Isabelle Roethe

The Financial Wealth and Health Podcast

My name is Isabelle Roethe. I am an LPL financial advisor at Desert Wealth Management. We help retirees and families manage their finances so that they can feel more confident about tomorrow and focus more on enjoying life and maximizing family time. I truly believe that in order to become financially wealthy and financially free, you need to focus on financial health. Enjoy the podcast! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. www.finra.org www.sipc.org

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Autor

Isabelle Roethe

Categoría

Business

Web del podcast

podcasters.spotify.com

Último episodio

28 de feb. de 2025

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Episodios

How to Build Your Retirement Paycheck 28.02.2025

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

Living an Intentional Retirement 21.02.2025

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. Thismaterial was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or...

Happy New Year 2025 15.02.2025

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

The Basics of Investing Part 3 - Financial Planning and Investing 03.07.2024

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

The Basics of Investing Part 2 - Stocks and Bonds, Mutual Funds and ETF’s, Growth and Value Investing Strategies, and Market Capitalization 21.06.2024

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

The Basics of Investing Part 1 - Why We Invest 12.06.2024

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

Costs of Home Ownership 05.06.2024

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

Let’s Talk Term Life Insurance 29.05.2024

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

Dealing With Financial Anxiety 22.05.2024

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

Financially Healthy Habits - Part 3 of Making 2024 Your Most Financially Healthy Year Yet 07.02.2024

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or...

Saving For The Future While Living In The Present - Part 2 of Making 2024 Your Most Financially Healthy Year Yet 21.12.2023

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

Run a Financial Health Diagnostic Test of Yourself - Part 1 of Making 2024 Your Most Financially Healthy Year Yet! 30.11.2023

Disclosures: The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax o...

Questions to ask yourself before taking social security 23.11.2023

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other profe...

Life Lessons I Have Learned From Investing 16.11.2023

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other profe...

Building Your Financial Health Checklist 19.07.2023

Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are discussing the Financial Health Checklist. If you want to book a free phone call with me, make an appointment on my booking page: ⁠ https://oncehub.com/IRPhoneCallMeeting To find all my resource links, visit my LinkTree:  https://linktr.ee/isabelleroethe If you want to watch the video version of...

Retirement Planning and Secure 2.0 - An interview with George Schein from Nationwide 06.07.2023

In today’s podcast episode, I interview George Schein from Nationwide about Secure 2.0 and its impact on retirement planning for both younger and older generations. I hope you enjoy listening to this fun and educational conversation. Due to Compliance purposes, I need to clarify that George Schein and Nationwide are not affiliated with or endorsed by LPL Financial and Desert Wealth Management. To...

The Importance of Cybersecurity - An Interview With Ryan King 10.05.2023

In today’s podcast episode, I interview Ryan King, a Commercial Hardware Specialist at Christensen Computer Company. In this episode, we are talking all about cybersecurity. We discuss topics that include password security, virtual private networks, and best practices for keeping your online identiy secure. I hope you enjoy listening to this fun and educational conversation! Due to Compliance purp...

How Wealth & Health Are Similar - An Interview With Rachel Clausen 03.05.2023

In today’s podcast episode, I interview my mom, Rachel Clausen, talking all about the similarities between wealth and health! My mother is a health coach, and she has a passion for helping people live healthier lives. I hope you enjoy listening to this fun and educational conversation.   Due to Compliance purposes, I need to clarify that Rachel Clausen is not affiliated with Desert Wealth Manageme...

Financial Health 101 12.04.2023

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, I am sharing the audio from the Financial Health 101 webinar replay video. I hope you enjoy!   If you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeeting To find all the links to resource, visit my LinkTree:  http...

Who Do We Work With? 29.03.2023

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are answering the question: Who do we work with?   If you want to book a free phone call with me, make an appointment on my booking page:  https://oncehub.com/IRPhoneCallMeeting   To find all the links to resource, visit my LinkTree:  https://linktr.ee/isabelleroethe   If you...

Estate Planning Basics - Interviewing Elisabeth Pickle, Estate Planning Attorney 15.03.2023

Hello Podcast Listeners! In today’s episode, I am interviewing Estate Planning Attorney, Elisabeth Pickle! Elisabeth and I have grown a wonderful friendship over the last several months. I am very grateful to have met her, as she and I hold many of the same values and perspectives on life. She truly cares about her clients and wants to help them live the life they’ve always wanted! Elisabeth and I...

So You Want to Start Your Own Business 15.02.2023

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about becoming a business owner as a young professional. I hope you all enjoy today’s episode! If you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeeting To find all the links to resource, visi...

Should I Pay Off More Debt or Invest More Money? 03.02.2023

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are answering the question: Should I pay off debt or invest my money? To download and use the Excel Calculator mentioned in this episode, visit my Calculators page on my website: https://www.desertwealth.net/calculators If you want to book a free phone call with me, make an ap...

Understanding and Improving Your Self-Perception 25.01.2023

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about the concept of self-efficacy. What it is and how to improve it. I hope you all enjoy today’s episode! If you have podcast episode suggestions or questions, please reach out to me at isabelle.clausen@lpl.com   Want to schedule a phone call with me? Click...

Creating Your 2023 Finance Routine 18.01.2023

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about creating a finance routine for 2023. I hope you all enjoy today’s episode! If you have podcast episode suggestions or questions, please reach out to me at isabelle.clausen@lpl.com Want to schedule a phone call with me? Click here: https://oncehub.com/IRP...

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