So Money - Episode 198

Jeff Rose

CEO of Alliance Wealth Management, Author and Podcast Host

Today’s guest is a friend and one of my go-to financial experts. YES. Financial experts have financial experts. Jeff Rose is a self-made millionaire. He is the founder of, is a Certified Financial Planner™ professional, CEO of his own wealth management firm, Alliance Wealth Management, author of the best-seller “Soldier of Finance” and host of his own podcast Good Financial ₵ents. He is also a husband and dad of three super cute boys.

Three takeaways from our interview today include:

  • His time as a soldier in Iraq and how that led him to being a financial advisor and advocate today.
  • Why Jeff does NOT believe in target date funds.
  • Why and how he purposely taking time off of work to improve his business.

If you would like to learn more about Jeff Rose, visit his website or follow him on Twitter @JJeffRose.

One of my favorite quotes from our interview: “Money is not the root of everything, it’s not also the root of evil.” – Click to Tweet



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