Billede af showet Gaining to Give

Gaining to Give

Podcast af The Roche Group, Wealth Advisors

engelsk

Business

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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.

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66 episoder

episode S3-03: THROUGH THE ERAS - 40s cover

S3-03: THROUGH THE ERAS - 40s

In this week's episode of our Through The Eras series, we've made it "over the hill".   By the time we hit our fourties, the fruit of how well we've prepared over the past twenty years begins to show.  Some may feel comfortable or even ahead of the curve, while others may look around at their peers and feel behind.  The reality is that our perception is subjective and is ultimately determined by how we define the idea of "enough".  In addition to exploring this concept, Josh also offers some practical action steps to take, regardless of where you find yourself on the spectrum.     For more information about The Roche Group, you can find them on social media or by visiting their website: rochewealth.com [https://www.rochewealth.com/]

21. jan. 2026 - 20 min
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