the Rothrock30

Robb and Friedo talk about financial circumstances that are out of our control. How should we prepare for uncertainty?

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

Daniel Snover is President and a founding member of PMV Capital. Prior to founding PMV, Daniel was Co-CIO of Fund Architects, LLC where he led product development and managed more than $250 million in client assets. He then sold Fund Architects to Cabana Asset Management, where he was a member of the Investment Committee and helped to manage more than $1 billion in client assets.

Daniel is exceptionally positioned in the wealth management space, having obtained both the Chartered Financial Analyst (CFA) designation, widely accepted as the highest set of credentials in the global investment management industry, and the Chartered Financial Consultant (ChFC) designation, an advanced financial planning designation. He received both a BBA in Accounting, and a BA in Economics, from the University of Texas at Austin.

• The University of Texas at Austin (BBA – Accounting)

• The University of Texas at Austin (BA – Economics)

• Chartered Financial Analyst (CFA)

• Chartered Financial Consultant (ChFC)

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

It's that time of year again...The time of year where the family prepares for Annual Medicare Enrollment by taking a trip to Colorado.

This year, Robb did his part by pulling a rafter out of the water.

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

Robb takes us through the ins and outs of life insurance.

What is the difference between "Whole" and "Term"?

How can life insurance be a part of your retirement strategy?

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

In this episode Robb tackles the important questions regarding Roth IRAs

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

Robb shows you different ways to extend the life of your retirment wealth.

Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory).

Rothrock Insurance Solutions can be reached at 214-556-6550.

www.rrinsurancesolutions.com

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

Pat Schmidt-- Director VP of Business Development & Managing Partner joins Robb. Together they talk about helping you make your dream retirement a reality.

They talk about avoiding the retirement roadblocks, fear of running out of money, long term care and the 5 key components of a great retirement plan.

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

Robb and John met at a conference in Missouri. Together they talk about how people can protect their assets by using Trusts. They discuss the different types of trusts and how they can benefit you in your estate planning.

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.

John Sickoch from Ohio

Robb talks about the importance of feeling good about your retirement strategy.

Robb Rothrock

Certified Retirement Counselor & Investment Advisor

Direct: 972-468-9294

Schedule a call or meeting: calendly.com/robbrothrock

Check out my LinkedIn: linkedin.com/in/robbrothrock/

View our Website: retirethenrelax.com

Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser

What is your Investment Risk Tolerance? Click below to take the short survey:

Risk | American Elite Adv (americaneliteadvisory.com)

We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.

CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.