『Gaining to Give』のカバーアート

Gaining to Give

Gaining to Give

著者: The Roche Group Wealth Advisors
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概要

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.Copyright 2023 All rights reserved. 個人ファイナンス 経済学
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  • S3-06: THROUGH THE ERAS - 70s
    2026/02/11

    This week, Josh wraps up the "Through the Eras" mini-series by talking about the seventies and beyond. Anyone blessed enough to reach this decade has lived a lot of life and likely learned a lot of lessons. As you enter into this chapter of life, it's of utmost importance to consider what you want to leave behind, both financially and otherwise. Focus not only on leaving your legacy, but living your legacy through the gift of presence. What can you share with others and what deserves the valuable time and energy you have left?

    For more information about The Roche Group, you can find them on social media or by visiting their website: rochewealth.com

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    15 分
  • S3-05: THROUGH THE ERAS - 60s
    2026/02/04

    With just two episodes remaining in our "Through the Eras" mini-series, this week is all about the sixties. This is an age range where most are entering retirement so it's crucial to be able to transition well into the next phase of life with clarity, peace, purpose and a plan. But what does this practically look like? Josh unpacks three helpful questions to ask yourself as well as three easy action steps to move you in the right direction.

    For more information about The Roche Group, you can find them on social media or by visiting their website: rochewealth.com

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    15 分
  • S3-04: THROUGH THE ERAS - 50s
    2026/01/28

    As we continue in our "Through The Eras" mini-series, this week is designated to folks in their fifties. If you find yourself in this demographic, one of the main questions Josh encourages you to ask is "What are the most important things to me that I want to put my money toward with the time I have left?" As you approach retirement age, it's critical that you become intentional about what you are retiring to, not just what you are retiring from.

    For more information about The Roche Group, you can find them on social media or by visiting their website: rochewealth.com

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    18 分
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