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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.
Episodes & Posts
Episodes
Posts
21 OCT 2026 · Open enrollment is your yearly chance to fix your benefits. Learn how to review health insurance, HSAs, FSAs, your 401(k), life and disability insurance, and more.
14 OCT 2026 · If you hate the idea of budgeting but you don't want to leave everything to chance, is there a middle ground? You're in luck. There is a path that may appeal to you, and I call it "passive budgeting."
7 OCT 2026 · What is a trusted contact person on your brokerage account? See why it exists, what your firm can share, and when naming one could protect your savings.
16 SEP 2026 · The best cash flow system is the one you'll actually keep using. For a lot of people, that system is reverse budgeting.
2 SEP 2026 · It's okay to get excited about the thought of buying a house. It's definitely an emotional experience. But base it on a solid financial foundation and make sure you're ready before making the largest purchase of your life.
26 AUG 2026 · Don't let lack of access to a 401(k) keep you from saving and investing for retirement. You've got plenty of options to fill the gap.
19 AUG 2026 · There's a guidelines that says you don't need life insurance until someone depends on you financially. That sounds obvious. But there's a real case for buying a policy before anyone relies on your income, and a lot of people never consider it.
5 AUG 2026 · Planning for a large tax refund can make sense in a lot of cases. Just because it's not financially optimal doesn't make it wrong.
29 JUL 2026 · Not everyone starts a business planning to sell it. Some of you have no interest in an exit at all, and that's fine. But stick with me, because the work that makes a business sellable is the same work that makes it healthier, calmer, and more profitable to run right now.
22 JUL 2026 · Many people assume that managing money well requires complexity. More accounts, more spreadsheets, more strategies, more monitoring. The opposite is usually true.
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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