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Roger Abel

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Behind The Wealth Podcast
Behind The Wealth PodcastRetirement Reality Check: Spending Shifts & Saving for CollegeIn this episode, Roger Abel and Elias Randel tackle two big questions from listeners that many families wrestle with. 👉 Lynn Asks: “Are my expenses in retirement really going to be that much different from what I spend now?” Roger and Elias break down why retirement spending doesn’t always drop the way people expect. They explore the “Needs, Wants, Wishes” framework, the phases of retirement spending, and why inflation and healthcare often play a bigger role than most realize. 👉 Rick Asks: “Should we focus more on saving for our son’s college or keep prioritizing our own...
2025-09-1720 minBehind The Wealth Podcast
Behind The Wealth PodcastThe Financial Dead ZoneRoger and Elias talk about the Financial Aid 'Dead Zone' that more and more parents are finding themselves in, how millennials are overspending to keep up appearances, and why "I'm going to work forever" isn't a sound retirement plan.  Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered inv...
2024-03-0641 minBehind The Wealth Podcast
Behind The Wealth PodcastFinancial Planning for Single RetireesRoger and Elias talk about the differences in retirement planning for single retirees, what nobody tells you about early retirement, and why using rules of thumb to determine your asset allocation doesn't always make for a good financial plan.  Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment adv...
2024-02-2838 minBehind The Wealth Podcast
Behind The Wealth PodcastPrioritizing Retirement - 3 Things You Can Do NowRoger and Elias share things you can do now to prioritize retirement, how to help protect yourself after a data breach, and different ways to think about Social Security strategies. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this sho...
2024-02-2133 minBehind The Wealth Podcast
Behind The Wealth PodcastAre You Living In The Gap or the Gain?Roger and Elias discuss spending this Valentine's Day, how Dan Sullivan & Benjamin Hardy's book The Gap and The Gain can help you shift your thinking when it comes to financial goals, and alternatives to the traditional 50/30/20 budget. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FI...
2024-02-1433 minBehind The Wealth Podcast
Behind The Wealth PodcastHow to Avoid Lifestyle CreepRoger and Elias talk about avoiding lifestyle creep, how to develop an income strategy, and what you can do to prepare as the Fed considers lowering interest rates.  Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for...
2024-02-0733 minBehind The Wealth Podcast
Behind The Wealth Podcast4 Simple Money Mistakes You Can FixRoger and Elias talk about 4 common money mistakes that you can address today. Plus a conversation on retirement calculators. Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2024-01-3145 minBehind The Wealth Podcast
Behind The Wealth PodcastDesigning Your Personalized Withdrawal StrategyRoger and Elias take on the 4 Boring Pillars of Investment Success + discuss phantom debt, and how to create an effect withdrawal strategy.  Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2024-01-2432 minBehind The Wealth Podcast
Behind The Wealth PodcastHow to Become a Super SaverRoger and Elias discuss the habits of a super saver plus they have a discussion on why you should look for alternatives to the 80% rule when determining your retirement income needs.  Take control of your financial future: https://www.btwealthshow.com/start-planning Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this...
2024-01-1735 minBehind The Wealth Podcast
Behind The Wealth Podcast3 Reasons Not To Increase Your 401(k) ContributionsWe are making 2024 the year of personalized financial planning. Roger and Elias talk about the things you can do this year to tailor your financial decisions to you. Plus a look at some reasons why you may not want to increase your 401(k) contributions at the start of the new year. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, me...
2024-01-1046 minBehind The Wealth Podcast
Behind The Wealth PodcastGen X Is Worried About the Retirement GapA recent study from Schroeders, found that Gen Xers are feeling pessimistic about achieving their retirement goals. Roger and Elias talk about the steps Gen Xers can take now to get on track for retirement. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2024-01-0446 minBehind The Wealth Podcast
Behind The Wealth PodcastFinancial Resolutions for 2024New Year's Resolutions - should you make them or not? Roger and Elias share their thoughts on resolutions and what you should consider when making financial resolutions. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or rec...
2023-12-2740 minBehind The Wealth Podcast
Behind The Wealth PodcastFinancial Advisor Autocomplete InterviewRoger and Elias talk about Christmas spending, and answer some of the internets most searched questions.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or recommendations for  any individual. To determine which investments may be appropriate for ...
2023-12-2040 minBehind The Wealth Podcast
Behind The Wealth PodcastCharitable Giving StrategiesOn this week's episode, Roger is joined by Casey Mushrush, J.D., AIF to discuss charitable giving strategies. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest: Casey Mushrush, J.D., AIF Produced By: Molly Nordlocken 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 specific advice or recommendations for  any individual. To determine which inve...
2023-12-1333 minBehind The Wealth Podcast
Behind The Wealth PodcastTaxes, Conversions, Credit & More - Answering Listener QuestionsOn this week's episode, Jonas Everett joins Roger to answer questions from listeners. From minimizing taxes, to Social Security benefits & credit cards - they are answering it all.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest: Jonas Everett Produced By: Molly Nordlocken 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 specific advice or reco...
2023-12-0638 minBehind The Wealth Podcast
Behind The Wealth PodcastEstate Planning BasicsOn this week's episode, Roger is joined by Casey Mushrush, J.D., AIF to discuss the basics of Estate Planning. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest: Casey Mushrush, J.D., AIF Produced By: Molly Nordlocken 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 specific advice or recommendations for  any individual. To dete...
2023-11-2957 minBehind The Wealth Podcast
Behind The Wealth PodcastAnswering The Internet’s Most Searched QuestionsOn this week's episode, Roger and Elias answer the internet's most searched personal finance questions.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, c...
2023-11-2235 minBehind The Wealth Podcast
Behind The Wealth PodcastMillionaires Are...Roger and Elias look at Ramsey Solution's National Survey of Millionaires. Plus a discussion on Social Security, why American's don't feel financially secure, and how Gen Z compares to past generations when it comes to debt. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2023-11-1546 minBehind The Wealth Podcast
Behind The Wealth PodcastSurviving Holiday ShoppingBlack Friday is right around the corner. Roger and Elias share their thoughts & tips on holiday spending.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or recommendations for  any individual. To determine which investments may be appro...
2023-11-0834 minBehind The Wealth Podcast
Behind The Wealth Podcast5 Changes to Social Security for 2024Roger and Elias talk about what makes a happy retiree, how you can avoid being scammed during the holiday season, and changes to Social Security for 2024. Plus November is Long Term Care Awareness Month, so they walk through 4 ways to deal with Long Term Care expenses. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voi...
2023-11-0136 minBehind The Wealth Podcast
Behind The Wealth Podcast10 Myths About Financial PlanningOctober is National Financial Planning month. Roger and Elias discuss 10 common myths about Financial Planning. Plus with Halloween around the corner, they talk about some 'scary' financial facts. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or...
2023-10-2537 minBehind The Wealth Podcast
Behind The Wealth PodcastHow to Create A Distribution StrategyMost people have heard of the 4% 'Rule' - but should that be the only distribution strategy you consider? This week Roger & Elias break down different alternatives to the 4% Rule. Plus, this week is Estate Planning Week, so the guys look at common estate planning misconceptions.    Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opini...
2023-10-1836 minBehind The Wealth Podcast
Behind The Wealth PodcastWhat Can We Learn From America’s Richest People?Forbes recently released their 2023 Forbes 400 Richest People In America. Roger & Elias look at the financial lessons we can learn from some of America's billionaires. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or recommendations for  any indi...
2023-10-1137 minBehind The Wealth Podcast
Behind The Wealth Podcast401(k) ’Hack’ You Probably Don’t Know AboutOn this week's episode, Roger and Elias discuss what it takes to have the mindset of a millionaire. They talk about what to do with your 401(k) after leaving an employer, how to find 401(k)'s you may have forgotten and Elias shares a 401(k) tip from SECURE 2.0 that student loan borrowers should be aware of.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Fin...
2023-10-0436 minBehind The Wealth Podcast
Behind The Wealth PodcastHow A Government Shutdown Could Impact InvestorsWith a shutdown looming, Roger and Elias talk about how past government shutdowns have impacted the stock market. Plus they share tips for getting over the fear of transitioning to retirement & what to do if you are forced to retire earlier than you planned.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this...
2023-09-2730 minBehind The Wealth Podcast
Behind The Wealth Podcast7 Tips for Financial SecurityOn this week's episode, Roger & Elias talk about tips for financial security, how the sandwich generation can get on track for their retirement goals, and how to help set up your kids & grandkids for financial security.    Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 purpo...
2023-09-2039 minBehind The Wealth Podcast
Behind The Wealth Podcast4 Questions You Need to Ask YourselfOn this week's episode, Roger and Elias discuss having an emergency fund in retirement, the 4 questions you need to ask yourself as you refine your finances, and how Gen Z, Millennials, Gen X and Boomers think about work and retirement. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for gen...
2023-09-0644 minBehind The Wealth Podcast
Behind The Wealth PodcastIs It Time For a Financial Reset?On this week's episode, Roger and Elias talk about back to school financial stress. Plus a look at ways to hit the reset button on your financial life and get on track for your goals. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2023-08-3041 minBehind The Wealth Podcast
Behind The Wealth PodcastFinancial Beige FlagsOn this week's episode, Roger and Elias talk about whether AI technology for photo filters could make young people better investors. Plus a look at what financial habits could be a relationship red flag.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2023-08-2349 minBehind The Wealth Podcast
Behind The Wealth PodcastAnswering Your Questions Part 2Roger and Elias are back for part 2 of answering listener questions. They discuss Should you do a Roth 401(k)? When is a good time for a Roth Conversion? How much life insurance should you have? Can you multitask your financial goals? How to deal with overspending on hobbies. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The...
2023-08-1653 minBehind The Wealth Podcast
Behind The Wealth PodcastCan Money Buy You Happiness?On this week's episode, Roger is joined by Jonas Everett to discuss the age old question: "does money buy happiness?" Plus they discuss anchoring bias and the best financial advice from successful people.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Jonas Everett Produced By: Molly Nordlocken 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 inte...
2023-08-0937 minBehind The Wealth Podcast
Behind The Wealth PodcastMoney Lessons From Your Favorite TV ShowsIt's probably not the first thing you think about when sitting down to watch your favorite sitcom - but many of the popular TV shows we watch contain financial lessons we can take into our everyday life. From Friends to the Office and Arrested Development, Roger and Elias look at the everyday money lessons you can take from TV Shows. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory se...
2023-08-0238 minBehind The Wealth Podcast
Behind The Wealth PodcastHow To Retire EarlyFinancial Independence, Retire Early or the FIRE Movement has made a resurgence in the media and conversations over the last few months. On this week's episode, Roger and Elias breakdown what the FIRE Movement is and examine how realistic it is to implement for the average American.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opin...
2023-07-2754 minBehind The Wealth Podcast
Behind The Wealth PodcastHow To Stop Living Paycheck to PaycheckOn this week's episode, Roger and Elias look at the top spending regrets retirees have, how the wealthy may be overestimating their retirement savings, and how you can avoid living paycheck to paycheck.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 inte...
2023-07-1930 minBehind The Wealth Podcast
Behind The Wealth PodcastHow To Fix Financial MistakesFrom overspending to bad credit, Roger and Elias talk about some of the most common financial mistakes and how to fix them.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or recommendations for  any individual. To deter...
2023-07-1247 minBehind The Wealth Podcast
Behind The Wealth PodcastAnswering Your QuestionsOn this week's episode, Roger and Elias answer listener questions, including: Can I go into retirement with mortgage debt? Should my future spouse and I combine our finances? Can I keep an inheritance a secret from my spouse? Which Account Should We Take Money From?  How can I save for retirement with a ‘gig’ job?  Should I Save For a House Down Payment or Keep Renting and Save More For Retirement? Would You Rather Have a Penny Doubled Every Day for a Month or $1 Million Dollars?  Send your questions for future episodes to www.BTWealthShow.com 
2023-07-0541 minBehind The Wealth Podcast
Behind The Wealth PodcastHow to Raise MillionairesOn this week's episode, Roger and Elias discuss how one couple says they paid off $300,000 of debt. Plus: tips on raising kids to be financially successful and what you should consider before saving for your kids' college expenses.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this s...
2023-06-2829 minBehind The Wealth Podcast
Behind The Wealth PodcastHow America SavesOn this week's episode, Roger & Elias look at what Americans are doing with their money. From what retirees are doing with their money, to how Americans are saving, and what Gen Z is doing differently than previous generations.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this...
2023-06-2139 minBehind The Wealth Podcast
Behind The Wealth PodcastHow To Maximize Your 401(k)On this week's episode, Roger and Elias look at the resurgence of CDs and how conversations with clients have shifted. Plus a look at how couples can maximum their 401(k) contributions. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2023-06-1424 minBehind The Wealth Podcast
Behind The Wealth PodcastHow To Create a Retirement PlanOn this week's episode, Roger and Elias discuss which generation is the most realistic about retirement. Plus they go through the 10 things you need to consider when putting together a financial plan. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 purp...
2023-06-0737 minBehind The Wealth Podcast
Behind The Wealth PodcastThis Has Gotten Out of Control!On this week's episode Roger and Elias discuss why women tend to be better investors than men, what personal finance skill is the hardest to master, why Americans can't afford the cost of their car repair, the return of the 60/40 portfolio, and how tipping culture has evolved in the U.S. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL...
2023-05-3138 minBehind The Wealth Podcast
Behind The Wealth Podcast6 Financial Green FlagsYou've heard of Red Flags, but this week we are talking about Green Flags. Roger and Elias look at 6 things that can be an indicator you are making good financial decisions. Plus a look at Warren Buffett's best saving & investing tips.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opini...
2023-05-2435 minBehind The Wealth Podcast
Behind The Wealth PodcastMoney Mistakes Financial Advisors MakeEveryone makes mistakes, including financial advisors. On this week's episode, Roger and Elias look at what other financial advisors say are their top money mistakes plus share their own money mistakes. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2023-05-1033 minBehind The Wealth Podcast
Behind The Wealth PodcastNavigating Awkward Money ConversationsFrom asking a friend for money, to asking your boss for a raise, we have all encountered money conversations that make use feel a little awkward. On this week's episode, Roger and Elias share their thoughts on navigating some of the most common awkward money conversations. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Jonas Everett Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advi...
2023-05-0341 minBehind The Wealth Podcast
Behind The Wealth Podcast7 Threats To Your Financial FreedomOn this week's episode, Roger is joined by Jonas Everett. In the episode they talk about what to do with your tax refund, when kid's should become financially independent, and 7 threats to your financial freedom in retirement. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Jonas Everett Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show...
2023-04-2643 minBehind The Wealth Podcast
Behind The Wealth PodcastIs Financial Education Making Us Bad Investors?April is Financial Literacy month. On this week's episode, Roger & Elias discuss the impact of financial education. Plus they share 8 money myths, you shouldn't believe. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 provi...
2023-04-1945 minBehind The Wealth Podcast
Behind The Wealth PodcastSpring is In The Air, and So Are Corporate LayoffsOn this week's episode, Roger and Elias discuss how you can prepare financially for a layoff. They discuss the recent presidential veto and ESG investing. Plus Elias discusses his dreams of refereeing for Division I football.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are fo...
2023-04-1234 minBehind The Wealth Podcast
Behind The Wealth PodcastThe Most Important Financial Advice For Every GenerationFrom Gen Z to Baby Boomers, Roger and Elias discuss the most important financial advice for every generation. Building a tax-free retirement, staying the course & getting your estate in order are discussed on this week's episode. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are f...
2023-04-0544 minBehind The Wealth Podcast
Behind The Wealth PodcastWhere Is The Recession?Are we in a recession? Are we not? Is a recession coming? There has been a lot of talk about an upcoming recession over the last year, but many investors find themselves asking, "Where is it?" Roger and Elias look at how interest rates and inflation are impacting the economy, and what investors can do to prepare their financial life, whether or not a recession comes. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elia...
2023-03-2929 minBehind The Wealth Podcast
Behind The Wealth PodcastThe Most Important Aspect of Personal FinanceOn this week's episode, in honor of March Madness, Roger and Elias go through their own Personal Finance Bracket to determine what they believe is the most important piece of your financial life.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for general inform...
2023-03-2234 minBehind The Wealth Podcast
Behind The Wealth PodcastMoney & Mental HealthOn this week's episode, Roger and Elias discuss how money and financial stress can have a negative impact on your mental health and share tips for improving your financial wellness.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 ar...
2023-03-1535 minBehind The Wealth Podcast
Behind The Wealth PodcastChanging Your Money MindsetOn this week's episode, Roger and Elias talk about your Money Mindset. The way you think about money can have a big impact on your overall financial life. They discuss 5 ways to change your mindset from negative to positive. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in th...
2023-03-0831 minBehind The Wealth Podcast
Behind The Wealth PodcastDeveloping Income StreamsOn this week's episode, Roger and Elias talk income streams. From going back to work in retirement, to the gig economy they discuss alternatives to a traditional 9-5 job. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 n...
2023-03-0137 minBehind The Wealth Podcast
Behind The Wealth PodcastDoes AI Give Good Financial Advice?On this week's episode, Roger and Elias explore the world of artificial intelligence. As technology evolves, will AI be a place people turn for financial advice? Roger and Elias review and give their opinion on AI generated financial advice.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in thi...
2023-02-2240 minBehind The Wealth Podcast
Behind The Wealth PodcastEgg Inflation & The Misery IndexOn this week's episode, Roger and Elias look at the latest credit card and auto loan debt information, they talk about a rolling recession and discuss the misery index. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 n...
2023-02-1531 minBehind The Wealth Podcast
Behind The Wealth PodcastHow The Latest Fed Meeting Will Impact InvestorsOn this week's episode, Roger and Elias talk about the latest Fed meeting and how it could impact the market and investors going forward. Plus a look at what you should know as we head into tax season.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this s...
2023-02-0834 minBehind The Wealth Podcast
Behind The Wealth PodcastHow SECURE 2.0 Will Impact Your Financial LifeOn this week's episode, Roger and Elias look at how the recently passed SECURE 2.0 Act will impact investors, everything from 529s to Roth IRAs and Required Minimum Distributions are impacted by the new Act. Plus a look at how you can prepare for layoffs and a recession.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered inves...
2023-02-0139 minBehind The Wealth Podcast
Behind The Wealth Podcast5 Lessons We Can Learn From The Madoff DocuSeriesOn this week's episode, Roger and Elias discuss Netflix's DocuSeries Madoff and the 5 financial lessons the average investor can take from it. From controlling greed to due diligence, learn simple steps to help avoid financial scams. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are f...
2023-01-2527 minBehind The Wealth Podcast
Behind The Wealth PodcastBalancing Emergency & Retirement SavingsOn this week's episode, Roger and Elias look at balancing your emergency savings and retirement savings. Plus a discussion on how to get past the fear of investing with 30 reasons not to invest over the last 30 years. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show...
2023-01-1828 minBehind The Wealth Podcast
Behind The Wealth PodcastWhat’s In Store for 2023On this week's episode, Roger and Elias look back at the 2022 financial outlook and compare it to what actually happened last year. Plus a look what could be ahead for 2023. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 a...
2023-01-1131 minBehind The Wealth Podcast
Behind The Wealth PodcastNew Year, New Financial GoalsOn this week's episode, Roger and Elias look back at some of the most popular financial topics of 2022. Plus a look at Financial Resolutions for the New Year. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 i...
2023-01-0429 minBehind The Wealth Podcast
Behind The Wealth Podcast2023 OutlookOn this week's episode, Roger and Elias look at what could be ahead for the stock market in 2023 and what they think investors should be focused on. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2022-12-2830 minBehind The Wealth Podcast
Behind The Wealth PodcastInvestors Are Making This 401(k) MistakeOn this week's episode, Roger and Elias look at the Great Wealth Transfer, and why millennials shouldn't plan their retirement around an inheritance. Plus, investors are taking hardship withdrawals from their 401(k) at the highest rate since 2004. A look at why that might be and how it will impact your financial future. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered thro...
2022-12-2125 minBehind The Wealth Podcast
Behind The Wealth PodcastUnrealistic ExpectationsOn this week's episode, Roger and Elias look at unrealistic financial expectations. From 'get rich quick' schemes, to college graduates wage expectations for some investors, it's time for a reality check. Plus a look at why you should avoid the store credit cards this holiday season.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advis...
2022-12-1429 minBehind The Wealth Podcast
Behind The Wealth PodcastCredit Card Debt Is On The Rise - How To Get It Under ControlOn this week's episode, Roger and Elias look at the latest data from the Federal Reserve of New York on consumer debt. American's credit card balances have jumped 15% - this highest increase in 20 years.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for genera...
2022-12-0728 minBehind The Wealth Podcast
Behind The Wealth Podcast30 Frugal Money TipsOn this week's episode, Roger and Elias look at 30 tips for living more frugally.    Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or recommendations for  any individual. To determin...
2022-11-3040 minBehind The Wealth Podcast
Behind The Wealth Podcast4 Tips for Saving Money On Black FridayOn this week's episode, Roger and Elias talk about Black Friday and holiday shopping. With inflation impacting prices, they discuss how investors can plan ahead and avoid going into debt this holiday season.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for general inform...
2022-11-2329 minBehind The Wealth Podcast
Behind The Wealth Podcast10 Years From Retirement? Take These 7 StepsOn this week's episode, Roger & Elias talk about the IRS's 2023 contribution limit increase. Plus a look at 7 things you should do when you are 10 years from retirement. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2022-11-1631 minBehind The Wealth Podcast
Behind The Wealth Podcast35 Financial Tips for Your 40sOn this week's episode, Roger and Elias talk about 35 things you can do to maximize your financial life in your 40s.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 specific advice or recomm...
2022-11-0944 minBehind The Wealth Podcast
Behind The Wealth PodcastRoth Conversion Mistakes to AvoidOn this week's episode, Roger & Elias look at common things that are overlooked when doing a Roth Conversion. Plus a look at 9 money moves to make before the end of the year.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 purpos...
2022-11-0229 minBehind The Wealth Podcast
Behind The Wealth PodcastMaximizing Retirement For Small Business OwnersOn this week's episode, Roger and Elias talk about the recent announcement of Social Security's largest COLA in four decades, plus they look at 3 Social Security mistakes retirees make. The discuss how small business owner's can maximize their retirement, and why renting to own may not be the best strategy.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Finan...
2022-10-2635 minBehind The Wealth Podcast
Behind The Wealth PodcastShould Young People Save?On this week's episode, Roger and Elias talk about how Americans are dealing with inflation. Plus a new paper says young people shouldn't save - Roger and Elias share their thoughts. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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...
2022-10-1935 minBehind The Wealth Podcast
Behind The Wealth PodcastRecession FatigueOn this week's episode, Roger and Elias look at a new study that shows Americans are experiencing recession fatigue. Plus a look at five retirement myths.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not inten...
2022-10-1239 minBehind The Wealth Podcast
Behind The Wealth PodcastCan You Retire On Less Than $500,000?On this week's episode, Elias is back. He and Roger discuss the financial aspect of having more kids. They talk about retiring with less than $500,000 saved and some of the most common retirement regrets. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA /SIPC. The opinions voiced in this show are...
2022-10-0534 minBehind The Wealth Podcast
Behind The Wealth Podcast6 Tips for Maximizing Your Retirement SavingsOn this week's episode, Roger is joined by Jonas Everett. They discuss Warren Buffett & Jack Bogle's recommendation to avoid watching the market, how American's expectations of retirement saving differ from the reality plus 6 tips to maximize your savings. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Jonas Everett Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA /SIPC. The opinions voi...
2022-09-2834 minBehind The Wealth Podcast
Behind The Wealth PodcastFinancial Advisors React to American’s Top Financial PrioritiesA recent study found American's Top 10 Financial Priorities. Roger & Elias go through the list and give their insight on what Americans should be focusing on when it comes to their money. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 onl...
2022-09-2143 minBehind The Wealth Podcast
Behind The Wealth Podcast12 Tips For Making Better Financial DecisionsOn this week's episode, Roger and Elias look at 12 things you can do to help improve your financial decision making. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not intended to provide specific advice or recommendations for...
2022-09-1439 minBehind The Wealth Podcast
Behind The Wealth Podcast5 Life Insurance MythsSeptember is Life Insurance Awareness Month. Roger & Elias talk about 5 Life Insurance myths. Plus a discussion on the student loan forgiveness. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not intended to provide specific advice or rec...
2022-09-0735 minBehind The Wealth Podcast
Behind The Wealth PodcastWhat Does A Financial Advisor Actually Do?On this week's episode. Roger and Elias talk about potential signs of deflation, and the impact that can have on the stock market. Plus they share why investors shouldn't try to time the bottom of the market and what financial advisors actually do.    Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA...
2022-08-3137 minBehind The Wealth Podcast
Behind The Wealth Podcast6 Simple Steps to Check On Your FinancesWe are more than half way through the year, as Fall approaches, now is a good time to take a look at your financial life. How has inflation impacted your spending, saving, investing & debt levels? Roger and Elias share 6 simple things you can do now to check on your finances. Plus a discussion on the end of the bear market - have we reached it, or is there still rough roads ahead?   Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Ho...
2022-08-2433 minBehind The Wealth Podcast
Behind The Wealth Podcast13 Bad Money Habits to BreakIt's our 100th Episode! Roger and Elias look back at some of their favorite moments from the show, play a game of "who said it" and talk about the 13 bad habits that could derail your journey to retirement.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA /SIPC. The opinions voiced in t...
2022-08-1746 minBehind The Wealth Podcast
Behind The Wealth PodcastBiggest Financial Mistakes To AvoidOn this week's episode, Roger and Elias discuss: 3 Income Mistakes Retirees Make The Most Expensive 401(k) Mistake 7 Biggest Investment Mistakes to Avoid Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not intended to provide specific advice or...
2022-08-1035 minBehind The Wealth Podcast
Behind The Wealth Podcast5 Ways to Cope With Recession Anxiety70% of Americans already believe an economic downturn is on it’s way. Roger & Elias look at 5 ways to cope with the anxiety that comes along with a recession. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not i...
2022-08-0340 minBehind The Wealth Podcast
Behind The Wealth Podcast4 Strategies For Dealing With Market UncertaintyRoger and Elias talk about advice retirees would give to their younger selves, and four strategies investors can use to help adapt to uncertainty. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not intended to provide spe...
2022-07-2736 minBehind The Wealth Podcast
Behind The Wealth PodcastWhat To Expect In A RecessionRoger and Elias look at what economists are saying about a potential recession and how investors can prepare. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not intended to provide specific advice or recommendations for any ind...
2022-07-2034 minBehind The Wealth Podcast
Behind The Wealth Podcast6 Retirement Killers to AvoidRoger and Elias look at 6 common mistakes that can derail your retirement, and what steps you can take to avoid them. Plus a look at how rising interest rates could impact a major pension decision.    Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA /SIPC. The opinions voiced in this...
2022-07-1331 minBehind The Wealth Podcast
Behind The Wealth Podcast11 Numbers You Need To Know Before RetirementRoger & Elias talk about why investors could be in for a surprise on their next 401(k) statement, and the reason is not what you might expect. Plus they walk through 11 numbers you need to know before retirement.   Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA /SIPC. The opinions voic...
2022-07-0644 minBehind The Wealth Podcast
Behind The Wealth PodcastAre We On The Verge Of A Housing Crisis?Is 2007-2009 about to repeat itself? It is a question that is on the minds of many Americans, with housing prices at an all time high and signs of the market cooling off, could we be in for another crisis like we saw in 2007? Roger and Elias look at the housing market today and what is similar or different from 2007.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken
2022-06-2934 minBehind The Wealth Podcast
Behind The Wealth PodcastThe Bear Market Is Here: Now What?The stock market has officially entered a bear market, interest rates increased another .75 points, and inflation reached a new high. Roger and Elias talk about everything that is going on, what it means for investors, and how we can prepare to ride out the storm.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINR...
2022-06-2235 minBehind The Wealth Podcast
Behind The Wealth PodcastThe True Value of A Financial AdvisorMost people assume a financial advisor's value comes from picking the best investments, but the reality is that could be the least valuable thing an advisor provides. Roger and Elias look at a recent study from Russell Investments and how it quantifies the value of an advisor. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment adv...
2022-06-1532 minBehind The Wealth Podcast
Behind The Wealth PodcastWhat To Do When Stocks & Bonds Are FallingWhile host Roger Abel is out on vacation, Jonas Everett joins Elias Randel to discuss what investors should be aware of in an environment when both stocks and bonds are falling. Plus how can investors identify and combat the common biases that could lead to bad financial decision making.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a regi...
2022-06-0844 minBehind The Wealth Podcast
Behind The Wealth PodcastHow Much Money Do You Need To Be Wealthy?Roger and Elias talk about 401(k) loans, and why taking one could be a big financial mistake. Plus a recent study indicates how much Americans think they need to be considered wealthy. They discuss how millennials will view retirement differently than previous generations.  Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA /SIPC.
2022-06-0140 minBehind The Wealth Podcast
Behind The Wealth PodcastAre We Headed For a Recession?Roger and Elias look at how the stock market reacted to past recessions, and discuss what a recession in the future could mean for investors.    Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not inten...
2022-05-2538 minBehind The Wealth Podcast
Behind The Wealth PodcastAre You A Financial Tourist?Roger and Elias look at 3 things every investor should ask themselves during a bear market. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not intended to provide specific advice or recommendations for any individual. To determine whi...
2022-05-1830 minBehind The Wealth Podcast
Behind The Wealth PodcastWhat Is Going On With The Stock Market?Roger and Elias talk about the current volatility in the stock market. Are we approaching a bear market, and what can investors do? Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not intended to provide specific adv...
2022-05-1132 minBehind The Wealth Podcast
Behind The Wealth PodcastWhy Market Timers Miss OutRoger and Elias talk about what is ahead for this year by looking back through history. After starting out as one of the worst years for stocks in history, they look what can we learn from the past and why trying to time the market can be more detrimental than riding out the storm. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services off...
2022-05-0434 minBehind The Wealth Podcast
Behind The Wealth PodcastIs Gen Z Ahead Of Boomers When It Comes To Financial Literacy?In honor of financial literacy month, Roger and Elias take a look at financial literacy across the generations. Plus a look at the most important non-financial thing to consider before retirement.    Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA /SIPC. The opinions voiced in this show are for gener...
2022-04-2732 minBehind The Wealth Podcast
Behind The Wealth PodcastHow Much Should You Have Saved At Every Age?Roger and Elias look at the average retirement savings for each age group and discuss how much you should have saved in your 20s, 30s, 40s, 50s, and 60s.  Plus they breakdown the Securing a Strong Retirement Act that is currently making its way through congress. Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered inves...
2022-04-2034 minBehind The Wealth Podcast
Behind The Wealth Podcast7 Financial Tips from Warren BuffettRoger and Elias look at 7 pieces of financial advice from billionaire Warren Buffett Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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 only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may...
2022-04-1338 minBehind The Wealth Podcast
Behind The Wealth PodcastA Look Back At The Last 6 RecessionsOn this week's episode, Roger and Elias look back at how the markets reacted to the last 6 recessions. Plus a look at how consumers are behaving amidst high inflation rates.   Visit www.BTWealthShow.com  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Co-Host: Elias Randel Produced By: Molly Nordlocken 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...
2022-04-0629 min