Behind The Wealth Podcast

Is the 4% Rule obsolete? Roger and Elias talk about the popular rule of thumb and why they believe a personalized strategy is the key to generating income in retirement.    Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this...

Roger and Elias discuss often overlooked costs of retirement plus signs you may need help from a financial professional.  Take control of your financial future: https://www.btwealthshow.com/start-planning 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...

Roger and Elias discuss how advances in medicine could impact the future of financial planning, what you should consider before buying a boat, and 4 of the most common financial mistakes investors make. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC...

Roger and Elias discuss the rise in student loan delinquencies and how it could impact the economy and your finances. Plus a discussion on what the recent U.S. debt downgrade means for your money and how adaptive planning can help in your pursuit to financial freedom.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered throug...

Roger and Elias tackle the subtle yet impactful phenomenon of lifestyle inflation—the tendency to increase spending as income rises. They explore ten practical strategies to help you maintain financial discipline and focus on long-term goals. Whether you're experiencing a salary increase, a promotion, or simply aiming to improve your financial habits, this episode offers insights to help you avoid...

Roger and Elias discuss the economy and recent consumer spending trends. Plus they share money tips for recent grads to help them get started on the right foot.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show are...

Running a business is demanding—but so is planning for your own financial future. In this episode, we explore the challenges and opportunities business owners face when it comes to personal financial planning. From separating business and personal finances, to tax-efficient retirement strategies and succession planning, we’ll break down the key steps every entrepreneur should take on their path to...

April is Financial Literacy Month. Roger and Elias share ways we can help our kids understand money and create good financial habits from a young age. Plus they discuss how to spend your tax refund. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  ...

Roger and Elias look at the reasons many investors fail in the pursuit of their financial goals and share tips & tools to help put you on a better path.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show are for...

Roger and Elias discuss the recent increase in market volatility and how tariffs will impact investors moving forward.   Download our Guide to Market Volatility: www.premieriwm.com/guide   Download our Guide to Navigating the Impact of Tariffs: www.premieriwm.com/tariff-guide   Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offer...

Roger and Elias discuss strange economic indicators and what they can tell us about where the economy is headed.  Download our Guide to Market Volatility: www.premieriwm.com/guide   Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voic...

Roger and Elias discuss recent market volatility and how investors can prepare for the uncertainty ahead.  Download our Guide to Market Volatility: www.premieriwm.com/guide   Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in t...

We all make mistakes - but are there some financial mistakes that you could easily avoid? Roger and Elias break down 8 common financial mistakes and what investors should do instead. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voi...

Recent market volatility has some investors worried about the future of their portfolio. Roger and Elias discuss how investors can navigate the ups and downs of the stock market.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced...

Roger and Elias discuss the rise in prominence of 401k plans over pension plans and how the changing retirement landscape impacts investors.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show are for general informat...

Roger and Elias discuss recent inflation numbers and how it could impact investors. Plus a look at how to get on track for financial freedom, even if you start late. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show...

Roger and Elias discuss seven strategies to help you personalize your finances and take your investing strategy to the next level. Take control of your financial future: https://www.btwealthshow.com/start-planning 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 purpose...

If you could talk to your younger self, what financial advice would you give them? Roger and Elias look at what some retirees wish they would have done differently with their money. Plus a discussion on how to handle Long Term Care costs. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered i...

Valentine's Day is here, and finances have a big impact on the overall strength of a relationship. Roger and Elias discuss how knowing your money personality can strengthen relationships, and 8 money moves all couples should consider.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered inve...

Roger and Elias discuss the rise in credit card debt and delinquencies, how many Americans view gambling as an investment - and why they are wrong, plus 7 investing lessons you can learn from the big game.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/...

Roger and Elias discuss how you can prepare financially for natural disasters. Plus they share what you should stop doing with your money.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show are for general informatio...

Roger and Elias discuss the 13 top financial stressors for people in their 60s and share tips on what you can do to help gain confidence in your financial future.    Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show...

Roger and Elias discuss inflation and why investors shouldn’t rely solely on market predictions to make their investing decisions in the new year.   Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show are for general i...

Roger and Elias share the top 5 things they think investors should know.  Take control of your financial future: https://www.btwealthshow.com/start-planning 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...

As we kick off the new year, Roger and Elias discuss ways you can rethink your finances in 2025, how some couples are taking a different approach to marriage & finances, and what move every parent should make before they die.   Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investme...