Cody Rose
Financial Game Plan
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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Szerző
Cody Rose
Kategória
A podcast weboldala
Legutóbbi epizód
2026. szept. 5.
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Epizódok
September 6 Headlines 05.09.2026 53:03
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...
Boomers Up to Bat, Gen X On Deck 08.08.2026 53:03
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...
Retirement Income Planning 01.08.2026 53:03
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...
Active vs. Passive 18.07.2026 53:03
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...
Healthcare Heist 11.07.2026 53:03
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...
Building Essential Retirement Income 16.05.2026 53:03
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...
Marathon of Her 09.05.2026 53:03
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...
Healthcare Heist 18.04.2026 53:03
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...
Retirement Optimism 04.04.2026 53:03
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...
Legacy Planning 28.03.2026 53:03
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...
Act Your Age (Asset Allocation) 23.03.2026 53:03
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...
Your 401(k) is Not a Plan 23.03.2026 53:03
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...
Retirement Income Planning - February 14, 2026 14.02.2026 53:03
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...
2026 Valentine's Day Special - February 07, 2026 07.02.2026 53:03
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...
Retirement Optimism - January 31, 2026 02.02.2026 53:03
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...
Act Your Age (Asset Allocation) - January 10, 2026 15.01.2026 53:03
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...
2025 Christmas Special - December 20, 2025 22.12.2025 53:03
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...
Preparing for Market Volatility - November 22, 2025 24.11.2025 53:03
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...
Highly Appreciated Assets - November 08, 2025 11.11.2025 53:03
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...
Roth Conversions 2.0 - November 01, 2025 03.11.2025 53:03
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...
Optimizing Retirement Income - October 11, 2025 17.10.2025 53:03
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...
Retirement Planning for Women - September 27, 2025 17.10.2025 53:03
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...
The Longevity Challenge - September 20, 2025 17.10.2025 53:03
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...
Four Questions About Retirement - September 06, 2025 12.09.2025 53:03
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...
Plan For The Worst and Hope For The Best - August 30, 2025 12.09.2025 53:03
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...
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