The Financial Wealth and Health Podcast

Isabelle Roethe
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The Financial Wealth and Health Podcast

My name is Isabelle Roethe. I am an LPL financial advisor at Desert Wealth Management. We help retirees and families manage their finances so that they can feel more confident about tomorrow and focus more on enjoying life and maximizing family time. I truly believe that in order to become financially wealthy and financially free, you need to focus on financial health. Enjoy the podcast! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. www.finra.org www.sipc.org

  1. 07/03/2024

    The Basics of Investing Part 3 - Financial Planning and Investing

    Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. -- Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 3 of our Investing Basics series. In this episode, we discuss the topic of incorporating investing into a financial plan. To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting Let's get financially healthy and wealthy together!

    29 min

  2. 06/21/2024

    The Basics of Investing Part 2 - Stocks and Bonds, Mutual Funds and ETF’s, Growth and Value Investing Strategies, and Market Capitalization

    Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.   LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. -- Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 2 of our Investing Basics series. This episode is discussing stocks and bonds, mutual funds and ETF’s, growth and value investing strategies, and market capitalization. I hope you enjoy the episode. Articles reference in this episode: https://www.fool.com/investing/stock-market/types-of-stocks/value-stocks/value-investing-guide/ https://smartasset.com/investing/growth-investing https://www.nerdwallet.com/article/investing/value-vs-growth-investing-styles To watch this video on YouTube, please visit the Desert Wealth Management YouTube Channel: https://youtube.com/@desertwealthmanagement?si=Si6D0GxaAMcKZioX To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting Let's get financially healthy and wealthy together!

    17 min

  3. 06/12/2024

    The Basics of Investing Part 1 - Why We Invest

    Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 1 of our Investing Basics series. This episode is discussing some of the reasons why we invest our money. I hope you enjoy the episode. Articles reference in this episode: https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm To watch this video on YouTube, please visit the Desert Wealth Management YouTube Channel: https://youtube.com/@desertwealthmanagement?si=Si6D0GxaAMcKZioX To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting Let's get financially healthy and wealthy together!

    17 min

  4. 06/05/2024

    Costs of Home Ownership

    Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. -- Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about various costs of home ownership. I hope you enjoy the episode. Articles reference in this episode: https://www.investopedia.com/terms/e/earnest-money.asp https://www.bankrate.com/real-estate/what-is-mortgage-escrow/ https://www.bankrate.com/real-estate/escrow-process/#how-it-works https://www.bankrate.com/real-estate/costs-of-buying-a-home/#upfront To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting Let's get financially healthy and wealthy together!

    21 min

  5. 05/29/2024

    Let’s Talk Term Life Insurance

    Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. -- Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about term life insurance. I hope you enjoy the episode. Nerdwallet article reference in this episode: https://www.nerdwallet.com/article/insurance/how-much-life-insurance-do-i-need To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting Let's get financially healthy and wealthy together!

    27 min

  6. 05/22/2024

    Dealing With Financial Anxiety

    Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. -- Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about dealing with financial anxiety. I hope you enjoy the episode. Articles reference in this episode: https://www.cnbc.com/select/73-percent-of-americans-rank-finances-as-the-number-one-stress-in-life/ https://www.capitalone.com/learn-grow/money-management/tips-to-overcome-financial-anxiety/ https://www.moneysense.ca/columns/a-rich-life/whats-your-money-story/ To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting Let's get financially healthy and wealthy together!

    41 min

  7. 02/07/2024

    Financially Healthy Habits - Part 3 of Making 2024 Your Most Financially Healthy Year Yet

    Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. -- Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about daily, semi-annual, and annual financial health habits for your New Year. Let’s work toward making 2024 your most financially healthy year yet!  To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting Let's get financially healthy and wealthy together!

    34 min

  8. 12/21/2023

    Saving For The Future While Living In The Present - Part 2 of Making 2024 Your Most Financially Healthy Year Yet

    Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. -- Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about saving for the future while living in the present. Let’s work toward making 2024 your most financially healthy year yet!  To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting Let's get financially healthy and wealthy together!

    45 min
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Ratings & Reviews

3.7
out of 5
3 Ratings

About

My name is Isabelle Roethe. I am an LPL financial advisor at Desert Wealth Management. We help retirees and families manage their finances so that they can feel more confident about tomorrow and focus more on enjoying life and maximizing family time. I truly believe that in order to become financially wealthy and financially free, you need to focus on financial health. Enjoy the podcast! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. www.finra.org www.sipc.org

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