EPISODE · Mar 4, 2022 · 28 MIN
REIA 116 David Rosell: How I learned the most important investment lesson from the world's greatest mountaineer
from Streams to Impact · host David Rosell
We'd love to hear from you. What are your thoughts and questions?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 [email protected]
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We'd love to hear from you. What are your thoughts and questions? 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 impo...
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REIA 116 David Rosell: How I learned the most important investment lesson from the world's greatest mountaineer
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