Financial Game Plan

Financial Game Plan

Por: Cody Rose
As a dually licensed Fiduciary and holistic Advisor, Skip and his daughter Cody Rose, are driven to work in the best interests of his clients. This family team utilize their vast experience in finance and real estate while working with market trading organizations, elder law attorneys and certified public accountants. Skip built Terra Firma Financial Advisory to work with real, hard-working people by providing them with financial education and direction using plain English and common sense. Terra Firma Financail Advisory also incorporated in-house tax strategy and preparation along with Estate Planning, and even Medicare planning to assist our clients in all things related to retirement finance and legal standing conveniently under one roof.
38 episodios disponibles

Latest episodes of the podcast Financial Game Plan

Act Your Age (Asset Allocation) - January 10, 2026 15/01/2026
2025 Christmas Special - December 20, 2025 22/12/2025
Preparing for Market Volatility - November 22, 2025 24/11/2025
Highly Appreciated Assets - November 08, 2025 11/11/2025
Roth Conversions 2.0 - November 01, 2025 03/11/2025
Optimizing Retirement Income - October 11, 2025 17/10/2025
Retirement Planning for Women - September 27, 2025 17/10/2025
The Longevity Challenge - September 20, 2025 17/10/2025
Four Questions About Retirement - September 06, 2025 12/09/2025
Plan For The Worst and Hope For The Best - August 30, 2025 12/09/2025
Creating a Lasting Legacy - August 23, 2025 12/09/2025
Big Beautiful Bill and Thinking FAST - August 09, 2025 12/08/2025
The Reality of Retirement Spending - August 02, 2025 04/08/2025
The Longevity Challenge - July 26, 2025 04/08/2025
Retirement Checklist - July 12, 2025 04/08/2025
Financial Proverbs 26/06/2025
Summer Lovin’: Financial Advice for the Newlyweds or Newly Remarried 05/06/2025
Things You Might Miss 02/06/2025
Things You Might Miss 02/06/2025
The Five People You Meet Before Retirement 22/05/2025
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