Rothrock 30 with Robb Rothrock: Recent Episodes
Rothrock Insurance Solutions / FriedoNation Productions
Robb 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 (americaneliteadvisory.com)
We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
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 an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
Daniel 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 Chartered Financial Consultant (ChFC) designation, an advanced financial planning designation. He received both a BBA in Accounting, and a BA in Economics, from the University of Texas at Austin.
- The University of Texas at Austin (BBA – Accounting)
- The University of Texas at Austin (BA – Economics)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
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 an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
It'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
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 any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
Robb 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 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 any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
In 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 an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
Robb 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
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 any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
Pat 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 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 any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
Robb 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 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 any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
John Sickoch from Ohio
Robb 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 are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
Robb talks about the importance of remaining healthy so you can enjoy your retirement.
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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 an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
Robb 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
If 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
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
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 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
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 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.com
Vicki'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.
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 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
As 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?
Robb 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.com
Robb and Friedo take 30 minutes to put together a complete solution to climate change...OK, maybe not a "complete" solution...but it's a start
Robb 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.com
Today'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.rrinsurancesolutions.com
Today'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.com
With 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.com
Senior 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 assist older adults and their families with the emotional and physical aspects of a transition with safety, care and compassion in mind. We abide by a strict code of ethics ensuring integrity in the industry and with those we serve.
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
Have 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.
Today 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.
This 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.
Debra 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.
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, sell a property, buy a property, or both.
You’ll hear about properties receiving 25 offers in 72 hours, 320 showings over a weekend, what to beware of when remodeling, and even hear some stories about Kyle, Robb, and Friedo playing baseball together as kids. And, when this show gets to 10,000 downloads, he’ll be back to do another episode!
You can reach Kyle at 972-989-8568 and visit his website at www.rovinskyhomes.com
Robb 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)
Robb and Friedo are joined by Don David Hutto of National Farm Life.
Don David Hutto
Fort Worth
(254)-495-8293
Michael 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 214.329.5660
Annuity 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 other states. He and his wife Janette are the principal agents for Rothrock Insurance Solutions.
Rothrock Insurance Solutions – 214-556-6550
www.rrinsurancesolutions.com
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 gained an in-depth knowledge of the issues that clients face.
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 Janette are the principal agents for Rothrock Insurance Solutions.
Rothrock Insurance Solutions – 214-556-6550
www.rrinsurancesolutions.com
Holder of an MBA and BSMT from Amberton University, Vern entered financial services in 2001. With almost 20 years in the industry, he has gained an in-depth knowledge of the issues that clients face.
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.
Whether you have questions about how a reverse mortgage might work for you, are buying or refinancing, buying your first home or building your dream home, they can explore all your options for financing.
520.245.8830
Bay Equity LLC. Equal Housing Opportunity. This is not a commitment to lend or extend credit. Restrictions may apply. Rates may not be available at time of application. Information and/or data are subject to change without notice. All loans are subject to credit approval. Not all loans or products are available in all states. Bay Equity LLC, 770 Tamalpais Drive, Suite 207 Corte Madera, CA 94925; NMLS ID#76988 | NMLS consumer access: www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/76988. Arizona Mortgage Banker License #0910340.Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act- #4150077. Colorado Mortgage Company Registration #76988. Florida Mortgage Lender Servicer License #MLD1014. Georgia Residential Mortgage Lender Licensee #39887. Kansas-licensed Mortgage Company, Kansas Mortgage Company License #MC.0025218. Mortgage Company License # MC701635. Minnesota Residential Mortgage Originator License #MN-MO-76988.1. Minnesota Residential Mortgage Servicer License #MN-MS-76988.2. 800 E. 101st Terrace, Suite 350, Office 347 Kansas City, MO 64131, Company Registration #18-2375. Nevada Mortgage Company License #3918. Licensed as a Mortgage Lender by the Oklahoma Department of Consumer Credit. Oklahoma Mortgage Lender License #ML014671. Texas SML Mortgage Banker Registration #76988. Texas Recovery Fund notice, Click Here: https://texreg.sos.state.tx.us/fids/201203137-2.pdf. Washington Consumer Loan License #CL-76988; NMLS ID#76988, click here: www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/76988
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 Janette are the principal agents for Rothrock Insurance Solutions.
Rothrock Insurance Solutions – 214-556-6550
www.rrinsurancesolutions.com
Medicare 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 Janette are the principal agents for Rothrock Insurance Solutions.
Rothrock Insurance Solutions – 214-556-6550
www.rrinsurancesolutions.com
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. He and his wife Janette are the principal agents for Rothrock Insurance Solutions.
Rothrock Insurance Solutions – 214-556-6550
www.rrinsurancesolutions.com