Behind The Wealth Podcast
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The opinions voiced in these videos are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.
The financial professionals associated with Premier Investments of Iowa may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state.
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- Update frequency
- every 7 days
- Average duration
- 36 minutes
- Episodes
- 210
- Years Active
- 2021 - 2025
7 Tips To Determining If You Need To Pay For Financial Advice
On this week's episode, Roger & Elias talk about the recent interest rate increase and how the announcement impacted the market. Plus how do you know if you need a financial advisor? The guys share 7…
5 Decisions That Could Make Or Break Your Retirement
On this week's episode, Roger and Elias discuss the potential economic fallout to the Russia/Ukraine situation. Plus 5 Decisions That Can Make or Break Your Retirement
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The Tinder Swindler: 6 Dating Scam Red Flags
On this week's episode Roger and Elias talk about Netflix's Tinder Swindler. With Americans losing millions of dollars to dating scams each year, the guys share 6 red flags to be on the lookout for. …
Russia/Ukraine Impact on The Stock Market
On this week's episode, Roger and Elias discuss the impact of geopolitical events on the stock market, and take a look back at history to gain insight on what might be in store for the future. Plus, …
5 Tips for Preventing Financial Stress
On this week's episode, Roger and Elias answer listener questions about boosting your credit score and the impact the mid-term elections will have on the stock market. Plus they share 5 tips for mana…
Know Your Worth
On this week's episode, Roger and Elias talk about a recent study that found mentioning cryptocurrency in your dating profile can make you more attractive to others. They discuss the student loan cri…
The Super Bowl Indicator
On this week's episode, Roger and Jonas talk about availability bias and how it may be impacting your investing decisions. Can the winner of the Super Bowl predict how the stock market will do, the S…
5 Tips For Dealing With Market Volatility
There has been a lot in going over the last two weeks: market volatility, the fed signaling a rate increase in the near future, continuing inflation - and it has a lot of investors worried. On this w…
Tax Strategies & Market Volatility
On this week's episode, Roger and Elias talk about the recent volatility in the stock market. They discuss how you can prepare to file your taxes for 2021 and plan for 2022 taxes. They talk about wha…
Warren Buffett or Dave Ramsey: Who Is Right About Mortgages?
On this week's episode Roger and Elias talk about a recent study that found American's are not optimistic about their financial situation, and the possible reasons behind their gloomy outlook. Plus t…
The Market is Overdue for a Correction?
On this week's episode, Roger and Elias talk about a recent survey of market analysts that found 70% of them believe the market is overdue for a correction. They look at Harry Dent's predictions over…
New Year, New Financial Goals
On this week's episode, Roger and Elias talk about New Years Resolutions. Next to health & fitness, financial goals are always at the top of people's New Years Resolutions. They talk about why resolu…
Top Financial Lessons From 2021
On this week's episode, Roger and Elias look back at the top financial topics from 2021. They discuss everything from the Biden presidency & its impact on the market, the lasting impact of the COVID …
The End of the 4 Percent Rule?
On this week's episode, Roger and Elias talk about the latest company to join in on the metaverse and NFTs, Applebee's. Plus a recent study from Morningstar says the 4% rule doesn't work - Roger and …
Millionaire Money Secrets
On this week's episode, Roger and Elias look what millionaires say their money secrets are. Topics range from investing to marriage - should you be following their advice?
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Is Inflation Here to Stay?
This week's episode is all about inflation. Roger and Elias talk about their outlook on the current inflation and whether or not it will last and look at what some of the leaders in the industry are …
Millennials & Gen Z‘s Wildly Unrealistic Financial Expectations
On this week's episode, Roger and Elias discuss why the Millennial generation shouldn't count on an inheritance from their parents, and why Gen Z may have some very unrealistic ideas about money, inv…
The Sphere of Control
Happy Thanksgiving! On this week's episode Roger & Elias discuss the importance of focusing on the things you can control amidst another doomsday prediction from Financial Weatherman, Harry Dent. Plu…
The $180 Billion Dollar Day
On this week's episode, Roger and Elias talk about Black Friday shopping. They share their own Black Friday experiences and discuss what you can do to be financially responsible on the biggest spendi…
The Only Financial Advice You Need?
On this week's episode, Roger and Elias talk about "The Index Card", a concept created by Harold Pollack that aims at simplifying financial advice to 9 rules that fit on an index card. Are these 9 th…