Target date funds often show up in 401(k) plans and 529 plans as the "default" option. But what is a target date fund and should you use one?

Wealth Redefined

E93: Should I Invest in Target Date Funds?

PPP2 is available to small business owners. Should you apply? How is this round different? Is it possible to get it twice? What if you're a 1099? We cover these questions and more.

E92: PPP Round 2 Explained (for Small Business Owners)

Whenever something newsworthy happens related to the stock market, interest increases and FOMO sometimes takes hold. Should you be trading stocks? What are the risks and benefits?

E91: Should I Play Around in the Stock Market?

Sometimes things just don't work out. And it's ok. Let's talk about how to break up with your financial advisor gracefully and smoothly.

E90: How to Break Up With Your Financial Advisor

For entrepreneurs looking for ways to grow and make more money, the array of marketing options can seem overwhelming. But one approach is consistently reliable: referral marketing. Networking and referral marketing expert, Tiffanie Kellog joins us to teach us how to use referral marketing to grow and thrive.

E89: Expanding your Business With Referral Marketing (with Tiffanie Kellog)

The Roth IRA is a core retirement account that is a core component of many financial plans. But there are certain restrictions that can prevent people from using it. We'll talk about a workaround today called the "Backdoor" Roth IRA.

E88: What is a "Backdoor" Roth IRA?

Every year, I do Chris Brogan's "Three Words" exercise to start the new year with purpose. I've done it for many years now and I am 100% in love with it. I'll share how I did last year and what my words are going to be this year. And I'll share how you can do it, too.

E87: My Three Words for 2021

I'm indulging myself a bit for the last episode of the year. I'm going to give you a detailed description of what it looks like to work with me as a client.

E86: What It's Like to Work With Me

So you've tried budgeting and you still struggle with it. You're not alone. That's why this episode features a conversation with Bari Tessler: Financial Therapist, Mentor Coach, Mama-preneur, and the Founder of The Art of Money. Bari shares her incredibly simple but powerful method of "Values-based Budgeting" which can create a positive mental shift and help you get "un-stuck" with budgeting.

E85: Implementing Values-based Budgeting (with Bari Tessler)

Solo business owners or "solopreneurs" may feel like their retirement plan options are limited. But there is a great tool available: the Solo 401(k) plan. We discuss the details of this plan to help you decide if it's right for you.

E84: The Solo 401(k) Plan — A Powerful Tool for Entrepreneurs

The end of the year means taxes are on our minds. What can we do to be as tax-efficient as possible before the end of the year? Kim Padgitt from The Tax Advantage LLC has some insights for us.

E83: End of Year Tax Planning (with Kim Padgitt)

You've got home mortgage questions? We've got answers. We chat with Brittany Green from Tucker Mortgage to cover all those questions that you've been wondering about when it comes to getting a mortgage.

E82: Answers To All Your Mortgage Questions (with Brittany Green)

We can all struggle with avoidance of money issues at certain points in our lives. Let's talk about how to move past them.

E81: How to Move Past the Money Issues You've Been Avoiding

Starting a business can be an exciting adventure and it can be even more exciting to start it with a partner. Is this always a good idea? What should you think through before launching a partnership?

E80: Should I Start a Business With a Partner?

Many small businesses received a PPP Loan earlier this year. Now there are questions about forgiveness. We'll do a short update on the state of PPP Loan forgiveness.

E79: A PPP Loan Forgiveness Update

Practical discussions and insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, independent financial advisor and Principal of Elevation Financial.

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Wealth Redefined

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