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REIA 116 David Rosell: How I learned the most important investment lesson from the world's greatest mountaineer
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 money
- How to become Financially Self Actualized and live the life you have always imagined
- Turning your IRA into paychecks and “playchecks”
- 3 of the major risks in retirement that most investors are not aware of
- The greatest investment tool of our times
- How 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 be
- an ominous topic for many people?
Connect with David:
- www.davidrosell.com
- www.rosellwealthmanagement.com
- [email protected]
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By Allen Lomax
5
4040 ratings
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 money
- How to become Financially Self Actualized and live the life you have always imagined
- Turning your IRA into paychecks and “playchecks”
- 3 of the major risks in retirement that most investors are not aware of
- The greatest investment tool of our times
- How 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 be
- an ominous topic for many people?
Connect with David:
- www.davidrosell.com
- www.rosellwealthmanagement.com
- [email protected]