881: Ask Farnoosh: Maximizing tax deductions, paying down student loans and evaluating stock options

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 3 May 2019

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 investi Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So Money episode 881, Ask Farnush with special co-host Michael Reynolds.
0:06.3	You're listening to So Money, with award-winning Money Guru Farnush Karabi.
0:12.0	Each day, get a 30 minute dose of financial
0:14.8	inspiration from the world's top business minds, authors, influencers, and from Farnu's
0:20.0	yourself. Looking for ways to save on gas or double your double coupons?
0:25.0	Sorry, you're in the wrong place.
0:27.0	Seeking profound ways to live a richer, happier life.
0:30.0	Welcome to So Money.
0:35.0	You're listening to So Money, everyone.
0:37.0	May 3rd, we made it to May.
0:40.0	Welcome to the show.
0:42.0	Thanks for tuning in.
0:43.0	We have a lot of questions today to tackle.
0:46.0	We have a special co-host,
0:48.0	so I'm going to introduce very shortly.
0:50.0	Just a couple of updates for you.
0:52.0	If this is the first time you're tuning in this week.
0:54.6	I would recommend you go back and listen to Monday and Wednesday's interview episodes.
0:59.0	Monday we had on the show David Bach who is a at this point he's a an honorary member of the so money
1:06.2	team he's been on the show multiple times he's just a prolific writer he's always
1:10.1	got interesting work coming out so always a good opportunity to have him on the
1:14.2	show as you may or may not know David is a nine time New York Times best selling
	...

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