the Rothrock30

Robb Rothrock/FriedoNation Productions
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Robb Rothrock delivers vital insurance and financial information in 30 minutes or less Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: rothrockfg.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com) Independent Wealth Advisor and Insurance Agency

  1. 08/20/2023

    45 -- Preparing for Financial Uncertainty

    Robb and Friedo talk about financial circumstances that are out of our control.  How should we prepare for uncertainty?   Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

    27 min

  2. 07/31/2023

    44 -- Four Most Important Things to Address Before Retirement

    Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

    28 min

  3. 07/24/2023

    43 -- Great Ways to Diversify with Daniel Snover of PMV Capital

    Daniel Snover is President and a founding member of PMV Capital. Prior to founding PMV, Daniel was Co-CIO of Fund Architects, LLC where he led product development and managed more than $250 million in client assets. He then sold Fund Architects to Cabana Asset Management, where he was a member of the Investment Committee and helped to manage more than $1 billion in client assets. Daniel is exceptionally positioned in the wealth management space, having obtained both the Chartered Financial Analyst (CFA) designation, widely accepted as the highest set of credentials in the global investment management industry, and the Chartered Financial Consultant (ChFC) designation, an advanced financial planning designation. He received both a BBA in Accounting, and a BA in Economics, from the University of Texas at Austin. The University of Texas at Austin (BBA – Accounting) The University of Texas at Austin (BA – Economics) Chartered Financial Analyst (CFA) Chartered Financial Consultant (ChFC) Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

    31 min

  4. 07/17/2023

    42 - The Summer of 2023 Medicare (and Annual Colorado Trip) Update

    It's that time of year again...The time of year where the family prepares for Annual Medicare Enrollment by taking a trip to Colorado. This year, Robb did his part by pulling a rafter out of the water.   Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

    35 min

  5. 07/03/2023

    41 - Everything You've Wanted to Know About Life Insurance And Would Never Ask

    Robb takes us through the ins and outs of life insurance. What is the difference between "Whole" and "Term"? How can life insurance be a part of your retirement strategy?   Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

    36 min

  6. 06/19/2023

    40 - Should You Convert to a Roth IRA

    In this episode Robb tackles the important questions regarding Roth IRAs     Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

    21 min

  7. 06/12/2023

    39 - Making Your Money Last Longer

    Robb shows you different ways to extend the life of your retirment wealth.   Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com   Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

    22 min

  8. 06/05/2023

    38- Making Your Retirement Dream a Reality Pat Schmidt

    Pat Schmidt-- Director VP of Business Development & Managing Partner joins Robb.  Together they talk about helping you make your dream retirement a reality. They talk about avoiding the retirement roadblocks, fear of running out of money, long term care and the 5 key components of a great retirement plan.   Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

    35 min
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About

Robb Rothrock delivers vital insurance and financial information in 30 minutes or less Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: rothrockfg.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com) Independent Wealth Advisor and Insurance Agency

Information

  • Creator
    Robb Rothrock/FriedoNation Productions
  • Years Active
    2022 - 2023
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    the Rothrock30