Castuner

Wealth Redefined®

Michael Reynolds, CFP®

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

Web do podcast

Escóitao na túa aplicación

Episodios

321 episodios

  1. E320: How Much Money Can You Give Your Family Without Paying Gift Tax? 16:16
  2. E319: The Pros and Cons of Using Your Brokerage Account as an Emergency Fund 16:49
  3. E318: Open Enrollment Checklist – How to Review Your Employee Benefits 20:20
  4. E317: How "Passive Budgeting" Can Help You Even if You Don't Want to Budget 6:35
  5. E316: What Is a Trusted Contact on Your Investment Account, and Why Should You Name One? 11:48
  6. E315: How to Implement Reverse Budgeting 11:29
  7. E314: How Do You Know When You're Ready to Buy a House? 10:51
  8. E313: What to Do If You Don’t Have a 401(k) 12:36
  9. E312: Should You Buy Life Insurance Before You Need It? 10:04
  10. E311: Is It OK to Get a Big Tax Refund? 10:39
  11. E310: How to Build a Business You Can Sell 15:10
  12. E309: Five Ways to Simplify Your Money (and How It Helps) 14:33
  13. E308: Can I Afford a House Even If I Can't Put 20% Down? 12:13
  14. E307: Why We Avoid Looking at Our Finances (And What It Costs) 12:10
  15. E306: How to Protect Your Money From Crypto "Pig Butchering" Scams 21:05
  16. E305: Am I at Risk of Having My Identity Stolen or Being a Victim of Fraud? 14:27
  17. E304: What Is a 5498 Tax Form and What Should You Do With It? 8:20
  18. E303: The Truth About IPOs – What Wall Street Doesn't Tell The Average Investor 14:15
  19. E302: Powers of Attorney – The Estate Planning Documents Almost Nobody Has 11:31
  20. E301: Are 529 Plans Still Worth It? Why I Think the Answer Is Yes (Probably) 12:59
  21. E300: Why Market Downturns Could Be an Opportunity (And How to Stop Letting Fear Rob You) 12:21
  22. E299: How to Break Up With Your Financial Advisor (Without the Awkwardness) 13:05
  23. E298: So You're Late Filing Your Taxes. Now What? 10:35
  24. E297: Filing a Tax Extension Is Not a Big Deal (Here's Why It Might Actually Help You) 10:32
  25. E296: Why the Financial News Cycle Is Working Against You 12:02
  26. E295: What Is a Trump Account? A Parent's Guide to the New Savings Vehicle for Kids 10:53
  27. E294: How Do I Set Up a Retirement or Investment Account for My (Minor) Child? 16:10
  28. E293: Should You Buy the Dip? What This Strategy Really Costs You 9:32
  29. E292: Why the "Hard-Stop" Retirement is Losing Its Appeal (And How to Design Your Flex Retirement) 11:51
  30. E291: The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially 9:51
  31. E290: The Most Costly Bookkeeping Mistakes Small Business Owners Make (And How to Fix Them) 21:47
  32. E289: UGMA and UTMA Accounts – What Parents Need to Know Before Opening One 16:30
  33. E288: SIPC Insurance – What It Is and How It Protects Your Brokerage Account 15:09
  34. E287: Why Filing Your Business Entity Report Matters (And What Happens If You Don't) 11:52
  35. E286: How Taxes Work in a Brokerage Account and How to Manage Them 11:14
  36. E285: My Three Words for 2026 – Setting Intentions for the New Year 9:23
  37. E284: Key Financial Numbers for 2026 – What Changed and What It Means for You 9:43
  38. E283: What is a Roth Conversion (and How Do I Use It)? 23:42
  39. E282: How to Use the "Rule of 55" for Early Retirement 10:49
  40. E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes 14:42
  41. E280: Should I Use My HELOC as an Emergency Fund? 12:18
  42. E279: 3 Ways to Invest in Crypto (and My Preferred Method) 15:39
  43. E278: Debunking the Most Common Personal Finance Lies on TikTok 35:56
  44. E277: Dollar Cost Averaging vs. Lump Sum Investing – Which Strategy Wins? 9:53
  45. E276: How to Navigate Market Volatility Without Losing Your Cool 10:35
  46. E275: The Truth About the Future of Social Security 9:18
  47. E274: Should I Invest in a Target Date Fund? Weighing the Pros and Cons 12:24
  48. E273: 3 Ways to Generate Income from a Lump Sum of Money 9:25
  49. E272: When Should I Get Life Insurance? 11:47
  50. E271: Does Dividend Investing Live Up to the Hype? 8:15