Cody Rose

Financial Game Plan

Society EN ↓ 53 episoder

As a dually licensed Fiduciary and holistic Advisor, Skip and his daughter Cody Rose, are driven to work in the best interests of his clients. This family team utilize their vast experience in finance and real estate while working with market trading organizations, elder law attorneys and certified public accountants. Skip built Terra Firma Financial Advisory to work with real, hard-working people by providing them with financial education and direction using plain English and common sense. Terra Firma Financail Advisory also incorporated in-house tax strategy and preparation along with Estate...

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Forfatter

Cody Rose

Kategori

Society

Podcastens hjemmeside

www.spreaker.com

Seneste episode

5. sep. 2026

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Episoder

Retirement Reality Check 05.12.2024 28:31

Some people just need a reality check when it comes to understanding their retirement. Here’s a start… In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...

Look at the Bright Side 21.11.2024 53:01

Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you... In this episode of Financial Game Plan, financial advisor Cody Rose and...

Retirement Planning with Dorothy Parker 07.11.2024 53:01

Dorothy Parker was a writer in the first half of the 20th century who was well-known for her wit and wisecracks. And with just a little bit of creativity, we can turn some of her quotes into good financial advice... In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing...