On this week's episode, Roger and Elias talk about "The Index Card", a concept created by Harold Pollack that aims at simplifying financial advice to 9 rules that fit on an index card. Are these 9 things really the only financial advice you need? 

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Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's episode Roger and Elias talk about the SEC's conclusion that 'things got a little crazy' during the meme stock craze, and what Zillow's decision to stop buying houses could mean for the housing market. Plus with what seems like a high number of strikes this year, what can you do to prepare your finances.?

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's Halloween edition of Behind the Wealth, Roger & Elias talk about some spooky financial facts. Plus what can you do now to set your self up for a successful 2022. 

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's episode, Roger and Elias discuss the recently released documentary from Ramsey Solutions, Borrowed Future, that discusses the student loan crisis. Is the system built to work against you? They discuss how the newly proposed Auto-IRA bill has run into a problem as the American Securities Association announces the bill violates securities law. Plus is a new bill that proposes changes to Social Security the fix we need? 

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's episode, Roger and Elias talk being afraid of the stock market, and how being too conservative can also be detrimental to your financial future. They discuss how former NBA star Antoine Walker is working to educate athletes on how to manage their money, and new developments in the meme stock phenomenon in the form of investigations and charges. They discuss a recent study that shows a big connection between finances and mental health and share tips on how to manage both. 

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's episode, Roger and Elias talk about Mr. Goxx - the day trading hamster that is outperforming Warren Buffet, Cathie Wood, and the S&P 500. They look at a study that shows older men are more prone to panic selling. Plus what bills are making their way through Congress that could impact your financial future?

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's episode, Roger and Elias talk about the new $TKING cryptocurrency from Joe Exotic. They discuss how new bills could impact elder care, and why most people think their 401(k)s are free.

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's episode, Roger and Elias discuss a new bill proposed that would require employers with 5 or more employees to auto-enroll employees into an IRA. Plus, is the SEC looking to create regulation for cryptocurrency through lawsuits? And why do most financial plans fail?

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's episode Roger and Elias return to the world of TikTok Financial Advice. 

• Is there a right way to handle finances in a marriage?

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

On this week's episode, Roger and Elias talk about the rise of Socially Responsible Investing & Banking, and what a recent crackdown on ESG labels means for investors. They discuss the younger generations increasing interest in generating passive income, and if some methods like generating rental income are really as easy as social media makes it look, and why you should be wary of wholesale financial advice. Plus is Social Security doomed? The recent SSA report predicts the trust fund will run out of money sooner than they expected.

www.BTWealthShow.com

Follow Us on Facebook.com/BTWealthShow

Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel

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 be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional.