Wealth Redefined®

By: Michael Reynolds CFP®
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  • Summary

  • Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
    Copyright Elevation Financial LLC
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Economics Leadership Management & Leadership Personal Development Personal Finance Personal Success
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Episodes
  • E248: How to Read a Fund Report – Understanding Key Investment Metrics

    E248: How to Read a Fund Report – Understanding Key Investment Metrics
    Feb 19 2025
    Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.
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    9 mins
  • E247: When to Use a Credit Card Balance Transfer

    E247: When to Use a Credit Card Balance Transfer
    Feb 5 2025
    Timing is everything when it comes to balance transfers, and knowing when to use one is key to making the most of it. It can be a smart move for consolidating high-interest debt and speeding up your journey to being debt-free, but it's not a one-size-fits-all fix.
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    8 mins
  • E246: A Checklist of Documents for Filing Your 2024 Tax Return

    E246: A Checklist of Documents for Filing Your 2024 Tax Return
    Jan 29 2025
    As tax season approaches, staying organized can save you time, stress, and even money. To make filing your 2024 tax return easier, here’s a checklist of documents you may need, depending on your income sources, deductions, and tax credits.
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    8 mins

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