Shows
the Rothrock3045 -- Preparing for Financial UncertaintyRobb and Friedo talk about financial circumstances that are out of our control. How should we prepare for uncertainty? Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (ameri...2023-08-2027 minthe Rothrock3044 -- Four Most Important Things to Address Before RetirementRobb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com) We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or a...2023-07-3128 minthe Rothrock3043 -- Great Ways to Diversify with Daniel Snover of PMV CapitalDaniel Snover is President and a founding member of PMV Capital. Prior to founding PMV, Daniel was Co-CIO of Fund Architects, LLC where he led product development and managed more than $250 million in client assets. He then sold Fund Architects to Cabana Asset Management, where he was a member of the Investment Committee and helped to manage more than $1 billion in client assets. Daniel is exceptionally positioned in the wealth management space, having obtained both the Chartered Financial Analyst (CFA) designation, widely accepted as the highest set of credentials in the global investment management industry, and the...2023-07-2430 minthe Rothrock3042 - The Summer of 2023 Medicare (and Annual Colorado Trip) UpdateIt's that time of year again...The time of year where the family prepares for Annual Medicare Enrollment by taking a trip to Colorado. This year, Robb did his part by pulling a rafter out of the water. Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser 2023-07-1735 minthe Rothrock3041 - Everything You've Wanted to Know About Life Insurance And Would Never AskRobb takes us through the ins and outs of life insurance. What is the difference between "Whole" and "Term"? How can life insurance be a part of your retirement strategy? Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk...2023-07-0336 minthe Rothrock3040 - Should You Convert to a Roth IRAIn this episode Robb tackles the important questions regarding Roth IRAs Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com) We are...2023-06-1921 minthe Rothrock3039 - Making Your Money Last LongerRobb shows you different ways to extend the life of your retirment wealth. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investme...2023-06-1222 minthe Rothrock3038- Making Your Retirement Dream a Reality Pat SchmidtPat Schmidt-- Director VP of Business Development & Managing Partner joins Robb. Together they talk about helping you make your dream retirement a reality. They talk about avoiding the retirement roadblocks, fear of running out of money, long term care and the 5 key components of a great retirement plan. Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor servi...2023-06-0534 minthe Rothrock3036 - The Power of TrustsRobb and John met at a conference in Missouri. Together they talk about how people can protect their assets by using Trusts. They discuss the different types of trusts and how they can benefit you in your estate planning. Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What...2023-05-2243 minthe Rothrock3035 -- Back from BransonRobb talks about the importance of feeling good about your retirement strategy. Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com) We a...2023-05-1517 minthe Rothrock3034 -- The Importance of Staying Healthy for RetirementRobb talks about the importance of remaining healthy so you can enjoy your retirement. ================== Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com) We...2023-05-0830 minthe Rothrock3033 - Don't Outlive Your Money...Get a Retirement Income AnalysisRobb offers a few reports that are vital for your retirment planning. These reports give you a very good idea of where you are currently and where you are headed. Robb offers these for free. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com 2023-04-2422 minthe Rothrock3032 -- Take Control of Your Own RetirementIf nothing else changes, The Social Security Trust Fund is going to be depleted within the next decade or so. In this episode, Robb encourages you to take control of your retirement and start preparing now. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com 2023-04-1718 minthe Rothrock3031 -- Longterm Care Many assisted living facilities are evicting residents because medicaid payments have not kept up with inflation. Robb points out that proper preperation right now can keep you from having to deal with this type of situation later. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com 2023-04-1023 minthe Rothrock3030 -- Retire and VacationRobb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com 2023-03-2432 minthe Rothrock3029 -- The 3 Buckets of RetirementRobb Rothrock has some great advice on the best ways to prepare (invest) for your retirement. In this episode he tells you about the 3 buckets of investments. Robb is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com 2023-03-1330 minthe Rothrock3028 -- Retire and RelaxRobb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com 2023-03-0630 minthe Rothrock3027 - Elections and MoreRobb and Friedo are finally back together again. This episode was recorded 3 days after the 2022 MidTerm Elections. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com2022-11-1441 minthe Rothrock3026 - Wills on Wheels -- Vicki RatliffVicki's been a lawyer in Texas since 1987. She started out working on bankruptcies because of the economic downturn at that time. Soon after she began handling family law cases as well. She specializes in wills, probates, and estates. Using the slogan of Wills on Wheels℠, she makes "house calls" to locations such client's homes, where they work, assisted living, nursing homes, or other convenient locations (like over coffee or ice cream) to help them with their probate and estate planning needs.2022-10-0324 minthe Rothrock3025 -- Deeper Dive Into AnnuitiesRobb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com2022-09-1929 minthe Rothrock3024 -- Medicare Open Enrollment Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com2022-08-2918 minthe Rothrock3023 - Longterm CareRobb Rothrock has some vital advice for you when it comes to longterm care coverage. 2022-08-2228 minthe Rothrock3022--Inflation Reduction Bill ExposedAs Robb has been recovering from knee surgery, he's had plenty of time to "study". In this episode he breaks down his research into the "Inflation Reduction Bill" that President Biden is about to sign. Is it really going to reduce inflation?2022-08-1528 minthe Rothrock3021 -- Obamacare and Knee ReplacementsRobb is on Day 12 of his recovery from Knee Replacement Surgery. Things are going well and he talks about the experience. He also gives a great lesson on Obamacare in this episode. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com2022-08-0828 minthe Rothrock3020 -- Climate ChangeRobb and Friedo take 30 minutes to put together a complete solution to climate change...OK, maybe not a "complete" solution...but it's a start2022-08-0136 minthe Rothrock3019 -- Rothrock Vacation vs InflationRobb just got back from a great Summer Vacation...Friedo wants to know if inlfation impacted any of his vacation decisions Robb and Friedo talk about the impact that 9.1% Inflation has on the average person. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com2022-07-2526 min
the Rothrock3018 -- Junk Luggers of Dallas--Andrew SiegelToday's guest is the Owner of The Junkluggers of Greater Dallas -- Andrew Siegel Junkluggers focuses on the eco-friendly removal of furniture and bulk trash Andrew also focuses on landfill diversion and is active in multiple community development efforts. Junkluggers' removal practices directly enhance lives, communities and the environment by donating, reusing, recycling, upcycling and supporting local charities. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rri...2022-07-1829 minthe Rothrock3017 -- Mesquite Rehabilitation Institute -- Irving RoweToday's guest is Irving Rowe from Mesquite Rehabilitation Institute. Mesquite Rehab offers specialized inpatient and outpatient rehabilitative services and serves Mesquite and surrounding communities. Mesquite Rehab is locted at: 1023 North Belt Line Road Mesquite, Texas 75149 And you can call them at 972-216-2400 Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com2022-07-1128 minthe Rothrock3016 -- Now is a Great Time to Look at AnnuitiesWith historic levels of inflation and economic uncertainty Robb tells us that now may be the best time to look at annuities. Robb Rothrock is the Principal Agent of Rothrock Insurance Solutions, and also an Investment Advisor Representative (with American Elite Advisory). Rothrock Insurance Solutions can be reached at 214-556-6550. www.rrinsurancesolutions.com2022-07-0428 minthe Rothrock3015 -- Senior Moving CompanySenior Moving Company was established by a team of moving professionals dedicated to perfecting the relocation process. For over 28 years, our company has provided superior moves for residential and business customers alike. Our scope of work within the moving industry is broad; lending itself to highly trained staff equipped to address the intricacies of each unique relocation. 3215 Garden Brook Drive, Farmers Branch, TX 75234 (972) 488-1700 Senior Moving Company is a licensed and insured member of NASMM (National Association of Senior Move Managers). Our Senior Move Managers are fully trained to ass...2022-06-2730 minthe Rothrock3014 -- How Much Do I Get PaidHave you ever wondered how people in certain industries get paid? in this episode Robb Rothrock talks about his salary/commission structure. And, together Robb and Friedo talk about previous jobs and salaries that they had while progressing thru their chosen careers.2022-06-2028 minthe Rothrock3013 -- Primary Care for SeniorsToday we learn all about Valora Medical Group Valora is composed of primary care physicians for adults, with a special focus on senior care. At Valora Medical Group, the team of healthcare professionals works together to achieve optimal health results for all patients, especially aging seniors. 2022-06-1321 minthe Rothrock3012 -- Robb Opens Up About the Death of His FatherThis is an unscheduled episode of The Rothrock :30. You're not going to hear the usual intro music. You won't necessarily hear the usual fun talk between Friedo and Robb. But you will get to know Robb on a much more personal level. Immediately following the last recording session Robb was notified that his father was having medical issues and rushed to the hospital. Unfortunately soon after that, Robb's father was gone. Robb opens up and talks about the loss in this episode.2022-06-0634 minthe Rothrock3011 -- Celebrating Life After 60 -- Celebration MagazineDebra Saxon of Celebration Senior Magazine and Janette Rothrock join Robb & Friedo to discuss Celebrating Life After 60 Celebration Senior Magazine is a free print and online entertainment magazine for anyone Celebrating Life After 60! When you subscribe to Celebration Senior Magazine, we will mail your subscription directly to your home at no charge. Celebration Senior Magazine is also available to pick up in over 350 locations throughout the Dallas and Fort Worth, Texas Metroplex. To subscribe online, click here or give us a call at 469-532-2622. 2022-05-3031 minthe Rothrock3010 -- The Real Estate Episode -- Kyle Rovinsky Robb and Friedo get to interview Kyle Rovinsky of Kyle Rovinsky Real Estate Services. Kyle has been in the business for over 15 years, consistently ranking in the top ½ of 1% of all Realtors nationwide by sales volume, and is a mainstay on D Magazine’s Top Real Estate Agents list. Born and raised in Dallas, he knows the pulse of the real estate market. Kyle shares some secrets of his success, some valuable insights on what is happening in the real estate market today in the DFW area, and gives great advice to anyone looking to relocate here, sel...2022-05-2333 minthe Rothrock309 -- Motivational Trip -- Rothrock :30Robb was at a conference last week. In this episode he tells us what he learned and what he experienced at the conference (including a brush with a Legendary Hall of Famer)2022-05-1630 minthe Rothrock308 -- Jerry Jones' -- The BeneficiaryRobb and Friedo spend this half hour talking life, celebrities, cars and sports.2022-05-0927 minthe Rothrock307 -- National Farm Life -- Don David HuttoRobb and Friedo are joined by Don David Hutto of National Farm Life. Don David Hutto Fort Worth (254)-495-82932022-05-0229 minthe Rothrock306 -- A New Type of Primary CareMichael Shelton of Oak St. Health joins Robb today to discuss a new type of primary care. Founded in 2012, Oak Street Health specializes in helping older adults stay healthy and live life more fully. Their innovative care model goes beyond typical primary care to provide patients with comprehensive preventive care, including personalized wellness plans, integrated health services, and educational and social activities to support overall health and well-being. You can contact Michael at 214.329.56602022-04-2528 minthe Rothrock305 -- Annuity BasicsAnnuity Basics Robb Rothrock, Rothrock Insurance Solutions Robb and Friedo discuss annuities. Robb goes over the different types of annuities, why some people have a bad impression about them, and what some common misconceptions are. Robb also talks about how an annuity can address some of the risks someone might face in retirement, and the process he uses to help you to determine if it makes sense for you. Robb is an Investment Advisor Representative with American Elite Advisory and is licensed for health and life insurance in Texas and several o...2022-04-1831 minthe Rothrock304 -- The Registered Investment Advisor The Registered Investment Advisor Episode Robb and Friedo are joined by Vern Bell, founder and President of American Elite Advisory, a fee-based advisory. Vern discusses how his firm offers a different view on investing than many other cookie-cutter firms offer, and how they have the ability to tap into some of the best and brightest portfolio managers in the business in order to best serve the client. Vern holds an MBA and BSMT from Amberton University, and entered the financial services industry in 2001. With over 20 years in the industry, he has ga...2022-04-1131 minthe Rothrock303 -- All About Reverse Mortgages Robb and Friedo are joined by Glen Smart of Bay Equity Home Loans to correct some of the misconceptions of reverse mortgages, and they discuss how it can be used as a valuable retirement planning tool. Glen is a reverse mortgage specialist with well over 20 years of experience in the market. The lending professionals at Bay Equity are dedicated to helping you with all of your home mortgage needs. The housing and mortgage markets are constantly changing. They can help you navigate the many options to find the right loan for you and your family....2022-04-0428 minthe Rothrock302 -- Medicare Basics-- Robb RothrockMedicare Basics – Robb Rothrock Robb and Friedo discuss Medicare. Robb goes through the basics of what Medicare is, how you can enroll, when you should enroll, what to do if you’re still working, and how additional coverages such as supplements and prescription plans work. Robb can really help you figure out how Medicare will fit the best for you as you transition to retirement. Robb is an Investment Advisor Representative with American Elite Advisory and is licensed for health and life insurance in Texas and several other states. He and his wife Janet...2022-03-2830 minthe Rothrock301 -- Our Very First Episode (with Robb and Friedo)Our Very First Episode (with Robb and Friedo) Robb and Friedo record the very first episode of the Rothrock30 podcast (before the Rothrock30 podcast existed…say what??). There’s a little bit of everything: firepit talk, bourbon talk, Medicare talk, bone marrow donor talk, how to make ice (yes the frozen stuff), along with a little insight into Robb’s background and how we look out for our insurance clients. Robb is an Investment Advisor Representative with American Elite Advisory and is licensed for health and life insurance in Texas and several other states...2022-02-2338 min
Humans of Caddo OfficesRothrock Insuarance Solutions Caddo Offices ReimaginedFriedo is joined by Robb Rothrock of Rothrock Insurance Solutions. Robb received his insurance license in 2003 and his Series 65 in 2014. Prior to his insurance career, he was in the corporate software sales arena. He also spent 11 years coaching youth sports, and enjoys golf, football, and a good cookout with friends and family. Robb and his wife Janette have been married for 26 years and have two children. Rothrock Insurance Solutions is an independent agency serving the needs of clients across our region and beyond. They promise to do everything in our power to get yo...2022-02-1139 min