Elevate Wealth

In this episode of Elevate Wealth, Clarke Holt is joined by Deanne Rosso, President & CEO of Elevate Wealth Advisory, to break down the IRS updates for 2025 and their potential impact on retirement planning. Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips! 🔗 Website: https://elevate-wealth.com 🔗 Facebo...

🎉 New Year, New Goals! Retirement Saving Strategies for 2025 🕰️Start the year off right with actionable tips to boost your retirement savings! In this episode of Elevate Wealth, Clarke Holt and Deanne Rosso dive into smart strategies you can implement now to make the most of 2025. 💡What You’ll Learn:✅ New 401(k) contribution limits for 2025 – increase your savings potential!✅ IRA and ROTH cont...

🎯 The Secret Sauce to Achieving Your Goals 🎯What’s the common thread among top athletes, successful entrepreneurs, and high achievers? Accountability! In this episode of Elevate Wealth, Gary Stoller and Deanne Rosso reveal:✔ Why accountability is the key to success✔ How a coach or accountability partner can help you crush your goals✔ The simple steps to finding your own “secret sauce” for person...

💡 You Can’t Out-Grow What You Don’t Save 💡Are your saving habits fueling your financial goals? In this episode of Elevate Wealth, Gary Stoller and Deanne Rosso of Elevate Wealth Advisory discuss:✔ Why savings are the foundation of financial growth✔ How poor saving habits can hold you back, even in a booming market✔ Practical tips to start saving, no matter where you are in your journeyDon’t let...

Celebrating small wins is the secret to staying motivated as you work toward your financial goals! In this episode of  Elevate Wealth , Gary Stoller and Deanne Rosso discuss: ✔ The importance of rewarding milestones ✔ How small rewards keep you on track ✔ Creative ways to celebrate financial wins Remember, progress is worth celebrating—even the small steps! Listen now to learn how rewarding yourse...

Ready to  Get Fit Financially ? In this episode of  Elevate Wealth , Gary Stoller and Deanne Rosso share practical strategies for building your financial fitness, just like you would your physical fitness. Learn how to: ✔ Set realistic financial goals ✔ Create a simple, actionable 3-step plan ✔ Build lasting habits for long-term success Whether you’re looking to eliminate debt, save for retirement...

In this episode of Elevate Wealth, Deanne Rosso and Rob Fezekas dive into the details of Donor-Advised Funds (DAFs). Learn: ✔ What Donor-Advised Funds are and how they work ✔ How DAFs simplify charitable giving and engage your family in philanthropy ✔ How bundling charitable donations using a DAF can maximize tax benefits If you’re looking for smart ways to manage your charitable giving while opti...

Discover the benefits of Qualified Charitable Distributions (QCDs) in this informative episode of Elevate Wealth! Deanne Rosso is joined by Rob Fezekas, Director of Investment Policy, to explain how QCDs work, who qualifies for them, and how they can lower your tax bill. Learn: ✔ What a Qualified Charitable Distribution (QCD) is ✔ Eligibility requirements to use a QCD ✔ How QCDs can satisfy Requir...

In this video, Deanne Rosso, President & CEO of Elevate Wealth Advisory, is joined by Rob Fezekas, Director of Investment Policy, to explain the tax implications for both the giver and recipient of non-charitable gifts. Rob discusses how recipients generally don't owe taxes on gifts, but may face capital gains taxes if they sell appreciated assets. For givers, there’s an $18,000 annual gift ex...

In today’s video, Deanne Rosso, President & CEO of Elevate Wealth Advisory, sits down with Rob Fezekas, Director of Investment Policy, to break down the rules for deducting charitable donations on your tax return. Rob explains how recent tax law changes, like the Tax Cuts and Jobs Act, impact your ability to itemize and when it makes sense to take the standard deduction instead. Plus, discover...

You've likely heard a lot about Roth conversions recently, but what exactly are they, and should you consider one for your retirement planning? In this episode of Elevate Wealth, President & CEO Deanne Rosso is joined by Wealth Adviser Rob Fezekas to explore the ins and outs of Roth conversions and how they could benefit you. Deciding if a Roth conversion is right for you depends on your i...

You've probably heard the term "tax loss harvesting," but what does it actually mean, and how can it help you with your year-end financial planning? In this episode of Elevate Wealth, President & CEO Deanne Rosso is joined by Rob Fezekas, Wealth Adviser and Director of Investment Policy, to demystify tax loss harvesting and explain how it can be a valuable tool in minimizing your...

Download Our Year-End Planning Checklist: https://elevate-wealth.com/lifelong-learning-library/ As the year draws to a close, many people think about making charitable donations or gifts to loved ones, but how does this fit into your overall year-end planning? In this episode of Elevate Wealth, President & CEO Deanne Rosso sits down with Rob Fezekas, Wealth Adviser and Director of Investment P...

Download our year-end planning checklist: https://elevate-wealth.com/lifelong-learning-library/ As the end of the year approaches, it's essential to be aware of key deadlines that could significantly impact your financial situation. In this episode of Elevate Wealth, President & CEO Deanne Rosso is joined by Rob Fezekas, Wealth Adviser and Director of Investment Policy, to discuss the cruc...

As the end of the year approaches, you might hear the term "year-end planning" more frequently, but what does it really mean? In this episode of Elevate Wealth, President & CEO Deanne Rosso sits down with Rob Fezekas, Elevate Wealth's Director of Investment Policy and Wealth Adviser, to unpack the concept of year-end planning and why it’s so important. Rob explains that year-end...

Are you concerned about rising healthcare costs in retirement? You're not alone. In this episode of Elevate Wealth, President & CEO Deanne Rosso discusses with founder Chuck Vickery what factors can cause your healthcare budget to change and how to effectively plan for it. Don't wait until it’s too late—get the guidance you need to prepare for your future medical costs. Visit elevate-w...

Understanding how private insurance integrates with Medicare can be challenging, but it’s crucial for making the right choices for your healthcare coverage. In this episode of Elevate Wealth, Deanne Rosso, President of Elevate Wealth Advisory, sits down with Chuck Vickery, founder of Elevate Wealth, to explain the ins and outs of private insurance plans and how they interact with Medicare. There’s...

Medicare can be confusing, with its different parts—A, B, C, and D—but understanding these options is crucial for your healthcare and financial planning in retirement. In this episode of Elevate Wealth, President & CEO Deanne Rosso sits down with Chuck Vickery, the founder of Elevate Wealth Advisory, to break down the four parts of Medicare and help you determine which plan might be right for...

In this episode, Deanne Rosso, President & CEO of Elevate Wealth Advisory, and company founder Chuck Vickery dive into the important topic of Medicare enrollment. Whether you’re approaching age 65 or just planning ahead, understanding when and how to enroll in Medicare is crucial. Chuck, our in-house Medicare expert, shares key insights, including: Why you should enroll in Medicare at age 65 i...

Wondering how to maximize your Social Security benefits? In this episode of Elevate Wealth, Deanne Rosso and Clarke Holt from Elevate Wealth Advisory share strategies to help you get the most out of your benefits. Clarke highlights the benefits of delaying your claim until age 70, working at least 35 years, and coordinating spousal claims. Learn about the "three-legged stool" of retireme...

Curious about how Social Security benefits work if you're divorced? In this episode of Elevate Wealth, Deanne Rosso and Clarke Holt from Elevate Wealth Advisory discuss the eligibility criteria for claiming benefits based on an ex-spouse's work record. Clarke explains the requirements, and using President candidate Donald Trump as an example, they illustrate how multiple ex-spouses can cla...

Curious about what happens if you start your Social Security benefits before reaching your Full Retirement Age (FRA)? In this episode of Elevate Wealth, Deanne Rosso and Clarke Holt from Elevate Wealth Advisory explain the impact of claiming benefits early. Learn about the 25-30% reduction in benefits if claimed at age 62 and the special rules for surviving spouses. Clarke provides valuable insigh...

Wondering if your Social Security benefits will be enough to fund your retirement? Learn how to determine your Social Security benefits and whether they'll be sufficient for retirement. Clarke explains the factors that affect your benefits, including your earnings history and the age you claim. Discover what percent of your pre-retirement income Social Security will replace, and learn about th...

In this informative chat, Deanne Rosso and Clarke Holt from Elevate Wealth Advisory break down the key details of when you can start receiving your Social Security retirement benefits. Whether you're considering claiming benefits at age 62 or waiting until age 70 for increased payments, Clarke provides clear examples and expert advice to help you make the best decision for your financial futur...

Join Brian and Deanne as they discuss how your small business fits into your retirement plan. Discover whether your business is a paycheck, an investment, or both, and learn how to balance short-term income needs with long-term growth goals. Hey, Everybody. This is Brian with Elevate Wealth, and I'm excited to be joined here today with our President and CEO, Deanne Rosso. Hey, Brian, I'm g...