Elevation Financial
Wealth Redefined®
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Elevation Financial
Wealth Redefined®Episodes
Elevation Financial
Wealth Redefined®
Good podcast? Give it some love!
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Episodes of Wealth Redefined®
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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 pot
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.
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 ri
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.
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.
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.
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.
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.
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
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.
It can be stressful when you find yourself unable to pay the IRS. It's a situation no one wants to be in, but it's important to know that there are steps you can take to address the issue and find a solution.
Starting January 1st, 2024, a crucial new requirement for LLCs and most small businesses involves reporting Beneficial Ownership Information (BOI) to FinCEN (The Financial Crimes Enforcement Network). Ignoring this requirement could lead to sev
At the beginning of each year, I choose three words to set the direction for the year. Here are my three words for 2024 and insights to help you use this exercise to find success and fulfillment in your own life.
Here is a brief summary of some of the changes for 2024 followed by a more in-depth downloadable PDF at the end.
When you're setting up your budget for the first time, it can often be intimidating to stare at a "blank sheet of paper" trying to come up with your budget categories. So I'm sharing the budget template I use with my clients to help them get st
When it comes to securing your legacy and ensuring your loved ones are taken care of, estate planning is the cornerstone of peace of mind. As you navigate this process, one of the primary decisions you'll face is choosing between a will and a t
E203: Are You a Victim of Recency Bias? Understanding and Overcoming its Impact on Your Investments.
Are You a Victim of Recency Bias? Understanding and Overcoming its Impact on Your Investments. Understanding recency bias is the first step to overcoming its potentially negative impact on your investments.
With all these options available, there is no reason not to get your estate planning documents properly executed. Don't delay any longer.
Let's delve into crucial considerations to ensure your emergency fund is not only sufficient but also aligned with your broader financial goals and life situations.
Many people believe that debit cards don't offer the same protections as credit cards. But it's not quite that simple.
If you have struggled with budgeting in the past and you are looking for something that "goes with the flow" a bit more, flow-based budgeting system may be the method you've been looking for.
Many people often overlook their bank accounts when it comes to estate planning but it's important to include those assets in your estate plan. Even if the accounts are smaller, anything you can do to streamline the process of settling your est
Having started (and in some cases, sold) multiple businesses, I'm here to tell you that it doesn't have to be difficult or expensive to start a business. It's hard work and it's absolutely not easy. But I'm going to walk you through how to star
The taxable brokerage account is often overlooked in investment discussions, but it can be a powerful tool for growing your wealth. Unlike tax-advantaged accounts like IRAs or 401(k)s, taxable brokerage accounts don't offer any tax benefits upf
From determining your budget and securing pre-approvals to house hunting and closing the deal, there are a number of steps to consider along the way. Let’s dig into the process and timeline for buying your first home.
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