Episodes
305
Latest episode
Jun 2026
Language
EN
Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
You did everything right. You gathered your tax documents, filed your return on time, and finally felt that satisfying sense of closure. Then, sometime in May or June, an envelope shows up with yet another tax form inside.
With all the hype around IPOs, it's easy to see why people tend to get excited about getting in on the action. But what does the historical performance data show? And how can everyday investors participate?
There are two documents that belong in almost everyone's hands, and most people don't have them.
The question I keep hearing from parents right now is some version of this: "Is it even worth funding a 529 plan anymore?"
Pausing your investments during a market downturn is one of the most common and costly mistakes everyday investors make. In reality, this behavior can rob you of the opportunity for growth.
If you would like to stop working with your current financial advisor, here is what you need to know.
April 15th has come and gone, and your tax return is still not filed. You're not alone. Millions of Americans miss the tax filing deadline every year, and while it's not ideal, it's also not the end of the world. What matters now is what you do next.
If you have ever hesitated to file an extension because you were worried it might trigger an audit or signal some kind of red flag to the IRS, you can let that fear go. The reality is quite different from what most people assume.
Daily financial news is designed to keep you watching, not to help you invest better. Here's how long-term investors can manage the noise and protect their portfolios from emotional decision-making.
If you have a child or grandchild born in 2025, 2026, 2027, or 2028, there is a new savings tool worth knowing about. Trump accounts, created under the One Big Beautiful Bill and governed by new Internal Revenue Code Section 530A, are tax-advantaged accounts designed to give children a financial head start before they reach adulthood. Here is what you need to know.
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