Join financial advisor Lauren Gage as she discusses how to build confidence in your money. Through episodes you'll learn how to save more, make more & plan for your future in a way that doesn't have you leaving behind how you want to live your life now. And let's not even get started with the shame cycle of money - we ARE leaving that behind. Bite sized episodes are released every Tuesday & Thursday.
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31 recent
May 21, 2025Episode 3114 min
What is the Stock Market, Really?
The stock market. We hear about it all the time—but what is it, really?In this clear and approachable episode, we’re breaking it all down so you can finally understand what the stock market is, how it works, and how you fit into it as an investor. Whether you’re brand new to investing or just want a refresher, this episode will give you the foundation you need to feel confident and informed.💡 You’ll learn:What the stock market actually is (in plain English)Why companies sell shares to the publicWhat causes stock prices to go up and downHow you’re probably already investing—without realizing itWhy staying invested over time builds wealthIf you’ve ever felt like the stock market is too confusing or intimidating, this episode is your friendly guide to understanding it all. ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
May 7, 2025Episode 3018 min
Index Funds vs. Mutual Funds vs. ETFs: What’s the Difference?
If you’ve ever wondered what the difference is between index funds, mutual funds, and ETFs—you’re not alone! In this Investing 101 episode, I break down each type of investment in plain English so you can feel confident making choices that fit your financial goals.You’ll learn:✔️ What each fund actually is✔️ The pros and cons of mutual funds, index funds, and ETFs✔️ Which type might work best for your retirement account or brokerage account✔️ The one key feature they all have in common (and why it matters)This episode is perfect for beginner investors who want to get smarter with their money—without the jargon or overwhelm.🎙️ Hit play, and let’s make money make sense. ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
April 16, 2025Episode 299 min
Pay Yourself First
The secret to wealth - paying yourself first! ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
October 14, 2024Episode 2821 min
All Things ROTH
There are so many options for getting retirement assets into ROTH. In this episode I walk through Roth IRAs, Roth Employer Plans, Backdoor Roth, Roth Conversions & Mega Backdoor Roths. Disclosures: Contributions to a Roth IRA are taxed in the contribution year. The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.Mega Backdoor Roth: Although this strategy has existed since 2010, the IRS has not officially commented or provided formal guidance on whether it violates the step-transaction rule. (When applied, this rule treats what are several different steps as if they were a single transaction for tax purposes.) Experts have mixed opinions on the likelihood of this happening, but the lack of a definitive ruling means there is some risk involved. If the IRS decides that the loophole is a violation, if restrictions do come into play at some point, they could require backdoor Roth converters to pay a penalty, or they might include a grandfather clause. There’s no guarantee the backdoor Roth IRA strategy will always be available. Congress recently considered legislation that would have eliminated the backdoor option. As of now, the backdoor Roth IRA is still around, but no one can predict its future. If you use this backdoor Roth strategy solely to sidestep the earnings limits on Roth, you need to be aware of the risks and seek the counsel and support of a tax professional. ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
April 16, 2024Episode 2820 min
How to Save for Retirement if You're Self-Employed
You did it, you quit your job & started your own business. But you're not sure what the best way to save for retirement is now that you don't have a 401k through work. In this episode, I discuss the two main options I use for self-employed clients. SEP IRA vs Solo-K Get the pros & cons and see what might be right for your business! ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
February 28, 2024Episode 2611 min
Steps to Financial Confidence
Are you unsure about what step you should take next in your finances? It's important to have a game plan & a step by step process of how to get to financial freedom. In this episode, I walk through the Steps to Financial Confidence that I teach my clients. ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
February 15, 2024Episode 2518 min
What To Do With an Old 401k
According to estimates from Capitalize - about 1.65trillion in assets is in forgotten 401k accounts. That's insane! About 29 million accounts. So what should you do with your old 401k? In this episode, I give you the 4 options that you have when it comes to old employer plans. Let's not have you be one of those 29 million people. Retirement savings are important!! ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
February 13, 2024Episode 2420 min
Building Contentment
Contentment: Something that we have a hard time grabbing ahold of in this consumeristic culture. What does it mean to be content & how can it help you make better and more financially sound decisions? In this episode we talk about contentment and why it is good for your overall emotional & financial health. We will talk about some practical steps of helping build contentment. ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
January 22, 2024Episode 2320 min
Crushing Debt
In this episode, I discuss the main strategy I use to help clients pay off debt. I share insights on the importance of recognizing the weight of debt and the frustration that comes with it. I also provide steps and priorities for tackling debt, including building an emergency fund, prioritizing debt, and managing interest rates. If you're looking for guidance on debt payoff strategies, this episode will help! Chapters00:00Introduction01:27Recognizing the Weight of Debt05:26Steps for Tackling Debt08:23Prioritizing Debt10:08Finding Extra Money11:12Paying Down Debt13:48Avoiding Credit Card Debt15:12Investing for the Long Term16:53Celebrating Wins and Tracking Progress19:27Seeking Additional Support ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
January 18, 2024Episode 2223 min
How to Determine your Money Mindset
We all have been hearing about the important of money mindset lately. Basically - what are your views of money & its relationship to you, and do these beliefs impact your financial wellbeing? If you are scarcity mindset vs abundance mindset - does that have an affect on your ability to manage money? In this episode - we break down how to determine your mindset & a few ways you can help break through the cycles! ⭐️ Thanks for listening! We appreciate your support - please subscribe to the show & leave a 5 star review! 🫶🏼 Follow us on instagram: https://www.instagram.com/selah_portfolios_and_planning/📧 Want to get in touch? Email me at lauren.gage@lpl.comConnect with Me: Website: www.selahportfoliosandplanning.com LinkedIn: https://www.linkedin.com/in/lauren-gage-6451a9166/YouTube: https://www.youtube.com/channel/UCmjumeCRIIAvexdKum005_w
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