Practical discussions and insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, independent financial advisor and Principal of Elevation Financial.
E88: What is a "Backdoor" Roth IRA?
The Roth IRA is a core retirement account that is a core component of many financial plans. But there are certain restrictions that can prevent people from using it. We'll talk about a workaround today called the "Backdoor" Roth IRA.
E87: My Three Words for 2021
Every year, I do Chris Brogan's "Three Words" exercise to start the new year with purpose. I've done it for many years now and I am 100% in love with it. I'll share how I did last year and what my words are going to be this year. And I'll share how you can do it, too.
E86: What It's Like to Work With Me
I'm indulging myself a bit for the last episode of the year. I'm going to give you a detailed description of what it looks like to work with me as a client.
E85: Implementing Values-based Budgeting (with Bari Tessler)
So you've tried budgeting and you still struggle with it. You're not alone. That's why this episode features a conversation with Bari Tessler: Financial Therapist, Mentor Coach, Mama-preneur, and the Founder of The Art of Money. Bari shares her incredibly simple but powerful method of "Values-based Budgeting" which can create a positive mental shift and help you get "un-stuck" with budgeting.
E84: The Solo 401(k) Plan — A Powerful Tool for Entrepreneurs
Solo business owners or "solopreneurs" may feel like their retirement plan options are limited. But there is a great tool available: the Solo 401(k) plan. We discuss the details of this plan to help you decide if it's right for you.
E83: End of Year Tax Planning (with Kim Padgitt)
The end of the year means taxes are on our minds. What can we do to be as tax-efficient as possible before the end of the year? Kim Padgitt from The Tax Advantage LLC has some insights for us.
Customer ReviewsSee All
Clear, Concise, and Trustworthy
If you are struggling with knowing what to do next, Michael is your guy! He does such a great job of taking complicated ideas and explaining them in simple, easy language.
I really like his recent episode on pet insurance (episode 72). As the parent of a 14-year-old Doberman, having Michael talk through the pros and cons really helped me out.
Michael makes it easy
Michael is great at taking complicated financial info and breaking it down so the average business owner can understand and move forward making solid money decisions!
Amazing financial advice and resource!
Michael is an invaluable resource for young entrepreneurs like myself. His advice is sound and there is no fluff or BS like other advisors I’ve come across. Not to mention he is extremely thoughtful and caring with his clients. I highly recommend his podcast and working with him as an advisor and coach! Thanks for all you do and provide, Michael!