Behind The Wealth Podcast

As Christmas Day shines with joy and gratitude, it’s also the perfect time to reflect on the year behind and plan for the year ahead. Inspired by The 12 Days of Christmas, Roger & Elias share 12 personal finance moves to set yourself up for a prosperous and financially secure 2025. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory servic...

Roger and Elias answer listener questions about Roth Conversions.  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 recomm...

58% of Americans retire earlier than they expected according to a recent study from Transamerica. Roger and Elias break down tips for navigating the surprises that can come with early retirement. Plus a discussion on what retirees say is their favorite part of retirement.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered th...

Roger and Elias discuss how AI is changing the financial industry, why Americans are avoiding planning for retirement, and how to prepare so you don't face a letdown 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 voic...

Roger and Elias discuss their Thanksgiving plans, how families can start conversations about saving & investing, and who you should talk to before 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 show ar...

Roger and Elias discuss holiday spending and how to stay out of debt this shopping season, and how much income you need to retire comfortably.  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 inform...

Elias is joined by Premier Investments & Wealth Management Advisor, Chris McNeal to answer questions from our listeners on paying off your mortgage before retirement, managing your money after a divorce, and navigating retirement while avoiding the stock market.  Check Out Chris's Podcast: You're Not Dead Yet Watch: https://www.youtube.com/watch?v=MJRry3kCZoY   Spotify: https://open.spotify.co...

Roger and Elias discuss how some Americans are looking to cut costs as a result of inflation, how high income earners who don't feel like they are making progress can rethink their financial future, why investors need a media filter, and how stress factors into your investment returns.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory servi...

Roger and Elias discuss how the U.S. retirement system stacks up against other countries, how retirees feel about the latest Social Security COLA, what investors should be considering as we approach election day, and why a media filter is important.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a...

Roger and Elias discuss financial education in colleges, why getting a second opinion can be beneficial, how to rank your financial priorities, and what investors often overlook about risk.  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 opin...

Roger and Elias discuss the upcoming presidential election, what investors should do if their financial advisor suddenly leaves the business or passes away, and how interest rates are currently impacting Americans.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, memb...

Elias is joined by Jonas Everett on this week's episode to discuss 3 important financial lessons 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...

Roger and Elias discuss investing in a highly politicized climate, and how elections have historically impacted the stock market. Plus a discussion on overspending and why some retirees are getting roommates.  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 FIN...

Roger and Elias discuss how the market reacts to falling interest rates, and what investors should consider now. 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...

Roger and Elias discuss what steps to take if you are behind on retirement saving, why more Americans are considering a delayed retirement, how much cash you need to weather a volatile market, and 401(k) mistakes that can cost you.   Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered invest...

Roger and Elias discuss youth unemployment, how you can get family & friends involved in saving for college, how the pursuit of ‘getting rich’ can prevent you from building wealth, and what mistakes investors are making by over complicating their financial life.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through...

Roger and Elias talk about the potential for an upcoming interest rate cut, AI robots, what 401(k) mistake is costing investors billions, and how to manage your RMDs.   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 sh...

Roger and Elias discuss if it is ever too late to start saving & investing, how social relationships can impact your investing behavior, why timing the market doesn't work, and why you may be asking yourself the wrong money questions. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered i...

Roger and Elias discuss recent market volatility, whether or not you should pay off your mortgage, how to enjoy your money, and borrowing from your 401(k).  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 g...

Roger and Elias discuss budget techniques, dealing with college expenses, and how new changes to 401(k) auto-enrollment can help boost retirement savings. 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 gen...

Roger and Elias answer questions from listeners including:  What is a Backdoor Roth IRA? Do I need a financial advisor in retirement?  How should I decide what accounts to withdraw from first? How can I find a new financial advisor? Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investm...

Roger and Elias discuss the rise of AI Scams, how to plan for Back to School shopping, why Americans feel underprepared for retirement, and how to focus on what you can control when it comes to financial planning. 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...

Roger and Elias discuss what investors should consider ahead of a potential interest rate cut from the Federal Reserve. Plus they talk about how your identity changes in retirement and what retirees can do to plan for a lifestyle shift. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered inv...

This week Elias is joined by Jonas Everett. They discuss the money mistakes you should avoid in retirement, if investing at market highs is a good idea, and how to navigate financial planning after losing a spouse.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, memb...

Roger and Elias discuss their 4th of July, the downsides to early retirement, how 'funflation' is impacting consumers, and what you can do to test drive your 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...