Rejuvenaging with Dr. Ron Kaiser
Taking Care of Our Financial Future at The Right Time with David Rosell
Planting trees and planning our financial future have two things in common; the best time to do it was 20 years ago, and it is never too late to start.
Our guest, David Rosell, far from making everyone around him uncomfortable for being 20 years late, loves to teach complicated financial planning simply, helping regular folks set their financial future on track.
David Rosell is an author, speaker, wealth manager, podcast host, and world traveler. He authored two books, "Failure Is Not An Option" and "Keep Climbing - A Millennial's Guide to Financial Planning," which he wrote out of concern for the lack of financial education our kids get in school.
In this episode, David drops several fascinating facts about wealth planning, like the result of doubling a penny for 30 days. He also shares how to succeed doing ordinary things, the best way to find a wealth planner, and his life-changing decision to link money to freedom instead of happiness.
We delve into his past, his fantastic relationship with his grandmother, who taught him so much about life and finances, and his first successful business when he was 19.
Tune in to Episode 132 of REJUVENAGING® and learn everything you need to know about getting financial planning done right and on time.
Some Questions I Ask:
Where did the interest in financial planning come from? (6:08)
You've got excellent advice from your grandmother; any other particular financial gurus have given you your philosophy of approaching wealth management? (11:24)
What advice do you have for the person who couldn't start their financial planning journey at 19 years old? (17:26)
In This Episode, You Will Learn:
About David's fascinating relationship with his grandmother (7:06)
One of the reasons why David decided to write his second book, "Keep Climbing" (9:53)
The effects of linking money with freedom instead of happiness (13:52)
Why David rejects FEAR (False Evidence Appearing Real) (23:41)
The second part of the journey is the most dangerous and the one that requires more planning (28:32)
David Rosell website
Recession-Proof Your Retirement podcast
David Rosell books
Book: Napoleon Hill - Think and Grow Rich
Connect with David:
Useful REJUVENAGING® Resources:
Book: Dr. Ron Kaiser -Rejuvenaging: The Art and Science of Growing Older with Enthusiasm