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
2023 Outlook
On this week's episode, Roger and Elias look at what could be ahead for the stock market in 2023 and what they think investors should be focused on.
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Investors Are Making This 401(k) Mistake
On this week's episode, Roger and Elias look at the Great Wealth Transfer, and why millennials shouldn't plan their retirement around an inheritance. Plus, investors are taking hardship withdrawals f…
Unrealistic Expectations
On this week's episode, Roger and Elias look at unrealistic financial expectations. From 'get rich quick' schemes, to college graduates wage expectations for some investors, it's time for a reality c…
Credit Card Debt Is On The Rise - How To Get It Under Control
On this week's episode, Roger and Elias look at the latest data from the Federal Reserve of New York on consumer debt. American's credit card balances have jumped 15% - this highest increase in 20 ye…
30 Frugal Money Tips
On this week's episode, Roger and Elias look at 30 tips for living more frugally.
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4 Tips for Saving Money On Black Friday
On this week's episode, Roger and Elias talk about Black Friday and holiday shopping. With inflation impacting prices, they discuss how investors can plan ahead and avoid going into debt this holiday…
10 Years From Retirement? Take These 7 Steps
On this week's episode, Roger & Elias talk about the IRS's 2023 contribution limit increase. Plus a look at 7 things you should do when you are 10 years from retirement.
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35 Financial Tips for Your 40s
On this week's episode, Roger and Elias talk about 35 things you can do to maximize your financial life in your 40s.
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Roth Conversion Mistakes to Avoid
On this week's episode, Roger & Elias look at common things that are overlooked when doing a Roth Conversion. Plus a look at 9 money moves to make before the end of the year.
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Maximizing Retirement For Small Business Owners
On this week's episode, Roger and Elias talk about the recent announcement of Social Security's largest COLA in four decades, plus they look at 3 Social Security mistakes retirees make. The discuss h…
Should Young People Save?
On this week's episode, Roger and Elias talk about how Americans are dealing with inflation. Plus a new paper says young people shouldn't save - Roger and Elias share their thoughts.
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Recession Fatigue
On this week's episode, Roger and Elias look at a new study that shows Americans are experiencing recession fatigue. Plus a look at five retirement myths.
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Can You Retire On Less Than $500,000?
On this week's episode, Elias is back. He and Roger discuss the financial aspect of having more kids. They talk about retiring with less than $500,000 saved and some of the most common retirement reg…
6 Tips for Maximizing Your Retirement Savings
On this week's episode, Roger is joined by Jonas Everett. They discuss Warren Buffett & Jack Bogle's recommendation to avoid watching the market, how American's expectations of retirement saving diff…
Financial Advisors React to American’s Top Financial Priorities
A recent study found American's Top 10 Financial Priorities. Roger & Elias go through the list and give their insight on what Americans should be focusing on when it comes to their money.
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12 Tips For Making Better Financial Decisions
On this week's episode, Roger and Elias look at 12 things you can do to help improve your financial decision making.
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5 Life Insurance Myths
September is Life Insurance Awareness Month. Roger & Elias talk about 5 Life Insurance myths. Plus a discussion on the student loan forgiveness.
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What Does A Financial Advisor Actually Do?
On this week's episode. Roger and Elias talk about potential signs of deflation, and the impact that can have on the stock market. Plus they share why investors shouldn't try to time the bottom of th…
6 Simple Steps to Check On Your Finances
We are more than half way through the year, as Fall approaches, now is a good time to take a look at your financial life. How has inflation impacted your spending, saving, investing & debt levels? Ro…
13 Bad Money Habits to Break
It's our 100th Episode! Roger and Elias look back at some of their favorite moments from the show, play a game of "who said it" and talk about the 13 bad habits that could derail your journey to reti…