Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment

☎️ 919-391-3446

John addresses the obvious right away: it’s not just him anymore, and everyone should get used to seeing Jake because he isn’t going anywhere. In this episode, John welcomes longtime friend Jake Doser as the newest partner and Financial Advisor at Rosewood Wealth Management. They share how the partnership came together and how the move creates new opportunities without changing the personal experience clients have come to expect. Plus, Jake offers an update on the whirlwind family journey from Connecticut to North Carolina.

Here’s what we discuss in this episode:

🛣️ Jake’s Journey and Background

🏀 Jake learns quickly about Carolina’s “different shades of blue”

🤝 Client Interaction and Team Dynamics

👶 Personal Updates and Family News

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

Schedule a Meeting: http://meetwithjohn.com

Check us out on YouTube: https://bit.ly/46RaLvL

Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment

☎️ 919-391-3446

Trump Accounts may offer families a valuable new way to save, but they are not automatically the right solution for every goal. In this episode, John and Jake explain how these accounts work, where they may fit, and why careful planning still matters. Tune in to find out whether this new account type deserves a spot in your financial toolbox or should be left on the shelf.

Here’s what we discuss in this episode:

🆕 How It Works: Understand how Trump Accounts work

⚠️ Use Caution: Outdated information can create confusion

🎯 Start With Goals: Match each account to its purpose

🧾 Tax Considerations: Different accounts carry different tax treatment

📲 Getting Started: Setup is easier than expected

Resources for this episode:

https://trumpaccounts.gov

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

Schedule a Meeting: https://www.rosewoodwealthmanagement.com/schedule-an-appointment

Check us out on YouTube: https://bit.ly/46RaLvL

Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment

☎️ 919-391-3446

Some people keep working because they love what they do. Others stay because retirement feels financially, socially, or emotionally uncertain. In this episode, Jake explores the different forces that can keep someone in the workforce longer than expected and why the real goal is understanding whether work is a choice or a necessity. A retirement plan should do more than tell you when you can stop working; it should help you prepare for what comes next.

Here’s what we discuss in this episode:

💼 Working Longer: People remain in the workforce for many different reasons

🤝 Social Connection: Leaving work can mean losing relationships, routine, and part of your identity

💵 Financial Necessity: A retirement income plan can help determine whether working longer is truly required

😟 Retirement Fears: Uncertainty can keep people working even when the numbers may support retirement

🏃 Semi-Retirement: Cutting back hours or changing careers can provide a middle ground

🗺️ Retirement Phases: A plan needs to account for decades of changing needs after work ends

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

Schedule a Meeting: http://meetwithrosewood.com

Check us out on YouTube: https://bit.ly/46RaLvL