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, his quest for extreme Travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall.

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. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund.

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.

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.

Let’s dive in!

[00:01 – 10:53] Opening Segment

• David has traveled the whole (almost) world
• David’s grandma was waaay ahead of her time!
• • She taught him his foundation with 
  • Compound interest is REALLY powerful

[10:54 – 18:16] David’s Aha! moment

• From seal coating to wealth management
• The way back down concept explained 
• • The greatest mountaineer
• What could go wrong in the descent
• • Coping with inflation

[18:17 – 25:28] What to do differently in the distribution phase

• Be financially self-actualized
• On social insecurity
• • David’s tips for our generation
  • Our lives 20 years from now
• Diversification: venture into alternative assets

[25:29 – 35:46] Closing Segment 

• How is David an effective independent financial advisor
• • Companies could care less about their employees
• A Generational impact
• Final words

Connect to David:

Shoot him an email at [email protected] visit his website at www.RosellWealthManagement.com

Listen and subscribe to David’s podcast: Recession Proof Your Retirement

David is the author of 2 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.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email [email protected]

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!  

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

“If you’d be telling me that in 10 years, I’d be seal coating driveways and traveling, spending a month in 6 different countries every year, I would not believe you.” – David Rosell

“If it is to be, it’s up to me.” – David Rosell

“I realized that it’s the descent, the distribution phase that also takes on the most amount of rest and needs the most amount of planning.” – David Rosell

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Sujata Shyam Passive Income Expert

Suja Shyam is a real estate investor, underwriter, Short-Term rental operator, and Fund Manager. Since founding Luxe, her primary focus has always been helping others achieve their financial & life goals.

Suja’s desire to help people started at a young age and continued through the years as she graduated from Northwestern University, and the Carnegie Mellon Tepper School of Business.

After using her student loans to flip her first house during her MBA, she spent 4 years underwriting multifamily acquisitions for institutional buyers.

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By way of bootstrapping her Short-Term Rental Business, and getting her hands dirty, Suja replaced her corporate income at the age of 33.

As a Managing Partner of Luxe Capital, Suja is responsible for acquisitions, fund management, and investor relations.

Integrity, exceptional communication, and delivering results to investors are at the core of every decision she makes.

When Suja isn't touring properties, or underwriting deals, you can find her rollerskating with her friends or exploring an unknown corner of the world.