Gaining to Give

With tax season upon us, Josh offers four powerful tax strategies that can significantly enhance the impact of your charitable donations. From giving appreciated securities to utilizing donor-advised funds and endowment funds, he breaks down how these approaches not only maximize your giving potential but also offer valuable tax benefits.    For more information or to contact The Roche Group, you...

This week, it's another "family edition" of Gaining To Give as Josh has a conversation with his older brother, Matt Roche.  Matt could be considered a jack of all trades.  He has been a data analyst in the corporate world, he owns a local real estate company, and operates a ranch.  Despite the diversity of his background, one observation that has been consistent is the importance of offering value...

Most of us agree that generosity is a nice concept, but is it really something that needs to be taken seriously?  This week, Josh is joined by Blake Bastin, Pastor of Ministry & Operations at Crossings Community Church in OKC, who shares wisdom and real-life stories that help to illustrate why generosity carries so much weight.  Listen in on this enlightening conversation and you'll be sure to...

The first episode of the season focuses on setting attainable goals.  This week, Josh jumps back into goal setting but digs deeper into some key principles that can help insure you are successful when you look back on your progress.  He talks about understanding the why behind your goal to stay motivated; measuring small, consistent steps to build momentum; and the importance of reflecting on who...

As we've said multiple times on the podcast, generosity can take on many forms besides simply giving away money.  This week's episode features a conversation with special guest, Mike Beckham, who shares some profound wisdom on the subject.  As CEO of Simple Modern, Mike has made one of his main focuses finding ways to integrate generosity into the very culture of the company.     For more informat...

With Season 2 of the podcast now in full-swing, Josh takes time to visit with his brother, Caleb Roche!  Caleb is an entrepreneur and is the Founder of Club Creative, a marketing and business consulting company in Oklahoma City.  In this episode, Caleb shares about his journey of self-discovery, navigating unexpected challenges, and discusses ways that generosity has played a key role in the succe...

It's a new year and that means a new season of Gaining To Give!  In 2025, Josh kicks off Season 2 of the podcast by covering some essential steps that can help you establish realistic financial goals for the new year.  Discover practical ways to tackle your aspirations whether it’s building your emergency fund, or simply being more generous with your resources.  

In this episode of Gaining To Give, Josh sits down with Kris Keiser, a successful CPA, entrepreneur, and educator serving the Oklahoma City area.  Kris shares about his journey to success, including valuable lessons learned from overcoming years of challenges and offers practical advice for those embarking on their own entrepreneurial paths. He also touches on the critical role tax planning can pl...

With the next election quickly approaching, there has been a lot of focus on the present and future state of the stock market.  So how much should the political climate actually play into your investment strategy?   In this episode, Josh and Paige investigate historical data to reveal how elections truly affect stock market performance, challenging common assumptions and fears. By taking a look at...

Most of us would agree that there are things we wish we would have known before stepping out on our own.  As the saying goes, "Hindsight is 20/20".  While it may be inevitable that our kids learn certain lessons the hard way, there are several practical ways we can prepare them for life in the real world.   This week's episode is Part 2 of a two-part series in which Josh and Paige uncover five mor...

Most of us would agree that there are things we wish we would have known before stepping out on our own.  As the saying goes, "Hindsight is 20/20".  While it may be inevitable that our kids learn certain lessons the hard way, there are several practical ways we can prepare them for life in the real world.   This week's episode is Part 1 of a two-part series in which Josh and Paige uncover five thi...

In a world flooded with information, knowing how to pick out sound advice from the rest can be daunting.   In this episode, join Josh and Paige as they discuss the art of discerning credible financial advice.  From distinguishing trustworthy sources online to evaluating recommendations from financial professionals and loved ones, you'll hear about practical strategies to navigate the noise. Learn...

Depending on your age, retirement planning may or may not be at the top of your priority list when it comes to your finances.  However, allowing as little as three to five years slip by without a solid plan can make a huge difference down the road.    In Episode 28, Josh and Paige dive into strategies and insights that can transform your financial future, from smart savings techniques to investmen...

"Keeping up with the Joneses" has a much broader (and less attainable) meaning than it used to.   In this episode, Josh and Paige dive into how societal pressures shape our definitions of fulfillment and discuss how contentment is oftentimes a moving target.  They also share practical strategies to help redefine "enough" in our lives by changing our mindset. Whether you're seeking balance in caree...

As with any behavior change, becoming a generous person doesn't happen overnight.  It takes daily, intentional habits to see results.    In Episode 26, Josh and Paige discuss practical ways to integrate generosity into everyday life beyond financial giving—from simple acts of kindness to fostering a generous mindset.  Discover how these practices can enhance your well-being and improve relationshi...

This week, Josh sits down with Stacey Pezold.  Former Paycom executive, writer, podcast host, and dedicated mom, Stacey shares her inspiring journey of overcoming unexpected challenges in both career and motherhood. Join us as she reveals the pivotal moments and strategies that led to her success, offering practical insights and wisdom along the way.   You can hear more from Stacey by finding her...

You've likely heard the Biblical principle that it's more blessed to give than to receive.  But did you know this idea is actually backed by science?   Beyond its impact on others, generosity has surprising benefits for your own physical, emotional, and psychological well-being.  This week's episode dives deeper into the "why" behind generosity.  Plus, Josh and Paige share some exciting updates ab...

Episode 23 brings back a familiar guest Co-Host and Josh's wife, Holly Roche!   This week, Josh and Holly explain why they began taking generosity (specifically tithing to their local church) so seriously and share first-hand examples of how it has brought about unexpected blessings in their life.    

At some point in a person's career, everyone eventually parts ways with their employer.  Although this exit can sometimes feel awkward, it's important to not let this discomfort force hasty decisions.     In this episode, Josh and Paige cover essential considerations before leaving your job. They discuss financial preparation for a gap in income, navigating health insurance transitions, comparing...

Navigating the benefit options offered by your employer can be overwhelming, to say the least.    In this episode, we're unpacking everything from health and life insurance to stock options, as well as FSAs and HSAs. Tune in to learn how to make the most of your employer benefits and discover how these perks can protect you and your finances.

The podcast is 20 episodes in and we're celebrating by returning to favorite topic of the show: budgeting.   Back in Episode 1, Josh and Holly discussed the basics of budgeting and why it's important.  This week, Josh and Paige dive a bit deeper in their conversation and discuss the meaning of a well-balanced budget, how to determine what reasonable spending looks like for you, as well as the 60/2...

One of the most important patterns we can implement in our finances is discovering how to make intentional choices with our money.    In this week's talk, Josh and Paige discuss various strategies that can help you do just that.  Insurance, credit cards, and new vs. used cars are a few of the topics they touch on.  Learn how to be your own best advocate when it comes to your financial present and...

The world of insurance can be a difficult one to navigate.  With any unfamiliar territory, a basic understanding is a great place to start.   The goal of this episode is to provide a clear overview of different types of insurance, such as disability, life, longterm, and annuities.  Join Josh and Paige as they define what they are and when they are applicable. 

In this week's episode, Josh sits down with Owner/Founder of Oklahoma Gastro Health and Wellness, Dr. Pooja Singhal, MD.   Dr. Singhal shares her unique story of relocating from India to America as a teenager, navigating that challenges of medical school, and ultimately deciding to start her own practice.  This conversation is full of wisdom and inspiration for any listener, but especially those w...

Stock market jargon can seem like a foreign language if you're not involved in it on a regular basis.  That's why Josh and Paige take time this week to explain what makes up the stock market and also define common terms such as: stocks, bonds, options, and asset allocations.  If you're new to the stock market or are simply interested in a deeper understanding, this a great opportunity for you to g...