Wealth Redefined® podcast

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Innhold levert av Elevation Financial LLC and Michael Reynolds. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Elevation Financial LLC and Michael Reynolds eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In Her Ellement

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Navigating Career Pivots and Grit with Milo’s Avni Patel Thompson 26:18

for 28 dager siden26:18

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How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

Wealth Redefined®

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

254 episoder

#Trading #Entrepreneur #Business #Podcasting Education #Self-Improvement #Elevation Financial #Michael Reynolds

Wealth Redefined®

updated for 5 dager siden

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

254 episoder

#Trading #Entrepreneur #Business #Podcasting Education #Self-Improvement #Elevation Financial #Michael Reynolds

Alle episoder

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E253: How to Claim Your Tax Credits for Adoption Expenses 12:44

for 5 dager siden12:44

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Adoption can be one of the most meaningful experiences in life—but it's no secret that it can also come with significant costs. Fortunately, the IRS offers adoption tax benefits designed to offset some of these costs. If you’re planning to adopt or have recently completed an adoption, it’s worth understanding how to claim these valuable tax credits.…

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E252: Should I Repair or Replace My Car? 6:12

for 12 dager siden6:12

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If you've ever owned an older car, you've probably faced the tough choice: Should you spend the money to repair it, or is it finally time to buy something newer? This is a common situation, and it's totally normal to feel a bit torn between the practical side of things and your emotional connection to your vehicle.…

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E251: What Are My Options For College Savings For My Child? 12:36

for 19 dager siden12:36

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Saving for your children's college education is one of the most important financial decisions you'll make as a parent. With the cost of higher education rising steadily, it's a great idea to start planning early and understand your options.

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E250: What Is a Roth 401(k) and How Does It Work? 8:42

for 26 dager siden8:42

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If your employer offers a Roth 401(k), consider giving it a closer look. It could become an essential part of your financial strategy, setting you up for a financially secure, tax-efficient retirement.

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E249: Reasonable Compensation for S-Corps – Busting Common Myths 9:53

for 5 weeks siden9:53

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Reasonable compensation is one of the most misunderstood and debated topics for S-Corporation (S-Corp) owners. Despite its importance, misconceptions continue to circulate, often leading to IRS challenges or costly mistakes. Let’s break down what reasonable compensation is, why it matters, and bust some of the most common myths.…

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E248: How to Read a Fund Report – Understanding Key Investment Metrics 9:17

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Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.…

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E247: When to Use a Credit Card Balance Transfer 7:43

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Timing is everything when it comes to balance transfers, and knowing when to use one is key to making the most of it. It can be a smart move for consolidating high-interest debt and speeding up your journey to being debt-free, but it's not a one-size-fits-all fix.

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E246: A Checklist of Documents for Filing Your 2024 Tax Return 8:22

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As tax season approaches, staying organized can save you time, stress, and even money. To make filing your 2024 tax return easier, here’s a checklist of documents you may need, depending on your income sources, deductions, and tax credits.

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E245: How (And Why) to Communicate Your Estate Plan to Your Family 9:25

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Estate planning isn’t just about organizing your assets or drafting a will. It’s about creating a roadmap that ensures your wishes are honored and your loved ones are cared for. Communicating your estate plan to your family is helpful for several reasons.

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E244: The Biggest Mistakes Made During Tax Season That Can Trigger IRS Audits 10:19

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Here are the biggest mistakes taxpayers make during tax season that can trigger IRS enforcement—and how you can avoid them.

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E243: My Three Words for 2025 – Setting Intentions for the New Year 8:30

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I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.

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

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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.

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

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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.

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

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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.…

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

for 26 weeks siden9:51

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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.

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