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Hosted by Elevate Wealth Advisory · 🇺🇸 US · EN · 134 episodes
Established thought leaders with verified media credentials.
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.
Elevate Wealth Advisory hosts Elevate Wealth, a business show with 134 episodes published.
Should you claim Social Security early, wait until full retirement age, or delay even longer? Deanne Rosso and Brian Rosso explain the key factors that can help determine the right claiming strategy for your retirement p
A Roth conversion can be a powerful retirement tax strategy when used appropriately. Deanne Rosso and Clarke Holt explain how Roth conversions work, when they may make sense, and what to know before making one.Want help
Asset allocation is one of the most important factors in long-term investing. Deanne Rosso and Clarke Holt explain what it means, why it matters, and how the right mix of investments can help balance risk and opportunity
Not sure where your next dollar should go? Deanne Rosso and Clarke Holt explain the order of priorities—from emergency savings and employer retirement matches to paying down debt and investing for the future.Want help bu
Breaking bad financial habits isn't about willpower—it's about creating better systems. Deanne Rosso and Clarke Holt share simple ways to replace common money mistakes with practical habits that can help you build long-t
What separates people who retire confidently from those who struggle? Deanne Rosso and Clarke Holt discuss the habits successful retirees have in common—from saving consistently and spending intentionally to practicing r
Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants their wishes clearly handled. Deanne Rosso and Gary Stoller cover the basic documents most people need, plus one of the most commonly missed item
College savings can feel overwhelming when you’re also trying to plan for retirement. Deanne Rosso and Gary Stoller discuss why 529 plans are a common choice, how they compare to Coverdell accounts, and how to balance sa
Long-term care planning is about choices and protecting your family and finances. Deanne Rosso and Gary Stoller explain what long-term care planning covers, why waiting can limit options, and the first conversation famil
Insurance is easy to set and forget—but your life changes. Deanne Rosso and Gary Stoller explain what insurance planning really is, how it protects your financial plan, and why reviewing coverage after major life changes
Everyone wants one clear number for retirement spending, but the right answer depends on your plan. Joseph Hardeman and Deanne Rosso discuss why rules of thumb like the 4% rule are only a starting point, and how guardrai
Taxable account, IRA, or Roth—where should retirement withdrawals come from first? Joseph Hardeman and Deanne Rosso explain why there isn’t one perfect order for everyone, and how a tax-smart approach can help keep incom
Should you take Social Security early because everyone else is doing it—or consider waiting? Aspen Townley and Deanne Rosso discuss why the best choice depends on your full income plan, including monthly benefit amounts,
Retirement is more than hitting a savings number—it’s about creating a paycheck. Aspen Townley sits down with Deanne Rosso to talk about the “I wish I’d known this sooner” moments, including how taxes, timing, and income
Freezing your credit is a simple step that can help prevent identity theft and stop new accounts from being opened in your name. Deanne Rosso and Clarke Holt explain what a credit freeze does, what it doesn’t do, and whe
Those update reminders can be annoying, but they often include important security fixes. Deanne Rosso and Clarke Holt explain why updates matter, plus how to tell the difference between real updates and fake “update” pop
Coffee shop Wi-Fi and airport networks are convenient—but are they safe? In this episode, Deanne Rosso and Clarke Holt explain the real risks of public Wi-Fi and what to avoid doing on open networks. Want help protecting
Stronger logins can help protect your financial life. Deanne Rosso and Clarke Holt cover the top steps to make your accounts more secure, including better passwords and multi-factor authentication. Want help building saf
Phishing emails are getting more convincing. In this episode, Deanne Rosso and Clarke Holt share the biggest red flags to watch for, what to do if you’re unsure an email is real, and how to protect your accounts from sca
Mutual funds can be a helpful way to invest, but many people aren’t sure how they work. Deanne Rosso and Clarke Holt explain what a mutual fund is, how it’s priced, and what to watch for before investing.Want help buildi
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Elevate Wealth is hosted by Elevate Wealth Advisory. The show is categorised under business (investing) and has published 134 episodes.
Elevate Wealth has published 134 episodes.
Elevate Wealth regularly covers business, investing. It sits in the business category, with a investing focus.
Elevate Wealth is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Elevate Wealth average 3 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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