Behind The Wealth Podcast

We 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...

A 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 a...

New 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...

Roger 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. ...

On 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 F...

On 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...

On 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...

On 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.  T...

Roger 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 Nordlocke...

Black 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/SI...

Roger 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 Ho...

October 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 se...

Most 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: Ro...

Forbes 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 LP...

On 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/Behind...

With 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: El...

On 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 Nor...

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 intended to provide...

On 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: Mol...

On 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 offere...

On 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 adv...

Roger 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 G...

On 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 a...

It'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...

Financial 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: Roge...