Elevate Wealth
By Elevate Wealth Advisory
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Category: Investing
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Episodes: 136
Description
Elevate Wealth Advisory was founded in 1982 in Athens, Georgia, with the goal of helping people make smart decisions with their money. One of our core values is lifelong learning, and we are pleased to bring our insight to listeners through this podcast and hope it helps answer questions and build your knowledge about wealth management.
| Episode | Date |
|---|---|
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Can I Work While Claiming Social Security?
|
Aug 27, 2026 |
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Spousal Benefits Vs. Survivor Benefits...What's The Difference?
|
Aug 20, 2026 |
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How Is My Social Security Benefit Calculated?
|
Aug 13, 2026 |
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When Should I Claim Social Security?
|
Aug 07, 2026 |
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What Is A Roth Conversion?
|
Jul 30, 2026 |
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What Is Asset Allocation?
|
Jul 23, 2026 |
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Where Should I Save First?
|
Jul 16, 2026 |
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To Stop A Bad Money Habit, You Have To Replace It
|
Jul 09, 2026 |
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Habits of People Who Retire Successfully
|
Jul 02, 2026 |
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What Is The Basic Estate Plan Most People Need?
|
Jun 25, 2026 |
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What Is The Simplest Way To Save For College?
|
Jun 18, 2026 |
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What Is Long Term Care Planning?
|
Jun 11, 2026 |
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What Is Insurance Planning?
|
Jun 04, 2026 |
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How Much Can I Safely Spend Each Year in Retirement?
|
May 28, 2026 |
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Which Accounts Do I Spend First in Retirement?
|
May 21, 2026 |
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All My Friends Are Taking Social Security Early, But My Adviser Says Wait?
|
May 14, 2026 |
|
Things I Didn’t Know When I Was Getting Ready to Retire
|
May 07, 2026 |
|
Why You Should Freeze Your Credit
|
Apr 30, 2026 |
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Are Software Updates really Necessary?
|
Apr 23, 2026 |
|
Is Public WiFi Safe?
|
Apr 16, 2026 |
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How Can I Secure My Online Accounts?
|
Apr 09, 2026 |
|
How Do I Avoid Scams?
|
Apr 02, 2026 |
|
What is a Mutual Fund?
|
Mar 26, 2026 |
|
What is a Brokerage Account?
|
Mar 19, 2026 |
|
What is an ETF?
|
Mar 12, 2026 |
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What is a ROTH IRA?
|
Mar 05, 2026 |
|
Can Saving For Retirement Lower My Taxes?
|
Feb 26, 2026 |
|
Withholding Vs. Estimated Taxes
|
Feb 19, 2026 |
|
How Do Tax Brackets Work?
|
Feb 12, 2026 |
|
What Is Tax Planning?
|
Feb 05, 2026 |
|
What Should I Gather Before Filing Taxes?
|
Jan 29, 2026 |
|
Filing Status...Why It Matters
|
Jan 22, 2026 |
|
Tax Credits Vs. Tax Deductions
|
Jan 15, 2026 |
|
AGI Vs. Taxable Income
|
Jan 08, 2026 |
|
What is the Standard Deduction?
|
Jan 01, 2026 |
|
Qualified Charitable Distributions
|
Nov 27, 2025 |
|
Donor Advised Funds
|
Nov 20, 2025 |
|
Deducting Charitable Gifts on Your Tax Return
|
Nov 13, 2025 |
|
The One Big Beautiful Bill's Impact on Charitable Giving
|
Nov 06, 2025 |
|
Maximizing Year-End Retirement Contributions
|
Oct 30, 2025 |
|
Roth IRA Conversions: Should You Do One Now?
|
Oct 23, 2025 |
|
RMD Deadlines Do You Need to Act?
|
Oct 16, 2025 |
|
New Tax Deductions to Use Before December 31
|
Oct 09, 2025 |
|
Tax Changes: What To Expect Under the One Big Beautiful Bill
|
Oct 02, 2025 |
|
Medicare Enrollment Periods Explained
|
Sep 25, 2025 |
|
How Much Does Medicare Cost?
|
Sep 18, 2025 |
|
Original Medicare vs. Medicare Advantage
|
Sep 11, 2025 |
|
Medicare: What Is it? Who Qualifies?
|
Sep 10, 2025 |
|
Are My Social Security Benefits Taxed?
|
Aug 28, 2025 |
|
How Are My Social Security Benefits Calculated?
|
Aug 21, 2025 |
|
When Should I Start Taking My Social Secuirty Benefits?
|
Aug 14, 2025 |
|
Will Social Security Be There for You?
|
Aug 07, 2025 |
|
Longevity Risk Planning For A Longer Retirement
|
Jul 31, 2025 |
|
Family Surprises Can Strain Your Retirement Plan
|
Jul 24, 2025 |
|
How Inflation Can Derail Your Retirement
|
Jul 17, 2025 |
|
Retirement Planning Needs Purpose, Too
|
Jul 10, 2025 |
|
Hidden Healthcare Costs in Retirement
|
Jul 03, 2025 |
|
Avoiding Family Conflict Over Estate Matters
|
Jun 26, 2025 |
|
Incapacity Planning: Why It Matters
|
Jun 19, 2025 |
|
Estate Planning vs Generational Planning
|
Jun 12, 2025 |
|
From First Paycheck to Last: Smart Saving Strategies
|
Jun 12, 2025 |
|
Why Estate Planning Matters
|
Jun 05, 2025 |
|
Tax Planning When Transitioning to Retirement
|
May 22, 2025 |
|
Distribution Phase: Spend Smart, Stay Secure
|
May 15, 2025 |
|
Legacy Phase: Start Retirement With the End in Mind
|
May 15, 2025 |
|
The 4 Stages of Spend Down in Retirement
|
May 01, 2025 |
|
Protect Yourself From Behavioral Bias
|
Apr 24, 2025 |
|
Don't Make Investing Mistakes During Volatile Markets
|
Apr 17, 2025 |
|
What is Social Proof in Investing?
|
Apr 10, 2025 |
|
Don’t Sell Too Early or Too Late
|
Apr 03, 2025 |
|
Patience Pays When it Comes to Investing
|
Mar 27, 2025 |
|
Why Diversify?
|
Mar 20, 2025 |
|
Efficient Markets...What Does This Mean?
|
Mar 19, 2025 |
|
Investing Concepts
|
Mar 06, 2025 |
|
It’s Not Too Late to Impact Your 2024 Tax Return. Here’s How!
|
Feb 27, 2025 |
|
How Does Tax Loss Harvesting Work With Tax Planning?
|
Feb 20, 2025 |
|
What is Asset Location?
|
Feb 13, 2025 |
|
Tax Buckets...What Are They?
|
Feb 06, 2025 |
|
Why Is Tax Planning So Important for Your Retirement?
|
Jan 31, 2025 |
|
What Are the 2025 Updates for Estate Planning and Gift Taxes?
|
Jan 23, 2025 |
|
Why Is Tax Planning So Important for Your Retirement?
|
Jan 16, 2025 |
|
What’s New for FSAs, MSAs, and HSAs in 2025?
|
Jan 16, 2025 |
|
How Do the 2025 Standard Deduction and Marginal Tax Rates Impact Retirement?
|
Jan 09, 2025 |
|
Retirement Saving Strategies for 2025
|
Jan 02, 2025 |
|
The Secret Sauce to Financial Success
|
Dec 26, 2024 |
|
You Can’t Outgrow What You Don’t Save
|
Dec 19, 2024 |
|
Winner Winner, Chicken (or Steak) Dinner
|
Dec 12, 2024 |
|
Get Fit Financially–Where do I start?
|
Dec 05, 2024 |
|
How Do Donor Advised Funds Work?
|
Nov 28, 2024 |
|
What is a Qualified Charitable Distribution (QCD)?
|
Nov 21, 2024 |
|
Non-Charitable Gifts
|
Nov 21, 2024 |
|
Charitable Deductions
|
Nov 21, 2024 |
|
Should I Consider Converting Money Into a ROTH?
|
Oct 31, 2024 |
|
What is Tax Loss Harvesting?
|
Oct 24, 2024 |
|
How Does Gift Giving Fit Into Year-End Planning?
|
Oct 17, 2024 |
|
Year-End Planning Deadlines
|
Oct 10, 2024 |
|
What is Year-End Planning?
|
Oct 03, 2024 |
|
What Can Cause Your Healthcare Budget to Change in the Future?
|
Sep 26, 2024 |
|
How Does Private Insurance Work With Medicare?
|
Sep 19, 2024 |
|
What Are The Four Parts of Medicare?
|
Sep 12, 2024 |
|
Who Should Enroll In Medicare and When?
|
Sep 05, 2024 |
|
Maximizing Social Security Benefits
|
Aug 29, 2024 |
|
Divorce and Social Security Benefits
|
Aug 22, 2024 |
|
Social Security Benefits Before Full Retirement Age
|
Aug 15, 2024 |
|
Will My Social Security Benefit Be Enough to Retire?
|
Aug 08, 2024 |
|
When Can I Start Receiving Social Security Retirement Benefits?
|
Aug 01, 2024 |
|
How Does Your Small Business Factor Into Your Retirement?
|
Jul 25, 2024 |
|
When Should I Retire?
|
Jul 18, 2024 |
|
I Haven't Saved For Retirement. How Can I Catch Up?
|
Jul 11, 2024 |
|
The Downfalls of Putting Off Saving For Retirement
|
Jul 04, 2024 |
|
When Should I Sign Up for Social Security and Medicare?
|
Jun 27, 2024 |
|
When Should I Consider Long-Term Care Insurance?
|
Jun 20, 2024 |
|
Why is Estate Planning So Important?
|
Jun 13, 2024 |
|
What is Advanced Planning?
|
Jun 06, 2024 |
|
The Number One Tip for Financial Success
|
May 30, 2024 |
|
The Most Critical Aspect of Legacy Planning
|
May 23, 2024 |
|
Best Tips for Withdrawing Retirement Savings Efficiently
|
May 16, 2024 |
|
Best Early Retirement Income Tips
|
May 09, 2024 |
|
Best Wealth-Building Tips
|
May 08, 2024 |
|
Fearless Investing: Conquer FOMO with Strategy
|
Apr 25, 2024 |
|
Navigating Financial Markets Wisely
|
Apr 18, 2024 |
|
Tackling Investor Fears
|
Apr 11, 2024 |
|
How Does Investor Behavior Determine Portfolio Success?
|
Apr 04, 2024 |
|
Why a Fiduciary?
|
Mar 28, 2024 |
|
Why Diversify With International Stocks?
|
Mar 21, 2024 |
|
Do Downturns Lead to Down Years?
|
Mar 14, 2024 |
|
Politics and Investments
|
Mar 07, 2024 |
|
Save on Taxes With ROTH Conversions
|
Mar 06, 2024 |
|
Standard Vs. Itemized Deductions
|
Mar 06, 2024 |
|
Save on Taxes by Understanding Your 1040
|
Mar 06, 2024 |
|
SECURE 2.0 Act Update
|
Feb 12, 2024 |
|
Tax Cuts and Jobs Act Update
|
Feb 12, 2024 |
|
Save On Taxes With Charitable Giving
|
Feb 12, 2024 |
|
The 411 on Required Minimum Distributions
|
Feb 12, 2024 |
|
Financially Fit in 2024
|
Feb 12, 2024 |
|
2023 Market Recap
|
Feb 12, 2024 |