Richard Rosso
Financial planning expert at Real Investment Advice, focusing on holistic financial strategies and year-end planning.
Best podcasts with Richard Rosso
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Nov 24, 2024 • 59min
Save Big With These Smart Year End Planning Steps | Richard Rossa & Danny Ratliff
Richard Rosso and Danny Ratliff, financial planning experts from Real Investment Advice, dive into essential year-end financial strategies. They discuss crucial tactics like tax-loss harvesting and portfolio rebalancing to optimize your investments before January's arrival. The duo emphasizes the significance of maximizing retirement contributions and the benefits of Health Savings Accounts. They also touch on how personalized financial plans can lead to impactful outcomes, ensuring listeners are prepared for a more prosperous 2025.
Aug 26, 2023 • 1h 41min
End Of Life Planning: What Everyone With An Aging Parent Needs To Know | Real Investment Advice
Certified Financial Planner Richard Rosso discusses the importance of end-of-life planning and communication within families. He introduces the 'Five Wishes' document as a useful tool and discusses the benefits of the Hospice Foundation of America and digital vault services. The podcast also delves into digitizing memories, progression planning, understanding Medicare and Social Security, and effective money management.
