The Good Financial Cents Show w/ Jeff Rose, CFP®

The Good Financial Cents Show w/ Jeff Rose, CFP®

By Jeff Rose, CFP®BusinessInvestingMarketing
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The Good Financial Cents Show w/ Jeff Rose, CFP® episodes

  • GFC 072: 7 Ways to Invest to Protect Your Principal
    A few weeks ago, I did a podcast with the Director of Financial Planning of Alliance Wealth Management, Andrew Rogers. Our main topic of the day was principal protection – as in, choosing investments that protect your nest egg from losses while promoting at least some growth. Even though it’s been a few years, the financial... Listen Now-->
    32 min
  • GFC 071: Watch Out for the Annuity Illustration Optical Illusion
    Have you ever been excited about something only to realize it’s not what you think? Time and time again, this kind of scenario happens in our lives. A recent trip I took with my wife is the perfect example of how a dream can fall short of reality. I was traveling to New York City to work on a... Listen Now-->
    29 min
  • GFC 072: How to Protect Your Principal When Investing

    Many investors fear the stock market and are looking for ways to protect your principal while investing. But can it really be done? Jeff Rose, CEO, and Andrew Rogers, Director of Financial Planning outline 6 investment strategies that allow you to make some return while also protecting your principal.

    32 min
  • GFC 071: Beware of The Annuity Illustration Optical Illusion

    Annuity Illustrations can make almost any annuity look good. Make sure you COMPLETELY understand what you are looking at. In this episode, Jeff Rose and Andrew Rogers, Director of Financial Planning, share a recent meeting where an annuity illustration was presented to a client where the numbers were just too good to be true.

    29 min
  • GFC 070: How to Go From Average to Awesome

    You're The Average Of The Five People You Spend The Most Time With. - Jim Rohn

    When's the last time you evaluated who you spend the most time with? If you're not on the path you want to be in, it might be time to take a long hard look who influences your decisions.

    21 min
  • GF¢ 069: Understand Your “Why” Before You Buy an Annuity
    Want to know what gets me really fired up? If there’s one thing that really grinds my gears, it’s when we find out a new client unknowingly has an annuity in his or her portfolio. Now, it’s not just the fact they have an annuity that’s the problem.  As I have shared on several occasions, there are definitely times... Listen Now-->
    18 min
  • GFC 68: Epic Road Trip

    Summer is here, which conjures images of swimming pools, hot dogs on the grill, and epic whiffle ball games.

    There's nothing I look forward to more than warm, lazy summer days.

    You can't talk about summer without talking about a summer vacation.

    That's why incorporating an epic road trip as part of your summer agenda is a must.

    Before you embark on your own version of the Griswold's trip to Walley World, here are seven musts to make your family road trip epic.

    38 min
  • GF¢ 067: 7 Mistakes Investors Make Planning For Retirement
    Few investors, if any, sail through life without making mistakes, but when it comes to retirement investing, serious missteps can cost you. And cost you big! Through the years in working with retirees and soon to be retirees all across the U.S. we've identified the 7 common mistakes that investors make that can potentially ruin... Listen Now-->
    38 min

About The Good Financial Cents Show w/ Jeff Rose, CFP®

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