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
Stocks and bonds have traditionally balanced one another—but what happens when they start moving in the same direction? This week, Roger, Elias, and Scott explore why market relationships are changing, what it means for diversification, and why investors may need to think differently about managing risk. They also discuss the growing movement to add pension-like income options to 401...
This week on Behind The Wealth, Casey Mushrush, Steve, and Scott tackle a strange reality facing investors today: both good economic news and bad economic news seem capable of rattling the markets.
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Co-Host: Casey Mushrush, CFP Co-Host: Scott Klahn Co-Host: Steve Hough, CFP ...
The market recently returned to all-time highs, but many investors remain surprisingly cautious. In this episode, Roger, Steve, and Casey discuss what's driving the rally, the growing influence of AI, why so much money is still sitting in cash, and what investors should watch as markets continue to climb. They also explore the disconnect between Wall Street and Main Street, including the ongoing impact inflation is having on househ...
Markets have climbed to new highs, but that doesn’t mean investors are in the clear. In this episode of Behind The Wealth, Roger Abel, Steve Hough, and Elias Randel break down some of the biggest risks that could challenge today's strong market narrative, from economic uncertainty and policy changes to the impact of upcoming midterm elections. They discuss why headlines often create short-term volatility, what history can tea...
This week, we react to a viral article where ChatGPT was asked the “best” age to claim Social Security — and discuss why the real answer is usually more personal than people think. We also dive into retirement readiness beyond just your account balance, including cash flow, taxes, debt, and withdrawal strategy, plus the hidden impact of “personal inflation” and why many households feel like their expen...
From the automobile to smartphones to artificial intelligence, innovation has continually reshaped the way we live, work, and invest. In this episode, Roger is joined by PIWM Regional Vice President, Steve Hough, to discuss how major technological shifts throughout history have impacted everyday life and the financial markets—and what the future may hold as AI continues to evolve. We’ll explore whether AI could become t...
Who really had it harder: millennials or boomers? In this episode, we break down the generational money debate (and why the answer isn’t so simple).
We also cover a big win for retirement savers as more small business employees gain access to 401(k)s, plus a surprising stat: most Americans plan to ignore one of the most talked-about Social Security strategies.
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What do income taxes, market volatility, and everyday money habits have in common? More than you think. In this episode, we unpack the surprising history of how the modern tax system helped spark America’s cocktail culture, why investors who stayed disciplined through recent market swings are being rewarded, and the subtle strategies wealthy individuals use to manage their finances. It’s a mix of history, behavior, and ...
This week Roger & Elias discuss how sharing your biggest money mistake can help teach your kids about money. Plus they look at the IRS's Dirty Dozen tax scams for 2026.
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Are things really as bad as they feel right now?
In this episode of Behind The Wealth, we explore the growing gap between how people perceive the economy and markets versus what the data and history actually show. When headlines, volatility, and uncertainty pile up, it’s easy for fear to shape our decisions—but that doesn’t always align with reality.
We break down how emotions—especially fear and recency bia...
On this episode of Behind The Wealth, we explore how retirement is evolving, how paying yourself first can have a long term impact on your retirement trajectory, and why so many Americans feel like they are falling behind.
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Are you on track for retirement—or just comparing numbers?
In this episode, we look at average 401(k) balances for those nearing retirement and what they may (and may not) mean for your situation. We also cover why reviewing beneficiary designations is an important step many people overlook.
Plus, we break down how Social Security fits into a broader plan—from income timing to taxes and spousal considerations—high...
Small financial decisions can have bigger consequences than many investors realize; and sometimes, it’s the simple mistakes that end up being the most expensive.
In this episode of Behind the Wealth, we tackle some of the most common misconceptions about working with a financial advisor. We also dive into lesser-known Social Security rules for married couples, highlighting how timing, spousal benefits, and coordination strate...
In this episode, Roger and Elias discuss how markets are reacting to recent escalations in the Middle East and what investors may be watching as events unfold. They also reflect on past geopolitical events and the lessons history offers for navigating periods of market volatility.
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Markets are always watching the Federal Reserve—but how much does leadership at the central bank really influence market behavior? In this episode, we explore how markets historically respond to changes in Federal Reserve leadership. Plus we discuss a timeless investing principle: why “slow and steady” often beats trying to chase quick wins and how investors can approach the most common retirement concern: running...
In this week’s episode of The Premier Financial Hour, we break down some of the most common questions every investor faces: 👉 Can you time the market? 👉 Why do markets go up and down? 👉 What market signals should investors actually pay attention to?
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In this episode of Behind The Wealth, we unpack the headlines shaping the financial landscape: the alarming surge in data breaches that hit record levels in 2025 and what it means for your personal security and financial life; the often-ignored emotional and identity challenges of retirement that go beyond the numbers; and whether market prices really reflect what we read on the front page or if headlines simply lure investors into...
This week on Behind the Wealth, Roger Abel and Elias Randel break down three major stories shaping 2026. They discuss the S&P 500 reaching a new all-time high, what’s driving market momentum, and how investors can think about risk when headlines feel overwhelmingly positive.
They also explore the hidden housing challenges within the Great Wealth Transfer and review five key charts framing the economic and market landscape...
This week on Behind The Wealth, we tackle two of the most common — and emotionally charged — questions people ask about money.
First, Amy wants to know: How much does the average retiree actually have saved? Headlines often suggest you need millions to retire comfortably, but national data paints a very different picture. More importantly, averages don’t tell you what you truly need. We break down why retirement p...
In this episode of Behind The Wealth, we discuss two timely financial topics impacting households across the country. First, new research shows that unexpected expenses can take up a meaningful portion of a retiree’s income, often forcing withdrawals from savings sooner than planned. Then, we explore the growing debate around housing affordability and whether limiti...
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