Wealth Redefined®

By: Michael Reynolds CFP®
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  • Summary

  • 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
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Economics Leadership Management & Leadership Personal Development Personal Finance Personal Success
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Episodes
  • E247: When to Use a Credit Card Balance Transfer

    E247: When to Use a Credit Card Balance Transfer
    Feb 5 2025
    Timing is everything when it comes to balance transfers, and knowing when to use one is key to making the most of it. It can be a smart move for consolidating high-interest debt and speeding up your journey to being debt-free, but it's not a one-size-fits-all fix.
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    8 mins
  • E246: A Checklist of Documents for Filing Your 2024 Tax Return

    E246: A Checklist of Documents for Filing Your 2024 Tax Return
    Jan 29 2025
    As tax season approaches, staying organized can save you time, stress, and even money. To make filing your 2024 tax return easier, here’s a checklist of documents you may need, depending on your income sources, deductions, and tax credits.
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    8 mins
  • E245: How (And Why) to Communicate Your Estate Plan to Your Family

    E245: How (And Why) to Communicate Your Estate Plan to Your Family
    Jan 22 2025
    Estate planning isn’t just about organizing your assets or drafting a will. It’s about creating a roadmap that ensures your wishes are honored and your loved ones are cared for. Communicating your estate plan to your family is helpful for several reasons.
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    9 mins

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