement may affect the insured's ability to obtain insurance in the future and the seller's eligibility for certain public assistance programs. When an individual decides to sell their policy, they must provide complete access to their medical history, and other personal information. Client name has been changed to protect confidentiality. The gross offer will be reduced by commissions and expenses related to the sale. Each client's experience varies, and there is no guarantee that a life settlement will generate an offer greater than the current cash surrender value.

Insurance companies don't want you know this Hack.  David Rosell*, president of Rosell Wealth Management says selling your policy is better than surrendering it, and losing all it's value. David wrote the book "In the Know: Turning your Unwanted Life Insurance into Serious Cash" and explains what a 'Life Settlement' is and how it works. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. *David Rosell is President of Rosell Wealth Management in Bend. www.RosellWealthManagement.com. He is the author of three books. Find David's books at local bookstores, Amazon, Audible as well as Redmond Airport. Investment advisory services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Ste 300 Akron, Ohio 44333-2431. (800) 765-5201. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Valmark Securities supervises all life settlements like a security transaction and its' registered representatives act as brokers on the transaction and may receive a fee from the purchaser. Once a policy is transferred, the policy owner has no control over subsequent transfers and may be required to disclosure additional information later. If a continued need for coverage exists, the policy owner should consider the availability, adequacy and cost of the comparable coverage. A life settlement transaction may require an extended period to complete and result in higher costs and fees due to their complexity. Policy owners considering the need for cash should consider other less costly alternatives. A life settlement may affect the insured's ability to obtain insurance in the future and the seller's eligibility for certain public assistance programs. When an individual decides to sell their policy, they must provide complete access to their medical history, and other personal information. Client name has been changed to protect confidentiality. The gross offer will be reduced by commissions and expenses related to the sale. Each client's experience varies, and there is no guarantee that a life settlement will generate an offer greater than the current cash surrender value.See omnystudio.com/listener for privacy information.

David Rosell....Author, Speaker, and Wealth Manager

Need some money honey? Today we are talking about turning your unneeded life insurance policy into serious cash. This is cash that could pay off debt, use towards your retirement, take a family vacation, or whatever your heart desires! Our guest expert is David Rosell, founder and president of Rosell Wealth Management, and author of the new book, “In the Know: Turning Your Unneeded Life Insurance Policy Into Serious Cash.”   You will learn: reasons as to why you would no longer want or need your life insurance policy the options you have when deciding what to do with your life insurance policy how to go about selling your life insurance policy Plus, you'll get to hear some actual case studies of successful life settlements! The topic of selling your insurance policy may or may not apply to you right now in your life, but it could apply to your parents. Many of you could be responsible for taking care of your parent's estates, so you may want to consider a life insurance settlement as an option for them.   David is giving away FREE copies of his book to all my listeners, so stay tuned to the end of the show! Enjoy!  

In this episode of The Disruptive Successor Show, Jonathan features David Rosell, the founder of Rosell Wealth Management and the author of Failure Is Not an Option, Keep Climbing, and In the Know.People who no longer need their insurance coverage can choose a life settlement, a lump sum payment worth more than the cash surrender value but less than the death benefit.HIGHLIGHT QUOTESDavid: Explaining how life settlement works"Investors can include pension funds, hedge funds, banks, and the policy is put up for sale more than its cash surrender value and less than the death benefit, and the policy owner sells the policy in exchange for a lump sum cash payment."Connect with David and get his books:LinkedIn | Website | Amazon | Email | Phone: 541-389-8382If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com Investment advisory services are offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Ste 300 Akron, Ohio 44333-2431. (800) 765-5201. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Valmark Securities supervises all life settlements like a security transaction and its' registered representatives act as brokers on the transaction and may receive a fee from the purchaser. Once a policy is transferred, the policy owner has no control over subsequent transfers and may be required to disclosure additional information later. If a continued need for coverage exists, the policy owner should consider the availability, adequacy, and cost of the comparable coverage. A life settlement transaction may require an extended period to complete and result in higher costs and fees due to their complexity. Policy owners considering the need for cash should consider other less costly alternatives. A life settlement may affect the insured's ability to obtain insurance in the future and the seller's eligibility for certain public assistance programs. When an individual decides to sell their policy, they must provide complete access to their medical history and other personal information. The client's name has been changed to protect confidentiality. The gross offer will be reduced by commissions and expenses related to the sale. Each client's experience varies, and there is no guarantee that a life settlement will generate an offer greater than the current cash surrender value.

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.

SynopsisEpisode 25. After a short hiatus from the podcast, we're back with David Rosell for episode 25. David's entrepreneurial journey began when he was 15, and he's now the Founder & Chief Prosperity Officer at Rosell Wealth Management. He and his team help clients learn how to manage their money in the most beneficial way possible. Today, David shares more about the businesses he's created in his life and the lessons he learned along the way. He also discusses why he chose a less traditional career path and decided to follow what he was passionate about—and why you should too. Key Takeaways●       We don't learn core financial lessons in school. We learn them from our parents.●       Following your passion instead of sticking to a typical career path can make you a better person to be around.●       Money is intended to give you freedom, and sometimes it can support happiness too.●       The tougher and more disciplined you are on yourself today, the better off you'll be in the future.●       Instead of retiring as young as possible, David wants to follow his passions independent of a paycheck.●       If you can follow your bliss and trust your gut, you can find what you're truly passionate about and increase your potential to generate a higher income.●       When you're planning for retirement, you need to account for inflation. David's Background●       Started and grew his first company as a teenager and sold it 10 years later.●       At 19, he started funding his IRA and learning about finances.●       He's the Founder & Chief Prosperity Officer at Rosell Wealth Management.●       David has written books such as “Keep Climbing” and “Failure is Not an Option” as resources for those who want to learn more about money management. Learn more here.

As a recipient of the Certificate in Retirement Planning from the Wharton School of Business, David knows how to apply his years of training, education and professional success. He is the financial columnist for the Cascade Business News and 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. David holds the FINRA Series 7 and 66 registrations and Oregon Life, Health and Variable licenses.David is also a sought-after speaker who has addressed international audiences including the Million Dollar Round Table®. His company, Rosell Wealth Management, was a select finalist in 2008 for the management of the $500,000,000 Oregon 529 College Fund. David has served as Chairman of the Board of the Bend Chamber of Commerce and is the Past President of the City Club of Central Oregon and Toastmasters of Bend.In his free time, David enjoys skiing & snowboarding, mountain biking, stand-up paddle boarding, gardening and spending time with his two children.Find out more at: https://www.davidrosell.com/

Guest David Rosell, president of Rosell Wealth Management, follows the adage of "failing to plan means you're planning to fail."  Especially when it comes to retirement.   He says we need to think of investing in the stock market like we do buying groceries.  When prices go down (on sale) on food, people buy more.  But when prices go down on stocks, people run.  David says we should always buy more stocks when they go on sale. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here.See omnystudio.com/listener for privacy information.

More on YouTube? Check the video version on YoutubeWho is the Guest? YoutubeDavid's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents.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.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.David is the host of the podcast Recession Proof Your Retirement and author of 2 other entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. He enjoys writing from his motorhome named Bennie.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.His Life in Bend, Oregon, and Jackson, Wyoming is constantly inspired by his two Children Sophie & Jack who are becoming seasoned travelers themselves. When he's not working or parenting, David indulges in downhill skiing, mountain biking, and paddleboarding as well as traveling with his partner, Heather.Visit him at:  Website: https://www.davidrosell.com/ & https://www.rosellwealthmanagement.com/ LinkedIn: https://www.linkedin.com/in/davidmrosell/ Buy His Book's at:https://www.amazon.com/David-Rosell/e/B07KWJ93Y1/ref=dp_byline_cont_pop_book_1Start taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!

  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.

Today, I have a big announcement. I am proud to officially introduce a new, core element of the podcast: The Success Portfolio. An investment portfolio is the compilation of investments that lay the foundation for financial goals. Here on The Eric Mueller Show, I want to discover how successful people "invest" in themselves and build the foundation for their success. My guests will share with you the skills, traits, habits, mindsets, and attributes that make up their success portfolios and keep them at the top of their game. Today's guest, David Rosell, will be the first to share with us what makes up his Success Portfolio. 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 individuals and families who are at or near retirement to help them live the life they have always imagined. David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. David is the author of 2 entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option - Creating Certainty in the Uncertainty of Retirement and Keep Climbing - A Millennial's Guide to Financial Planning. Quote of the episode: · “Do ordinary things extraordinarily well.” – David Rosell Highlights of the episode: · Introducing The Success Portfolio · Why David despises the word retirement · Penny doubled every day for 30 days or 1 million dollars today · Second half of your financial journey (coming down the mountain) takes the most planning and harbors the greatest amount of risk Additional resources: · DavidRosell.com · Rosell Wealth Management · Recession Proof Your Retirement (David's podcast) · Failure is NOT an Option by David Rosell · Keep Climbing by David Rosell ------------------------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------------------------------------------- Subscribe to the show: · Apple Podcasts · EricRMueller.com · Spotify --- Support this podcast: https://anchor.fm/ericmuellershow/support

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! RosellWealthManagement.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 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

In several earlier conversations on this show, guests have pointed out that these days many people are living into their nineties and that in many locales, centenarians are the fastest growing segment of the population. Yet as longevity increases, many people will very likely not have accumulated enough wealth to sustain the comfortable lifestyle they were accustomed to. Here to share his perspective on longevity and money is, David Rosell, founder and president of Rosell Wealth Management, and author of Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement.I was reflecting that what really constitutes wealth and a comfortable lifestyle is not just a question for our current times. Greek philosophers pondered this same question 2000 years ago. Around 300 BC Plato said “The greatest wealth is to live content with little” while 400 years later, Stoic philosopher, Epictetus, echoed this thought  “Wealth consists not In having great possessions but in having few wants.” So the questions for those looking ahead from mid-life retirement to several decades of life, become what are our essential wants, and what will we need to live content in a world that is vastly different not only from 2000 years ago but from a mere 100 years ago? To answer these questions, for over 20 years David Rosell 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. David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even partook in tearing down the Berlin Wall.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. David is also the author of a second book that melds his passions of adventure and finance: Keep Climbing - A Millennial's Guide to Financial Planning. As a grandmother, I loved reading that David dedicated Failure is Not an Option, to his grandmother, Ruth, whose financial and life lessons shaped him into the successful man he is today. His adventure travel stories lead to insights about wants, wealth and contentment. To learn more about David, check out the links below.  david@rosellwealthmanagement.com Facebook: https://www.facebook.com/DavidMRosell LinkedIn:  https://www.linkedin.com/in/davidmrosell/  To contact Dr. Gillian Lockitch or create your roadmap to Growing Older Living Younger, Schedule a Living Younger Discovery call with me at https://calendly.com/askdrgill/discovery-phone-chat   Order your copy of Growing Older Living Younger: The Science of Aging Gracefully and The Art of Retiring Comfortably at www,gillianlockitch.com or www.askdrgill.com 

David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. 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. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund.   As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. 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.   Let's dive in! [00:01 - 10:53] Opening Segment David has traveled the whole (almost) world David's grandma was waaay ahead of her time! She taught him his foundation with  Compound interest is REALLY powerful   [10:54 - 18:16] David's Aha! moment From seal coating to wealth management The way back down concept explained  The greatest mountaineer What could go wrong in the descent Coping with inflation   [18:17 - 25:28] What to do differently in the distribution phase Be financially self-actualized On social insecurity David's tips for our generation Our lives 20 years from now Diversification: venture into alternative assets   [25:29 - 35:46] Closing Segment  How is David an effective independent financial advisor Companies could care less about their employees A Generational impact Final words   Connect to David: Shoot him an email at david@rosellwealthmanagement.com visit his website at www.RosellWealthManagement.com   Listen and subscribe to David's podcast: Recession Proof Your Retirement   David is the author of 2 entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option - Creating Certainty in the Uncertainty of Retirement; and  Keep Climbing - A Millennial's Guide to Financial Planning. WANT TO LEARN MORE?   Connect with me through LinkedIn   Or send me an email sujata@luxe-cap.com   Visit my website www.luxe-cap.com or my YouTube channel   Thanks for tuning in!     If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe! Tweetable Quotes   "If you'd be telling me that in 10 years, I'd be seal coating driveways and traveling, spending a month in 6 different countries every year, I would not believe you.” - David Rosell   "If it is to be, it's up to me.” - David Rosell   "I realized that it's the descent, the distribution phase that also takes on the most amount of rest and needs the most amount of planning.” - David Rosell

David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. 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. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund. As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. David is the host of the podcast Recession Proof Your Retirement and author of 2 entertaining books that meld his passions of adventure and finance:: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. 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.

Joining Stephen Stricklin for another podcast episode is our guest, David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and avid traveler. They discuss common risks that you should consider when planning for retirement.  Risks that occur in the distribution phase of retirement are inevitable. It's up to us to be prepared with a plan when we meet these risks. The most common risks that people run into are inflation risk, interest rate risk, and longevity risk. With these uncertainties in mind, we can find peace by having a plan.  When it comes to distribution planning and how people withdraw their money during these years to handle longevity, there's a hierarchy of needs, similar to the outline of “Maslow's Hierarchy of Needs.” First on the list is core expenses, your necessities, and these must be guaranteed for life. Then comes joy expenses, like traveling, hobbies, and grandchildren. Last are goals: education for grandchildren, a vacation home, and leaving a legacy.  Stephen and David want you to go into retirement with confidence and peace when navigating the inevitable risks. A quote from David's book says it all, “Hit the ball over the fence, and you can take your time going around the bases. -John Roper.”   David Discusses: David Rosell's new book, Failure Is Not an Option Inflation Risk: being aware that the cost of living will double every 20 years, at the rate of 3.5% Interest Rate Risk: considering the uncertainty of the fluctuating value of bonds, making a plan to take all the moving risks into motion.   Longevity Risk: it's becoming more common to live decades past what people plan for, and this fact makes all other risks more dangerous.  Setting a financial plan based off of “Maslow's Hierarchy of Needs.” Core expenses, joy expenses, and goals.  David Rosell's book, Keep Climbing, A Millennial's Guide to Financial PLanning, and looking forward to book #3 in the making.  Resources: https://simplifyyourretirement.com https://wisewealth.com https://www.davidrosell.com Season 1 Season 4 Episode 3 Inflation Season 4 Episode 4 (Part 1) Connect With David Rosell: https://www.davidrosell.com LinkedIn: David Rosell Connect With Stephen Stricklin: stephen@wisewealth.com WiseWealth.com Simplify Your Retirement LinkedIn: Stephen Stricklin LinkedIn: Wise Wealth LLC About Our Guest: David Rosell is the author of Failure Is Not an Option, Creating Certainty in the Uncertainty of Retirement. He is the president and founder of Rosell Wealth Management in Bend, Oregon. He is an extreme traveler, having been to more than 75 countries on 6 different continents, including hitchhiking in Nairobi to Cape Town Africa, climbing the Nepalese Himalayas, and even tearing down the Berlin Wall. 

David Rosell 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. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund.Main Points:How I learned the most important investment lesson from the world's greatest mountaineer.It's all about 'time in the markets' and not 'timing the markets'The return of your money is more important than the return on your moneyHow to become Financially Self Actualized and live the life you have always imaginedTurning your IRA into paychecks and “playchecks”3 of the major risks in retirement that most investors are not aware ofThe greatest investment tool of our timesHow do you compare reaching your financial summit in retirement to climbing Mt Everest?Why do you despise the word RETIREMENT?How do you compare investing in the markets to a Yo-Yo?What are 3 big risks investors face as they enter the second half of their financial journey?What's the difference between being Rich and being Wealthy?How do you make financial planning approachable and fun as this can bean ominous topic for many people?Connect with David:www.davidrosell.com www.rosellwealthmanagement.comdavid@rosellwealthmanagement.com  

Stephen Stricklin is joined by guest David Rosell, financial planner, president and founder of Rosell Wealth Management, author of Failure Is Not an Option, and world-wide traveler, as they discuss the reality of planning for retirement.  In his book, David combines his two passions, travel stories, and financial survival tips. He ties in his mountain climbing and travel adventures, with impactful advice about retirement. David says FEAR, False Evidence Appearing Real, is our worst enemy. Fear discourages people from making a solid plan. In climbing, the end goal may be for someone to reach the summit, when in reality the end goal needs to be how to get back down the mountain after reaching the summit.  People tend to make their decisions based on emotions. David suggests shutting off the TV. From the panic in the reports on the News, to watching the stock market's fluctuations, it can cause anxiety, and lead to making poor financial decisions.  The goal is to ultimately enjoy your life, have a plan and make sure your money is invested properly.  David Discusses: David Rosell's new book, Failure Is Not an Option His least favorite word: FEAR, which stands for False Evidence Appearing Real Tips on how to not make financial decisions based on an emotional response Preparing for retirement with a solid plan in place Stories about his 1956 Morris Minor, “Peaches,” as a picture of how we should treat our investment accounts Resources: https://simplifyyourretirement.com https://wisewealth.com https://www.davidrosell.com  Connect With David Rosell: https://www.davidrosell.com  Connect With Stephen Stricklin: stephen@wisewealth.com WiseWealth.com Simplify Your Retirement LinkedIn: Stephen Stricklin LinkedIn: Wise Wealth LLC About Our Guest: David Rosell is the author of Failure Is Not an Option, Creating Certainty in the Uncertainty of Retirement. He is the president and founder of Rosell Wealth Management in Bend, Oregon. He is an extreme traveler, having been to more than 75 countries on 6 different continents, including hitchhiking in Nairobi to Cape Town Africa, climbing the Nepalese Himalayas, and even tearing down the Berlin Wall.

In today's financial episode, David Rosell is joining in revealing a simple way to put your money to work for you and exponentially enhance your wealth. Keep listening to discover the secret component that makes compound interest work best.   WHAT YOU'LL LEARN FROM THIS EPISODE  The power of compounding interest and why you should start saving now Steps to consistently save money Why should you seek advice from an expert when diversifying your portfolio? How to protect your portfolio using correlation diversification? When is the ideal time to start saving for retirement?   RESOURCES/LINKS MENTIONED Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement Keep Climbing - A Millennial's Guide to Financial Planning The Richest Man in Babylon by George S. Clason   ABOUT 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. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund. David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa, and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.   CONNECT WITH DAVID Website: David Rosell and Rosewell Wealth Management Facebook: David Rosell LinkedIn: David Rosell   CONNECT WITH US Email: shawn@greenbriarcg.com  Instagram: Shawn Winslow YouTube: Shawn Winslow LinkedIn: Shawn Winslow FaceBook: Shawn Winslow

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=trueHot 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?'*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#podcast #multifamily #assetmanagement #podcasting #podcastlife #financialfreedom #investing #cashflow #redlineequity #crushingit #crushingcashflow #gains #finance #buildingwealth  

Today on Podcasting Stories, we're talking with David Rosell, President of Rosell Wealth Management in Bend, Oregon. In this episode, we learn more about the firm, David's unique approach to wealth management, and how he's focused on helping retirees and people approaching retirement maximize their income. We also talk about how he engages and builds a rapport with this group of people, specifically the two excellent books he's written to guide people on their journey to financial independence, and his podcast that amplifies the message in his books. If you've ever considered having your own podcast, or writing a book, this episode has a lot of great ideas and lessons that David has learned from his show so far. LINKS Show Notes Be a Guest About YourPodcast.team About the Recession-Proof Your Retirement Podcast About Rosell Wealth management GUEST David RosellAbout David Special Guest: David Rosell.