In this episode of the Wealth Accelerator Series, Todd Doleshal of Elevated Retirement Solutions recaps his Quarterly Wealth Accelerator Series focused on how artificial intelligence fits into long‑term investment thinking. This session will use a framework often referenced by NVIDIA CEO Jensen Huang, known as the Five Layers of the AI “cake,” to help explain how AI functions as a broad ecosystem rather than a single trend or investment idea.

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In this episode of the Wealth Accelerator Series, Todd Doleshal of Elevated Retirement Solutions recaps his Quarterly Wealth Accelerator Series focused on 2025 investing themes, 2026 trends, geopolitics news and impacts on the markets. 

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In this episode of the Wealth Accelerator Series, Todd Doleshal of Elevated Retirement Solutions recaps his Quarterly Wealth Accelerator Series focused on investing for the next decade including the sectors that are projected to grow the fastest, what this means for investing, and lessons learned from previous forecasts over the previous decade.  

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In this episode of the Wealth Accelerator Series, Todd Doleshal of Elevated Retirement Solutions dives into the economics behind the U.S. national deficit and its long-term implications. Learn why the national debt matters, how it affects future benefits like Social Security and Medicare, and what steps you can take to safeguard your financial future.

💼 Special introduction: Meet Rhia’nnon “Rhi” Murphy, our newest Client Service Associate, who brings a passion for client service and a strong background in business and finance.

Key Topics Covered:

• Why the U.S. debt matters (or doesn’t)
• How tax revenue and government spending impact benefits
• The role of self-insurance in future financial planning
• Actionable next steps for reviewing your tax return

📌 Next Steps: If your tax return doesn’t show tax-exempt interest, you may be paying more than necessary. Consider connecting with a financial advisor to explore strategies that aim to keep more of your money today and in the future.

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In this episode of the Wealth Accelerator Series, Todd Doleshal of Elevated Retirement Solutions dives into the powerful intersection of tax planning strategies and investing. Learn how to avoid costly tax mistakes, understand the three key tax buckets (tax-deferred, tax-free, and taxable), and discover strategies like tax-loss harvesting to help you keep more of what you earn—now and in retirement.

 📌Whether you're planning for retirement or just getting started, this session is packed with insights to help you build a more tax-efficient financial future.

We covered key strategies, including:

• Understanding the pros and cons of the three tax buckets: tax-deferred, tax-free, and taxable
• How poor tax planning can lead to higher Medicare premiums and unnecessary taxes
• Why a balanced, tax-aware approach can help you keep more of your money over time
• These insights highlighted the importance of aligning your investment strategy with a thoughtful tax plan to support long-term financial goals.

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In this video, we dive into the philosophy of value investing and how I’ve applied it through strategic changes in discretionary qualified accounts using what I call Hold Core Models. The goal? To provide more active, goal-based management that aims for better risk-adjusted returns and a smoother ride toward your financial plan’s required rate of return.

🔍 What We Cover:

• Why I sold Apple (AAPL) at a high valuation and replaced it with DR Horton (DHI)
  
• How Apple’s valuation and legal risks influenced the decision
  
• The performance comparison between Apple and DR Horton since the trade
  
• A real-time example of buying Nvidia (NVDA) after a sharp drop and the strong rebound that followed
  
• The importance of staying disciplined and opportunistic in volatile markets

📈 These examples illustrate how thoughtful, value-driven decisions can help manage risk and capture opportunity—even in uncertain markets.

⚠️ Note: These are not trade recommendations. Many of the actions discussed have already occurred and are shared for educational purposes only.

📉 Market Trends, Trade Tariffs & Investment Strategy | Financial Planning Insights

In this video, we dive into the current state of the markets, the impact of recent trade tariffs, and how uncertainty is shaping business investment and economic growth. With the S&P 500 still trading above its 10-year P/E average and the U.S. experiencing its first GDP contraction in years, it's more important than ever to stay informed.

We’ll explore:

📊 How trade tariffs create uncertainty and affect business planning, hiring, and wage growth.
📉 Why the stock and bond markets are key forward-looking indicators.
💡 The importance of understanding price-to-earnings (P/E) ratios when evaluating stock valuations.
🧠 A case study on building an investment portfolio based on your financial plan—not just market benchmarks.
🔍 How Monte Carlo simulations provide a more realistic view of potential outcomes compared to traditional straight-line projections.

This video also includes a breakdown of three investment scenarios with varying risk tolerances and how each affects the probability of obtaining long-term financial goals.

Whether you're a seasoned investor or just starting out, this discussion offers valuable insights into navigating market volatility with a strategic, data-driven approach.