11-14-25 Open Enrollment Traps to Avoid This Year
2025-11-14
11-14-25 Open Enrollment Traps to Avoid This Year
Open Enrollment season is here—and it’s one of the most overlooked financial opportunities employees have all year. In this episode, we break down the biggest mistakes people make when reviewing their employer benefits and how to approach your plan as if you were a brand-new hire.
Richard Rosso & Jonathan McCarty tackle the smart way to choose health insurance, whether young workers really need life insurance, and which “it’ll never happen to me” benefits can make or break your financial stability. We’ll also explore where employer benefits are heading in 2025—what companies are offering, what employees actually want, and how to make sure you’re getting the most value out of your compensation package.
Whether you’re picking between an
One Trillion Dollar Package For Musk If He Delivers
2025-11-10
With over 75% support, Tesla shareholders approved Elon Musk’s record-breaking, one trillion dollar executive compensation package. The deal is contingent on Musk delivering significant value to shareholders. The package is an all-stock plan structured into 12 tranches. If he meets all the milestones, Musk could receive as many as 423.7 million additional shares, equating to …
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Nvidia Deals: Round Tripping Or Vendor Financing?
2025-11-05
“Nvidia takes a $1 billion stake in Nokia” reads a recent CNBC headline. As part of the agreement, Nokia commits to purchasing Nvidia’s AI chips and computer platforms. Additionally, the companies will collaborate to develop 6G cellular technology. Deals like this are becoming more common in the AI industry. Some view Nvidia’s recent investment in …
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Invest Or Index – Exploring 5-Different Strategies
2025-09-15
Investing is about choices. Every investor faces the same challenge: how to grow wealth while controlling risk. Over the years, distinct approaches have proven effective, though none guarantee success. Some strategies require patience. Others demand discipline in timing and execution. A few provide stability and income. There is no right or wrong way to invest, …
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9-12-25 The Essential Hierarchy of Money Goals
2025-09-12
Where should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track.
From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step.
By focusing on the right goals at the right time, you’ll reduce stress, improve financial security, and set yourself up for long-term success.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before
Corporate Earnings Slowdown Signaled By Employment Data
2025-09-12
The latest employment data strongly warned of a potential corporate earnings slowdown ahead. This is the first time we have warned about the employment data and its impact on corporate earnings. In May, we penned “Employment Data Confirms Economy Is Slowing.” wherein we stated: “Given the importance of consumption in the economy and that employment (production) must come …
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