Podcasts

Custodial Roth IRAs can be a powerful way to help children start saving at an early age. Listen to learn how these accounts could be a good strategy to start building wealth early.

Did you know unused 529 plan money may not have to go to waste? We break down the rules for rolling 529 plan assets into a Roth IRA and explain who qualifies, what the limits are, and how this strategy could benefit long-term financial planning.

Looking wealthy and being wealthy are not the same thing. Listen to this cautionary tale so you don’t fall into this financial trap.

What is the right card to use & when? The answer can be found by looking at the major differences between using a credit card & a debit card.

From booming job markets to economic struggles, learn which states are leading the nation and which have the most ground to make up.

Many people don’t focus on the tax aspect of saving for retirement and that mistake can cost you big if you’re unaware. Listen to this episode and don’t be caught off guard when the taxes hit!

Financial success is not a solo effort. In this episode, we explain why having a strong financial team can help you make better decisions, avoid mistakes, and stay on track toward your goals.

Headlines often paint a bleak picture of retirement savings. Listen as we take a closer look at the numbers, separate fact from fear, and uncover the context many articles leave out.

If we look at the data between the average length of bull markets versus the average length of bear markets, the numbers support long term investment strategies. Listen to learn more!

In this episode, we are joined by Elliott Wealth advisor, Brett DiPasquale AIF® BFA®, to cover some hot financial topics that we’ve heard recently this year.

In this episode, we are joined by Elliott Wealth advisor, Lindy Brock, to cover some hot financial topics that we’ve heard recently this year.

Listen to what the top 5 benefits of creating a financial plan can do for you and your life in this podcast replay.

Buy Now, Pay Later promises convenience and flexibility, but it can also blur the line between spending and debt. Listen in while we explain how BNPL works and what to know before using it.

Learn about the "HELOC" or "Home Equity Line of Credit" and how it could work for you in this podcast replay.

Listen to Chris Calandra’s guest appearance on the ‘Built with Solid Gold’ Podcast where he talks about his personal journey and the 7 wealth building rules in this podcast replay.

Here are 7 Steps to help you maintain your financial fitness. These steps are a great way to give yourself the overview you need to stay financially organized.

The Trump administration recently proposed a 50-year mortgage to make homebuying for Americans more affordable. Listen in and learn why this could be a poor financial decision for the buyer.

We all want to get more done without burning out. Listen in and learn practical ways to work smarter, not harder, with tips to stay focused, organized, and productive.

Explore how gifting assets can be a meaningful way to support loved ones and create a lasting impact for the future.

In this episode, we break down the concept of dollar cost averaging and explain how it works as a simple, disciplined investment strategy.