This week: How to maximize tax deductions, paying down student loan debt and evaluating stock options.
Special co-host and listener Michael Reynolds, founder of Elevation Financial, joins the show.
Michael Reynolds (Principal of Elevation Financial) is passionate about entrepreneurship and financial education. He has founded/co-founded a number of successful businesses, including a training company, a software company and a virtual staffing firm. After 23 years as the co-founder/owner of SpinWeb, a digital marketing agency, he sold the agency in order to focus on what he loves — helping people improve their financial health and advising entrepreneurs.
Years ago Michael developed an itch to work in financial services. He became licensed to help people with investments and financial needs, purely as a passion project. His clientele grew organically and he developed a strong attachment to the process of managing money and helping others do the same — all while running his agency, starting new businesses, getting married and becoming a new dad.
In 2018, he founded Elevation Financial, an independent Registered Investment Advisor (RIA) focused on helping entrepreneurs with financial planning and investing.
