Elevate Wealth Advisory was founded in 1982 in Athens, Georgia, with the goal of helping people make smart decisions with their money. One of our core values is lifelong learning, and we are pleased to bring our insight to listeners through this podcast and hope it helps answer questions and build your knowledge about wealth management.

Elevate Wealth
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Podcast Overview
Elevate Wealth Advisory was founded in 1982 in Athens, Georgia, with the goal of helping people make smart decisions with their money. One of our core values is lifelong learning, and we are pleased to bring our insight to listeners through this podcast and hope it helps answer questions and build your knowledge about wealth management.
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Publishing Since
2/12/2024
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Recent Episodes

July 16, 2026
Where Should I Save First?
<p>Not sure where your next dollar should go? Deanne Rosso and Clarke Holt explain the order of priorities—from emergency savings and employer retirement matches to paying down debt and investing for the future.Want help building a savings strategy that fits your life? Visit elevate-wealth.com and click Let's Talk.🔗 Website: https://elevate-wealth.com🔗 Facebook: https://www.facebook.com/elevatewealthadvisory🔗 Instagram: https://www.instagram.com/elevatewealthadvisorySubscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#SavingMoney #EmergencyFund #RetirementPlanning #401k #IRA #FinancialPlanning #Investing #PersonalFinance #MoneyManagement #ElevateWealthAdvisory</p>

July 9, 2026
To Stop A Bad Money Habit, You Have To Replace It
<p>Breaking bad financial habits isn't about willpower—it's about creating better systems. Deanne Rosso and Clarke Holt share simple ways to replace common money mistakes with practical habits that can help you build long-term financial success.Want help creating healthy financial habits that last? Visit elevate-wealth.com and click Let's Talk.🔗 Website: https://elevate-wealth.com🔗 Facebook: https://www.facebook.com/elevatewealthadvisory🔗 Instagram: https://www.instagram.com/elevatewealthadvisorySubscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#MoneyHabits #PersonalFinance #FinancialPlanning #SavingMoney #Investing #Budgeting #RetirementPlanning #FinancialWellness #WealthManagement #ElevateWealthAdvisory</p>

July 2, 2026
Habits of People Who Retire Successfully
<p>What separates people who retire confidently from those who struggle? Deanne Rosso and Clarke Holt discuss the habits successful retirees have in common—from saving consistently and spending intentionally to practicing retirement before leaving the workforce.Want help building a retirement plan designed for your goals? Visit elevate-wealth.com and click Let's Talk.🔗 Website: https://elevate-wealth.com🔗 Facebook: https://www.facebook.com/elevatewealthadvisory🔗 Instagram: https://www.instagram.com/elevatewealthadvisorySubscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!#RetirementPlanning #RetirementSuccess #FinancialPlanning #RetirementGoals #SavingForRetirement #PersonalFinance #MoneyHabits #RetireConfidently #WealthManagement #ElevateWealthAdvisory</p>
129 total episodes available
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Frequently asked questions
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- What is Elevate Wealth?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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