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Roger Abel
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Behind The Wealth Podcast
Retirement Reality Check: Spending Shifts & Saving for College
In 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...
2025-09-17
20 min
Behind The Wealth Podcast
The Financial Dead Zone
Roger 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...
2024-03-06
41 min
Behind The Wealth Podcast
Financial Planning for Single Retirees
Roger 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...
2024-02-28
38 min
Behind The Wealth Podcast
Prioritizing Retirement - 3 Things You Can Do Now
Roger 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...
2024-02-21
33 min
Behind The Wealth Podcast
Are 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...
2024-02-14
33 min
Behind The Wealth Podcast
How to Avoid Lifestyle Creep
Roger 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...
2024-02-07
33 min
Behind The Wealth Podcast
4 Simple Money Mistakes You Can Fix
Roger 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...
2024-01-31
45 min
Behind The Wealth Podcast
Designing Your Personalized Withdrawal Strategy
Roger 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...
2024-01-24
32 min
Behind The Wealth Podcast
How to Become a Super Saver
Roger 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...
2024-01-17
35 min
Behind The Wealth Podcast
3 Reasons Not To Increase Your 401(k) Contributions
We 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...
2024-01-10
46 min
Behind The Wealth Podcast
Gen X Is Worried About the Retirement Gap
A 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...
2024-01-04
46 min
Behind The Wealth Podcast
Financial Resolutions for 2024
New 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...
2023-12-27
40 min
Behind The Wealth Podcast
Financial Advisor Autocomplete Interview
Roger 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 ...
2023-12-20
40 min
Behind The Wealth Podcast
Charitable Giving Strategies
On 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...
2023-12-13
33 min
Behind The Wealth Podcast
Taxes, Conversions, Credit & More - Answering Listener Questions
On 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...
2023-12-06
38 min
Behind The Wealth Podcast
Estate Planning Basics
On 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...
2023-11-29
57 min
Behind The Wealth Podcast
Answering The Internet’s Most Searched Questions
On 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...
2023-11-22
35 min
Behind The Wealth Podcast
Millionaires 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...
2023-11-15
46 min
Behind The Wealth Podcast
Surviving Holiday Shopping
Black 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...
2023-11-08
34 min
Behind The Wealth Podcast
5 Changes to Social Security for 2024
Roger 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...
2023-11-01
36 min
Behind The Wealth Podcast
10 Myths About Financial Planning
October 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...
2023-10-25
37 min
Behind The Wealth Podcast
How to Create A Distribution Strategy
Most 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...
2023-10-18
36 min
Behind The Wealth Podcast
What 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...
2023-10-11
37 min
Behind The Wealth Podcast
401(k) ’Hack’ You Probably Don’t Know About
On 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...
2023-10-04
36 min
Behind The Wealth Podcast
How A Government Shutdown Could Impact Investors
With 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...
2023-09-27
30 min
Behind The Wealth Podcast
7 Tips for Financial Security
On 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...
2023-09-20
39 min
Behind The Wealth Podcast
4 Questions You Need to Ask Yourself
On 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...
2023-09-06
44 min
Behind The Wealth Podcast
Is 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...
2023-08-30
41 min
Behind The Wealth Podcast
Financial Beige Flags
On 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...
2023-08-23
49 min
Behind The Wealth Podcast
Answering Your Questions Part 2
Roger 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...
2023-08-16
53 min
Behind The Wealth Podcast
Can 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...
2023-08-09
37 min
Behind The Wealth Podcast
Money Lessons From Your Favorite TV Shows
It'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...
2023-08-02
38 min
Behind The Wealth Podcast
How To Retire Early
Financial 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...
2023-07-27
54 min
Behind The Wealth Podcast
How To Stop Living Paycheck to Paycheck
On 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...
2023-07-19
30 min
Behind The Wealth Podcast
How To Fix Financial Mistakes
From 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...
2023-07-12
47 min
Behind The Wealth Podcast
Answering Your Questions
On 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
2023-07-05
41 min
Behind The Wealth Podcast
How to Raise Millionaires
On 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...
2023-06-28
29 min
Behind The Wealth Podcast
How America Saves
On 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...
2023-06-21
39 min
Behind The Wealth Podcast
How 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...
2023-06-14
24 min
Behind The Wealth Podcast
How To Create a Retirement Plan
On 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...
2023-06-07
37 min
Behind The Wealth Podcast
This 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...
2023-05-31
38 min
Behind The Wealth Podcast
6 Financial Green Flags
You'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...
2023-05-24
35 min
Behind The Wealth Podcast
Money Mistakes Financial Advisors Make
Everyone 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...
2023-05-10
33 min
Behind The Wealth Podcast
Navigating Awkward Money Conversations
From 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...
2023-05-03
41 min
Behind The Wealth Podcast
7 Threats To Your Financial Freedom
On 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...
2023-04-26
43 min
Behind The Wealth Podcast
Is 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...
2023-04-19
45 min
Behind The Wealth Podcast
Spring is In The Air, and So Are Corporate Layoffs
On 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...
2023-04-12
34 min
Behind The Wealth Podcast
The Most Important Financial Advice For Every Generation
From 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...
2023-04-05
44 min
Behind The Wealth Podcast
Where 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...
2023-03-29
29 min
Behind The Wealth Podcast
The Most Important Aspect of Personal Finance
On 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...
2023-03-22
34 min
Behind The Wealth Podcast
Money & Mental Health
On 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...
2023-03-15
35 min
Behind The Wealth Podcast
Changing Your Money Mindset
On 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...
2023-03-08
31 min
Behind The Wealth Podcast
Developing Income Streams
On 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...
2023-03-01
37 min
Behind The Wealth Podcast
Does 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...
2023-02-22
40 min
Behind The Wealth Podcast
Egg Inflation & The Misery Index
On 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...
2023-02-15
31 min
Behind The Wealth Podcast
How The Latest Fed Meeting Will Impact Investors
On 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...
2023-02-08
34 min
Behind The Wealth Podcast
How SECURE 2.0 Will Impact Your Financial Life
On 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...
2023-02-01
39 min
Behind The Wealth Podcast
5 Lessons We Can Learn From The Madoff DocuSeries
On 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...
2023-01-25
27 min
Behind The Wealth Podcast
Balancing Emergency & Retirement Savings
On 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...
2023-01-18
28 min
Behind The Wealth Podcast
What’s In Store for 2023
On 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...
2023-01-11
31 min
Behind The Wealth Podcast
New Year, New Financial Goals
On 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...
2023-01-04
29 min
Behind The Wealth Podcast
2023 Outlook
On 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...
2022-12-28
30 min
Behind The Wealth Podcast
Investors Are Making This 401(k) Mistake
On 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...
2022-12-21
25 min
Behind The Wealth Podcast
Unrealistic Expectations
On 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...
2022-12-14
29 min
Behind The Wealth Podcast
Credit Card Debt Is On The Rise - How To Get It Under Control
On 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...
2022-12-07
28 min
Behind The Wealth Podcast
30 Frugal Money Tips
On 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...
2022-11-30
40 min
Behind The Wealth Podcast
4 Tips for Saving Money On Black Friday
On 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...
2022-11-23
29 min
Behind The Wealth Podcast
10 Years From Retirement? Take These 7 Steps
On 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...
2022-11-16
31 min
Behind The Wealth Podcast
35 Financial Tips for Your 40s
On 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...
2022-11-09
44 min
Behind The Wealth Podcast
Roth Conversion Mistakes to Avoid
On 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...
2022-11-02
29 min
Behind The Wealth Podcast
Maximizing Retirement For Small Business Owners
On 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...
2022-10-26
35 min
Behind The Wealth Podcast
Should 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...
2022-10-19
35 min
Behind The Wealth Podcast
Recession Fatigue
On 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...
2022-10-12
39 min
Behind The Wealth Podcast
Can 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...
2022-10-05
34 min
Behind The Wealth Podcast
6 Tips for Maximizing Your Retirement Savings
On 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...
2022-09-28
34 min
Behind The Wealth Podcast
Financial Advisors React to American’s Top Financial Priorities
A 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...
2022-09-21
43 min
Behind The Wealth Podcast
12 Tips For Making Better Financial Decisions
On 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...
2022-09-14
39 min
Behind The Wealth Podcast
5 Life Insurance Myths
September 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...
2022-09-07
35 min
Behind The Wealth Podcast
What 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...
2022-08-31
37 min
Behind The Wealth Podcast
6 Simple Steps to Check On Your Finances
We 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...
2022-08-24
33 min
Behind The Wealth Podcast
13 Bad Money Habits to Break
It'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...
2022-08-17
46 min
Behind The Wealth Podcast
Biggest Financial Mistakes To Avoid
On 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...
2022-08-10
35 min
Behind The Wealth Podcast
5 Ways to Cope With Recession Anxiety
70% 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...
2022-08-03
40 min
Behind The Wealth Podcast
4 Strategies For Dealing With Market Uncertainty
Roger 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...
2022-07-27
36 min
Behind The Wealth Podcast
What To Expect In A Recession
Roger 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...
2022-07-20
34 min
Behind The Wealth Podcast
6 Retirement Killers to Avoid
Roger 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...
2022-07-13
31 min
Behind The Wealth Podcast
11 Numbers You Need To Know Before Retirement
Roger & 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...
2022-07-06
44 min
Behind The Wealth Podcast
Are 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
2022-06-29
34 min
Behind The Wealth Podcast
The 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...
2022-06-22
35 min
Behind The Wealth Podcast
The True Value of A Financial Advisor
Most 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...
2022-06-15
32 min
Behind The Wealth Podcast
What To Do When Stocks & Bonds Are Falling
While 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...
2022-06-08
44 min
Behind The Wealth Podcast
How 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.
2022-06-01
40 min
Behind The Wealth Podcast
Are 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...
2022-05-25
38 min
Behind The Wealth Podcast
Are 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...
2022-05-18
30 min
Behind The Wealth Podcast
What 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...
2022-05-11
32 min
Behind The Wealth Podcast
Why Market Timers Miss Out
Roger 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...
2022-05-04
34 min
Behind The Wealth Podcast
Is 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...
2022-04-27
32 min
Behind The Wealth Podcast
How 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...
2022-04-20
34 min
Behind The Wealth Podcast
7 Financial Tips from Warren Buffett
Roger 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...
2022-04-13
38 min
Behind The Wealth Podcast
A Look Back At The Last 6 Recessions
On 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...
2022-04-06
29 min