Behind The Wealth Podcast

Roger and Elias discuss their 4th of July, the downsides to early retirement, how 'funflation' is impacting consumers, and what you can do to test drive your retirement. 

Take control of your financi…

Roger and Elias discuss how people’s spending habits are changing, financial planning tips for people who think they will never retire, how to deal with market volatility, and how technology is chang…

Roger and Elias discuss how people’s spending habits are changing, financial planning tips for people who think they will never retire, how to deal with market volatility, and how technology is chang…

Roger and Elias discuss the 'Great Wealth Transfer', how to determine a sustainable withdrawal rate, considerations for Roth conversions and how to gauge your financial progress.

Take control of your…

Roger and Elias discuss how financial advisors can help you have tough money conversations, why an inheritance shouldn't be your retirement plan, and smart strategies for gifting to your children. Pl…

This week, Roger and Elias discuss college savings, retirement regrets, how to view saving, spending and value your time. Plus they talk about saving vs. investing. 

Take control of your financial fu…

This week Roger and Elias talk about money lessons you can learn from tennis stars Venus & Serena Williams. Plus a conversation on phantom debt and when you should invest. 

Take control of your finan…

Roger and Elias talk about the Fed's latest decision to hold interest rates steady, the dangers of hiding debt from your partner, retirement regrets, and how money impacts your mental health. 

Take c…

Roger and Elias discuss what to expect when you start investing, how life expectancy for Americans is expected to shift over the next 30 years, why some Americans are worried about the impact changes…

Roger and Elias talk about a rise in credit card delinquencies, the 'soft saving' trend, investing post-retirement, how to approach helping your aging parents with their finances, and how to determin…

Roger and Elias talk about interest rates & inflation, how semi-retirement is growing in popularity, money quotes from Dave Ramsey, and internet savings trends.

Take control of your financial future:…

Roger and Elias talk about revenge spending, what financial freedom means, tips for creating a spending plan, and why timing the market could impact your performance.

Take control of your financial f…

Roger and Elias talk about spending habits, teaching your children about money, how to navigate retirement uncertainty and what you should know about the basics of personal finance.

Take control of y…

Roger and Elias talk about inflation and home prices, how Pareto's Principle can help you prioritize your finances, why retirees want a do over, and how to evaluate your rate of return.

Take control …

Roger and Elias answer listener questions about Roth IRAs, what to do after a layoff and creating savings goals.

Take control of your financial future: https://www.btwealthshow.com/start-planning

Fol…

Roger and Elias talk about Cookie Monster's latest tweet about shrinkflation, the value of financial education, how high income earners can avoid common financial mistakes, and when is a good time to…

Roger and Elias discuss shrinkflation, tips for spending your tax refund wisely, how to determine a reasonable rate of return, and why the 25x rule of thumb may not be the best way to calculate your …

Roger and Elias talk about the Financial Aid 'Dead Zone' that more and more parents are finding themselves in, how millennials are overspending to keep up appearances, and why "I'm going to work fore…

Roger and Elias talk about the differences in retirement planning for single retirees, what nobody tells you about early retirement, and why using rules of thumb to determine your asset allocation do…