228 episodes

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®‬ Michael Reynolds

    • Business

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.

    E227: Should I Invest in the Current "Hot" Stock?

    E227: Should I Invest in the Current "Hot" Stock?

    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.

    • 14 min
    E226: How to Share and Transmit Documents When Working With Financial Professionals

    E226: How to Share and Transmit Documents When Working With Financial Professionals

    Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.

    • 6 min
    E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle

    E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle

    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.

    • 11 min
    E224: Unlocking Financial Stability – Mastering the Personal Finance Metrics that Matter Most

    E224: Unlocking Financial Stability – Mastering the Personal Finance Metrics that Matter Most

    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.

    • 11 min
    E223: Choosing the Right Retirement Plan – Solo 401(k) vs. SEP IRA

    E223: Choosing the Right Retirement Plan – Solo 401(k) vs. SEP IRA

    SEP IRAs and Solo 401(k) both offer tax benefits and generous contribution limits. But they also have unique features that are different.

    • 7 min
    E222: The Impact of Money Scripts on Your Financial Decisions

    E222: The Impact of Money Scripts on Your Financial Decisions

    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.

    • 11 min

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