Gaining to Give

The Roche Group, Wealth Advisors
  • 5,0 (8)
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Gaining to Give

Gaining to Give is a personal finance podcast, helping people connect money and meaning. Join us to help find your most generous life. Gaining to Give is a podcast run by Josh Roche, wealth advisor and founder of The Roche Group Wealth Advisors, the premier financial planning firm in Oklahoma City. DISCLOSURE: The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with The Roche Group.

  1. 14 АВГ.

    33: Lessons In Entrepreneurship with Special Guest Kris Keiser

    In this episode of Gaining To Give, Josh sits down with Kris Keiser, a successful CPA, entrepreneur, and educator serving the Oklahoma City area.  Kris shares about his journey to success, including valuable lessons learned from overcoming years of challenges and offers practical advice for those embarking on their own entrepreneurial paths. He also touches on the critical role tax planning can play when it comes to financial health, both now and in the future.   For more information or to contact The Roche Group, you can find them on social media or visit their website: https://www.rochewealth.com/

    40 мин.

  2. 7 АВГ.

    32: How To Invest During An Election Year

    With the next election quickly approaching, there has been a lot of focus on the present and future state of the stock market.  So how much should the political climate actually play into your investment strategy?   In this episode, Josh and Paige investigate historical data to reveal how elections truly affect stock market performance, challenging common assumptions and fears. By taking a look at past trends, you'll receive insights into whether political events should shape your investment decisions and how to navigate market fluctuations with a clear, evidence-based perspective.   For more information or to contact The Roche Group, you can find them on social media or visit their website: https://www.rochewealth.com/

    17 мин.

  3. 31 ИЮЛ.

    31: 10 Things Your Kids Should Know Before Leaving Home - Pt. 2

    Most of us would agree that there are things we wish we would have known before stepping out on our own.  As the saying goes, "Hindsight is 20/20".  While it may be inevitable that our kids learn certain lessons the hard way, there are several practical ways we can prepare them for life in the real world.   This week's episode is Part 2 of a two-part series in which Josh and Paige uncover five more things every young adult should master before spreading their wings, such as the truth about credit cards, how to choose a career path, and more.  Whether your child is heading off to college, entering the workforce, or exploring other options, these lessons will equip them with the skills and mindset necessary for a successful transition to independence.   For more information or to contact The Roche Group, you can find them on social media or visit their website: https://www.rochewealth.com/

    18 мин.

  4. 24 ИЮЛ.

    30: 10 Things Your Kids Should Know Before Leaving Home - Pt. 1

    Most of us would agree that there are things we wish we would have known before stepping out on our own.  As the saying goes, "Hindsight is 20/20".  While it may be inevitable that our kids learn certain lessons the hard way, there are several practical ways we can prepare them for life in the real world.   This week's episode is Part 1 of a two-part series in which Josh and Paige uncover five things every young adult should master before spreading their wings, such as how to budget, the importance of relationships, and more.  Whether your child is heading off to college, entering the workforce, or exploring other options, these lessons will equip them with the skills and mindset necessary for a successful transition to independence.   For more information or to contact The Roche Group, you can find them on social media or visit their website: https://www.rochewealth.com/

    17 мин.

  5. 17 ИЮЛ.

    29: What's Trending - Financial Advice Edition

    In a world flooded with information, knowing how to pick out sound advice from the rest can be daunting.   In this episode, join Josh and Paige as they discuss the art of discerning credible financial advice.  From distinguishing trustworthy sources online to evaluating recommendations from financial professionals and loved ones, you'll hear about practical strategies to navigate the noise. Learn to spot red flags, identify biases, and empower yourself with the knowledge needed to make informed financial decisions.   For more information or to contact The Roche Group, you can find them on social media or visit their website: https://www.rochewealth.com/

    20 мин.

  6. 10 ИЮЛ.

    28: The Importance of Early Retirement Planning

    Depending on your age, retirement planning may or may not be at the top of your priority list when it comes to your finances.  However, allowing as little as three to five years slip by without a solid plan can make a huge difference down the road.    In Episode 28, Josh and Paige dive into strategies and insights that can transform your financial future, from smart savings techniques to investment hacks that maximize long-term impacts. Whether you're just starting your career or nearing retirement age, this episode offers practical advice and expert tips to secure a prosperous and worry-free retirement.    For more practical tips and information, follow The Roche Group on social media or visit their website: https://www.rochewealth.com/

    16 мин.

  7. 3 ИЮЛ.

    27: Building Contentment and Defining the Concept of "Enough"

    "Keeping up with the Joneses" has a much broader (and less attainable) meaning than it used to.   In this episode, Josh and Paige dive into how societal pressures shape our definitions of fulfillment and discuss how contentment is oftentimes a moving target.  They also share practical strategies to help redefine "enough" in our lives by changing our mindset. Whether you're seeking balance in career, relationships, or personal pursuits, this episode offers insights and actionable advice to help you find true contentment in a world of constant change.   For more practical tips and information, follow The Roche Group on social media or visit their website: https://www.rochewealth.com/

    18 мин.

  8. 26 ИЮН.

    26: Training Your Brain in Daily Generosity

    As with any behavior change, becoming a generous person doesn't happen overnight.  It takes daily, intentional habits to see results.    In Episode 26, Josh and Paige discuss practical ways to integrate generosity into everyday life beyond financial giving—from simple acts of kindness to fostering a generous mindset.  Discover how these practices can enhance your well-being and improve relationships.  You'll also learn how to train your brain to embody generosity in all aspects of daily living.   To learn more and stay connected with The Roche Group, you can find them on social media or visit their website!

    18 мин.
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Gaining to Give is a personal finance podcast, helping people connect money and meaning. Join us to help find your most generous life. Gaining to Give is a podcast run by Josh Roche, wealth advisor and founder of The Roche Group Wealth Advisors, the premier financial planning firm in Oklahoma City. DISCLOSURE: The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with The Roche Group.

Информация

  • Автор
    The Roche Group, Wealth Advisors
  • Годы выхода
    2023 - 2024
  • Выпуски
    34
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2023 All rights reserved.
  • Сайт подкаста
    Gaining to Give

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