Gaining to Give

Gaining to Give is a personal finance podcast, helping people connect money and meaning. Join us to help find your most generous life.

Gaining to Give is a podcast run by Josh Roche, wealth advisor and founder of Roche Wealth, a premier financial planning firm in Oklahoma City.

DISCLOSURE: The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Roche Wealth.

Episodes

Feb 19, 2025

16 min

Speed and efficiency is the name of the game in our society.  But is it always worth what we could be giving up in the process?  In Episode 8, Josh explores the benefits of choosing intentionality over convenience in a fast-paced world.  By slowing down and making mindful choices, we can enrich our lives, deepen relationships, and find greater fulfillment.
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Feb 19, 2025

16 min

Feb 12, 2025

17 min

With tax season upon us, Josh offers four powerful tax strategies that can significantly enhance the impact of your charitable donations. From giving appreciated securities to utilizing donor-advised funds and endowment funds, he breaks down how these approaches not only maximize your giving potential but also offer valuable tax benefits. 
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Feb 12, 2025

17 min

Feb 5, 2025

18 min

This week, it's another "family edition" of Gaining To Give as Josh has a conversation with his older brother, Matt Roche.  Matt could be considered a jack of all trades.  He has been a data analyst in the corporate world, he owns a local real estate company, and operates a ranch.  Despite the diversity of his background, one observation that has been consistent is the importance of offering value to the people around you.
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Feb 5, 2025

18 min

Jan 29, 2025

27 min

Most of us agree that generosity is a nice concept, but is it really something that needs to be taken seriously?  This week, Josh is joined by Blake Bastin, Pastor of Ministry & Operations at Crossings Community Church in OKC, who shares wisdom and real-life stories that help to illustrate why generosity carries so much weight.  Listen in on this enlightening conversation and you'll be sure to come away with not only a new perspective, but also a fresh motivation to be more generous with this life you've been given.
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Jan 29, 2025

27 min

Jan 22, 2025

13 min

The first episode of the season focuses on setting attainable goals.  This week, Josh jumps back into goal setting but digs deeper into some key principles that can help insure you are successful when you look back on your progress.  He talks about understanding the why behind your goal to stay motivated; measuring small, consistent steps to build momentum; and the importance of reflecting on who you become in the process. 
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com
 

Jan 22, 2025

13 min

Jan 15, 2025

29 min

As we've said multiple times on the podcast, generosity can take on many forms besides simply giving away money.  This week's episode features a conversation with special guest, Mike Beckham, who shares some profound wisdom on the subject.  As CEO of Simple Modern, Mike has made one of his main focuses finding ways to integrate generosity into the very culture of the company.  
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Jan 15, 2025

29 min

Jan 8, 2025

21 min

With Season 2 of the podcast now in full-swing, Josh takes time to visit with his brother, Caleb Roche!  Caleb is an entrepreneur and is the Founder of Club Creative, a marketing and business consulting company in Oklahoma City.  In this episode, Caleb shares about his journey of self-discovery, navigating unexpected challenges, and discusses ways that generosity has played a key role in the success of his life and business.  If you or someone you know has an entrepreneurial spirit, this is one you won't want to miss.
 
For more information or to contact Roche Wealth, you can find them on social media or by visiting their website: www.rochewealth.com

Jan 8, 2025

21 min

Jan 1, 2025

12 min

It's a new year and that means a new season of Gaining To Give!  In 2025, Josh kicks off Season 2 of the podcast by covering some essential steps that can help you establish realistic financial goals for the new year.  Discover practical ways to tackle your aspirations whether it’s building your emergency fund, or simply being more generous with your resources.  

Jan 1, 2025

12 min

Aug 14, 2024

39 min

In this episode of Gaining To Give, Josh sits down with Kris Keiser, a successful CPA, entrepreneur, and educator serving the Oklahoma City area.  Kris shares about his journey to success, including valuable lessons learned from overcoming years of challenges and offers practical advice for those embarking on their own entrepreneurial paths. He also touches on the critical role tax planning can play when it comes to financial health, both now and in the future.
 
For more information or to contact Roche Wealth, you can find them on social media or visit their website: https://www.rochewealth.com/

Aug 14, 2024

39 min

Aug 7, 2024

17 min

With the next election quickly approaching, there has been a lot of focus on the present and future state of the stock market.  So how much should the political climate actually play into your investment strategy?
 
In this episode, Josh and Paige investigate historical data to reveal how elections truly affect stock market performance, challenging common assumptions and fears. By taking a look at past trends, you'll receive insights into whether political events should shape your investment decisions and how to navigate market fluctuations with a clear, evidence-based perspective.
 
For more information or to contact Roche Wealth, you can find them on social media or visit their website: https://www.rochewealth.com/

Aug 7, 2024

17 min

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