Gaining to Give

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

With just two episodes remaining in our "Through the Eras" mini-series, this week is all about the sixties.  This is an age range where most are entering retirement so it's crucial to be able to transition well into the next phase of life with clarity, peace, purpose and a plan.  But what does this practically look like?  Josh unpacks three helpful questions to ask yourself as well as three easy action steps to move you in the right direction.
 
For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com

As we continue in our "Through The Eras" mini-series, this week is designated to folks in their fifties.  If you find yourself in this demographic, one of the main questions Josh encourages you to ask is "What are the most important things to me that I want to put my money toward with the time I have left?"  As you approach retirement age, it's critical that you become intentional about what you are retiring to, not just what you are retiring from.  
 
For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com

In this week's episode of our Through The Eras series, we've made it "over the hill".   By the time we hit our fourties, the fruit of how well we've prepared over the past twenty years begins to show.  Some may feel comfortable or even ahead of the curve, while others may look around at their peers and feel behind.  The reality is that our perception is subjective and is ultimately determined by how we define the idea of "enough".  In addition to exploring this concept, Josh also offers some practical action steps to take, regardless of where you find yourself on the spectrum.  
 
For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com

It's the second episode in our series entitled "Through The Eras", in which Josh focuses on a particular decade of adulthood by offering financial wisdom and common milestones.  This week, we move on to the Thirties!  If the Twenties are for laying a foundation, the Thirties are for building the walls by further establishing good habits and making responsible decisions 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