『Wealth Redefined®』のカバーアート

Wealth Redefined®

Wealth Redefined®

著者： Michael Reynolds CFP®
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 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 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 個人的成功 経済学 自己啓発
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  • E282: How to Use the "Rule of 55" for Early Retirement

    E282: How to Use the "Rule of 55" for Early Retirement
    2025/11/19
    Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.
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    11 分
  • E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes

    E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes
    2025/11/12
    If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.
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    15 分
  • E280: Should I Use My HELOC as an Emergency Fund?

    E280: Should I Use My HELOC as an Emergency Fund?
    2025/11/05
    Using a HELOC as an emergency fund isn't always inherently wrong, but it's also not the straightforward optimization it might appear to be on the surface.
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    12 分
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