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.
https://www.finra.org/
https://www.sipc.org/
- Update frequency
- every 7 days
- Average duration
- 36 minutes
- Episodes
- 210
- Years Active
- 2021 - 2025
Biggest Money Mistakes of the Wealthy
On last week's episode, we dove into the money mistakes that financial advisors have made. This week we take a look at what we can learn from the money mistakes of the wealthy.
Visit www.BTWealthSho…
Money Mistakes Financial Advisors Make
Everyone makes mistakes, including financial advisors. On this week's episode, Roger and Elias look at what other financial advisors say are their top money mistakes plus share their own money mistak…
Navigating Awkward Money Conversations
From asking a friend for money, to asking your boss for a raise, we have all encountered money conversations that make use feel a little awkward. On this week's episode, Roger and Elias share their t…
7 Threats To Your Financial Freedom
On this week's episode, Roger is joined by Jonas Everett. In the episode they talk about what to do with your tax refund, when kid's should become financially independent, and 7 threats to your finan…
Is Financial Education Making Us Bad Investors?
April is Financial Literacy month. On this week's episode, Roger & Elias discuss the impact of financial education. Plus they share 8 money myths, you shouldn't believe.
Visit www.BTWealthShow.com
F…
Spring is In The Air, and So Are Corporate Layoffs
On this week's episode, Roger and Elias discuss how you can prepare financially for a layoff. They discuss the recent presidential veto and ESG investing. Plus Elias discusses his dreams of refereein…
The Most Important Financial Advice For Every Generation
From Gen Z to Baby Boomers, Roger and Elias discuss the most important financial advice for every generation. Building a tax-free retirement, staying the course & getting your estate in order are dis…
Where Is The Recession?
Are we in a recession? Are we not? Is a recession coming? There has been a lot of talk about an upcoming recession over the last year, but many investors find themselves asking, "Where is it?" Roger …
The Most Important Aspect of Personal Finance
On this week's episode, in honor of March Madness, Roger and Elias go through their own Personal Finance Bracket to determine what they believe is the most important piece of your financial life.
Vi…
Money & Mental Health
On this week's episode, Roger and Elias discuss how money and financial stress can have a negative impact on your mental health and share tips for improving your financial wellness.
Visit www.BTWeal…
Changing Your Money Mindset
On this week's episode, Roger and Elias talk about your Money Mindset. The way you think about money can have a big impact on your overall financial life. They discuss 5 ways to change your mindset f…
Developing Income Streams
On this week's episode, Roger and Elias talk income streams. From going back to work in retirement, to the gig economy they discuss alternatives to a traditional 9-5 job.
Visit www.BTWealthShow.com
…
Does AI Give Good Financial Advice?
On this week's episode, Roger and Elias explore the world of artificial intelligence. As technology evolves, will AI be a place people turn for financial advice? Roger and Elias review and give their…
Egg Inflation & The Misery Index
On this week's episode, Roger and Elias look at the latest credit card and auto loan debt information, they talk about a rolling recession and discuss the misery index.
Visit www.BTWealthShow.com
Fo…
How The Latest Fed Meeting Will Impact Investors
On this week's episode, Roger and Elias talk about the latest Fed meeting and how it could impact the market and investors going forward. Plus a look at what you should know as we head into tax seaso…
How SECURE 2.0 Will Impact Your Financial Life
On this week's episode, Roger and Elias look at how the recently passed SECURE 2.0 Act will impact investors, everything from 529s to Roth IRAs and Required Minimum Distributions are impacted by the …
5 Lessons We Can Learn From The Madoff DocuSeries
On this week's episode, Roger and Elias discuss Netflix's DocuSeries Madoff and the 5 financial lessons the average investor can take from it. From controlling greed to due diligence, learn simple st…
Balancing Emergency & Retirement Savings
On this week's episode, Roger and Elias look at balancing your emergency savings and retirement savings. Plus a discussion on how to get past the fear of investing with 30 reasons not to invest over …
What’s In Store for 2023
On this week's episode, Roger and Elias look back at the 2022 financial outlook and compare it to what actually happened last year. Plus a look what could be ahead for 2023.
Visit www.BTWealthShow.co…
New Year, New Financial Goals
On this week's episode, Roger and Elias look back at some of the most popular financial topics of 2022. Plus a look at Financial Resolutions for the New Year.
Visit www.BTWealthShow.com
Follow Us on…