Episodes
312
Latest episode
Aug 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.
There's a guidelines that says you don't need life insurance until someone depends on you financially. That sounds obvious. But there's a real case for buying a policy before anyone relies on your income, and a lot of people never consider it.
Planning for a large tax refund can make sense in a lot of cases. Just because it's not financially optimal doesn't make it wrong.
Not everyone starts a business planning to sell it. Some of you have no interest in an exit at all, and that's fine. But stick with me, because the work that makes a business sellable is the same work that makes it healthier, calmer, and more profitable to run right now.
Many people assume that managing money well requires complexity. More accounts, more spreadsheets, more strategies, more monitoring. The opposite is usually true.
Understanding where the 20% number comes from, and what your actual options are, can help you make a decision based on your finances instead of someone else's rule of thumb.
Financial avoidance is very common, but if you learn to recognize it and manage it, you can get better at overcoming these tendencies.
What is a pig butchering scam? Learn how this crypto fraud works, the warning signs to watch for, and how to protect your money.
Identity theft and financial fraud are not abstract problems that happen to other people. They happen to people who are careful, educated, and financially stable. The good news is that most identity theft and fraud can be prevented with a few deliberate habits.
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?
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Valerie Hail
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Russ Mathews
