What’s the difference between estate planning and generational planning? On this episode of Elevate Wealth, Deanne Rosso and Deedee Bloom explain how combining financial planning with passing on values, stories, and lessons can help you leave a legacy that lasts.🔍 Key topics: estate planning, generational wealth, legacy planning, family values, passing down life lessons📞 Ready to shape your legacy? Visit elevate-wealth.com and click “Let’s Talk.”🔗 Website: https://elevate-wealth.com🔗 Facebook: / elevatewealthadvisory 🔗 Instagram: / elevatewealthadvisory Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#AdviceInAction #charity #charitablegiving #charitysupport #Diversification #ElevateWealth #ElevateWealthAdvisory #EstatePlanning #FamilyValues #FamilyProtection #Fiduciary #FiduciaryAdvice #FiduciaryAdviser #FiduciaryPlanning #FinancialAdvisors #FinancialAdvisers #FinancialEducation #FinancialFitness #FinancialLegacy #financialmarkets #FinancialPlanning #FinancialReview #GenerationalWealth #Investing #InvestmentPhilosophy #InvestmentStrategies #LegacyPlanning #MoneyManagement #PeaceOfMind #PortfolioManagement #retirement #RetirementGoals #RetirementPlanning #RetirementStrategy #retiresmart #RMDPlanning #rmds #SmartRetirement #SmartWithdrawals #StockMarket #taxes #taxdeduction #TaxPlanning #taxstrategies #wealthadviceforyourbestlife #WealthBuilding #WealthManagement#WealthPlanning #WealthTransfer #WealthPreservation #WealthWithPurpose #WealthWise #WillsAndTrusts #yearendgiving

Ready to start building your nest egg? In this episode of Elevate Wealth, Deanne Rosso and Brian Rosso discuss the Accumulation phase of retirement planning. Learn how consistent saving, smart investing, and strategic asset location can boost your long-term wealth and reduce future taxes. Whether you're in your 20s or 40s, this episode breaks down what you need to know to build a solid financial foundation.🔍 Key topics: retirement savings strategies, asset location, investment planning, accumulation phase, tax-efficient investing📞 Visit elevate-wealth.com and click “Let’s Talk” to connect with our team.🔗 Website: https://elevate-wealth.com🔗 Facebook: / elevatewealthadvisory 🔗 Instagram: / elevatewealthadvisory Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#DistributionStrategy #RetirementIncome #SmartWithdrawals #WealthPreservation #ElevateWealth #RMDPlanning #FinancialPlanning #retiresmart #legacyplanning #EstatePlanning #RetirementGoals #FinancialLegacy #WealthTransfer #ElevateWealth #SmartRetirement #taxstrategies #AdviceInAction #ElevateWealth #WealthWise #FinancialFitness #FinancialReview #StockMarket #taxes #TaxCuts #TaxCutsAndJobsAct #InvestmentPhilosophy #RetirementPlanning #ElevateWealthAdvisory #FinancialMarkets #stocks #retirement #StockReturns #InvestmentStrategies #FinancialPlanning #WealthBuilding #wealthadviceforyourbestlife #election #politics #financialmarkets #financialplanning #yearendgiving #rmds #taxdeadlines #rothira #charity #charitablegiving #charitysupport #taxdeduction #WealthBuilding #FinancialPlanning #InvestmentStrategies #FinancialMarkets #InvestmentPhilosophy #TaxPlanning #TaxDeadlines #FinancialReview #RetirementPlanning #EfficientMarkets #Investing #StockMarket #FinancialEducation #ElevateWealth #Diversification #Investing #PortfolioManagement #StockMarket #FinancialPlanning #Investing #LongTermInvesting #FinancialPlanning #ElevateWealth #Investing #WealthManagement #FinancialPlanning #StockMarket #SmartInvesting #BehavioralFinance #MoneyMatters #FiduciaryAdvice #InvestingTips #WealthBuilding #FinancialFreedom #StockMarketNews #SmartMoney #SocialProof #InvestmentStrategy #FiduciaryAdviser #MarketVolatility #InvestingWisely #FinancialPlanning #StockMarketTips #BehavioralFinance #SmartInvesting #WealthManagement #FiduciaryAdvice #InvestingPsychology #MoneyManagement #BehavioralBias #WealthPlanning #SmartMoneyMoves #InvestmentSuccess #FinancialAdvisors #FiduciaryPlanning #StockMarket #SmartInvesting #moneymatters #SpendDownStrategy #ElevateWealth #RetirementPhases #EstatePlanning#TaxPlanning #RetirementTransition #RothConversion #SmartTaxes #RetirementStrategy #ElevateWealth #IncomePlanning #FinancialWellness#RetirementPlanning #FinancialFreedom #WealthBuilding #SmartInvesting #TaxEfficientInvesting #elevatewealth

Estate planning isn’t just for the wealthy—it’s for everyone. Join Deanne Rosso and Advanced Planning Coordinator Deedee Bloom as they explore how estate planning protects your loved ones, avoids legal headaches, and ensures your wishes are honored. This episode of Elevate Wealth breaks down the importance of having a plan—regardless of the size of your estate.🔍 Key topics: estate planning basics, wills and trusts, planning for loved ones, avoiding probate, family protection📞 Learn more at elevate-wealth.com and schedule a conversation today.🔗 Website: https://elevate-wealth.com🔗 Facebook: / elevatewealthadvisory 🔗 Instagram: / elevatewealthadvisory Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#AdviceInAction #charity #charitablegiving #charitysupport #Diversification #ElevateWealth #ElevateWealthAdvisory #EstatePlanning #FamilyProtection #Fiduciary #FiduciaryAdvice #FiduciaryAdviser #FiduciaryPlanning #FinancialAdvisors #FinancialAdvisers #FinancialEducation #FinancialFitness #FinancialLegacy #financialmarkets #FinancialPlanning #FinancialReview #Investing #InvestmentPhilosophy #InvestmentStrategies #LegacyPlanning #MoneyManagement #PeaceOfMind #PortfolioManagement #retirement #RetirementGoals #RetirementPlanning #RetirementStrategy #retiresmart #RMDPlanning #rmds #SmartRetirement #SmartWithdrawals #StockMarket #taxes #taxdeduction #TaxPlanning #taxstrategies #wealthadviceforyourbestlife #WealthBuilding #WealthManagement#WealthPlanning #WealthTransfer #WealthPreservation #WealthWise #WillsAndTrusts #yearendgiving

It’s time to turn your savings into sustainable income. On this week’s Elevate Wealth, Deanne and Brian break down the Distribution Phase—where your strategy for withdrawing funds becomes critical. Learn how to coordinate Social Security, pensions, and retirement accounts to extend portfolio longevity and minimize taxes.📊 From required minimum distributions (RMDs) to managing volatility, we’ll show you how a disciplined income strategy can support your lifestyle and legacy.🔗 Website: https://elevate-wealth.com🔗 Facebook: / elevatewealthadvisory 🔗 Instagram: / elevatewealthadvisory Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#DistributionStrategy #RetirementIncome #SmartWithdrawals #WealthPreservation #ElevateWealth #RMDPlanning #FinancialPlanning #retiresmart #legacyplanning #EstatePlanning #RetirementGoals #FinancialLegacy #WealthTransfer #ElevateWealth #SmartRetirement #taxstrategies #AdviceInAction #ElevateWealth #WealthWise #FinancialFitness #FinancialReview #StockMarket #taxes #TaxCuts #TaxCutsAndJobsAct #InvestmentPhilosophy #RetirementPlanning #ElevateWealthAdvisory #FinancialMarkets #stocks #retirement #StockReturns #InvestmentStrategies #FinancialPlanning #WealthBuilding #wealthadviceforyourbestlife #election #politics #financialmarkets #financialplanning #yearendgiving #rmds #taxdeadlines #rothira #charity #charitablegiving #charitysupport #taxdeduction #WealthBuilding #FinancialPlanning #InvestmentStrategies #FinancialMarkets #InvestmentPhilosophy #TaxPlanning #TaxDeadlines #FinancialReview #RetirementPlanning #EfficientMarkets #Investing #StockMarket #FinancialEducation #ElevateWealth #Diversification #Investing #PortfolioManagement #StockMarket #FinancialPlanning #Investing #LongTermInvesting #FinancialPlanning #ElevateWealth #Investing #WealthManagement #FinancialPlanning #StockMarket #SmartInvesting #BehavioralFinance #MoneyMatters #FiduciaryAdvice #InvestingTips #WealthBuilding #FinancialFreedom #StockMarketNews #SmartMoney #SocialProof #InvestmentStrategy #FiduciaryAdviser #MarketVolatility #InvestingWisely #FinancialPlanning #StockMarketTips #BehavioralFinance #SmartInvesting #WealthManagement #FiduciaryAdvice #InvestingPsychology #MoneyManagement #BehavioralBias #WealthPlanning #SmartMoneyMoves #InvestmentSuccess #FinancialAdvisors #FiduciaryPlanning #StockMarket #SmartInvesting #moneymatters #SpendDownStrategy #ElevateWealth #RetirementPhases #EstatePlanning

Retired—but not yet collecting Social Security or taking RMDs? You’re in the Transition Phase—a golden window for tax planning. In this episode, Deanne and Brian explain how to use this time to your advantage with Roth conversions, capital gains strategies, and customized income timing.⏱ This short window of flexibility can have a huge impact on your lifetime tax bill and long-term wealth. Don’t miss these expert insights!📍Want to optimize your retirement tax strategy? Visit elevate-wealth.com and click “Let’s Talk.”🔗 Website: https://elevate-wealth.com🔗 Facebook: / elevatewealthadvisory 🔗 Instagram: / elevatewealthadvisory Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#DistributionStrategy #RetirementIncome #SmartWithdrawals #WealthPreservation #ElevateWealth #RMDPlanning #FinancialPlanning #retiresmart #legacyplanning #EstatePlanning #RetirementGoals #FinancialLegacy #WealthTransfer #ElevateWealth #SmartRetirement #taxstrategies #AdviceInAction #ElevateWealth #WealthWise #FinancialFitness #FinancialReview #StockMarket #taxes #TaxCuts #TaxCutsAndJobsAct #InvestmentPhilosophy #RetirementPlanning #ElevateWealthAdvisory #FinancialMarkets #stocks #retirement #StockReturns #InvestmentStrategies #FinancialPlanning #WealthBuilding #wealthadviceforyourbestlife #election #politics #financialmarkets #financialplanning #yearendgiving #rmds #taxdeadlines #rothira #charity #charitablegiving #charitysupport #taxdeduction #WealthBuilding #FinancialPlanning #InvestmentStrategies #FinancialMarkets #InvestmentPhilosophy #TaxPlanning #TaxDeadlines #FinancialReview #RetirementPlanning #EfficientMarkets #Investing #StockMarket #FinancialEducation #ElevateWealth #Diversification #Investing #PortfolioManagement #StockMarket #FinancialPlanning #Investing #LongTermInvesting #FinancialPlanning #ElevateWealth #Investing #WealthManagement #FinancialPlanning #StockMarket #SmartInvesting #BehavioralFinance #MoneyMatters #FiduciaryAdvice #InvestingTips #WealthBuilding #FinancialFreedom #StockMarketNews #SmartMoney #SocialProof #InvestmentStrategy #FiduciaryAdviser #MarketVolatility #InvestingWisely #FinancialPlanning #StockMarketTips #BehavioralFinance #SmartInvesting #WealthManagement #FiduciaryAdvice #InvestingPsychology #MoneyManagement #BehavioralBias #WealthPlanning #SmartMoneyMoves #InvestmentSuccess #FinancialAdvisors #FiduciaryPlanning #StockMarket #SmartInvesting #moneymatters #SpendDownStrategy #ElevateWealth #RetirementPhases #EstatePlanning#TaxPlanning #RetirementTransition #RothConversion #SmartTaxes #RetirementStrategy #ElevateWealth #IncomePlanning #FinancialWellness

Legacy Phase: Start Retirement With the End in Mind

The 4 Stages of Spend Down in Retirement

Your biggest investing challenge? Your own psychology. This episode wraps up our behavioral finance series with strategies to protect yourself from behavioral biases. Clarke and Deanne share practical ways to make smarter decisions, including structured investment plans and the value of working with a fiduciary advisor.Want expert guidance? Let’s build a strategy that works for you! Schedule a consultation at elevate-wealth.com and click “Let’s Talk.”🔗 Website: https://elevate-wealth.com🔗 Facebook: / elevatewealthadvisory 🔗 Instagram: / elevatewealthadvisory Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#AdviceInAction #ElevateWealth #WealthWise #FinancialFitness #FinancialReview #StockMarket #taxes #TaxCuts #TaxCutsAndJobsAct #InvestmentPhilosophy #RetirementPlanning #ElevateWealthAdvisory #FinancialMarkets #stocks #retirement #StockReturns #InvestmentStrategies #FinancialPlanning #WealthBuilding #wealthadviceforyourbestlife #election #politics #financialmarkets #financialplanning #yearendgiving #rmds #taxdeadlines #rothira #charity #charitablegiving #charitysupport #taxdeduction #WealthBuilding #FinancialPlanning #InvestmentStrategies #FinancialMarkets #InvestmentPhilosophy #TaxPlanning #TaxDeadlines #FinancialReview #RetirementPlanning #EfficientMarkets #Investing #StockMarket #FinancialEducation #ElevateWealth #Diversification #Investing #PortfolioManagement #StockMarket #FinancialPlanning #Investing #StockMarket #LongTermInvesting #FinancialPlanning #ElevateWealth #Investing #WealthManagement #FinancialPlanning #StockMarket #SmartInvesting #BehavioralFinance #MoneyMatters #FiduciaryAdvice #InvestingTips #WealthBuilding #FinancialFreedom #StockMarketNews #SmartMoney #SocialProof #InvestmentStrategy #FiduciaryAdviser #MarketVolatility #InvestingWisely #FinancialPlanning #StockMarketTips #BehavioralFinance #SmartInvesting #WealthManagement #FiduciaryAdvice#InvestingPsychology #MoneyManagement #BehavioralBias #WealthPlanning #SmartMoneyMoves #InvestmentSuccess #FinancialAdvisors #FiduciaryPlanning #StockMarket #SmartInvesting #MoneyMatters