On this episode of Caddo Convos, Buddy Broyles hosts Robb Rothrock of Rothrock Financial Group as he discusses his journey from health insurance to financial advising, emphasizing the importance of planning for retirement with a personalized approach. He highlights how his work helps clients navigate concerns like Medicare, investment risks, and income sustainability in retirement, ensuring they don’t outlive their savings. Rothrock stresses that financial planning isn’t just about numbers—it’s about understanding each client’s goals, whether that’s leaving a legacy or maximizing their lifestyle. He outlines his consultative process, starting with understanding a client’s financial picture and risk tolerance, then tailoring a strategy through multiple meetings. With a focus on education and proactive planning, he encourages listeners—especially those in their 50s and 60s—to take control of their financial future now rather than later.
Call or Text:
(972) 468-9294
Email: robb@rothrockfg.com
Welcome to Caddo Convos, the podcast that explores the vibrant community of businesses thriving in Caddo Office Reimagined. We're here to shine a light on the incredible entrepreneurs and professionals who make the most of our private offices, coworking spaces, and day office rentals in the Dallas/Fort Worth suburbs. Join us as we share their stories, celebrate their successes, and dive into the benefits of working in a space that's close to home but offers so much more than working from home.
Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.
Visual Learning Solutions stands out with its expertise in crafting immersive audio and video experiences. Their creative team, led by Buddy Broyles, has over 30 years of experience delivering dynamic internal training programs tailored to various industries. They ensure the audience receives a compelling message, promote brand awareness, and increase Return On Investment. They also excel in producing marketing content such as online videos, webcasts, podcasts, and live event production. Learn more at www.visuallearningsolutions.com
Recorded at the VLS Podcast Studio at Caddo Offices Reimagined:
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