The Financial Wealth and Health Podcast by Isabelle Roethe

February 28, 202518 min

How to Build Your Retirement Paycheck

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.- Thanks for coming back to the show and for listening to today’s episode!To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorFollow us on LinkedIn: https://www.linkedin.com/in/isabelleroethe/\Follow us on Facebook: https://www.facebook.com/desertwealthmanagementIf you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeeting

February 21, 202510 min

Living an Intentional Retirement

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. Thismaterial was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separateentities.--Thanks for coming back to the show and for listening to today’s episode!To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learnmore: www.desertwealth.net/financialplanning If you have questions, please email me: isabelle.roethe@lpl.com Follow us on Instagram: @isabelle.the.advisorFollow us on LinkedIn: https://www.linkedin.com/in/isabelleroethe/ Follow us on Facebook: https://www.facebook.com/desertwealthmanagement If you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeeting

February 15, 202525 min

Happy New Year 2025

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode!To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisor If you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeeting

July 3, 202429 min

The Basics of Investing Part 3 - Financial Planning and Investing

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 3 of our Investing Basics series. In this episode, we discuss the topic of incorporating investing into a financial plan.To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorIf you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeetingLet's get financially healthy and wealthy together!

June 21, 202417 min

The Basics of Investing Part 2 - Stocks and Bonds, Mutual Funds and ETF’s, Growth and Value Investing Strategies, and Market Capitalization

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 2 of our Investing Basics series. This episode is discussing stocks and bonds, mutual funds and ETF’s, growth and value investing strategies, and market capitalization. I hope you enjoy the episode.Articles reference in this episode:https://www.fool.com/investing/stock-market/types-of-stocks/value-stocks/value-investing-guide/https://smartasset.com/investing/growth-investinghttps://www.nerdwallet.com/article/investing/value-vs-growth-investing-stylesTo watch this video on YouTube, please visit the Desert Wealth Management YouTube Channel: https://youtube.com/@desertwealthmanagement?si=Si6D0GxaAMcKZioXTo find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorIf you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeetingLet's get financially healthy and wealthy together!

June 12, 202416 min

The Basics of Investing Part 1 - Why We Invest

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 1 of our Investing Basics series. This episode is discussing some of the reasons why we invest our money. I hope you enjoy the episode.Articles reference in this episode:https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htmTo watch this video on YouTube, please visit the Desert Wealth Management YouTube Channel: https://youtube.com/@desertwealthmanagement?si=Si6D0GxaAMcKZioXTo find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorIf you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeetingLet's get financially healthy and wealthy together!

June 5, 202420 min

Costs of Home Ownership

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about various costs of home ownership. I hope you enjoy the episode.Articles reference in this episode:https://www.investopedia.com/terms/e/earnest-money.asphttps://www.bankrate.com/real-estate/what-is-mortgage-escrow/https://www.bankrate.com/real-estate/escrow-process/#how-it-workshttps://www.bankrate.com/real-estate/costs-of-buying-a-home/#upfrontTo find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorIf you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeetingLet's get financially healthy and wealthy together!

May 29, 202427 min

Let’s Talk Term Life Insurance

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about term life insurance. I hope you enjoy the episode.Nerdwallet article reference in this episode:https://www.nerdwallet.com/article/insurance/how-much-life-insurance-do-i-needTo find all my resource links, visit my LinkTree:https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorIf you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeetingLet's get financially healthy and wealthy together!

May 22, 202441 min

Dealing With Financial Anxiety

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about dealing with financial anxiety. I hope you enjoy the episode.Articles reference in this episode:https://www.cnbc.com/select/73-percent-of-americans-rank-finances-as-the-number-one-stress-in-life/https://www.capitalone.com/learn-grow/money-management/tips-to-overcome-financial-anxiety/https://www.moneysense.ca/columns/a-rich-life/whats-your-money-story/To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorIf you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeetingLet's get financially healthy and wealthy together!

February 7, 202434 min

Financially Healthy Habits - Part 3 of Making 2024 Your Most Financially Healthy Year Yet

Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about daily, semi-annual, and annual financial health habits for your New Year. Let’s work toward making 2024 your most financially healthy year yet! To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorIf you want to book a free phone call with me, make an appointment on my booking page: https://oncehub.com/IRPhoneCallMeetingLet's get financially healthy and wealthy together!

The Financial Wealth and Health Podcast

About the show

Listen to episodes

How to Build Your Retirement Paycheck

Living an Intentional Retirement

Happy New Year 2025

The Basics of Investing Part 3 - Financial Planning and Investing

The Basics of Investing Part 2 - Stocks and Bonds, Mutual Funds and ETF’s, Growth and Value Investing Strategies, and Market Capitalization

The Basics of Investing Part 1 - Why We Invest

Costs of Home Ownership

Let’s Talk Term Life Insurance

Dealing With Financial Anxiety

Financially Healthy Habits - Part 3 of Making 2024 Your Most Financially Healthy Year Yet

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