One More Round Podcast

Scott Fischer - How to Help Aging Parents Stay Safe, Independent, and Prepared - Episode 114

In this episode of One More Round, Josh sits down with Scott from Options for Senior Living to discuss one of the most important conversations families often avoid: how to care for aging parents before a crisis happens. Scott shares his 20+ years of experience helping families navigate senior living, aging in place, fall prevention, home safety, assisted living, memory care, and long-term care planning. The conversation also covers how adult children can talk with their parents about safety, independence, estate planning, financial preparedness, and reducing the burden of care on the family. Whether you have aging parents, are planning for your own future, or work with families navigating senior care decisions, this episode offers practical insight into how to prepare early, protect dignity, and make better decisions before emotions and emergencies take over. Topics covered: Aging in place safely Assisted living and senior placement Fall prevention and home safety assessments How to talk to aging parents Long-term care costs and funding options The burden of care on adult children Estate planning and healthcare directives Planning before a crisis happens Connect with Scott and Options for Senior Living: Website: optionsforseniorliving.com Phone: 602-845-1320

Why Taxes Shouldn’t Be a Once-a-Year Conversation

Most people think about taxes only once a year — when it is time to file. But real tax strategy happens throughout the year. In this episode of One More Round, Josh Norris, ChFC, breaks down the difference between tax filing and tax planning, and why business owners, high-income earners, families, and retirees should be having proactive conversations before tax season arrives. Josh covers common tax planning topics like retirement contributions, 401(k)s, Roth strategies, self-employed deductions, business purchases, tax credits, and why assuming you’ll be in a lower tax bracket in retirement can be a costly mistake. This episode is for educational purposes only and is not tax, legal, or financial advice. Always consult your CPA, tax professional, or financial advisor for guidance specific to your situation. In this episode, we discuss: *  Why tax planning is not the same as tax filing  *  Common mistakes people make with taxes  *  How retirement contributions can affect taxable income  *  Pre-tax vs. Roth strategies  *  Why retirement income may still create a tax burden  *  How business owners can think more strategically throughout the year  *  Why quarterly planning conversations can make a big difference  To learn more or schedule a conversation, connect with Josh Norris, ChFC, and the Arrive Financial team.

Danielle Puente Torres, President and CEO of DP Electric - Episode 112

In this episode Josh talks with Danielle Puente Torres, President and CEO of DP Electric. Danielle grew up watching the family business her father Dan Puente built from a garage in the early 1990s. After attending the University of Arizona and studying entrepreneurship and accounting, she found her path by joining the DP Electric team. She jumped in with both feet as a controller and, over a 10-year period, rose through the ranks to become CFO and eventually the successor to her father. Danielle shares the journey of joining the company, earning leadership inside a fast-growing construction firm, and taking the reins into the next generation. Under her leadership, the company has continued scaling to over $350M in annual revenue, while expanding into new markets like Austin, Texas. Learn more about DP Electric and their apprenticeship program DP University: 🌐 Website: https://www.dpelectric.com [https://www.dpelectric.com] ⚡ Careers / Apprenticeships: https://careers.dpelectric.com [https://careers.dpelectric.com] 📸 Instagram: https://www.instagram.com/dpelectricinc/ [https://www.instagram.com/dpelectricinc/?utm_source=chatgpt.com] 📘 Facebook: https://www.facebook.com/dpelectricinc 💼 LinkedIn: https://www.linkedin.com/company/dp-electric-inc DP Electric is one of the leading electrical contracting firms in the Southwest, known for projects in aviation, healthcare, corporate offices, and mission-critical infrastructure.

Isaiah Lopez Founder of the Ozzi App - Episode111

Isaiah Lopez started in corporate America at American Express and created an internal program rolled out that help travelers with security.  He saw a larger need to help travelers with real time security updates to keep them safe, and set out on his own to create the Ozzi App.  His story and mission is amazing.  Download the Ozzi App on the Apple and Android app stores.

Dan Puente - Founder of DP Electric - Episode 110

In this episode, Dan Puente, founder of DP Electric, joins Josh to talk about the amazing journey of growing a company from his garage that started in 1990.  35 years later, the company has over a 1000 employees and did roughly $350 Million in revenue for 2025.  Dan shares the navigation of tough economic times like 9/11, the recession of 2008 and Covid.  Today his daughter Danielle Puente Torres has successfully succeeded him in running the company through his mentorship, and she has taken the company to new heights. Dan shares wisdom on leadership, self development, hiring, faith and much more.