Wealth Redefined®

著者: Michael Reynolds CFP®
  • サマリー

  • 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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あらすじ・解説

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
エピソード
  • E243: My Three Words for 2025 – Setting Intentions for the New Year
    2025/01/08
    I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.
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    9 分
  • E242: How to Create Retirement Income From Your Investments – Three Popular Strategies
    2024/10/30
    Here’s a look at three common retirement income strategies—Systematic Withdrawals (Total Return with Rebalancing), the Bucket Strategy, and the Guardrails approach. Each one has its own strengths and challenges, depending on your goals, risk tolerance, and personal style.
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    23 分
  • E241: Why Shouldn’t I Just Invest in the S&P 500?
    2024/10/16
    While the S&P 500 can be a great foundation for a portfolio, investing solely in this one segment of the market may not always be the best approach. We'll explore several reasons why relying solely on the S&P 500 might not be the ideal strategy.
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    10 分

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