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Artwork for Wealth Redefined®

Wealth Redefined®

Michael Reynolds, CFP®
Estate Planning
Financial Health
Solo 401(k)
Transfer On Death Beneficiary
Debt To Income Ratio
Debt
Money Scripts
Probate Process
Vehicle Ownership
Retirement Savings
Financial Wellness
Financial Planning
Legal Requirements
Department Of Motor Vehicles
Loan Eligibility
Budgeting
Beneficiary Designation
Estate Assets
Mortgage
Savings Rate

Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.

PublishesWeeklyEpisodes285Founded7 years ago
Number of ListenersCategories
BusinessEntrepreneurshipInvesting

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Artwork for Wealth Redefined®

Latest Episodes

Staying ahead of the numbers that affect your financial planning can save you money and stress. As we move into 2026, several important contribution limits, tax brackets, and thresholds have been adjusted for inflation.

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A Roth conversion can be a powerful tool in your financial planning toolkit. But like most financial strategies, it's not right for everyone, and the timing matters considerably.

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Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.

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If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but the... more

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Host

Michael Reynolds
Certified Financial Planner and owner of Elevation Financial, specializing in practical financial planning and wealth management.

Reviews

4.8 out of 5 stars from 38 ratings
  • Awesome Podcast!

    Very informative show! The Host and Guests were awesome.

    Apple Podcasts
    5
    MargieTiempo
    Philippines5 years ago
  • Clear, Concise, and Trustworthy

    If you are struggling with knowing what to do next, Michael is your guy! He does such a great job of taking complicated ideas and explaining them in simple, easy language.

    I really like his recent episode on pet insurance (episode 72). As the parent of a 14-year-old Doberman, having Michael talk through the pros and cons really helped me out.

    Apple Podcasts
    5
    Dan Hinz
    United States5 years ago
  • Gull Khan

    Absolutely fantastic Podcast. Great insights given with clarity.

    I throughly enjoy listening to to Michael and learn so much from every episode.

    Apple Podcasts
    5
    Gull Y Khan
    United Kingdom5 years ago
  • Michael makes it easy

    Michael is great at taking complicated financial info and breaking it down so the average business owner can understand and move forward making solid money decisions!

    Apple Podcasts
    5
    Allissa Haines
    United States6 years ago
  • Amazing financial advice and resource!

    Michael is an invaluable resource for young entrepreneurs like myself. His advice is sound and there is no fluff or BS like other advisors I’ve come across. Not to mention he is extremely thoughtful and caring with his clients. I highly recommend his podcast and working with him as an advisor and coach! Thanks for all you do and provide, Michael!

    Apple Podcasts
    5
    kate.lmt
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Great insights provided clearly and concisely, demonstrating a thoughtful approach.
Michael effectively simplifies complicated financial ideas, making them accessible and easy to understand.
The host is commended for generosity in sharing knowledge and expertise.
Listeners appreciate practical advice that helps them navigate financial decisions.
Very informative show! The host and guests were excellent.

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Talking Points

Recent interactions between the hosts and their guests.

E283: What is a Roth Conversion (and How Do I Use It)?
Q: When is the best time of year to do a wealth conversion?
You can do a wealth conversion anytime you want. However, many people wait until later in the year, often the fourth quarter, when they have a clearer picture of total annual income.
E283: What is a Roth Conversion (and How Do I Use It)?
Q: Can I convert my 401k to a Roth IRA?
Yes, but with some restrictions. If you're still working for the employer that sponsors your 401k, you typically can't convert those funds unless your plan allows in-service distributions.
E278: Debunking the Most Common Personal Finance Lies on TikTok
Q: Should I ever pay for financial education from social media influencers?
Approach it with extreme skepticism as most information is available for free.
E278: Debunking the Most Common Personal Finance Lies on TikTok
Q: How can I tell if a financial influencer is trustworthy?
Look for credentials and check if they hold designations like CFP, CPA, or CFA.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Wealth Redefined®

What is Wealth Redefined® about and what kind of topics does it cover?

Episodes focus on providing practical financial insights aimed at individuals looking to enhance their wealth-building strategies with a modern twist. Topics discussed frequently include investment strategies such as dividend investing, the pros and cons of various savings vehicles like target date funds, and the utilities of health savings accounts. A distinct emphasis is placed on understanding complex financial products and navigating their intricacies, which likely makes the content appealing to both new and seasoned investors. With a mixture of actionable strategies and in-depth analysis, the discussions are designed to simplify complicated financial concepts and encourage listeners to make informed decisions about their finances.

Hos... more

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Which podcasts are similar to Wealth Redefined®?

These podcasts share a similar audience with Wealth Redefined®:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. All-In with Chamath, Jason, Sacks & Friedberg
3. The Joe Rogan Experience
4. The Advisor Journey

How many episodes of Wealth Redefined® are there?

Wealth Redefined® launched 7 years ago and published 285 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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