In several earlier conversations on this show, guests have pointed out that these days many people are living into their nineties and that in many locales, centenarians are the fastest growing segment of the population. Yet as longevity increases, many people will very likely not have accumulated enough wealth to sustain the comfortable lifestyle they were accustomed to.
Here to share his perspective on longevity and money is, David Rosell, founder and president of Rosell Wealth Management, and author of Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement.
I was reflecting that what really constitutes wealth and a comfortable lifestyle is not just a question for our current times. Greek philosophers pondered this same question 2000 years ago. Around 300 BC Plato said “The greatest wealth is to live content with little” while 400 years later, Stoic philosopher, Epictetus, echoed this thought “Wealth consists not In having great possessions but in having few wants.”
So the questions for those looking ahead from mid-life retirement to several decades of life, become what are our essential wants, and what will we need to live content in a world that is vastly different not only from 2000 years ago but from a mere 100 years ago?
To answer these questions, for over 20 years David Rosell 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. 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 partook 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 also the author of a second book that melds his passions of adventure and finance: Keep Climbing – A Millennial’s Guide to Financial Planning.
As a grandmother, I loved reading that David dedicated Failure is Not an Option, to his grandmother, Ruth, whose financial and life lessons shaped him into the successful man he is today. His adventure travel stories lead to insights about wants, wealth and contentment.
To learn more about David, check out the links below. firstname.lastname@example.org Facebook: https://www.facebook.com/DavidMRosell
To contact Dr. Gillian Lockitch or create your roadmap to Growing Older Living Younger, Schedule a Living Younger Discovery call with me at https://calendly.com/askdrgill/discovery-phone-chat
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