13 episodes

The official podcast of Stepp & Rothwell. Financial planning and investment insights.

Stepp Up Stepp & Rothwell

    • Business

The official podcast of Stepp & Rothwell. Financial planning and investment insights.

    Pricier at the Pump

    Pricier at the Pump

    If things are seeming more expensive, you’re right. Costs are going up for many goods. What does it mean? What can we expect?

    Join Stepp & Rothwell Assistant Investment Officer Ross Lehman for the latest Stepp UP podcast, “Pricier at the Pump” as he discusses the realities hitting our wallets.

    • 12 min
    The Medicare Maze

    The Medicare Maze

    Medicare Fall Open Enrollment has begun. So many options. So many decisions. So little time. Join Health Insurance Strategist Chuck Adams and Stepp & Rothwell Managing Partner Ken Eaton as they guide us through the Medicare Maze.

    • 25 min
    Investing for Your Education

    Investing for Your Education

    Talk of school’s in the air. And, in fact, in many communities, classes already have begun. For those paying for college or private schools, that can get pricey quickly.

    There is a way to save for education that presents some tax and other advantages. It’s called a 529 Plan.

    Stepp & Rothwell Financial Advisor Bri Peck discusses the benefits of 529 Plans and similar opportunities to invest for education.

    • 12 min
    Crypto 101

    Crypto 101

    Stepp & Rothwell Managing Partner Ken Eaton and Stepp & Rothwell Associate Brooklyn Juday take a look at the world of cryptocurrencies.

    • 15 min
    A LEADER LOOKS AT LEADERSHIP: PART TWO

    A LEADER LOOKS AT LEADERSHIP: PART TWO

    The second of a two-part discussion about leadership with Gen. Tom Kolditz, PhD. He is the Founding Director of the Doerr Institute for Young Leaders at Rice University in Houston.

    This is the audio component of a presentation originally webcast in mid-May 2021 to the Stepp & Rothwell and Rice communities. The first of two parts is available at https://stepp-up.simplecast.com/episodes/a-leader-looks-at-leadership-part-one.

    • 33 min
    A LEADER LOOKS AT LEADERSHIP: PART ONE

    A LEADER LOOKS AT LEADERSHIP: PART ONE

    The first of a two-part discussion about leadership with Gen. Tom Kolditz, PhD. He is the Founding Director of the Doerr Institute for Young Leaders at Rice University in Houston.

    This is the audio component of a presentation originally webcast in mid-May 2021 to the Stepp & Rothwell and Rice communities. The second of two parts is available at https://stepp-up.simplecast.com/episodes/a-leader-looks-at-leadership-part-two.

    • 28 min

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