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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Episodes
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10 JUN 2026 · 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.
3 JUN 2026 · 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?
20 MAY 2026 · There are two documents that belong in almost everyone's hands, and most people don't have them.
13 MAY 2026 · The question I keep hearing from parents right now is some version of this: "Is it even worth funding a 529 plan anymore?"
6 MAY 2026 · 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.
29 APR 2026 · If you would like to stop working with your current financial advisor, here is what you need to know.
22 APR 2026 · 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.
15 APR 2026 · 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.
1 APR 2026 · 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.
25 MAR 2026 · 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.
Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
Information
| Author | Elevation Financial |
| Organization | Elevation Financial |
| Categories | Investing , Entrepreneurship , Self-Improvement |
| Website | www.elevationfinancial.com |
| podcast@elevationfinancial.com |
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