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
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.
4 Nov 2022
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.
21 Sept 2022
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.
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