Gaining to Give

It's so easy to let comparison fall into discontentment the minute you see someone else's seemingly better situation.  But do you really want to allow others' choices dictate important decisions that will have lasting impacts on your life?  In this episode, Josh and Easton expound on this idea and provide tangible examples of why it pays to stay in your lane and focus on what's best for you and your family.

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Finances and death may be the two most taboo topics of conversation.  However, knowing where your, or your parents' money will end up after passing away is a an important issue to discuss sooner than later in order to ensure clear communication and prevent confusion in the future.  In this episode, Josh and Easton discuss why it matters and how to go about it.

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With this episode, we launch into Season 4 of the podcast!  This season, Josh is joined by fellow Roche Wealth Advisor, Easton Huddleston.  Together they discuss AI and how it should best be utilized when it comes to financial planning.  Like any other tool, AI is good for certain things; but can it truly replace an actual financial advisor?

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This week, Josh wraps up the "Through the Eras" mini-series by talking about the seventies and beyond.  Anyone blessed enough to reach this decade has lived a lot of life and likely learned a lot of lessons.  As you enter into this chapter of life, it's of utmost importance to consider what you want to leave behind, both financially and otherwise.  Focus not only on leaving your legacy, but living your legacy through...

With just two episodes remaining in our "Through the Eras" mini-series, this week is all about the sixties.  This is an age range where most are entering retirement so it's crucial to be able to transition well into the next phase of life with clarity, peace, purpose and a plan.  But what does this practically look like?  Josh unpacks three helpful questions to ask yourself as well as three easy action steps to ...

As we continue in our "Through The Eras" mini-series, this week is designated to folks in their fifties.  If you find yourself in this demographic, one of the main questions Josh encourages you to ask is "What are the most important things to me that I want to put my money toward with the time I have left?"  As you approach retirement age, it's critical that you become intentional about what you are retiring to, not just ...

In this week's episode of our Through The Eras series, we've made it "over the hill".   By the time we hit our fourties, the fruit of how well we've prepared over the past twenty years begins to show.  Some may feel comfortable or even ahead of the curve, while others may look around at their peers and feel behind.  The reality is that our perception is subjective and is ultimately determined by how we define th...

It's the second episode in our series entitled "Through The Eras", in which Josh focuses on a particular decade of adulthood by offering financial wisdom and common milestones.  This week, we move on to the Thirties!  If the Twenties are for laying a foundation, the Thirties are for building the walls by further establishing good habits and making responsible decisions for you and your family.

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New season of Gaining To Give!  Season 3 kicks off with a fun series entitled "Through The Eras" (And yes, it may have been slightly inspired by Taylor Swift.)  Each week of the series, Josh will focus on a particular decade of adulthood, offering financial wisdom and milestones to be aware of.  While this is a time when many are just getting their financial feet underneath them, it's never too early to establish sma...

This week, we're continuing the "Back to the Basics" series by going back to two of the most important building blocks of financial stability: emergency funds and debt.  In this episode, Josh covers why having a cash cushion matters, how much to aim for, and practical ways to get started. Plus, he breaks down good vs. bad debt, interest rates, and more. Regardless of where you are in your financial journey, this episode gives ...

In Episode 25 of Gaining To Give, Josh continues the Back to the Basics series by focusing on several simple rules and ratios that can serve as helpful benchmarks when assessing your current financial situation.  From the 70/30/10 Rule to determining a reasonable debt-to-income ratio, this episode is full of advice that can be put to use right away.

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Episode 24 is the premiere episode of a new series titled Back to the Basics, where Josh lays the foundation for how to build a balanced (and sustainable) budget. Whether you're just getting started or resetting your money habits, you'll hear three crucial decisions: choosing a method, choosing a frequency, and choosing a reward to keep motivation high. Tune in to learn how these small choices can lead to long-term financial confid...