Money Peaks & Pivots

Are you worried about the stock market heading into a recession, depression, or correction? Not even sure what those terms really mean?

In this episode, I help you cut through the noise and understand what really matters for your investment strategy, and I share strategies that successful investors use to build wealth consistently, regardless of market turbulence.

After listening to this episode, you'll know:

• What dollar ...

Managing wealth isn't just about having it; it's about making wise decisions to protect, enjoy, and extend its benefits both for yourself and future generations.

From retirement accounts, alimony, or an inheritance… if you’re navigating a sudden financial windfall, you need a solid plan. In this episode, I share critical information about capital gains, step-up in basis, probate, and gift exclusions. Those terms may seem like ja...

When was the last time you truly evaluated if your career was serving your financial goals? Life changes and career transitions, whether voluntary or not, offer a chance to reassess your financial values and priorities. 

After experiencing job loss or a major career shift, it's easy to feel like it's the end of the world, but I believe in turning uncertainty into confidence, so let's talk about how a setback might actually ...

Owning a home can be a great source of stability and security! But you don’t want to get in over your head, and it’s not as simple as making an offer and moving in. In this episode I explain the proper timing and steps to take when buying a house. 

You’ll walk away from today’s episode knowing:

• The hidden costs of homeownership
• How to calculate your debt to income ratio
• Why your credit score matters
• The various types of hom...

Are you leaving money on the table every tax season? This episode is all about making sure you’re prepared to file your taxes so that you don’t spend more money than you have to. 

After listening, you'll walk away knowing:

• What documents are needed in order to file your taxes 
• Why tax returns get rejected by the IRS and how to avoid expensive delays
• Key deductions and credits that could save you thousands
• The strategic...

Let’s turn uncertainty into confidence! This episode is your playbook for making the most of your current income for your future self.

You’ll walk away from today’s episode with:

• Strategies for maximizing employer benefits that are typically overlooked
• Understanding why automating your savings and investments is so important
• Knowing which accounts (and in which order) you should consider investing in
• Tips for staying motivated a...

Before we can start the path to financial independence, we must envision what we want our future to look like. 

In this episode, I provide a few tips on how you can start picturing what financial freedom would look like FOR YOU. I also share what “money scripts” are and where they come from, so that we can start recalibrating how we think about financial security.

Take the money script questionnaire here: https://measure...

Big life changes bring BIG financial questions. Whether you’re navigating a career shift, having a baby, or adjusting to life after a divorce, this podcast is your safe space for real, practical financial information. 

I’m your host, Roland McIntyre, owner of Mountaintop Wealth, and a Certified Financial Planner Professional with over a decade of experience in the industry.  

I’m tired of so-called “coaches” an...