Roger and Elias discuss holiday spending and how to stay out of debt this shopping season, and how much income you need to retire comfortably.

Take control of your financial future: https://www.btwealthshow.com/start-planning

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 purposes 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 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.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. All investing involves risk including possible loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage #divorce

Elias is joined by Premier Investments & Wealth Management Advisor, Chris McNeal to answer questions from our listeners on paying off your mortgage before retirement, managing your money after a divorce, and navigating retirement while avoiding the stock market.

Check Out Chris's Podcast: You're Not Dead Yet Watch: https://www.youtube.com/watch?v=MJRry3kCZoY Spotify: https://open.spotify.com/episode/5OHwCpz5KHNYN3xr56r6hu?si=fimvsU8uTiSqGYED6a8e1w Apple Podcasts: https://open.spotify.com/episode/5OHwCpz5KHNYN3xr56r6hu?si=fimvsU8uTiSqGYED6a8e1w

Take control of your financial future: https://www.btwealthshow.com/start-planning

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 purposes 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 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.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. All investing involves risk including possible loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage #divorce

Roger and Elias discuss how some Americans are looking to cut costs as a result of inflation, how high income earners who don't feel like they are making progress can rethink their financial future, why investors need a media filter, and how stress factors into your investment returns.

Take control of your financial future: https://www.btwealthshow.com/start-planning

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 purposes 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 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.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. All investing involves risk including possible loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage #elections #presidentialelection