The guiding principle for financial success

 

Betsy Wurzel’s guest is David Rosell, a multifaceted individual known for his roles as the Founder and President of Rosell Wealth Management, accomplished speaker, and the host of the popular podcast “Recession-Proof Your Retirement,” available on various platforms. David is also an accomplished author and writer, with notable publications such as “Failure is NOT an Option: Creating Certainty in the Uncertainty of Retirement” and “Keep Climbing: A Millennial’s Guide to Financial Planning.” Additionally, he co-authored the groundbreaking book “IN THE KNOW: Turning Your Unneeded Life Insurance Policy Into Serious Cash” with Rodney Cook.

During his appearance, David Rosell shared insights into the motivations behind his books, delving deep into the process of converting unneeded life insurance policies into cash. He elaborated on the requisite steps and provided real-life examples of individuals who have benefited from this approach. David emphasized the strict regulatory framework governing life settlements and highlighted “IN THE KNOW” as a pioneering publication in this field. He urged the audience to seek guidance from experienced professionals when navigating this complex process.

Rosell Wealth Management offers comprehensive financial assistance and services to individuals residing in the United States. David also touched on personal experiences, including his entrepreneurial start at the age of 15, receiving invaluable money-saving advice from his grandmother Ruth, and stressing the importance of retirement savings, briefly discussing long-term care insurance. Furthermore, he emphasized the critical role of assembling a capable team, consisting of a CPA, Financial Planner, and Attorney, with the acronym T.E.A.M. (Together Everyone Achieves More) serving as the guiding principle for financial success.

Providing the Audio Interview for the Interview with Betsy Wurzel and David Rosell – Retirement-

Contact Information:
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David Rosell
Website: David Rosell
Phone number:  541-385-8831
Purchase Book on Amazon:  Purchase Here
Book Reviews:  Reviews
Podcast Link: Recession-Proof Your Retirement

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Betsy Wurzel
Host Page:  Betsy Wurzel
Personal Page onFacebook
Group Facebook Page  Facebook
Chatting with Betsy shows are on various podcasts free
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