Financial Game Plan

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 fluctuations, establishing legacy plans, or reviewing Medicare options, each discussion is designed to...

To learn more, visit Terra Firma Financial Advisory Group ! 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 fluctuations, establishing legacy plans, or...

To learn more, visit Terra Firma Financial Advisory Group ! 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 fluctuations, establishing legacy plans, or...

To learn more, visit Terra Firma Financial Advisory Group ! 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 fluctuations, establishing legacy plans, or...

To learn more, visit Terra Firma Financial Advisory Group ! 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 fluctuations, establishing legacy plans, or...

There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway… 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 ca...

Whether you’re tying the knot for the first time or getting married for the second (or third) time, the financial decisions and implications go way beyond the events of the big day. Marriage is not only a romantic and legal partnership, but a financial one, too. So, here’s a few tips to set that union up for long-term financial health… In this episode of Financial Game Plan, financial advisor Cody...

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement… 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 t...

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement… 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 t...

In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction...

In honor of Mother’s Day, and as a way to recognize everything moms have done for us, let’s take a few minutes to talk about how you can best make sure that mom is financially taken care of… 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...

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money… 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 p...

They say that the Chinese character for the word “crisis” is most accurately translated as “opportunity riding on a dangerous wind.” Nobody on our research team speaks Chinese to be able to verify this, so it’s possible that this entirely made up. But the sentiment is true when it comes to financial decision-making in a difficult market environment like the one we currently find ourselves in. Let’...

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a k...

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a k...

At this point of the year, most people have gotten their tax return filed for 2024. So now it’s time to turn our attention to planning for this year. Let’s discuss the tax code updates that you should know about… 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...

People love filling out brackets for March Madness and people love trying to pick stocks that they think will do well in the future. What do these two things have in common? 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 Securi...

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients… 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...

What can we learn about retirement planning from these popular board games? 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 fluctuations, establishing...

How is planning for retirement like going to the grocery store? Tune into today's conversation to find out! 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 ma...

Some financial advisors would say that the foundation of a successful retirement is your income plan. Some have even said that if you don’t have an income plan, you don’t really have a retirement plan. Today, we’re breaking down why so many retirees are unprepared in this area- and the steps you can take to build a reliable income plan for your future. In this episode of Financial Game Plan, finan...

The five love languages were made popular by author Gary Chapman. If you’re not familiar with them, they include: acts of service, quality time, words of affirmation, gifts, and physical touch. In light of the Valentine’s season that we’re in, let’s think about how you may encounter the love languages when it comes to financial planning… In this episode of Financial Game Plan, financial advisor Co...

For some people, the idea of retiring and then getting another job is detestable. For others, they can’t sit still and have to go find some other job. For the latter crowd, here’s a handful of popular “side gig” jobs for retirees… 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...

The thing about assassins in the real world is that they’re sneaky and you don’t see them coming. And the assassins in the retirement planning world are...exactly the same way. Let’s talk about some of the retirement assassins that can destroy your retirement if you’re not on guard... In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at...

Let’s discuss some of the financial matters that folks should consider addressing before the end of the year... 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 t...