)%20(3).png)
Elevate - From Burnout to Bliss
Elevate: From Burnout to Bliss is a transformative podcast for driven professionals in their 40s and 50s, guiding them from career fatigue to financial freedom and a passion-fueled life. Through inspiring stories and expert insights, the podcast explores new opportunities, mindset shifts, and strategies to help listeners regain fulfillment and purpose in their careers and lives.
Elevate - From Burnout to Bliss
Season 2 Episode 3: Smart Money Moves the Masses Don’t Talk About
In this episode of Elevate: From Burnout to Bliss, Reginald and Ebony unpack advanced wealth-building strategies most people never hear about. From understanding what it really means to work with a Registered Investment Advisor (RIA), to leveraging collateralized assets, tax planning through depreciation and the Qualified Business Income Deduction, and tackling the age-old debate of paying off debt versus investing — we’re covering the smart money moves that separate average results from exceptional outcomes. We’ll also explore whether dipping into retirement savings to fund a business is wise, and why wealth advice isn’t one-size-fits-all.
If you’re ready to think differently about money and position yourself for lasting financial success, this episode is for you.