Premier Investments & Wealth Management

19/08/2026

Business Owner's Did You Know: Nearly half of all business exits are involuntary?

Yet 58% of owners don't have a written transition plan. Don't let that be you.

Find out if your business is prepared for the unexpected. Download our new Contingency Planning Workbook: https://www.premieriwm.com/businessowner

Elias Randel of Premier Investments & Wealth Management breaks down the "5 D's," the unexpected scenarios every business owner must plan for.

16/08/2026

Social Security recently celebrated its 91st birthday! 🎉

Signed into law on August 14, 1935, Social Security has become an important part of retirement income for millions of Americans. But deciding when and how to claim your benefits can involve more than simply picking a retirement date.

Claiming age, taxes, spousal and survivor benefits, and your other sources of retirement income can all play a role in the decision.

In honor of Social Security’s birthday, take some time to learn more about how it works and the questions to consider before you file.

📘 Download our free Investor’s Guide to Social Security:
premieriwm.com/social-security

14/08/2026

Happy Birthday to PIWM Wealth Advisor, Mark Hunter! 🎉

12/08/2026

“How much should I save?” is an important question; but it’s only the beginning of financial planning.

It’s also where many people get stuck. They remain focused on saving more without considering how those savings fit into the rest of their financial picture.

Once you’ve established strong saving habits, you can begin focusing on the other pieces of the puzzle:

• Where should you save to improve tax efficiency?
• How should your money be invested?
• Are you balancing today’s priorities with tomorrow’s goals?
• How will your savings eventually support your retirement income?

Saving is the foundation. A financial plan helps you build on it.

Learn more at premieriwm.com.

05/08/2026

Jonas Everett with Premier Investments & Wealth Management shares five expenses retirees may not expect, including health care , long-term care, taxes, home repairs and supporting family members.

01/08/2026

Sometimes things get a little off track on the 😂... but that's part of the fun. Here’s a little behind-the-scenes look at what doesn’t always make the final cut!

31/07/2026

Financing a major purchase—like a new HVAC system—can feel more comfortable than watching a large portion of your emergency fund disappear overnight. And when the offer includes 0% APR, keeping your savings intact may even seem like the smarter financial move.

But personal finance isn’t just about what looks best on a spreadsheet. Taking on debt can introduce unnecessary risk, require another monthly payment and make it easier to delay rebuilding your savings.

Your emergency fund was created for expenses exactly like this. Use it for the emergency, then make those same monthly “payments” back to yourself until the fund is replenished. You’ll remove the debt, reinforce the saving habits that helped you build the fund and be ready for whatever comes next.

30/07/2026

Casey is interviewing attorney Tim Semelroth for the podcast.

If there is a topic or interview you want to see on the show, drop it in the comments.

Make sure you are following the show on YouTube or wherever you get your podcasts so you don’t miss an episode:

https://youtube.com/?si=YxqEPlBN0sxLNF5Y

22/07/2026

Can AI replace your financial advisor? Roger Abel from Premier Investments and Wealth Management shares where AI can help, and where it falls short

19/07/2026

A question so good it took Elias’s breath away… literally. 😂

Want to know what the question was, tune in to the Premier Financial Hour this week to find out!