Gaining to Give

In this week's episode, Josh and Paige spend time discussing select chapters from a favorite book of Roche Wealth, The Psychology of Money by Morgan Housel.  This is a resource they recommend to all the clients who walk through their doors because of the many helpful and practical concepts it offers.  

If you've ever considered changing career paths but are intimidated by the process, this is an episode for you.
 
Josh sits down with John Gassen, Co-Founder/Owner and Broker at Wise Oak Realty.  In this conversation, John discusses how he transitioned from a successful twenty year career in the banking industry to starting a now-thriving real estate company.  You'll hear about what went into his decision to switch careers, some ways he prepared for the transition, as well as valuable lessons he has learned along the way.

Josh and Paige are back to answer more questions submitted by followers and listeners like you. 
 
This episode covers a variety of topics such as Brokerage and 529 accounts, how to best invest a lump sum of cash and Josh's go-to index fund.  
 
If you have a question you'd like answered on the podcast, contact Roche Wealth by visiting https://www.rochewealth.com/contact-us

If you've ever considered using a Financial Planner but were unsure about how it works, this episode aims to fill in the gaps.
 
This week, Josh and Paige set out to answer frequently asked questions such as:
"What is a Financial Planner and what does he/she do?"
"How much does it cost?"
"What is needed from me in order to get the process started?"
 
As always, you can reach Josh or Paige by visiting https://www.rochewealth.com/ .
 
 

Episode 7 is a follow-up to last last week's episode, Retirement Investing - Pt. 1 (which we encourage you to listen to first if you haven't done so already).
 
This week, Paige and Josh enter into a more in-depth look at investing strategies, types of accounts and benefits of each, as well as some realistic numbers to help give you a perspective as to how impactful it could be for your future.

Whether you are new to the workforce or nearing the end of your career, investing for retirement should be on your radar.
 
In the first episode of this two-part series, Josh gives a clear overview of what retirement investing is and lists some of the most commonly available investment options out there.  You'll also hear some real-life stories about why it's important to be knowledgable about where your money is going.

We're back with another episode on budgeting!
 
While Episode 1 provided a clear definition and general overview of budgeting, Episode 5 dives deeper into the topic and explores common myths about who should budget, when one should start, and why it is so necessary.  
 
For more information or to get in touch with Roche Wealth, visit https://www.rochewealth.com/ .

Investing has a scary connotation for many people and can be very intimidating.  But it doesn't have to be this way and, in fact, shouldn't be this way!
 
Join Josh and Paige as they debunk common myths about investing and offer helpful tips and insights to help you get more comfortable with the idea.  Whether you're brand new to the concept of investing or have been investing for years, there's something in this episode for you.

Most of us would agree that generosity is a great thing.  But actually being generous is sometimes easier said than done.
 
In Episode 3, Josh talks about how generosity can take on multiple forms and uncovers practical ways to start where you are.  You'll also hear about the many benefits that can come as a result of giving.  

Money and relationships can be tricky things to navigate independently, but even more so when they are combined.
 
In this week's episode, Josh and his wife, Holly, talk about common challenges couples face, share healthy practices they use in their own marriage, and discuss why financial unity is so important.