Gaining to Give

Episode 24 is the premiere episode of a new series titled Back to the Basics, where Josh lays the foundation for how to build a balanced (and sustainable) budget. Whether you're just getting started or resetting your money habits, you'll hear three crucial decisions: choosing a method, choosing a frequency, and choosing a reward to keep motivation high. Tune in to learn how these small choices can lead to long-term financial confidence and momentum.
 
For more information about The Roche Group, you can find them on social media or by visiting their website: rochewealth.com

In this week's episode, Josh sits down with the newest Wealth Advisor at Roche Wealth, Easton Huddleston.  In addition to learning about Easton's background, family and interests, you'll also get to hear about his passion for helping people accomplish their financial goals one relationship at a time.
 
For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com

In this week's conversation, Josh continues the series on local nonprofits by talking with Kendal Torres, Founder of The Comeback Kid Society.  This agency is all about providing resources, guidance and opportunities for at-risk youth in the OKC area.  Their ultimate goal is to end teen homelessness, and they have already made huge strides towards this accomplishment.
 
If you or someone you know could benefit from these services, or if you'd like to support The Comeback Kid Society, visit their website at thecomebackkidsociety.com.
For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com.
 

This week features another nonprofit in OKC that is making a huge difference in the lives of individuals and the community.  Calm Waters is an organization that exists to support anyone and everyone who has experienced loss or grief.  Linda Maisch (CEO) and Emily Ahearn (Development & Communications Director) provide background on the organization, share some powerful stories, and offer practical ways that people can get involved. 
 
If you or someone you know is in need of support for grief or loss, you can find it by visiting calmwaters.org. 
For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com.
 

This episode is the first in a short series featuring local nonprofit organizations in Oklahoma City that are making an impact through generosity.  This week, Josh is joined by Shawn Baker, Senior Development Coordinator at Hope Is Alive, an organization that offers recovery housing and resources for those caught in addiction.  Shawn's passion for this mission is evident as he talks about his own journey through addiction and all the ways Hope Is Alive is changing lives in the state of Oklahoma and across the country.
 
If you or someone you know is in need of support for addiction, you can get help by visiting hopeisalive.net.
For more information about Roche Wealth, you can find them on social media or by visiting their website: rochewealth.com.
 

It's no secret there are many benefits of consulting a professional when it comes to your finances, but have you considered that not all Advisors are able to offer their clients the same level of service.  On this week's episode, Josh talks with friend and colleague, Wilson Wise, about his journey of founding his own independent financial advisory firm in Lexington, KY.   In addition to offering more freedom and flexibility for him and his clients, Wilson talks about the ways it has reiterated the importance of generosity in all aspects of life.
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com
 

Thais week, Josh encourages us to revisit and reflect on our financial goals we set at the start of the year. Are they still relevant? Have you made the progress you hoped for? Josh also walks through how to evaluate our goals with fresh eyes, identify what might be causing us to fall behind, and explore practical ways to adjust our plans moving forward. Whether you're ahead, behind, or just getting started, this check-in is your chance to realign and refocus for the rest of the year.
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com
 
 

Thanks to various factors like advertising and social media, lifestyle creep is something that many of us fall victim to from time to time.  In this episode, Josh breaks down how to recognize the signs of lifestyle inflation and offers practical tips to keep our spending in check, even as our income grows. 
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

In this week's episode, Josh is joined once again by special guest (and wife), Holly Roche.  Together, they explore the five essential money conversations every couple should have before saying “I do.” From unpacking your financial backgrounds and money mindsets to discussing debt, spending habits, and shared financial goals, they cover the crucial topics that build a strong financial foundation for your future together. Whether you're newly engaged or just starting to talk about money as a couple, or if you know someone who is considering marriage, this episode will provide practical ways to connect, communicate, and plan with purpose.
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Maybe you're someone who has considered using a Financial Advisor but, like many, are intimidated by how it all works.  In this episode, Josh sets out to demystify the process and explains step by step how Roche Wealth goes about customizing a plan based on the unique needs and desires of each client.  
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com