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
Prioritizing Retirement - 3 Things You Can Do Now
Roger and Elias share things you can do now to prioritize retirement, how to help protect yourself after a data breach, and different ways to think about Social Security strategies.
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Are You Living In The Gap or the Gain?
Roger and Elias discuss spending this Valentine's Day, how Dan Sullivan & Benjamin Hardy's book The Gap and The Gain can help you shift your thinking when it comes to financial goals, and alternative…
How to Avoid Lifestyle Creep
Roger and Elias talk about avoiding lifestyle creep, how to develop an income strategy, and what you can do to prepare as the Fed considers lowering interest rates.
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4 Simple Money Mistakes You Can Fix
Roger and Elias talk about 4 common money mistakes that you can address today. Plus a conversation on retirement calculators.
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Designing Your Personalized Withdrawal Strategy
Roger and Elias take on the 4 Boring Pillars of Investment Success + discuss phantom debt, and how to create an effect withdrawal strategy.
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How to Become a Super Saver
Roger and Elias discuss the habits of a super saver plus they have a discussion on why you should look for alternatives to the 80% rule when determining your retirement income needs.
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3 Reasons Not To Increase Your 401(k) Contributions
We are making 2024 the year of personalized financial planning. Roger and Elias talk about the things you can do this year to tailor your financial decisions to you. Plus a look at some reasons why y…
Gen X Is Worried About the Retirement Gap
A recent study from Schroeders, found that Gen Xers are feeling pessimistic about achieving their retirement goals. Roger and Elias talk about the steps Gen Xers can take now to get on track for reti…
Financial Resolutions for 2024
New Year's Resolutions - should you make them or not? Roger and Elias share their thoughts on resolutions and what you should consider when making financial resolutions.
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Financial Advisor Autocomplete Interview
Roger and Elias talk about Christmas spending, and answer some of the internets most searched questions.
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Charitable Giving Strategies
On this week's episode, Roger is joined by Casey Mushrush, J.D., AIF to discuss charitable giving strategies.
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Taxes, Conversions, Credit & More - Answering Listener Questions
On this week's episode, Jonas Everett joins Roger to answer questions from listeners. From minimizing taxes, to Social Security benefits & credit cards - they are answering it all.
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Estate Planning Basics
On this week's episode, Roger is joined by Casey Mushrush, J.D., AIF to discuss the basics of Estate Planning.
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Answering The Internet’s Most Searched Questions
On this week's episode, Roger and Elias answer the internet's most searched personal finance questions.
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Millionaires Are...
Roger and Elias look at Ramsey Solution's National Survey of Millionaires. Plus a discussion on Social Security, why American's don't feel financially secure, and how Gen Z compares to past generatio…
Surviving Holiday Shopping
Black Friday is right around the corner. Roger and Elias share their thoughts & tips on holiday spending.
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5 Changes to Social Security for 2024
Roger and Elias talk about what makes a happy retiree, how you can avoid being scammed during the holiday season, and changes to Social Security for 2024. Plus November is Long Term Care Awareness Mo…
10 Myths About Financial Planning
October is National Financial Planning month. Roger and Elias discuss 10 common myths about Financial Planning. Plus with Halloween around the corner, they talk about some 'scary' financial facts.
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How to Create A Distribution Strategy
Most people have heard of the 4% 'Rule' - but should that be the only distribution strategy you consider? This week Roger & Elias break down different alternatives to the 4% Rule. Plus, this week is …
What Can We Learn From America’s Richest People?
Forbes recently released their 2023 Forbes 400 Richest People In America. Roger & Elias look at the financial lessons we can learn from some of America's billionaires.
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