Podcasts about elevation financial

Today, Ed is joined by Michael Reynolds, a Certified Financial Planner™ and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors. He is the host of the weekly personal finance podcast called Wealth Redefined®. Listen in as Michael reflects on his transition from owner of a digital marketing agency to financial planner, and shares the ways in which he's applied the principles of financial therapy to his current role. He talks about how growing up in a household that didn't handle money well led him to dedicate his career to personal finance. “Money and mental health are so tightly intertwined,” says Michael, “that we'd be doing clients a disservice by ignoring that.” He believes that the financial planning process brings a level of clarity to a couple's financial life which they never up until now have been able to acquire on their own. That's only possible, he continues, if the financial planner is able to find alignment between the system and the human⁠—between the practicalities of personal finances and how clients feel about the process. Ultimately, the goal of a financial planner is to achieve integration: Helping clients get to the point where they can accumulate wealth and manage money well without sacrificing well-being and positive experiences. Key Topics: How Michael's upbringing inspired him to dedicate his career to personal finance (05:21) Ed and Michael's thoughts on Dave Ramsey (08:25) Pros and cons of professionally loving your clients (13:58) Michael's biggest takeaways from financial therapy (17:44) Making it okay to talk about money (21:34) The importance of storytelling in sales (25:55) Financial planning as a form of financial therapy (29:18) Intuitive eating in comparison with finances (34:20) How to achieve financial awareness without falling into financial obsession (35:23) Resources: Elevation Financial Wealth Redefined Podcast Healthy Love and Money Resources: Healthy Love and Money Website The Couples Guide to Financial Intimacy Healthy Love and Money Facebook Healthy Love and Money Instagram Healthy Love and Money LinkedIn The Healthy Love & Money Way: How the Four Attachment Styles Impact Your Financial Well-Being (book) Stop Fighting & Start Talking: Gaining Peace and Perspective on Family Finances (book)

Advice for one Silicon Valley household that's making over $100,000 a year, but still managing to live above their means. Farnoosh and special co-host Michael Reynolds, founder of Elevation Financial and the podcast Wealth Redefined answer your questions. Also on today's episode: how Roth 401ks work, paying down a mortgage, and smart budgeting advice. Listen to the end when Farnoosh reveals the winner of the 15 minute money session with her.

Bring Your Brilliance With Carla Taylor Radio Show When you are a business owner, your business can feel all consuming. It can take over your whole life if you let it. And even if you've managed to find great work-life balance, you may feel your identity is defined by what you do rather than who you are. But your identity - and your personal brand - is not your business or the work you do. It is who you are, your unique blend of gifts and talents, regardless of your business or your work. Listen in as Carla Taylor talks with successful business owner and parallel entrepreneur Michael Reynolds as they discuss why keeping your identity intertwined with your business not only limits your potential, but also creates greater stress and negatively affects emotional health. And you will learn why making yourself operationally irrelevant is the very best thing you can do for yourself - and your business. Michael Reynolds is passionate about entrepreneurship and financial education. He has founded/co-founded a number of successful businesses, including a training company, a software company and a virtual staffing firm. After 23 years as the co-founder/owner of SpinWeb, a digital marketing agency, he sold the agency in order to focus on what he loves — helping people improve their financial health and advising entrepreneurs. Years ago Michael developed an itch to work in financial services. He became licensed to help people with investments and financial needs, purely as a passion project. His clientele grew organically and he developed a strong attachment to the process of managing money and helping others do the same — all while running his agency, starting new businesses, getting married and becoming a new dad. In 2018, he founded Elevation Financial, an independent Registered Investment Advisor (RIA) focused on helping entrepreneurs with financial planning and investing. https://www.elevationfinancial.com/  michael@elevationfinancial.com ~ More Bring Your Brilliance ~ Carla Taylor ~ Are you ready to find your voice and bring your message to the world? Do you know you need a personal brand but aren’t sure what it should be? Do you want to create your own “pension plan” by having a personal brand that outlives any role or company? Each week, Personal Branding Evangelist and LinkedIn Strategist Carla Taylor interviews amazing people who are bringing their brilliance and forging their own path. She helps business leaders navigate the unknown by helping them stay relevant and known in their field, be their authentic selves, and love what they do. After supporting thousands of clients in achieving their goals, Carla Taylor realized she needed to “walk the talk” for her own personal brand. She started saying yes to opportunities, making social media connections in real life, and having a lot more fun along the way. www.itstimetobringit.com To get more of Bring Your Brilliance ~ Carla Taylor, be sure to visit the archives page for replays of all her shows here: https://www.inspiredchoicesnetwork.com/podcast/bring-your-brilliance-with-carla-taylor/  

Michael Reynolds, from Elevation Financial, joins us to discuss organization for small businesses. Michael has been on the show before (Episode 1) discussing the importance of building systems but this time we are all about the money. For full show notes, head over to Brainy Boss. 

Since Michael has launched his new financial planning firm (Elevation Financial) we decided to have him answer YOUR money questions. We cover all sorts of topics including selling a massage business, raising funds for expansion, approaching finances with limited resources, starting a new business and more. Sponsored by: Acuity & The Jojoba Company. Transcript: Sponsor message This episode [...]

This week: How to maximize tax deductions, paying down student loan debt and evaluating stock options. Special co-host and listener Michael Reynolds, founder of Elevation Financial, joins the show. Michael Reynolds (Principal of Elevation Financial) is passionate about entrepreneurship and financial education. He has founded/co-founded a number of successful businesses, including a training company, a software company and a virtual staffing firm. After 23 years as the co-founder/owner of SpinWeb, a digital marketing agency, he sold the agency in order to focus on what he loves — helping people improve their financial health and advising entrepreneurs. Years ago Michael developed an itch to work in financial services. He became licensed to help people with investments and financial needs, purely as a passion project. His clientele grew organically and he developed a strong attachment to the process of managing money and helping others do the same — all while running his agency, starting new businesses, getting married and becoming a new dad. In 2018, he founded Elevation Financial, an independent Registered Investment Advisor (RIA) focused on helping entrepreneurs with financial planning and investi