Gaining to Give

It's so easy to let comparison fall into discontentment the minute you see someone else's seemingly better situation.  But do you really want to allow others' choices dictate important decisions that will have lasting impacts on your life?  In this episode, Josh and Easton expound on this idea and provide tangible examples of why it pays to stay in your lane and focus on what's best for you and your family.

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

Emergency funds and Budgeting: What's there to debate, right?  Well, as we all know, life is not always that simple.  In this episode, Josh and Easton get into the weeds and share some perspectives that are seldomly talked about in the personal finance community.  

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

Finances and death may be the two most taboo topics of conversation.  However, knowing where your, or your parents' money will end up after passing away is a an important issue to discuss sooner than later in order to ensure clear communication and prevent confusion in the future.  In this episode, Josh and Easton discuss why it matters and how to go about it.

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

Who better to ask about investment advise than financial advisors?  In this week's episode, Josh and Easton each share three categories that they view most important when it comes to investing.  While they do discuss financial investments, you might be surprised to hear what else they would recommend.

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

If you've been watching the mortgage rates wondering when the best time is to make a home purchase, Josh and Easton offer some helpful advise.  Plus, they go on a bit of a rant about the affordability of housing now compared to 50 years ago and you might be surprised by their perspective!

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

Is there truly one right answer when it comes to renting versus buying?  How do you know whether to go with a diversified investment portfolio or pick and choose individual stocks?  Josh and Easton provide clarity surrounding these commonly debated topics.

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

Josh and Easton wrap up this mini-series on AI by discussing the idea of "enough" and our society's constant pursuit of it.  For many, it's a moving target that never gets satisfied unless we are truly intentional with our time, habits, and of course our finances.  

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

Josh and Easton continue their mini series on AI by talking through ways that ChatGPT may be doing more harm than good when it comes to our ability to think for ourselves.  While it has several beneficial uses, are we sacrificing cognition for convenience?

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

With this episode, we launch into Season 4 of the podcast!  This season, Josh is joined by fellow Roche Wealth Advisor, Easton Huddleston.  Together they discuss AI and how it should best be utilized when it comes to financial planning.  Like any other tool, AI is good for certain things; but can it truly replace an actual financial advisor?

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

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 Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com