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Wealth Redefined®

Wealth Redefined®

Auteur(s): Michael Reynolds CFP®
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À propos de cet audio

 Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.Copyright Elevation Financial LLC Développement personnel Finances personnelles Gestion et leadership Réussite Économie
Épisodes
  • E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes

    E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes
    Nov 12 2025
    If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.
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    15 min
  • E280: Should I Use My HELOC as an Emergency Fund?

    E280: Should I Use My HELOC as an Emergency Fund?
    Nov 5 2025
    Using a HELOC as an emergency fund isn't always inherently wrong, but it's also not the straightforward optimization it might appear to be on the surface.
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    12 min
  • E279: 3 Ways to Invest in Crypto (and My Preferred Method)

    E279: 3 Ways to Invest in Crypto (and My Preferred Method)
    Oct 29 2025
    Cryptocurrency has moved from the fringes of finance to a mainstream investment option. If you're considering adding crypto to your portfolio, you have several ways to gain exposure.
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    16 min
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