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Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
Wealth Redefined®
Wealth Redefined®
E230: Maximizing College Savings – A Guide to "Superfunding" a 529 Plan
24 JUL 2024 · When planning for your child's future education, one powerful tool at your disposal is the 529 plan. You may already be familiar with the basics of this tax-advantaged savings vehicle, but have you heard about "superfunding" a 529 plan?
E229: Will I Have to Pay Taxes When I Sell My House?
17 JUL 2024 · By understanding the tax implications and implementing these strategies early, you can significantly improve your financial outcome when selling your house.
E228: What Does a Solid Financial Plan Look Like?
10 JUL 2024 · As you might expect, there is no one correct answer. Most importantly, it guides you toward your goals and provides a solid financial foundation for your life. So what does the typical financial plan contain, and what should it cover?
E227: Should I Invest in the Current "Hot" Stock?
26 JUN 2024 · Investing in the biggest names in the stock market has always been tempting. These giants of the industry are often household names with a reputation for market dominance, and their stocks can potentially deliver impressive returns.
E226: How to Share and Transmit Documents When Working With Financial Professionals
19 JUN 2024 · Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.
E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle
12 JUN 2024 · Assigning a beneficiary to your vehicle can be a simple and effective way to ensure that your car, truck, or motorcycle is transferred to the person of your choice upon your death. This process, known as designating a transfer-on-death (TOD) beneficiary, can save your loved ones time, money, and the hassle of going through probate.
E224: Unlocking Financial Stability – Mastering the Personal Finance Metrics that Matter Most
5 JUN 2024 · If you focus on these metrics and improve them over time, you will have a foundation of financial stability that will unlock potential in many other areas of your life.
E223: Choosing the Right Retirement Plan – Solo 401(k) vs. SEP IRA
22 MAY 2024 · SEP IRAs and Solo 401(k) both offer tax benefits and generous contribution limits. But they also have unique features that are different.
E222: The Impact of Money Scripts on Your Financial Decisions
15 MAY 2024 · Our behavior related to money is driven by many factors. One factor can be our unconscious beliefs about money. These beliefs are called "money scripts," and they can significantly influence our habits and results with money.
E221: How Debt Can Sabotage Your Financial Future – Understanding the Negative Effects of Debt
8 MAY 2024 · Debt is not always bad, but it's often overused. Avoiding debt as much as possible is one of the best ways to avoid financial stress and make faster progress toward your financial goals.
Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
Information
| Author | Elevation Financial |
| Organization | Elevation Financial |
| Categories | Investing , Entrepreneurship , Self-Improvement |
| Website | www.elevationfinancial.com |
| podcast@elevationfinancial.com |
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