Wealth Redefined®

Michael Reynolds, CFP®
  • 4,8 (26)
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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. 6 NGÀY TRƯỚC

    E290: The Most Costly Bookkeeping Mistakes Small Business Owners Make (And How to Fix Them)

    Poor bookkeeping is one of the most common ways small business owners sabotage their own success.

    22 phút

  2. 11 THG 2

    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.

    17 phút

  3. 4 THG 2

    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.

    15 phút

  4. 28 THG 1

    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.

    12 phút

  5. 21 THG 1

    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.

    11 phút

  6. 14 THG 1

    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.

    9 phút

  7. 03/12/2025

    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 phút

  8. 26/11/2025

    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 phút
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Giới Thiệu

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

Thông Tin

  • Nhà sáng tạo
    Michael Reynolds, CFP®
  • Năm hoạt động
    2019 - 2026
  • Tập
    291
  • Xếp hạng
    Sạch
  • Bản quyền
    © Copyright Elevation Financial LLC
  • Trang web chương trình
    Wealth Redefined®

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