Author, Speaker and Wealth Manager David Rosell tells a tale of a treacherous scuba diving adventure from his new book “Keep Climbing” and gives straightforward steps to bring your financial planning to life.
Financial Advisor and Author David Rosell helps us understand the ups and downs of the markets. He also gives tips on how to keep dilemmas and challenges in perspective as we navigate the world of money.
Northwest Quadrant Wealth Management’s Tyler Simones explains the new Department of Labor rule, which states that financial advisors need to act as Fiduciaries on their clients’ retirement accounts. Learn more about why this law is good for the individual investor and how it works.
Author, speaker, wealth manager, adventurer David Rosell, of Rosell Wealth Management, tells the tale of ultralight shenanigans in Africa and Central Oregon and relates a connection to how you approach your financial planning.
Financial advisor Troy Reinhart from Northwest Quadrant Wealth Management joins us for this week’s Simple Cents segment. We’re focusing on wills, trusts and estate planning. For people who have never done a will or trust before there are a lot of things to consider. It’s not just where you want your money to go, but also for parents–who would take custody of your children?