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Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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E219: Understanding 401(k) Loans – How They Work and When to Consider One
24 APR 2024 · If you've ever wondered whether you can borrow from your 401(k), the answer is likely yes, but it comes with a host of considerations. Before you consider borrowing from your 401(k), you need to understand the mechanics of 401(k) loans, the potential downsides, and the risks involved.8m 37s -
E218: What Home Improvements Increase Cost Basis (And Why You Should Care)
17 APR 2024 · By maintaining detailed records of all home improvements, you can maximize your chances of increasing your adjusted costs basis as much as possible when selling your home, which can minimize the capital gains taxes you might pay.11m 9s -
E217: What's a "Normal" Down Payment for Buying a House?
20 MAR 2024 · There are some myths as well as pros and cons of different down payment percentages. Whether you're a first-time homebuyer or looking to upgrade, understanding your option for a down payment will help you make informed decisions and find the right plan for your situation.10m 54s -
E216: How to Recognize (And Avoid) Scams
13 MAR 2024 · To protect yourself, you need to arm yourself with the tools and knowledge necessary to spot the red flags of a scam and the strategies to avoid these potentially devastating intrusions.32m 54s -
E215: How to Switch Banks (In 5 Steps)
6 MAR 2024 · Don't let inertia and the comfort of the status quo keep you from improving your bank experience. Switching banks is not that difficult and can make life easier if you put in a little time up front.7m 20s -
E214: Understanding Umbrella Insurance – What Does It Mean and Why Do You Need It?
28 FEB 2024 · Umbrella insurance is an important component of a comprehensive insurance portfolio. It provides an extra layer of liability coverage, protecting you from the financial consequences of lawsuits and potentially saving your assets.9m 17s -
E213: A Step-by-Step Guide to Setting Up a Solo 401(k) for Self-Employed Professionals
21 FEB 2024 · The Solo 401(k) is one of the best retirement plans available to business owners and can give you lots of flexibility when it comes to managing taxes and saving for retirement.20m 4s -
E212: Can a 529 Be Rolled Into a Roth IRA?
14 FEB 2024 · Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.9m 7s -
E211: The Benefits of Working With a Flat Fee Financial Advisor
7 FEB 2024 · If you are interested in getting help with financial planning and investment management and you want to keep costs under control while avoiding conflicts of interest, consider working with a flat fee financial advisor. It can be a great way to level up your money.11m 32s -
E210: Simplifying Tax Season – The Essential Tax Documents You Can't Afford to Miss
31 JAN 2024 · Tax season can be a stressful time for many individuals, but it doesn't have to be. By understanding the essential tax documents you can't afford to miss, you can simplify the process and save yourself unnecessary stress.13m 4s
Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
Information
| Author | Elevation Financial |
| Categories | Investing , Entrepreneurship , Self-Improvement |
| Website | www.elevationfinancial.com |
| podcast@elevationfinancial.com |
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