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Financial Game Plan

Financial Game Plan

Yazan: Cody Rose
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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 Planning, and even Medicare planning to assist our clients in all things related to retirement finance and legal standing conveniently under one roof.Copyright Brandon Davis Economics Social Sciences
Bölümler
  • September 6 Headlines

    September 6 Headlines
    5 Sep 2026
    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 help listeners consider steps suited to their circumstances. Tune in for straightforward guidance that demystifies retirement topics and empowers you to make informed decisions about your financial journey.
    Daha fazlasını göster Daha Az Göster
    53 dk.
  • Boomers Up to Bat, Gen X On Deck

    Boomers Up to Bat, Gen X On Deck
    8 Aug 2026
    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 help listeners consider steps suited to their circumstances. Tune in for straightforward guidance that demystifies retirement topics and empowers you to make informed decisions about your financial journey.
    Daha fazlasını göster Daha Az Göster
    53 dk.
  • Retirement Income Planning

    Retirement Income Planning
    1 Aug 2026
    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 help listeners consider steps suited to their circumstances. Tune in for straightforward guidance that demystifies retirement topics and empowers you to make informed decisions about your financial journey.
    Daha fazlasını göster Daha Az Göster
    53 dk.
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