Retirement Planning For Your Second Half Of Life With Wealth Manager David Rosell


Manage episode 330371095 series 3354985
بواسطة Lesley McShane - Certified Personal Trainer, Accountability & Consistency Coach, Midlife Re-Inventor, Lesley McShane - Certified Personal Trainer, Consistency Coach, and Midlife Re-Inventor، اكتشفه Player FM ومجتمعنا ـ حقوق الطبع والنشر مملوكة للناشر وليس لـPlayer FM، والصوت يبث مباشرة من خوادمه. اضغط زر الاشتراك لمتابعة التحديثات في Player FM، أو ألصق رابط التغذية الراجعة في أي تطبيق بودكاست آخر.

Financial preparation to enjoy your second half of life is so crucial. The act of retiring can be exhilarating if you have prepared and scary as hell if you haven't. Wealth Manager and author of “Failure Is Not An Option: Creating Certainty in the Uncertainly of Retirement” is with us today to talk about our retirement ahead.
We touch on:

  1. Planning for future inflation and rising cost of living
  2. Long-Term Care plans
  3. Longevity of life
  4. The stages of retirement
  5. The importance of a financial advisor throughout your career and beyond
  6. Leaving financial legacy for our children and grandchildren
  7. Is it too late if I haven't really started saving for retirement
  8. The importance of teaching our kids (and ourselves) about compound interest early

David is also full of wonderful stories about his travels and ties all of his advice to things he has learned from them.
If you are interested in talking with David about wealth management, you can find him at his website:
David himself, his podcast, links to purchase his books are here:
Thank you for listening - please get in touch or find me at the following:
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Enjoy my friend Lindsay Pinchuk's podcast DearFoundHer where she is talking to female founders and finding out from them how they started their businesses and what lessons they learned and what their best practices are for success. Or listen to her episode with me about starting a business over 50 HERE:
Till next week!

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