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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The opinions voiced in these videos 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness. The financial professionals associated with Premier Investments of Iowa may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. https://www.finra.org/ https://www.sipc.org/
Episodes
4 hours ago
4 hours ago
Roger and Elias look at the reasons many investors fail in the pursuit of their financial goals and share tips & tools to help put you on a better path.
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Apr 16, 2025
Wednesday Apr 16, 2025
Roger and Elias discuss the recent increase in market volatility and how tariffs will impact investors moving forward.
Download our Guide to Market Volatility: www.premieriwm.com/guide
Download our Guide to Navigating the Impact of Tariffs: www.premieriwm.com/tariff-guide
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Apr 09, 2025
Wednesday Apr 09, 2025
Roger and Elias discuss strange economic indicators and what they can tell us about where the economy is headed.
Download our Guide to Market Volatility: www.premieriwm.com/guide
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Apr 02, 2025
Wednesday Apr 02, 2025
Roger and Elias discuss recent market volatility and how investors can prepare for the uncertainty ahead.
Download our Guide to Market Volatility: www.premieriwm.com/guide
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Mar 26, 2025
Wednesday Mar 26, 2025
We all make mistakes - but are there some financial mistakes that you could easily avoid? Roger and Elias break down 8 common financial mistakes and what investors should do instead.
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Mar 19, 2025
Wednesday Mar 19, 2025
Recent market volatility has some investors worried about the future of their portfolio. Roger and Elias discuss how investors can navigate the ups and downs of the stock market.
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Mar 12, 2025
Wednesday Mar 12, 2025
Roger and Elias discuss the rise in prominence of 401k plans over pension plans and how the changing retirement landscape impacts investors.
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Mar 05, 2025
Wednesday Mar 05, 2025
Roger and Elias discuss recent inflation numbers and how it could impact investors. Plus a look at how to get on track for financial freedom, even if you start late.
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Feb 26, 2025
Wednesday Feb 26, 2025
Roger and Elias discuss seven strategies to help you personalize your finances and take your investing strategy to the next level.
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.
Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 1/2 and has held their Roth IRA for at least five years.
Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
Wednesday Feb 19, 2025
Wednesday Feb 19, 2025
If you could talk to your younger self, what financial advice would you give them? Roger and Elias look at what some retirees wish they would have done differently with their money. Plus a discussion on how to handle Long Term Care costs.
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.
This recording contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your financial professional. This video is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional.
#personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage