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Episode 51: Creating Certainty in the Uncertainty of Retirement with David Rosell
Manage episode 342477776 series 2994685
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Who is the Guest? Youtube
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.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_1
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