Today, I have a big announcement. I am proud to officially introduce a new, core element of the podcast: The Success Portfolio. An investment portfolio is the compilation of investments that lay the foundation for financial goals. Here on The Eric Mueller Show, I want to discover how successful people "invest" in themselves and build the foundation for their success. My guests will share with you the skills, traits, habits, mindsets, and attributes that make up their success portfolios and keep them at the top of their game.
Today’s guest, David Rosell, will be the first to share with us what makes up his Success Portfolio. 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 individuals and families who are at or near retirement to help them live the life they have always imagined. 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.
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. 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.
Quote of the episode:
· “Do ordinary things extraordinarily well.” – David Rosell
Highlights of the episode:
· Introducing The Success Portfolio
· Why David despises the word retirement
· Penny doubled every day for 30 days or 1 million dollars today
· Second half of your financial journey (coming down the mountain) takes the most planning and harbors the greatest amount of risk
Additional resources:
· DavidRosell.com
· Rosell Wealth Management
· Recession Proof Your Retirement (David’s podcast)
· Failure is NOT an Option by David Rosell
· Keep Climbing by David Rosell
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Subscribe to the show:
· Apple Podcasts
· EricRMueller.com
· Spotify

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