Wealth Redefined®

Michael Reynolds, CFP®
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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. قبل ٥ أيام

    E289: UGMA and UTMA Accounts – What Parents Need to Know Before Opening One

    If you're looking for ways to save and invest money for your child's future, you've probably come across UGMA and UTMA accounts. These custodial accounts have been around for decades and remain popular options for parents who want to build wealth for their kids. But popularity doesn't always equal the best choice for your situation.

    ١٧ من الدقائق

  2. ٤ فبراير

    E288: SIPC Insurance – What It Is and How It Protects Your Brokerage Account

    If you keep money in a bank, you're probably familiar with FDIC insurance. It's that guarantee that keeps your deposits safe up to $250,000 even if your bank fails. But what about the money and investments in your brokerage account? That's where SIPC insurance comes in.

    ١٥ من الدقائق

  3. ٢٨ يناير

    E287: Why Filing Your Business Entity Report Matters (And What Happens If You Don't)

    Don't let your business fall out of good standing over a simple administrative filing. The consequences are too significant and the prevention is too easy.

    ١٢ من الدقائق

  4. ٢١ يناير

    E286: How Taxes Work in a Brokerage Account and How to Manage Them

    If you’ve ever wondered how brokerage accounts are taxed, you’re not alone. It can be confusing, but understanding it can save you money and stress.

    ١١ من الدقائق

  5. ١٤ يناير

    E285: My Three Words for 2026 – Setting Intentions for the New Year

    I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.

    ٩ من الدقائق

  6. ٠٣‏/١٢‏/٢٠٢٥

    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.

    ١٠ من الدقائق

  7. ٢٦‏/١١‏/٢٠٢٥

    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.

    ٢٤ من الدقائق

  8. ١٩‏/١١‏/٢٠٢٥

    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.

    ١١ من الدقائق
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حول

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

المعلومات

  • صناع العمل
    Michael Reynolds, CFP®
  • سنوات النشاط
    ٢٠١٩ - ٢٠٢٦
  • الحلقات
    ٢٩٠
  • التقييم
    ملائم
  • حقوق النشر
    © Copyright Elevation Financial LLC
  • موقع البرنامج على الويب
    Wealth Redefined®