Wealth Redefined®

Michael Reynolds, CFP®
  • 4.8 (25)
  • INVESTING
  • UPDATED WEEKLY

Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.

  1. DEC 3

    E284: Key Financial Numbers for 2026 – What Changed and What It Means for You

    Staying ahead of the numbers that affect your financial planning can save you money and stress. As we move into 2026, several important contribution limits, tax brackets, and thresholds have been adjusted for inflation.

    10 min

  2. NOV 26

    E283: What is a Roth Conversion (and How Do I Use It)?

    A Roth conversion can be a powerful tool in your financial planning toolkit. But like most financial strategies, it's not right for everyone, and the timing matters considerably.

    24 min

  3. NOV 19

    E282: How to Use the "Rule of 55" for Early Retirement

    Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.

    11 min

  4. NOV 12

    E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes

    If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.

    15 min

  5. NOV 5

    E280: Should I Use My HELOC as an Emergency Fund?

    Using a HELOC as an emergency fund isn't always inherently wrong, but it's also not the straightforward optimization it might appear to be on the surface.

    12 min

  6. OCT 29

    E279: 3 Ways to Invest in Crypto (and My Preferred Method)

    Cryptocurrency has moved from the fringes of finance to a mainstream investment option. If you're considering adding crypto to your portfolio, you have several ways to gain exposure.

    16 min

  7. OCT 15

    E278: Debunking the Most Common Personal Finance Lies on TikTok

    Scroll through TikTok (or YouTube and similar platforms) for five minutes, and you'll find no shortage of confident voices promising to unlock the secrets of wealth building. Some claim you can retire by 30 with one simple trick. Others insist traditional financial advice is a scam designed to keep you poor. Let's examine some of the most popular and prevalent personal finance "tips" on social media that are actually myths or at best, misleading.

    36 min

  8. OCT 8

    E277: Dollar Cost Averaging vs. Lump Sum Investing – Which Strategy Wins?

    When you have a significant amount of cash to invest, you face a sometimes tough decision: should you invest it all at once or spread it out over time?

    10 min
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4.8
out of 5
25 Ratings

About

Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.

Information

  • Creator
    Michael Reynolds, CFP®
  • Years Active
    2019 - 2025
  • Episodes
    285
  • Rating
    Clean
  • Copyright
    © Copyright Elevation Financial LLC
  • Show Website
    Wealth Redefined®

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