Behind The Wealth Podcast

Roger and Elias discuss how people’s spending habits are changing, financial planning tips for people who think they will never retire, how to deal with market volatility, and how technology is changing the way we age and the way we should be looking at longevity.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LP...

Roger and Elias discuss how people’s spending habits are changing, financial planning tips for people who think they will never retire, how to deal with market volatility, and how technology is changing the way we age and the way we should be looking at longevity.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LP...

Roger and Elias discuss how planning for the social aspect of retirement can be just as important as planning for the financial and saving strategies for those just getting started. 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 'Great Wealth Transfer', how to determine a sustainable withdrawal rate, considerations for Roth conversions and how to gauge your financial progress. 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: Elia...

Roger and Elias discuss how financial advisors can help you have tough money conversations, why an inheritance shouldn't be your retirement plan, and smart strategies for gifting to your children. Plus a conversation on why your net worth shouldn't be the only metric you look at when it comes to retirement planning. Take control of your financial future: https://www.btwealthshow.com/start-planning...

This week, Roger and Elias discuss college savings, retirement regrets, how to view saving, spending and value your time. Plus they talk about saving vs. investing.  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 Prod...

This week Roger and Elias talk about money lessons you can learn from tennis stars Venus & Serena Williams. Plus a conversation on phantom debt and when you should invest.  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...

Roger and Elias talk about the Fed's latest decision to hold interest rates steady, the dangers of hiding debt from your partner, retirement regrets, and how money impacts your mental health.  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 Gu...

Roger and Elias discuss what to expect when you start investing, how life expectancy for Americans is expected to shift over the next 30 years, why some Americans are worried about the impact changes to Social Security and Medicare could have on their retirement, how financial literacy could lead to more financial confidence, and what value a financial advisor can add to your life.  Take control o...

Roger and Elias talk about a rise in credit card delinquencies, the 'soft saving' trend, investing post-retirement, how to approach helping your aging parents with their finances, and how to determine how much life insurance you need.  Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast  https://linktr....

Roger and Elias talk about interest rates & inflation, how semi-retirement is growing in popularity, money quotes from Dave Ramsey, and internet savings trends. 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 Produ...

Roger 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 Pro...

Roger 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: E...

Roger 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 Hos...

Roger 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 ser...

Roger 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 Host...

Roger 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/BehindThe...

Roger 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....

Roger 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:...

Roger 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: E...

Roger 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://li...

Roger 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 Prod...

Roger 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...

Roger 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...

Roger 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:...