Financial planning doesn't have to be complicated. Even so, it can feel overwhelming at times. Here is the easiest financial plan in the world to implement even if you never work with a financial advisor.

Wealth Redefined

E121: The Easiest Financial Plan in the World

The SEP is a pretty popular retirement plan among solo business owners and they are often recommended by accountants. But what if I told you there were reasons to choose a Solo 401(k)?

E120: Five Reasons to Choose a Solo 401(k) Instead of a SEP

As a solo or small business owner, you're in business to make money. But how are you paying yourself? We'll talk through the logistics and concepts around properly paying yourself in your business.

E119: How to Pay Yourself as a Business Owner

It's easy to have S&P envy when the market is doing well. And we often get stuck on trying to beat the market as our primary goal, making a diversified portfolio seem "boring" in comparison. But that doesn't tell the whole story.

E118: Should I Try to Beat the S&P 500?

It's not uncommon to have more than one source of income. Some people have more than one job while others have a "day job" and a side hustle they are starting. Others are "parallel entrepreneurs" with more than one business. We'll discuss techniques for managing multiple ventures more effectively.

E117: How to Manage Multiple Jobs or Businesses at the Same Time

We all like to believe that we'll live forever and remain in good health along the way. But the reality is, we sometimes need a little help later in life. And this can come with a cost. We'll talk through some long-term care scenarios and why it's important to consider them in your financial plan.

E116: How Long-term Care Can Wreck Your Financial Plan

I've decided to opt out of credit cards. And I have my reasons. I'm not saying anyone is "wrong" for using credit cards or that credit cards will ruin your life (although they sometimes do ruin lives) but I am suggesting that it may be worth re-examining why you use credit cards and deciding for yourself if they are really worth it. Here are my reasons for not using credit cards.

E115: Why I Don't Own a Credit Card

Creativity is a natural ability, but unfortunately, it is often beaten out of us by our life experiences. Over time, we learn that many people do not want to hear our creative ideas and begin to fear that inner child. We muzzle and mute the part of us which is always ready to jump out and share our excitement and ideas with the world. But it is this inner child who is often at the center of truly great new ideas. So sometimes you have to let it outIn this conversation with Lorraine Ball from Digital toolbox, we will touch on how your creativity is stifled, and ways to re-energize your inner child!

E114: Through the Eyes of a Child – How to Bring Creative Thinking Back Into Your Business and Your Life (with Lorraine Ball)

ESG investing is the practice of incorporating environmental, social, and governance factors into investing as a way of making a positive impact in the world. But ESG can sometimes be misunderstood. Let's debunk some of the most common myths.

E113: Busting the Most Common Myths About ESG Investing

It's easy to let old 401(k) accounts sit dormant when you leave a job. So what happens if you forget about it for a while? It may be in danger of escheatment. We'll talk about what that means and how to avoid it.

E112: Don't Let Your 401(k) Become Escheated

As business owners or 1099 contractors, it's likely that we need to pay quarterly estimated taxes. But how do they work? How much do we need to pay? We'll discuss the mechanics of quarterly estimated taxes today with Kim Padgitt from The Tax Advantage LLC.

E111: A Guide to Quarterly Estimated Taxes (with Kim Padgitt)

For many business owners, it's not enough to just make money. We also want to have a positive impact in the world and in our communities. We'll talk through some ways businesses can align business with values.

E110: How to Build a Socially Conscious Business

We encounter a lot of financial documents throughout our lives. Which ones do we need to keep on file and for how long? This episode includes a downloadable checklist.

E109: What Documents Do I Need to Keep on File?

E108: What Issues Should I Consider When Starting a New Job?

Are you thinking of investing in Bitcoin or other digital assets? Are you experiencing FOMO but not sure if it's wise to invest and if so, how much? And what about the environment? Isn't Bitcoin an energy hog? We'll discuss all this and more.

E107: Should I Invest in Digital Assets (Cryptocurrency) Like Bitcoin?

Practical discussions and insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, independent financial advisor and Principal of Elevation Financial.

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Wealth Redefined

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