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

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Celebrating Mom 08/05/2025
Financial Book Club: The Psychology of Money 05/05/2025
Opportunities in the Crisis 17/04/2025
Retiring Amidst Volatility 10/04/2025
Retiring Amidst Volatility 03/04/2025
2025 Tax Updates 27/03/2025
March Madness and Stock Picking 20/03/2025
Financial Advisor Survey 13/03/2025
Game Night 27/02/2025
Grocery Shopping 20/02/2025
Your Retirement Foundation 13/02/2025
The Five Love Languages of Financial Planning 06/02/2025
Retirement Side Gigs 29/01/2025
Retirement Assassins 09/01/2025
End of Year Planning 12/12/2024
Retirement Reality Check 05/12/2024
Look at the Bright Side 21/11/2024
Retirement Planning with Dorothy Parker 07/11/2024
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