the Rothrock30
Robb Rothrock delivers vital insurance and financial information in 30 minutes or less 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: rothrockfg.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) Independent Wealth Advisor and Insurance Agency
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45 -- Preparing for Financial Uncertainty
08/20/2023
45 -- Preparing for Financial Uncertainty
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 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 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.
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44 -- Four Most Important Things to Address Before Retirement
07/31/2023
44 -- Four Most Important Things to Address Before Retirement
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 those plans we do offer in your area. Please contact 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.
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43 -- Great Ways to Diversify with Daniel Snover of PMV Capital
07/24/2023
43 -- Great Ways to Diversify with Daniel Snover of PMV Capital
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: 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 those plans we do offer in your area. Please contact 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.
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42 - The Summer of 2023 Medicare (and Annual Colorado Trip) Update
07/17/2023
42 - The Summer of 2023 Medicare (and Annual Colorado Trip) Update
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 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 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.
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41 - Everything You've Wanted to Know About Life Insurance And Would Never Ask
07/03/2023
41 - Everything You've Wanted to Know About Life Insurance And Would Never Ask
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 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 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.
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40 - Should You Convert to a Roth IRA
06/19/2023
40 - Should You Convert to a Roth IRA
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 offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact 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.
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39 - Making Your Money Last Longer
06/12/2023
39 - Making Your Money Last Longer
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 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 those plans we do offer in your area. Please contact 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.
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38- Making Your Retirement Dream a Reality Pat Schmidt
06/05/2023
38- Making Your Retirement Dream a Reality Pat Schmidt
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 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 those plans we do offer in your area. Please contact 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.
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36 - The Power of Trusts
05/22/2023
36 - The Power of Trusts
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: 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 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
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35 -- Back from Branson
05/15/2023
35 -- Back from Branson
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 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 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.
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34 -- The Importance of Staying Healthy for Retirement
05/08/2023
34 -- The Importance of Staying Healthy for Retirement
Robb talks about the importance of remaining healthy so you can enjoy your retirement. ================== 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 those plans we do offer in your area. Please contact 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.
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33 - Don't Outlive Your Money...Get a Retirement Income Analysis
04/24/2023
33 - Don't Outlive Your Money...Get a Retirement Income Analysis
Robb offers a few reports that are vital for your retirment planning. These reports give you a very good idea of where you are currently and where you are headed. Robb offers these for free. 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.
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32 -- Take Control of Your Own Retirement
04/17/2023
32 -- Take Control of Your Own Retirement
If nothing else changes, The Social Security Trust Fund is going to be depleted within the next decade or so. In this episode, Robb encourages you to take control of your retirement and start preparing now. 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.
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31 -- Longterm Care
04/10/2023
31 -- Longterm Care
Many assisted living facilities are evicting residents because medicaid payments have not kept up with inflation. Robb points out that proper preperation right now can keep you from having to deal with this type of situation later. 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.
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30 -- Retire and Vacation
03/24/2023
30 -- Retire and Vacation
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.
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29 -- The 3 Buckets of Retirement
03/13/2023
29 -- The 3 Buckets of Retirement
Robb Rothrock has some great advice on the best ways to prepare (invest) for your retirement. In this episode he tells you about the 3 buckets of investments. Robb 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.
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28 -- Retire and Relax
03/06/2023
28 -- Retire and Relax
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.
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27 - Elections and More
11/14/2022
27 - Elections and More
Robb and Friedo are finally back together again. This episode was recorded 3 days after the 2022 MidTerm Elections. 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.
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26 - Wills on Wheels -- Vicki Ratliff
10/03/2022
26 - Wills on Wheels -- Vicki Ratliff
Vicki's been a lawyer in Texas since 1987. She started out working on bankruptcies because of the economic downturn at that time. Soon after she began handling family law cases as well. She specializes in wills, probates, and estates. Using the slogan of Wills on Wheels℠, she makes "house calls" to locations such client's homes, where they work, assisted living, nursing homes, or other convenient locations (like over coffee or ice cream) to help them with their probate and estate planning needs.
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25 -- Deeper Dive Into Annuities
09/19/2022
25 -- Deeper Dive Into Annuities
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.
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24 -- Medicare Open Enrollment
08/29/2022
24 -- Medicare Open Enrollment
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.
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23 - Longterm Care
08/22/2022
23 - Longterm Care
Robb Rothrock has some vital advice for you when it comes to longterm care coverage.
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22--Inflation Reduction Bill Exposed
08/15/2022
22--Inflation Reduction Bill Exposed
As Robb has been recovering from knee surgery, he's had plenty of time to "study". In this episode he breaks down his research into the "Inflation Reduction Bill" that President Biden is about to sign. Is it really going to reduce inflation?
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21 -- Obamacare and Knee Replacements
08/08/2022
21 -- Obamacare and Knee Replacements
Robb is on Day 12 of his recovery from Knee Replacement Surgery. Things are going well and he talks about the experience. He also gives a great lesson on Obamacare in this episode. 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.
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20 -- Climate Change
08/01/2022
20 -- Climate Change
Robb and Friedo take 30 minutes to put together a complete solution to climate change...OK, maybe not a "complete" solution...but it's a start
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19 -- Rothrock Vacation vs Inflation
07/25/2022
19 -- Rothrock Vacation vs Inflation
Robb just got back from a great Summer Vacation...Friedo wants to know if inlfation impacted any of his vacation decisions Robb and Friedo talk about the impact that 9.1% Inflation has on the average person. 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.
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18 -- Junk Luggers of Dallas--Andrew Siegel
07/18/2022
18 -- Junk Luggers of Dallas--Andrew Siegel
Today's guest is the Owner of The Junkluggers of Greater Dallas -- Andrew Siegel Junkluggers focuses on the eco-friendly removal of furniture and bulk trash Andrew also focuses on landfill diversion and is active in multiple community development efforts. Junkluggers' removal practices directly enhance lives, communities and the environment by donating, reusing, recycling, upcycling and supporting local charities. 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.
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17 -- Mesquite Rehabilitation Institute -- Irving Rowe
07/11/2022
17 -- Mesquite Rehabilitation Institute -- Irving Rowe
Today's guest is Irving Rowe from . Mesquite Rehab offers specialized inpatient and outpatient rehabilitative services and serves Mesquite and surrounding communities. Mesquite Rehab is locted at: 1023 North Belt Line Road Mesquite, Texas 75149 And you can call them at 972-216-2400 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.
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16 -- Now is a Great Time to Look at Annuities
07/04/2022
16 -- Now is a Great Time to Look at Annuities
With historic levels of inflation and economic uncertainty Robb tells us that now may be the best time to look at annuities. 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.
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15 -- Senior Moving Company
06/27/2022
15 -- Senior Moving Company
Senior Moving Company was established by a team of moving professionals dedicated to perfecting the relocation process. For over 28 years, our company has provided superior moves for residential and business customers alike. Our scope of work within the moving industry is broad; lending itself to highly trained staff equipped to address the intricacies of each unique relocation. 3215 Garden Brook Drive, Farmers Branch, TX 75234 (972) 488-1700 Senior Moving Company is a licensed and insured member of NASMM (National Association of Senior Move Managers). Our Senior Move Managers are fully trained to assist older adults and their families with the emotional and physical aspects of a transition with safety, care and compassion in mind. We abide by a strict code of ethics ensuring integrity in the industry and with those we serve. 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.
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