44 -- Four Most Important Things to Address Before Retirement
Release Date: 07/31/2023
45 -- Preparing for Financial Uncertainty
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: Check out my LinkedIn: View our Website: 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: We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social...
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44 -- Four Most Important Things to Address Before Retirement
the Rothrock30
Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: Check out my LinkedIn: View our Website: 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: 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...
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43 -- Great Ways to Diversify with Daniel Snover of PMV Capital
the Rothrock30
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...
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42 - The Summer of 2023 Medicare (and Annual Colorado Trip) Update
the Rothrock30
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: Check out my LinkedIn: View our Website: 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: We are an Independent...
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41 - Everything You've Wanted to Know About Life Insurance And Would Never Ask
the Rothrock30
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: Check out my LinkedIn: View our Website: 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: We are an Independent Insurance Agency and are not...
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40 - Should You Convert to a Roth IRA
the Rothrock30
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: Check out my LinkedIn: View our Website: 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: 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...
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39 - Making Your Money Last Longer
the Rothrock30
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. Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: Check out my LinkedIn: View our Website: Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser...
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38- Making Your Retirement Dream a Reality Pat Schmidt
the Rothrock30
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: Check out my LinkedIn: View our Website: Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What...
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36 - The Power of Trusts
the Rothrock30
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: Check out my LinkedIn: View our Website: 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: ...
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35 -- Back from Branson
the Rothrock30
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: Check out my LinkedIn: View our Website: 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: We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We...
info_outlineRobb Rothrock
Certified Retirement Counselor & Investment Advisor
Direct: 972-468-9294
Schedule a call or meeting: calendly.com/
Check out my LinkedIn: linkedin.com/in/
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.
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