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Spencer Rose

Spencer Rose

pronunciation:
Retirement Plan Consultant
Retirement Planning
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CPR
Notary Public
x
1047
Code  
243
October 13, 2014
May
28
952-653-1047
  (Office)
  (Mobile)
Eden Prairie
(See where I sit)
Spencer Rose
,  
Retirement Plan Consultant
,  
952-653-1047
,  
srose@cgfinancial.com
About
Spencer
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Hometown
Brookfield, Wisconsin
First Job

Swim Coach/Lifeguard

Family

Wife - Grace; Twin sons - Andrew & William

Hobbies
I’d broadly describe my biggest hobby as “learning”. Astronomy, physics, math, history, DIY construction, it doesn’t really matter what the topic is. I enjoy the challenge of expanding my knowledge in adjacent fields and bringing that back to add depth to my personal and professional life.

My two favorite areas of study are personal finance and macroeconomics. I’m a bit of a math/optimization junkie, which coincides nicely with my day job as an investment advisor. When the work you do professionally is also your biggest personal interest, it makes work a lot more interesting (and fun!)

Outside of that, I enjoy just about any physical activity or sport that can be done outdoors. Swimming, golf, basketball, tennis, etc. Grace's grandparents live up on Rock Lake (near Maple Lake) and we spend as much time up there in the summer as possible.

Recent Book / Movie Recommendation

A 3-book series by Ryan Holiday:

- The Obstacle is the Way

- Ego is the Enemy

- Stillness is the Key

Grounded in Stoic philosophy, this series serves as a blueprint for leveraging the writings &knowledge of some of history’s best thinkers. They are quick, easy reads that I plan to revisit often. You can buy the entire series as The Way, The Enemy And The Key on Amazon.

Ryan also produces a daily newsletter “The Daily Stoic” that I read (most 😊) every morning.