PODCAST · society
Financial Game Plan
by Cody Rose
As a dually licensed Fiduciary and holistic Advisor, Skip and his daughter Cody Rose, are driven to work in the best interests of his clients. This family team utilize their vast experience in finance and real estate while working with market trading organizations, elder law attorneys and certified public accountants. Skip built Terra Firma Financial Advisory to work with real, hard-working people by providing them with financial education and direction using plain English and common sense. Terra Firma Financail Advisory also incorporated in-house tax strategy and preparation along with Estate Planning, and even Medicare planning to assist our clients in all things related to retirement finance and legal standing conveniently under one roof.
Episodes
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September 6 Headlines
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Boomers Up to Bat, Gen X On Deck
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Retirement Income Planning
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Active vs. Passive
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Healthcare Heist
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Building Essential Retirement Income
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Marathon of Her
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Healthcare Heist
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Retirement Optimism
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Legacy Planning
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Act Your Age (Asset Allocation)
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Your 401(k) is Not a Plan
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Retirement Income Planning - February 14, 2026
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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2026 Valentine's Day Special - February 07, 2026
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Retirement Optimism - January 31, 2026
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Act Your Age (Asset Allocation) - January 10, 2026
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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2025 Christmas Special - December 20, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Preparing for Market Volatility - November 22, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Highly Appreciated Assets - November 08, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Roth Conversions 2.0 - November 01, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Optimizing Retirement Income - October 11, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Retirement Planning for Women - September 27, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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The Longevity Challenge - September 20, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Four Questions About Retirement - September 06, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Plan For The Worst and Hope For The Best - August 30, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Creating a Lasting Legacy - August 23, 2025
In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market...
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Big Beautiful Bill and Thinking FAST - August 09, 2025
To learn more, visit Terra Firma Financial Advisory Group! In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits,...
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The Reality of Retirement Spending - August 02, 2025
To learn more, visit Terra Firma Financial Advisory Group! In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits,...
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The Longevity Challenge - July 26, 2025
To learn more, visit Terra Firma Financial Advisory Group! In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits,...
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Retirement Checklist - July 12, 2025
To learn more, visit Terra Firma Financial Advisory Group! In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits,...
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Financial Proverbs
There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway… In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether...
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Summer Lovin’: Financial Advice for the Newlyweds or Newly Remarried
Whether you’re tying the knot for the first time or getting married for the second (or third) time, the financial decisions and implications go way beyond the events of the big day. Marriage is not only a romantic and legal partnership, but a financial one, too. So, here’s a few tips to set that...
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Things You Might Miss
Let’s talk about some of the details that people often fail to consider when they’re planning their retirement… In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing…
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Things You Might Miss
Let’s talk about some of the details that people often fail to consider when they’re planning their retirement… In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing…
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The Five People You Meet Before Retirement
In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a...
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Celebrating Mom
In honor of Mother’s Day, and as a way to recognize everything moms have done for us, let’s take a few minutes to talk about how you can best make sure that mom is financially taken care of… In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer...
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Financial Book Club: The Psychology of Money
We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money… In this episode of Financial Game Plan,...
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Opportunities in the Crisis
They say that the Chinese character for the word “crisis” is most accurately translated as “opportunity riding on a dangerous wind.” Nobody on our research team speaks Chinese to be able to verify this, so it’s possible that this entirely made up. But the sentiment is true when it comes to...
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Retiring Amidst Volatility
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? In this episode...
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Retiring Amidst Volatility
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? In this episode...
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2025 Tax Updates
At this point of the year, most people have gotten their tax return filed for 2024. So now it’s time to turn our attention to planning for this year. Let’s discuss the tax code updates that you should know about… In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark...
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March Madness and Stock Picking
People love filling out brackets for March Madness and people love trying to pick stocks that they think will do well in the future. What do these two things have in common? In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key...
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Financial Advisor Survey
A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients… In this episode of Financial Game Plan…
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Game Night
What can we learn about retirement planning from these popular board games? In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social...
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Grocery Shopping
How is planning for retirement like going to the grocery store? Tune into today's conversation to find out! In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax...
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Your Retirement Foundation
Some financial advisors would say that the foundation of a successful retirement is your income plan. Some have even said that if you don’t have an income plan, you don’t really have a retirement plan. Today, we’re breaking down why so many retirees are unprepared in this area- and the steps you...
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The Five Love Languages of Financial Planning
The five love languages were made popular by author Gary Chapman. If you’re not familiar with them, they include: acts of service, quality time, words of affirmation, gifts, and physical touch. In light of the Valentine’s season that we’re in, let’s think about how you may encounter the love...
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Retirement Side Gigs
For some people, the idea of retiring and then getting another job is detestable. For others, they can’t sit still and have to go find some other job. For the latter crowd, here’s a handful of popular “side gig” jobs for retirees… In this episode of Financial Game Plan, financial advisor Cody…
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Retirement Assassins
The thing about assassins in the real world is that they’re sneaky and you don’t see them coming. And the assassins in the retirement planning world are...exactly the same way. Let’s talk about some of the retirement assassins that can destroy your retirement if you’re not on guard... In this...
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End of Year Planning
Let’s discuss some of the financial matters that folks should consider addressing before the end of the year... In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing…
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ABOUT THIS SHOW
As a dually licensed Fiduciary and holistic Advisor, Skip and his daughter Cody Rose, are driven to work in the best interests of his clients. This family team utilize their vast experience in finance and real estate while working with market trading organizations, elder law attorneys and certified public accountants. Skip built Terra Firma Financial Advisory to work with real, hard-working people by providing them with financial education and direction using plain English and common sense. Terra Firma Financail Advisory also incorporated in-house tax strategy and preparation along with Estate Planning, and even Medicare planning to assist our clients in all things related to retirement finance and legal standing conveniently under one roof.
HOSTED BY
Cody Rose
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Frequently Asked Questions
How many episodes does Financial Game Plan have?
Financial Game Plan currently has 53 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Financial Game Plan about?
As a dually licensed Fiduciary and holistic Advisor, Skip and his daughter Cody Rose, are driven to work in the best interests of his clients. This family team utilize their vast experience in finance and real estate while working with market trading organizations, elder law attorneys and certified...
How often does Financial Game Plan release new episodes?
Financial Game Plan has 53 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Financial Game Plan?
You can listen to Financial Game Plan on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Financial Game Plan?
Financial Game Plan is created and hosted by Cody Rose.
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