Behind The Wealth Podcast
188 episodes - English - Latest episode: 2 days ago - ★★★★★ - 2 ratingsSecurities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The opinions voiced in these videos are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.
The financial professionals associated with Premier Investments of Iowa may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state.
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Episodes
What Does Financial Freedom Look Like?
April 17, 2024 07:00 - 43 minutes - 79.5 MBRoger and Elias talk about revenge spending, what financial freedom means, tips for creating a spending plan, and why timing the market could impact your performance. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a...
Personal Finance Bootcamp
April 10, 2024 07:00 - 40 minutes - 74.8 MBRoger and Elias talk about spending habits, teaching your children about money, how to navigate retirement uncertainty and what you should know about the basics of personal finance. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through L...
Retirement Do Over?
April 03, 2024 07:00 - 44 minutes - 81.9 MBRoger and Elias talk about inflation and home prices, how Pareto's Principle can help you prioritize your finances, why retirees want a do over, and how to evaluate your rate of return. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered throu...
What You Should Ask Your Advisor
March 27, 2024 07:00 - 34 minutes - 62.5 MBRoger and Elias answer listener questions about Roth IRAs, what to do after a layoff and creating savings goals. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Th...
Cookie Monster Weighs in On Shrinkflation
March 20, 2024 07:00 - 32 minutes - 59.9 MBRoger and Elias talk about Cookie Monster's latest tweet about shrinkflation, the value of financial education, how high income earners can avoid common financial mistakes, and when is a good time to save money. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advi...
What Is A Reasonable Rate of Return?
March 13, 2024 07:00 - 34 minutes - 63.2 MBRoger and Elias discuss shrinkflation, tips for spending your tax refund wisely, how to determine a reasonable rate of return, and why the 25x rule of thumb may not be the best way to calculate your retirement saving needs. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securiti...
The Financial Dead Zone
March 06, 2024 08:00 - 41 minutes - 76.7 MBRoger and Elias talk about the Financial Aid 'Dead Zone' that more and more parents are finding themselves in, how millennials are overspending to keep up appearances, and why "I'm going to work forever" isn't a sound retirement plan. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlock...
Financial Planning for Single Retirees
February 28, 2024 08:00 - 38 minutes - 71.5 MBRoger and Elias talk about the differences in retirement planning for single retirees, what nobody tells you about early retirement, and why using rules of thumb to determine your asset allocation doesn't always make for a good financial plan. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly...
Prioritizing Retirement - 3 Things You Can Do Now
February 21, 2024 08:00 - 33 minutes - 61.5 MBRoger and Elias share things you can do now to prioritize retirement, how to help protect yourself after a data breach, and different ways to think about Social Security strategies. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through L...
Are You Living In The Gap or the Gain?
February 14, 2024 08:00 - 33 minutes - 60.8 MBRoger and Elias discuss spending this Valentine's Day, how Dan Sullivan & Benjamin Hardy's book The Gap and The Gain can help you shift your thinking when it comes to financial goals, and alternatives to the traditional 50/30/20 budget. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordloc...
How to Avoid Lifestyle Creep
February 07, 2024 08:00 - 33 minutes - 61.1 MBRoger and Elias talk about avoiding lifestyle creep, how to develop an income strategy, and what you can do to prepare as the Fed considers lowering interest rates. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a ...
4 Simple Money Mistakes You Can Fix
January 31, 2024 17:42 - 45 minutes - 82.6 MBRoger and Elias talk about 4 common money mistakes that you can address today. Plus a conversation on retirement calculators. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FI...
Designing Your Personalized Withdrawal Strategy
January 24, 2024 08:00 - 32 minutes - 59.8 MBRoger and Elias take on the 4 Boring Pillars of Investment Success + discuss phantom debt, and how to create an effect withdrawal strategy. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment adv...
How to Become a Super Saver
January 17, 2024 08:00 - 35 minutes - 64.8 MBRoger and Elias discuss the habits of a super saver plus they have a discussion on why you should look for alternatives to the 80% rule when determining your retirement income needs. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through...
3 Reasons Not To Increase Your 401(k) Contributions
January 10, 2024 08:01 - 46 minutes - 85.2 MBWe are making 2024 the year of personalized financial planning. Roger and Elias talk about the things you can do this year to tailor your financial decisions to you. Plus a look at some reasons why you may not want to increase your 401(k) contributions at the start of the new year. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services ...
Gen X Is Worried About the Retirement Gap
January 04, 2024 02:07 - 46 minutes - 84.8 MBA recent study from Schroeders, found that Gen Xers are feeling pessimistic about achieving their retirement goals. Roger and Elias talk about the steps Gen Xers can take now to get on track for retirement. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA...
Financial Resolutions for 2024
December 27, 2023 08:00 - 40 minutes - 74.3 MBNew Year's Resolutions - should you make them or not? Roger and Elias share their thoughts on resolutions and what you should consider when making financial resolutions. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this s...
Financial Advisor Autocomplete Interview
December 20, 2023 08:03 - 40 minutes - 73.6 MBRoger and Elias talk about Christmas spending, and answer some of the internets most searched questions. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intend...
Charitable Giving Strategies
December 13, 2023 08:00 - 33 minutes - 62 MBOn this week's episode, Roger is joined by Casey Mushrush, J.D., AIF to discuss charitable giving strategies. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest: Casey Mushrush, J.D., AIF Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and ar...
Taxes, Conversions, Credit & More - Answering Listener Questions
December 06, 2023 09:00 - 38 minutes - 70.9 MBOn this week's episode, Jonas Everett joins Roger to answer questions from listeners. From minimizing taxes, to Social Security benefits & credit cards - they are answering it all. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest: Jonas Everett Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced i...
Estate Planning Basics
November 29, 2023 08:00 - 57 minutes - 106 MBOn this week's episode, Roger is joined by Casey Mushrush, J.D., AIF to discuss the basics of Estate Planning. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest: Casey Mushrush, J.D., AIF Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and a...
Answering The Internet’s Most Searched Questions
November 22, 2023 08:00 - 35 minutes - 65 MBOn this week's episode, Roger and Elias answer the internet's most searched personal finance questions. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intende...
Millionaires Are...
November 15, 2023 08:00 - 46 minutes - 85.5 MBRoger and Elias look at Ramsey Solution's National Survey of Millionaires. Plus a discussion on Social Security, why American's don't feel financially secure, and how Gen Z compares to past generations when it comes to debt. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment adv...
Surviving Holiday Shopping
November 08, 2023 08:00 - 34 minutes - 64.1 MBBlack Friday is right around the corner. Roger and Elias share their thoughts & tips on holiday spending. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not inten...
5 Changes to Social Security for 2024
November 01, 2023 07:00 - 36 minutes - 66.9 MBRoger and Elias talk about what makes a happy retiree, how you can avoid being scammed during the holiday season, and changes to Social Security for 2024. Plus November is Long Term Care Awareness Month, so they walk through 4 ways to deal with Long Term Care expenses. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered throu...
10 Myths About Financial Planning
October 25, 2023 07:00 - 37 minutes - 68.2 MBOctober is National Financial Planning month. Roger and Elias discuss 10 common myths about Financial Planning. Plus with Halloween around the corner, they talk about some 'scary' financial facts. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Th...
How to Create A Distribution Strategy
October 18, 2023 07:00 - 36 minutes - 67.3 MBMost people have heard of the 4% 'Rule' - but should that be the only distribution strategy you consider? This week Roger & Elias break down different alternatives to the 4% Rule. Plus, this week is Estate Planning Week, so the guys look at common estate planning misconceptions. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services...
What Can We Learn From America’s Richest People?
October 11, 2023 07:00 - 37 minutes - 68.4 MBForbes recently released their 2023 Forbes 400 Richest People In America. Roger & Elias look at the financial lessons we can learn from some of America's billionaires. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this sho...
401(k) ’Hack’ You Probably Don’t Know About
October 04, 2023 07:00 - 36 minutes - 67.8 MBOn this week's episode, Roger and Elias discuss what it takes to have the mindset of a millionaire. They talk about what to do with your 401(k) after leaving an employer, how to find 401(k)'s you may have forgotten and Elias shares a 401(k) tip from SECURE 2.0 that student loan borrowers should be aware of. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securi...
How A Government Shutdown Could Impact Investors
September 27, 2023 07:00 - 30 minutes - 56.8 MBWith a shutdown looming, Roger and Elias talk about how past government shutdowns have impacted the stock market. Plus they share tips for getting over the fear of transitioning to retirement & what to do if you are forced to retire earlier than you planned. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Fin...
7 Tips for Financial Security
September 20, 2023 07:00 - 39 minutes - 72.1 MBOn this week's episode, Roger & Elias talk about tips for financial security, how the sandwich generation can get on track for their retirement goals, and how to help set up your kids & grandkids for financial security. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advi...
Let’s Talk About Home Ownership
September 13, 2023 07:00 - 38 minutes - 71.2 MBFollow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be...
4 Questions You Need to Ask Yourself
September 06, 2023 07:00 - 44 minutes - 81.8 MBOn this week's episode, Roger and Elias discuss having an emergency fund in retirement, the 4 questions you need to ask yourself as you refine your finances, and how Gen Z, Millennials, Gen X and Boomers think about work and retirement. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered in...
Is It Time For a Financial Reset?
August 30, 2023 07:00 - 41 minutes - 76.9 MBOn this week's episode, Roger and Elias talk about back to school financial stress. Plus a look at ways to hit the reset button on your financial life and get on track for your goals. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions vo...
Financial Beige Flags
August 23, 2023 07:00 - 49 minutes - 90.5 MBOn this week's episode, Roger and Elias talk about whether AI technology for photo filters could make young people better investors. Plus a look at what financial habits could be a relationship red flag. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/S...
Answering Your Questions Part 2
August 16, 2023 07:00 - 53 minutes - 98.4 MBRoger and Elias are back for part 2 of answering listener questions. They discuss Should you do a Roth 401(k)? When is a good time for a Roth Conversion? How much life insurance should you have? Can you multitask your financial goals? How to deal with overspending on hobbies. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services o...
Can Money Buy You Happiness?
August 09, 2023 07:00 - 37 minutes - 68.7 MBOn this week's episode, Roger is joined by Jonas Everett to discuss the age old question: "does money buy happiness?" Plus they discuss anchoring bias and the best financial advice from successful people. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Jonas Everett Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA...
Money Lessons From Your Favorite TV Shows
August 02, 2023 07:00 - 38 minutes - 70.6 MBIt's probably not the first thing you think about when sitting down to watch your favorite sitcom - but many of the popular TV shows we watch contain financial lessons we can take into our everyday life. From Friends to the Office and Arrested Development, Roger and Elias look at the everyday money lessons you can take from TV Shows. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By...
How To Retire Early
July 26, 2023 22:16 - 54 minutes - 99.1 MBFinancial Independence, Retire Early or the FIRE Movement has made a resurgence in the media and conversations over the last few months. On this week's episode, Roger and Elias breakdown what the FIRE Movement is and examine how realistic it is to implement for the average American. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory service...
How To Stop Living Paycheck to Paycheck
July 19, 2023 07:00 - 30 minutes - 56.5 MBOn this week's episode, Roger and Elias look at the top spending regrets retirees have, how the wealthy may be overestimating their retirement savings, and how you can avoid living paycheck to paycheck. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SI...
How To Fix Financial Mistakes
July 12, 2023 07:00 - 47 minutes - 86.5 MBFrom overspending to bad credit, Roger and Elias talk about some of the most common financial mistakes and how to fix them. Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only...
Answering Your Questions
July 05, 2023 07:00 - 41 minutes - 76.4 MBOn this week's episode, Roger and Elias answer listener questions, including: Can I go into retirement with mortgage debt? Should my future spouse and I combine our finances? Can I keep an inheritance a secret from my spouse? Which Account Should We Take Money From? How can I save for retirement with a ‘gig’ job? Should I Save For a House Down Payment or Keep Renting and Save More For Retirement? Would You Rather Have a Penny Doubled Every Day for a Month or $1 Million Dollars? Se...
How to Raise Millionaires
June 28, 2023 07:00 - 29 minutes - 53.6 MBOn this week's episode, Roger and Elias discuss how one couple says they paid off $300,000 of debt. Plus: tips on raising kids to be financially successful and what you should consider before saving for your kids' college expenses. Visit www.BTWealthShow.com Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL F...
How America Saves
June 21, 2023 07:00 - 39 minutes - 72.1 MBOn this week's episode, Roger & Elias look at what Americans are doing with their money. From what retirees are doing with their money, to how Americans are saving, and what Gen Z is doing differently than previous generations. Visit www.BTWealthShow.com Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Finan...
How To Maximize Your 401(k)
June 14, 2023 07:00 - 24 minutes - 44.4 MBOn this week's episode, Roger and Elias look at the resurgence of CDs and how conversations with clients have shifted. Plus a look at how couples can maximum their 401(k) contributions. Visit www.BTWealthShow.com Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, memb...
How To Create a Retirement Plan
June 07, 2023 07:00 - 37 minutes - 69 MBOn this week's episode, Roger and Elias discuss which generation is the most realistic about retirement. Plus they go through the 10 things you need to consider when putting together a financial plan. Visit www.BTWealthShow.com Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investmen...
This Has Gotten Out of Control!
May 31, 2023 07:00 - 38 minutes - 70.7 MBOn this week's episode Roger and Elias discuss why women tend to be better investors than men, what personal finance skill is the hardest to master, why Americans can't afford the cost of their car repair, the return of the 60/40 portfolio, and how tipping culture has evolved in the U.S. Visit www.BTWealthShow.com Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken...
6 Financial Green Flags
May 24, 2023 07:00 - 35 minutes - 64.3 MBYou've heard of Red Flags, but this week we are talking about Green Flags. Roger and Elias look at 6 things that can be an indicator you are making good financial decisions. Plus a look at Warren Buffett's best saving & investing tips. Visit www.BTWealthShow.com Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through L...
Biggest Money Mistakes of the Wealthy
May 17, 2023 07:00 - 38 minutes - 70.7 MBOn last week's episode, we dove into the money mistakes that financial advisors have made. This week we take a look at what we can learn from the money mistakes of the wealthy. Visit www.BTWealthShow.com Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA...
Money Mistakes Financial Advisors Make
May 10, 2023 07:00 - 33 minutes - 61.1 MBEveryone makes mistakes, including financial advisors. On this week's episode, Roger and Elias look at what other financial advisors say are their top money mistakes plus share their own money mistakes. Visit www.BTWealthShow.com Follow Us on Facebook.com/BTWealthShow Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investm...