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/
Episodes
Roger and Elias discuss often overlooked costs of retirement plus signs you may need help from a financial professional.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purposes only and are not intended to provide specifi...
Roger and Elias discuss how advances in medicine could impact the future of financial planning, what you should consider before buying a boat, and 4 of the most common financial mistakes investors make.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show ...
Roger and Elias discuss the rise in student loan delinquencies and how it could impact the economy and your finances. Plus a discussion on what the recent U.S. debt downgrade means for your money and how adaptive planning can help in your pursuit to financial freedom.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered inves...
Roger and Elias tackle the subtle yet impactful phenomenon of lifestyle inflation—the tendency to increase spending as income rises. They explore ten practical strategies to help you maintain financial discipline and focus on long-term goals. Whether you're experiencing a salary increase, a promotion, or simply aiming to improve your financial habits, this episode offers insights to help you avoid the common trap of lifestyle infla...
Roger and Elias discuss the economy and recent consumer spending trends. Plus they share money tips for recent grads to help them get started on the right foot.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purposes on...
Running a business is demanding—but so is planning for your own financial future. In this episode, we explore the challenges and opportunities business owners face when it comes to personal financial planning. From separating business and personal finances, to tax-efficient retirement strategies and succession planning, we’ll break down the key steps every entrepreneur should take on their path to financial independence.
April is Financial Literacy Month. Roger and Elias share ways we can help our kids understand money and create good financial habits from a young age. Plus they discuss how to spend your tax refund.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show ar...
Roger and Elias look at the reasons many investors fail in the pursuit of their financial goals and share tips & tools to help put you on a better path.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purposes only a...
Roger and Elias discuss the recent increase in market volatility and how tariffs will impact investors moving forward.
Download our Guide to Market Volatility: www.premieriwm.com/guide
Download our Guide to Navigating the Impact of Tariffs: www.premieriwm.com/tariff-guide
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registere...
Roger and Elias discuss strange economic indicators and what they can tell us about where the economy is headed.
Download our Guide to Market Volatility: www.premieriwm.com/guide
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general info...
Roger and Elias discuss recent market volatility and how investors can prepare for the uncertainty ahead.
Download our Guide to Market Volatility: www.premieriwm.com/guide
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information...
We all make mistakes - but are there some financial mistakes that you could easily avoid? Roger and Elias break down 8 common financial mistakes and what investors should do instead.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general in...
Recent market volatility has some investors worried about the future of their portfolio. Roger and Elias discuss how investors can navigate the ups and downs of the stock market.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general infor...
Roger and Elias discuss the rise in prominence of 401k plans over pension plans and how the changing retirement landscape impacts investors.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purposes only and are not inten...
Roger and Elias discuss recent inflation numbers and how it could impact investors. Plus a look at how to get on track for financial freedom, even if you start late.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purpose...
Roger and Elias discuss seven strategies to help you personalize your finances and take your investing strategy to the next level.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purposes only and are not intended to prov...
If you could talk to your younger self, what financial advice would you give them? Roger and Elias look at what some retirees wish they would have done differently with their money. Plus a discussion on how to handle Long Term Care costs.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIP...
Valentine's Day is here, and finances have a big impact on the overall strength of a relationship. Roger and Elias discuss how knowing your money personality can strengthen relationships, and 8 money moves all couples should consider.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. ...
Roger and Elias discuss the rise in credit card debt and delinquencies, how many Americans view gambling as an investment - and why they are wrong, plus 7 investing lessons you can learn from the big game.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this...
Roger and Elias discuss how you can prepare financially for natural disasters. Plus they share what you should stop doing with your money.
Take control of your financial future: https://www.btwealthshow.com/start-planning
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purposes only and are not intende...
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