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Recent Episodes
S3E13 What is a Mutual Fund?
Mutual funds can be a helpful way to invest, but many people aren’t sure how they work. Deanne Rosso and Clarke Holt explain what a mutual fund is, how it’s priced, and what to watch for before…
S3E12 What is a Brokerage Account?
What is a brokerage account, and how is it different from a retirement account? In this episode, Deanne Rosso and Clarke Holt walk through what a brokerage account can hold, how it works, and why…
S3E11 What is an ETF?
ETFs are everywhere—but what are they, and why do investors use them? Deanne Rosso and Clarke Holt explain what an ETF is, what it stands for, and what to pay attention to before buying one.Want help…
S3E10 What is a ROTH IRA?
What is a Roth IRA, and why do so many people love it? In this episode, Deanne Rosso and wealth adviser Clarke Holt explain how a Roth IRA works, why tax-free growth can be so valuable, and what to…
S3E9 Can Saving For Retirement Lower My Taxes?
Can saving for retirement also help lower your taxes? In this Elevate Wealth episode, Deanne Rosso and Ben Hall explain the connection between retirement contributions and taxes—both now and in the…
S3E8 Withholding Vs. Estimated Taxes
What’s the simplest way to avoid a surprise tax bill? In this episode of Elevate Wealth, Deanne Rosso and Ben Hall explain the difference between paycheck withholding and estimated tax payments—and…
S3E7 How Do Tax Brackets Work?
People often say, “I’m in the xx% tax bracket,” but does that mean all of their income is taxed at that rate? In this Elevate Wealth episode, Deanne Rosso and Ben Hall explain how tax brackets…
S3E6 What Is Tax Planning?
What do people really mean when they talk about tax planning? In this episode of Elevate Wealth, Deanne Rosso sits down with Ben Hall, Director of Tax Services at Elevate Wealth Advisory, to break it…
S3E5 What Should I Gather Before Filing Taxes?
Not sure what documents you need before you file? This episode provides a practical January checklist of common tax forms and records to gather—and a helpful reminder about waiting for all your…
S3E4 Filing Status...Why It Matters
Your filing status can affect your tax brackets, your standard deduction amount, and eligibility for certain credits. This episode walks through the most common filing statuses, what often trips…
S3E3 Tax Credits Vs. Tax Deductions
Tax credits and tax deductions both help at tax time—but they work differently. Learn how deductions reduce taxable income, how credits reduce your tax bill, and why understanding the difference can…
S3E2 AGI Vs. Taxable Income
AGI and taxable income sound similar, but they impact your return in different ways. This episode covers how AGI is calculated, how taxable income is determined, and why lowering AGI can help you…
S3E1 What is the Standard Deduction?
What is the standard deduction, and when does it make sense to take it instead of itemizing? This episode breaks down how the standard deduction works, what impacts the amount you can claim, and when…
S2E48 Qualified Charitable Distributions
Lower taxable income while supporting favorite causes. Deanne Rosso and Rob Fezekas of Elevate Wealth Advisory explain Qualified Charitable Distributions (QCDs) from Traditional IRAs: age rules,…
S2E47 Donor Advised Funds
What is a Donor-Advised Fund (DAF) and when does it make sense? Elevate Wealth Advisory's Deanne Rosso and Rob Fezekas cover DAF basics, funding options, how grants work, and why “bundling” several…
S2E46 Deducting Charitable Gifts on Your Tax Return
Can charitable gifts be deducted—and how do you maximize the benefit? Elevate Wealth Advisory's Deanne Rosso and Rob Fezekas explain the itemizing hurdle, how the higher standard deduction interacts…
S2E45 The One Big Beautiful Bill's Impact on Charitable Giving
How will the One Big Beautiful Bill Act (OBBBA) affect charitable giving in 2025 and 2026? Elevate Wealth Advisory’s CEO Deanne Rosso and Director of Investment Policy Rob Fezekas break down what…
S2E44 Maximizing Year-End Retirement Contributions
Before December 31, it’s important to review your retirement contributions to maximize tax savings. In this episode of Elevate Wealth, Deanne Rosso and Ben Hall discuss strategies for making the most…
S2E43 Roth IRA Conversions: Should You Do One Now?
Is a Roth IRA conversion the right move for you this year? In this episode of Elevate Wealth, Deanne Rosso and Ben Hall explain when a Roth conversion can make sense — and when it might not.You’ll…
S2E42 RMD Deadlines Do You Need to Act?
If you’re 73 or older, you may be required to take a Required Minimum Distribution (RMD) before December 31. In this episode of Elevate Wealth, Deanne Rosso and Ben Hall explain what you need to know…
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Elevate Wealth has published 114 episodes since February 2024, covering topics in Business, Investing.
Elevate Wealth is currently highly active with new episodes weekly. Average episode length is 2m.
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