Best Elevation Financial Llc Podcasts (2024)

1
A Good Team: Cloud Storage and File Sharing 7:34

22m ago7:34

7:34

Technology Solutions Consultant Aida Dillman from Osaic talks about the benefits of using cloud storage and file sharing as complimentary applications to one another. Hear how you can enhance your practice by improved synchronization of files, team collaboration, and better security.By Geoff Severson

1
Divine Geometrical Universe - A discussion with Toni Robertson 41:19

7h ago41:19

41:19

Throughout most of my life I have been eutilizing the power of quantum entanglement and what is termed "sacred geometry," and to put it to good use for systemic energy amplification, healing, regeneration and much more. In this podcast you will learn about some of my experiences and those shared with a friend who lives down the way from me. Much of…

1
The Power of Positivity: Enhancing Emotional Intelligence and Well-Being with JoAnna Brandi 59:32

4h ago59:32

59:32

I'd love to hear from you! Unlock the secrets to a happier, more successful life as we sit down with the remarkable JoAnna Brandi, the Chief Happiness Officer. JoAnna brings her wealth of experience to discuss the often misunderstood realm of emotional intelligence and the vital importance of regulating our nervous system amidst today's constant ba…

1
Elevate Your Security, with Jay Peters 27:17

7d ago27:17

27:17

The data within your practice is invaluable and should be kept secure at all costs. Mark Matheny, Manager of the Technology Solutions Consulting Team at Osaic, speaks with Jay Peters, President and Co-Founder of Security Snapshot. Listen as they discuss the ever-growing need to defend against cyber attacks and how you can leverage a 3rd party to ha…

1
Stop Overthinking and Let that Sh*t Go! 26:44

12d ago26:44

26:44

I'd love to hear from you! Overthinking is a thief of joy, but what if you could reclaim your peace of mind? In a captivating conversation with Transformational Life and Positive Intelligence coach Bara Mann, we promise to guide you through strategies that can transform your mental landscape. Bara shares her inspiring journey from a mind caught in …

1
Kevin Carter and Bo Striplin with Apex Mortgage Group 21:33

13d ago21:33

21:33

Kevin Carter and Bo Striplin with Apex Mortgage GroupBy Scot Guariglia

1
Larry's A/C and Heating with Larry Miller 13:49

17d ago13:49

13:49

Larry's A/C and Heating with Larry MillerBy Scot Guariglia

1
E242: How to Create Retirement Income From Your Investments – Three Popular Strategies 22:40

15d ago22:40

22:40

Here’s a look at three common retirement income strategies—Systematic Withdrawals (Total Return with Rebalancing), the Bucket Strategy, and the Guardrails approach. Each one has its own strengths and challenges, depending on your goals, risk tolerance, and personal style.By Michael Reynolds, CFP®

1
Reframing Your Inner Narrative: Elevating Your Story to Inspire Self-Discovery 35:39

18d ago35:39

35:39

I'd love to hear from you! Join me for an enlightening conversation with Kimberly Crow, a dynamic public speaker and entrepreneur, who reveals how to reshape the internal narratives that shape our lives. You'll learn how these subconscious stories can limit self-worth and fuel imposter syndrome, and discover the transformative power of reframing th…

1
Converting Your Paper Piles to Digital Assets 19:31

29d ago19:31

19:31

Technology Solutions Consultant Eric Baumgardner with Osaic talks through the process of converting all of your paper piles into digital assets that are safer, more easily accessed, and cleaner. Hear how going digital will increase the value of your practice and make team collaboration much easier and more accurate. Also hear valuable tips on shred…

1
Carbon Recall Tupelo with Nathan Lewis 26:41

1M ago26:41

26:41

By Scot Guariglia

1
E241: Why Shouldn’t I Just Invest in the S&P 500? 10:08

1M ago10:08

10:08

While the S&P 500 can be a great foundation for a portfolio, investing solely in this one segment of the market may not always be the best approach. We'll explore several reasons why relying solely on the S&P 500 might not be the ideal strategy.By Michael Reynolds, CFP®

1
E240: What to Do if You Lose Your Job 15:13

1M ago15:13

15:13

Losing your job is never easy, whether you saw it coming or it took you by surprise. Beyond the emotional toll, the financial uncertainty can be overwhelming. However, with thoughtful planning and strategic actions, you can protect your financial future and manage the transition to your next chapter with confidence.…

1
Anthony Saulsberry Elevate Solo 7:49

1M ago7:49

7:49

Anthony Saulsberry Elevate SoloBy Scot Guariglia

1
Yelena And Alex Ovando of Music Box 15:17

1M ago15:17

15:17

By Scot Guariglia

1
Star Barks Mobile Pet Spa with Wendy Isham 21:37

2M ago21:37

21:37

By Scot Guariglia

1
E239: 5 Myths About 401(k) Plans That Need to Be Debunked 9:51

2M ago9:51

9:51

The truth is, a 401(k) can be a powerful tool for building a secure retirement if you know how to use it wisely. We'll dive into five of the most common myths about 401(k) plans, debunk them, and provide clarity so you can make the most of your retirement savings strategy.By Michael Reynolds, CFP®

1
Reports and Feeding - The Power of OneView 15:32

2M ago15:32

15:32

Sr. Technology Solutions Consultant Eric Baumgardner with Osaic talks through the fundamentals of OneView. Hear useful information about creating statements, client reviews, types of reporting and how to feed your accounts into other systems.By Geoff Severson

1
Sandra Quinn Bailey of Women Financial Power, LLC 23:33

2M ago23:33

23:33

Sandra Quinn Bailey of Women Financial Power, LLCBy Scot Guariglia

1
E238: How Do Presidential Elections Affect the Stock Market? 8:45

2M ago8:45

8:45

Presidential elections often bring a heightened sense of uncertainty to the stock market, but historical data suggests that the impact is not as significant or predictable as many might believe. Here are some key points to consider.By Michael Reynolds, CFP®

1
Scott Fuelling of Phoenix 11:33

2M ago11:33

11:33

Scott Fuelling of PhoenixBy Scot Guariglia

1
The Convenience Tool: Online Scheduler 7:33

2M ago7:33

7:33

Osaic's Mark Matheny, an expert in technology solutions, discusses the benefits of working your practice into an online scheduler. Hear about how it can reduce confusion, increase business value, and remove several friction points. Mark also talks about managing time, coordinating with colleagues and scalability topics.…

1
E237: Navigating Your Child’s Transition to Independence – Key Considerations for Parents 11:00

2M ago11:00

11:00

As your child becomes independent, there are a multitude of factors to consider. From health care access and insurance coverage to tax strategies and estate planning, it’s a significant transition for both you and your child. By proactively addressing these issues, you can ensure a smoother path toward your child's independence while safeguarding y…

1
Navigating Stress and Burnout: Harnessing Emotional Intelligence for Lasting Well-being 43:15

2M ago43:15

43:15

I'd love to hear from you! Unlock the secrets to overcoming burnout by cultivating peace and emotional well-being in this riveting episode of "Emotional Intelligence: Your Greatest Asset and Key to Success." We explore how finding joy in your role, whether it’s through event planning or mentoring, can be transformative. Special guest Anne DeButte, …

1
E236: The Right Way to Set Up (and Use) YNAB for Budgeting 27:55

2M ago27:55

27:55

You Need a Budget (YNAB) is a powerful tool that can help you manage your cash flow, save with intention, and spend with confidence. I'm going to walk you through the "right" way to set it up and use it. Or at least, MY way.By Michael Reynolds, CFP®

1
Embracing Emotional Intelligence: Unlocking Business Success and Personal Growth 31:42

2M ago31:42

31:42

I'd love to hear from you! Can emotional intelligence be the key to unlocking your business potential? Join me and Micaela Passeri, an award-winning emotional intelligence and business performance coach, to explore her incredible journey from founding the Love You Revolution clothing line to becoming a transformative coach. Micaela shares how her c…

1
Memphis Computer Support Melanie Suria 17:36

3M ago17:36

17:36

Memphis Computer Support Melanie SuriaBy Scot Guariglia

1
Cherrica Douglas with Alpha Security 17:57

3M ago17:57

17:57

Cherrica Douglas with Alpha SecurityBy Scot Guariglia

1
A Secure, Focused and Efficient Practice 8:22

2M ago8:22

8:22

Technology Solutions Consultant Aida Dillman talks through the various ways that you can make dramatic, evolutionary changes to your financial practice. Hear useful advice on scaling tools, solid integrations, online schedulers, dictation software and texting solutions.By Geoff Severson

1
Shanita Johnson of Best Real Estate 13:01

3M ago13:01

13:01

By Scot Guariglia

1
Sarah Bolton of High Expectations Aerial Arts 13:38

3M ago13:38

13:38

By Scot Guariglia

1
Kathy Bailey, new local author writes about Memphis in a book called Nemesis 14:37

3M ago14:37

14:37

By Scot Guariglia

1
E235: How to Freeze Your Credit (And Why You Might Want To) 9:10

3M ago9:10

9:10

One tool in your fight against identity theft is a credit freeze. But what exactly is a credit freeze, and why should you consider implementing one?By Michael Reynolds, CFP®

1
Trey Stafford of Cool Roofs 16:26

3M ago16:26

16:26

By Scot Guariglia

1
Kenneth Mayfield Law Firm 29:26

3M ago29:26

29:26

By Scot Guariglia

1
Declutter Your Mind: Enhancing Emotional Intelligence and Mental Clarity 48:53

3M ago48:53

48:53

I'd love to hear from you! What if decluttering your mind could recharge your mental battery? Join my guest Kitti Andrews and me as we explore the transformative power of decluttering both your mind and space for heightened emotional intelligence and mental clarity.An international author and speaker specializing in personal decluttering solutions,…

1
Amanda Buchanan Pain't It Cool Body Art 11:45

3M ago11:45

11:45

By Scot Guariglia

1
Well Health and Chiropractic Dr. Tim Bodily and Kathy Bailey 14:41

3M ago14:41

14:41

By Scot Guariglia

1
E234: The Psychology Behind Overspending 12:45

3M ago12:45

12:45

Overspending is a common financial challenge that affects millions of people, regardless of income level or financial knowledge.By Michael Reynolds, CFP®

1
Althea Young Nobasis 12:11

3M ago12:11

12:11

By Scot Guariglia

1
Allan Katz of Rediscovery Counseling And Coaching 21:15

3M ago21:15

21:15

By Scot Guariglia

1
Breaking Money Taboos: Emotional Insights for Financial Freedom 36:33

3M ago36:33

36:33

I'd love to hear from you! Have you ever felt more comfortable discussing your deepest secrets than your financial situation? You're not alone. Join me and Janine Bolon, an analytical biochemist turned financial coach, as we unpack the fascinating dynamics between emotional intelligence and money. Janine, whose life was dramatically changed after b…

1
Managing RMDs 8:19

3M ago8:19

8:19

Technology Solutions Consultant Aida Dillman discusses using technology to track and manage your RMDs. This episode includes details on RMD calculators, onboarding integrations, preparing for client distributions and using your CRM.By Geoff Severson

1
E233: The Cash Balance Plan – A Powerful Tax Savings Tool for Solo Business Owners 12:10

3M ago12:10

12:10

As a solo business owner, you're probably looking for ways to maximize your tax savings and secure your financial future. One powerful tool that can help you achieve both goals is the cash balance plan.By Michael Reynolds, CFP®

1
Will Collins of High Point Climbing And Fitness 12:15

3M ago12:15

12:15

By Scot Guariglia

1
Jessica Childs of Styling Castle 17:03

3M ago17:03

17:03

By Scot Guariglia

1
Emotional Intelligence and The Purpose-Driven Life 34:32

3M ago34:32

34:32

I'd love to hear from you! What if the key to a fulfilling life was hidden in the activities that make you lose track of time? Join Matt Berrafato and me as we uncover the transformative power of aligning your gifts, passions, and the people you can serve. From Matt's early days as a hockey goalie inspired by Tony Esposito to his current role as a …

1
E232: Solo 401(k) Contributions – EmployEE vs EmployER 10:13

4M ago10:13

10:13

What makes the Solo 401(k) particularly attractive is its unique dual contribution structure. Unlike traditional employer-sponsored 401(k) plans, a Solo 401(k) allows you to contribute to your retirement savings in two capacities: as an employee and as an employer. This dual role can significantly boost your ability to save for retirement, potentia…

1
Ellie Mental Health Paige Marcantel 14:15

4M ago14:15

14:15

By Scot Guariglia

1
Embracing Imperfection: Finding Authenticity and Joy Beyond Perfectionism 30:06

4M ago30:06

30:06

I'd love to hear from you! Picture this: You're 51 years old, and instead of slowing down, you become a professional jazz artist, embracing the imperfections that once held you back. Or you left a career in academia, became a chaplain, then an emotional intelligence coach and energy healer. Those are the stories of Elvira V. Hopper and Jami Carlaci…

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