Elise Levy, MBA - Legacy Wealth Planning

Elise Levy, MBA - Legacy Wealth Planning Being a financial advisor is more than a job it is a calling. A calling to help people. Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents o

f the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

02/25/2026

If you’ve ever thought, “I don’t want all my eggs in one basket,” this episode is for you.

In this episode, we’re talking about why diversifying your income is less about “doing more” and more about creating stability, flexibility, and options. Because relying on one paycheck — even a good one — can quietly create pressure.

Holly and I are sharing how to think about active, passive, and leveraged income in a practical way, how to start small without burning yourself out, and why building multiple streams is really about protecting your peace long-term.

This isn’t about hustle culture. It’s about strategy. Let’s build in a way that supports the life you actually want.

02/18/2026

People assume because I’m a financial advisor, I follow a perfect budget and know every single charge on my credit card statement. WRONG.

I am just like everybody else, I HATE looking at my spending habits, it is the worst. But it is a necessary evil.

Last year I started the habit of looking at my reoccurring charges/subscriptions every quarter. That way it wasn’t too overwhelming and I could actually feel productive. Well today was the day!

And what a day, I canceled one already, and lowered two others just by calling and haggling 😂

Anyways, how often do you look at your subscription list? Or credit card statement? Or do you avoid it like the plague?

02/06/2026

We’re continuing our Decades mini-series with one of the most emotionally complex chapters: the sandwich generation.

In our latest episode, we unpack the real financial realities of supporting kids and aging parents—planning for college, thinking about long-term care, setting boundaries without guilt, and making sure your own retirement doesn’t get sidelined.

This stage of life requires clarity, compassion, and a plan. If you’re juggling it all and wondering how to make it work, this episode is for you. You’re not alone—and you’re not doing it wrong.

Full episode on YouTube, link in bio.

01/15/2026

In 2016, I was still finishing my Biology degree, ready to become an Ecologist, rocking a nose ring, and thinking rum & cokes were “sophisticated”.

I love that version of me just as much as the me I am now… the only thing I’d change? Make that hipster self invest in a Roth IRA every single month.

12/01/2025

We’re rolling into the next chapter of our Decades mini-series and heading straight into your 20s—the era of “real life,” real paychecks, and really big money decisions. In this episode, we’re diving into what it looks like to build a financial foundation that actually supports the life you’re creating: budgeting without the burnout, tackling debt with strategy (not shame), and starting to invest even if you’re convinced you “don’t make enough yet.”

Your 20s are where confidence meets responsibility—but don’t worry, we’re keeping it fun, practical, and judgment-free. Whether you’re out on your own for the first time, navigating your career, or figuring out how to balance brunch, bills, and big goals, this episode gives you the clarity and tools to make money moves that matter.

Let’s make your 20s the decade where you stop guessing and start growing—financially, personally, and everything in between.

FULL EPISODE LINK: https://youtu.be/7BCfrbctDTw

10/14/2025

We’re kicking off our Decades mini-series by talking to the teens—because your money story starts way before your first paycheck, honey. In this episode, we’re breaking down the building blocks of financial confidence: earning that first bit of cash, saving smarter, and learning how early habits shape lifelong success.

Whether you’re a teen ready to take charge of your money or a parent looking to spark better money conversations at home, this episode gives you the tools (and confidence) to start talking dollars and sense.

Let’s make sure the next generation knows how to talk money, honey. LINK IN BIO

Wealth doesn’t always look like a yacht or a viral launch.Sometimes it looks like choosing rest without guilt.It’s walki...
08/27/2025

Wealth doesn’t always look like a yacht or a viral launch.

Sometimes it looks like choosing rest without guilt.
It’s walking away from hustle culture because your money is working quietly behind the scenes.
It’s taking the trip. Setting boundaries. Choosing purpose over pressure.

You don’t have to wait until retirement to feel wealthy.
You can feel it in the quiet—if you’ve built it with intention.

Brick by brick.
Boundaries over burnout.
Freedom over flash.

Want to build this kind of wealth?
Let’s talk about how we layer the bricks:
automated investing, flexible planning, and creating a financial strategy that supports your version of freedom.

DM me or schedule a chat through the link in bio.

08/21/2025

In this episode of our Career Series, we’re turning the spotlight on stay-at-home moms—the CEOs of their households and the unsung heroes of the economy. Just because you’re not earning a paycheck doesn’t mean you’re not contributing immense value. But when it comes to financial planning, stay-at-home spouses often get left out of the conversation.

We’re changing that.

Whether you’re a stay-at-home mom, dad, or partner—this episode is for you. From building retirement savings through a spousal IRA to protecting your family with life insurance and setting long-term financial goals, we’re diving into how stay-at-home spouses can—and should—be active participants in the family’s financial life. Whether you’re planning to stay home short-term or for the long haul, this episode is packed with actionable advice to help you build wealth, gain security, and feel empowered in your financial role.

Because financial independence isn’t just for the breadwinner—it’s for the whole family.

LINK IN BIO

08/14/2025

⛳ Women are increasingly stepping onto the green—and into the world of financial empowerment.

As a lifelong golfer, I’ve loved watching more women embrace the sport. It also got me thinking about how golf and financial planning share a lot in common.

Since 2019, the number of female golfers has surged by 2.3 million—a 41% jump—reaching nearly 8 million. Women now make up 28% of on-course players, the highest share ever recorded (National Golf Foundation).

At the same time, about 57% of women in the U.S. work with a financial advisor, showing a growing commitment to building wealth and making informed money decisions (American Century Investments).

Just like a great caddie, a trusted financial advisor reads the course, helps you choose the right approach, and keeps you on track toward your goals. Whether you’re teeing off or growing your wealth, success comes from guidance, planning, and knowing your fairway.

In both golf and finances, it’s not just about the swing—it’s about the game plan.

Let’s go hit the range and talk through your current game—on the course and for your financial future.

Money is just a tool. The real question is: what do you want it to build?Too often, we set financial goals based on gene...
07/28/2025

Money is just a tool. The real question is: what do you want it to build?

Too often, we set financial goals based on generic benchmarks—retire at 65, save X percent, buy a house by Y date. But the most meaningful goals are the ones rooted in your personal values.

For me, one of those values is travel. Making memories that don’t fit in a spreadsheet. That’s why my financial plan includes a dedicated travel fund. It’s not an “extra”—it’s a priority.

When you align your money with your values, budgeting becomes less about restriction and more about intention. It’s not about saying no to spending—it’s about saying yes to what matters most.

So ask yourself:
What do you value most?
Are your financial goals aligned with that?

If not, it may be time for a refresh. And if you’re not sure where to start, I’d love to help you figure that out.

07/23/2025

In this episode of our Career Series, we’re stepping into the fast-paced, commission-driven world of real estate agents. You hustle hard—showings, closings, listings, negotiations. You’re building a business, a brand, and a reputation, often all at once. But amidst the open houses and Instagram-worthy staging, the financial side can get… a little chaotic.

We’re talking cash flow irregularities, self-employment taxes, retirement planning (hello, SEP IRA), and the importance of turning strong commissions into long-term wealth. Whether you’re a seasoned agent or just getting started, we’ll unpack financial strategies to help you build stability, reduce overwhelm, and create a plan that supports you in and out of the market. If you’re great at helping others buy their dream home but haven’t quite built your own financial foundation, this episode is for you.

LINK IN BIO

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