Grumpy helps a reader choose the best hydrangea for their hometown. Plus, Grumpy’s gripe of the week. You can find us online at southernliving.com/askgrumpy Ask Grumpy Credits: Steve Bender aka The Grumpy Gardener - Host Nellah McGough - Co-Host Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Isaac Nunn - Recording Tech Learn more about your ad choices. Visit podcastchoices.com/adchoices…
Player FM - Internet Radio Done Right
Checked 8d ago
Added three years ago
Content provided by Elevation Financial LLC and Michael Reynolds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elevation Financial LLC and Michael Reynolds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Daily Deals
E226: How to Share and Transmit Documents When Working With Financial Professionals
Manage episode 424453379 series 3268913
Content provided by Elevation Financial LLC and Michael Reynolds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elevation Financial LLC and Michael Reynolds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.
…
continue reading
260 episodes
ShareManage episode 424453379 series 3268913
Content provided by Elevation Financial LLC and Michael Reynolds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elevation Financial LLC and Michael Reynolds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.
…
continue reading
260 episodes
All episodes
×
Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.
1 E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare 11:20
11:20 
Play Later 
Play Later 
Lists 
Like 
Liked11:20
Play Later Play Later Lists Like LikedWe’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.
1 E257: What is a Buffered ETF and How Does It Work? 9:59
9:59 Play Later Play Later Lists Like Liked9:59
Play Later Play Later Lists Like LikedBuffered ETFs offer downside protection with capped gains, making them an attractive option for cautious investors. Learn how buffered ETFs work and when they might fit into your portfolio.
1 E256: So You Started a Business – Now What? 10:40
10:40 Play Later Play Later Lists Like Liked10:40
Play Later Play Later Lists Like LikedYou’ve taken the leap and started your own business. First, congratulations! It takes courage to step out on your own and build something from scratch. But now that you’re officially in business, what comes next?
1 E255: 3 Ways to Improve Your Tax Filing Process Next Year 5:17
5:17 Play Later Play Later Lists Like Liked5:17
Play Later Play Later Lists Like LikedTax season can feel overwhelming, especially when you’re scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.
1 E254: 10 Budgeting Myths That Keep People from Using a Budget 9:15
9:15 Play Later Play Later Lists Like Liked9:15
Play Later Play Later Lists Like LikedCreating and following a budget is one of the most powerful ways to gain control over your finances. But despite its benefits, many people avoid budgeting altogether. Why?
1 E253: How to Claim Your Tax Credits for Adoption Expenses 12:44
12:44 Play Later Play Later Lists Like Liked12:44
Play Later Play Later Lists Like LikedAdoption 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.…
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.…
1 E251: What Are My Options For College Savings For My Child? 12:36
12:36 Play Later Play Later Lists Like Liked12:36
Play Later Play Later Lists Like LikedSaving 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.
1 E250: What Is a Roth 401(k) and How Does It Work? 8:42
8:42 Play Later Play Later Lists Like Liked8:42
Play Later Play Later Lists Like LikedIf 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.
1 E249: Reasonable Compensation for S-Corps – Busting Common Myths 9:53
9:53 Play Later Play Later Lists Like Liked9:53
Play Later Play Later Lists Like LikedReasonable 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.…
1 E248: How to Read a Fund Report – Understanding Key Investment Metrics 9:17
9:17 Play Later Play Later Lists Like Liked9:17
Play Later Play Later Lists Like LikedInvesting 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.…
1 E247: When to Use a Credit Card Balance Transfer 7:43
7:43 Play Later Play Later Lists Like Liked7:43
Play Later Play Later Lists Like LikedTiming 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.
1 E246: A Checklist of Documents for Filing Your 2024 Tax Return 8:22
8:22 Play Later Play Later Lists Like Liked8:22
Play Later Play Later Lists Like LikedAs 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.
1 E245: How (And Why) to Communicate Your Estate Plan to Your Family 9:25
9:25 Play Later Play Later Lists Like Liked9:25
Play Later Play Later Lists Like LikedEstate 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.
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Daily Deals
Daily Deals
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
