https://simplecast.com Simply Financial With Christopher Calandra Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ. Copyright Christopher Calandra (C/O Blogtalkradio) en Tue, 31 Mar 2026 19:30:58 +0000 Tue, 31 Mar 2026 19:31:10 +0000 https://simply-financial.simplecast.com Simply Financial With Christopher Calandra https://image.simplecastcdn.com/images/848b9c5e-f54e-43b8-80a7-9dfb7882f632/9a7177b6-33b5-49f8-8bcd-e474a16e58ba/3000x3000/simply-financial-logos.jpg?aid=rss_feed https://simply-financial.simplecast.com episodic Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ. Christopher Calandra false https://feeds.simplecast.com/_E2UQUi_ Finance, retirement, planning, tax, debt, market, economy, invest, insurance, estate, savings, Millennials Christopher Calandra dconti@elliottwealth.com 72128b98-2010-40a4-97a4-1d5a033aca4a Geopolitics & Market Signals in 2026 Rate & review the Simply Financial Podcast on ITunes

Special Guest Host: Brett DiPasquale, AIF® BFA®

Advisor at Elliott Wealth Management Services

]]> Tue, 31 Mar 2026 19:30:58 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/geopolitics-market-signals-in-2026-yp4m9gHB Rate & review the Simply Financial Podcast on ITunes

Special Guest Host: Brett DiPasquale, AIF® BFA®

Advisor at Elliott Wealth Management Services

]]> Geopolitics & Market Signals in 2026 Brett DiPasquale, Christopher Calandra 00:14:03 2026 has been pretty crazy with the geopolitical events happening overseas. Investors are fearful however the market seems to be staying strong. Learn more about this scenario in this episode. 2026 has been pretty crazy with the geopolitical events happening overseas. Investors are fearful however the market seems to be staying strong. Learn more about this scenario in this episode. personal finance, iran, financial planning, small business, retirement planning, business owner, advice, financial security, economy, finance, saving, financial stability, millennial, market, investing, retirement, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 13 10 7a31d1e1-3301-4ad1-8157-965e834e366e Context Matters: A Closer Look at Retirement Savings Data Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 24 Mar 2026 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/context-matters-a-closer-look-at-retirement-savings-data-TZjYKXN0 Rate & review the Simply Financial Podcast on ITunes

]]> Context Matters: A Closer Look at Retirement Savings Data Christopher Calandra 00:11:05 Headlines often paint a bleak picture of retirement savings. Listen as we take a closer look at the numbers, separate fact from fear, and uncover the context many articles leave out. Headlines often paint a bleak picture of retirement savings. Listen as we take a closer look at the numbers, separate fact from fear, and uncover the context many articles leave out. personal finance, financial planning, small business, retirement planning, business owner, advice, financial security, economy, finance, saving, financial stability, millennial, market, investing, retirement, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 12 10 a1ef59fd-c952-4eaa-8197-64a0522efda5 Why Long Term Investing Is Great Financial Planning Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Mar 2026 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/why-long-term-investing-is-great-financial-planning-o9brPgFd Rate & review the Simply Financial Podcast on ITunes

]]> Why Long Term Investing Is Great Financial Planning Christopher Calandra 00:06:22 If we look at the data between the average length of bull markets versus the average length of bear markets, the numbers support long term investment strategies. Listen to learn more! If we look at the data between the average length of bull markets versus the average length of bear markets, the numbers support long term investment strategies. Listen to learn more! personal finance, bear market, financial planning, small business, retirement planning, business owner, advice, financial security, economy, finance, saving, financial stability, millennial, market, investing, retirement, retirement plan, bull market, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 11 10 4d6a6348-00be-4648-8cec-f1b1920214ef The 4 Red Flags That Get You Audited Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 10 Mar 2026 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-4-red-flags-that-get-you-audited-ErSYdwNT Rate & review the Simply Financial Podcast on ITunes

]]> The 4 Red Flags That Get You Audited Christopher Calandra 00:11:09 No one wants a letter from the IRS demanding an audit of your finances. In this episode, we cover four common red flags that can increase your audit risk and what you can do to avoid them. Stay informed and keep your tax return clean. No one wants a letter from the IRS demanding an audit of your finances. In this episode, we cover four common red flags that can increase your audit risk and what you can do to avoid them. Stay informed and keep your tax return clean. personal finance, audit, financial planning, irs audit, small business, retirement planning, business owner, advice, financial security, economy, finance, saving, financial stability, millennial, irs, market, investing, retirement, tax, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 10 10 1f77a3d8-ed17-4345-905b-558edefcd013 The Federal Reserve & How It Works – Podcast Replay Rate & review the Simply Financial Podcast on ITunes

This is a pocast replay

]]> Tue, 3 Mar 2026 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-federal-reserve-how-it-works-podcast-replay-COfqugIo Rate & review the Simply Financial Podcast on ITunes

This is a pocast replay

]]> The Federal Reserve & How It Works – Podcast Replay Christopher Calandra 00:12:01 What exactly is the Federal Reserve, how does it work, and what does it even do? Listen to this podcast replay and learn about the roles that the Fed plays for the country & the American people. What exactly is the Federal Reserve, how does it work, and what does it even do? Listen to this podcast replay and learn about the roles that the Fed plays for the country & the American people. false full 9 10 04054c98-6437-44a2-9b2b-4352ed1a482c What We Are Hearing in 2026 - Part 2 Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest - Brett DiPasquale AIF® BFA®  
Advisor – Elliott Wealth Management Services

]]> Tue, 24 Feb 2026 13:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-we-are-hearing-in-2026-part-2-DpYqR2ZO Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest - Brett DiPasquale AIF® BFA®  
Advisor – Elliott Wealth Management Services

]]> What We Are Hearing in 2026 - Part 2 Brett DiPasquale, Christopher Calandra 00:11:39 In this episode, we are joined by Elliott Wealth advisor, Brett DiPasquale AIF® BFA®, to cover some hot financial topics that we’ve heard recently this year. In this episode, we are joined by Elliott Wealth advisor, Brett DiPasquale AIF® BFA®, to cover some hot financial topics that we’ve heard recently this year. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 8 10 9fe83693-e129-442c-b7f5-235f2e8c5c30 What We've Heard in 2026 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Feb 2026 13:00:00 +0000 dconti@elliottwealth.com (Lindy Brock, Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-weve-heard-in-2026-AYEV4FWX Rate & review the Simply Financial Podcast on ITunes

]]> What We've Heard in 2026 Lindy Brock, Christopher Calandra 00:15:44 In this episode, we are joined by Elliott Wealth advisor, Lindy Brock, to cover some hot financial topics that we’ve heard recently this year. In this episode, we are joined by Elliott Wealth advisor, Lindy Brock, to cover some hot financial topics that we’ve heard recently this year. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 7 10 f1b9a5f7-c25d-4fa6-bff6-79b5cb75cda5 The Subscription Detox Challenge Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 10 Feb 2026 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-subscription-detox-challenge-vMIJKwba Rate & review the Simply Financial Podcast on ITunes

]]> The Subscription Detox Challenge Christopher Calandra 00:05:24 Hidden subscriptions quietly drain your money. In this episode, we challenge you to find, cancel, and reset the subscriptions you do not use so your budget can breathe again. Hidden subscriptions quietly drain your money. In this episode, we challenge you to find, cancel, and reset the subscriptions you do not use so your budget can breathe again. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, subscriptions, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, unsubscribe, estate planning false full 6 10 d1da4877-4820-4299-bf03-b2eec372e40c The January Effect Rate & review the Simply Financial Podcast on ITunes

Special Guest Host: Brett DiPasquale, AIF® BFA®

Advisor at Elliott Wealth Management Services

]]> Tue, 3 Feb 2026 13:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-january-effect-XIQsKtxD Rate & review the Simply Financial Podcast on ITunes

Special Guest Host: Brett DiPasquale, AIF® BFA®

Advisor at Elliott Wealth Management Services

]]> The January Effect Brett DiPasquale, Christopher Calandra 00:04:15 Learn about what the January Effect is and how that may affect markets in the year 2026! Learn about what the January Effect is and how that may affect markets in the year 2026! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, the january effect, estate planning false full 5 10 e9d6d173-52ad-4416-a813-fd0f4a451151 Top 5 Benefits Of A Financial Plan - Podcast Replay Rate & review the Simply Financial Podcast on ITunes
Podcast Replay

]]> Tue, 27 Jan 2026 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/top-5-benefits-of-a-financial-plan-podcast-replay-v8QxXwnf Rate & review the Simply Financial Podcast on ITunes
Podcast Replay

]]> Top 5 Benefits Of A Financial Plan - Podcast Replay Christopher Calandra 00:14:03 Listen to what the top 5 benefits of creating a financial plan can do for you and your life in this podcast replay. Listen to what the top 5 benefits of creating a financial plan can do for you and your life in this podcast replay. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 4 10 c5ba0981-f15b-44ad-b122-9b520c5a535a 2026 Economic Update Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services

]]> Tue, 20 Jan 2026 13:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/2026-economic-update-_NJVy17F Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services

]]> 2026 Economic Update Brett DiPasquale, Christopher Calandra 00:30:24 The economy is changing fast. Listen in as we unpack the latest economic forecast for 2026 and explain what’s really driving the headlines. The economy is changing fast. Listen in as we unpack the latest economic forecast for 2026 and explain what’s really driving the headlines. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 3 10 712a4165-6e48-4085-9982-3d10684e8775 Buy Now, Pay Later - What to Know Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 13 Jan 2026 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/buy-now-pay-later-what-to-know-nX_Et5XG Rate & review the Simply Financial Podcast on ITunes

]]> Buy Now, Pay Later - What to Know Christopher Calandra 00:06:48 Buy Now, Pay Later promises convenience and flexibility, but it can also blur the line between spending and debt. Listen in while we explain how BNPL works and what to know before using it. Buy Now, Pay Later promises convenience and flexibility, but it can also blur the line between spending and debt. Listen in while we explain how BNPL works and what to know before using it. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, financing, millennial, market, advice, investing, retirement, financial planning, retirement plan, buy now pay later, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 2 10 7c2bda10-1179-41d9-85d2-46c75088ffb2 Tapping The Equity In Your Home – Podcast Replay Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 6 Jan 2026 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/tapping-the-equity-in-your-home-podcast-replay-TmhoMETH Rate & review the Simply Financial Podcast on ITunes

]]> Tapping The Equity In Your Home – Podcast Replay Christopher Calandra 00:16:35 Learn about the "HELOC" or "Home Equity Line of Credit" and how it could work for you in this podcast replay. Learn about the "HELOC" or "Home Equity Line of Credit" and how it could work for you in this podcast replay. personal finance, small business, retirement planning, heloc, business owner, home equity, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 1 10 6f0c6d51-822c-4f96-a3cf-cb324dbdef7e Book Review With Brett DiPasquale Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DiPasquale, AIF® BFA®

Advisor at Elliott Wealth Management Services

]]> Tue, 30 Dec 2025 13:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/book-review-with-brett-dipasquale-V5v9rkdG Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DiPasquale, AIF® BFA®

Advisor at Elliott Wealth Management Services

]]> Book Review With Brett DiPasquale Brett DiPasquale, Christopher Calandra 00:22:43 Listen and learn about some great books that were read in 2025! Listen and learn about some great books that were read in 2025! personal finance, small business, retirement planning, business owner, financial security, book review, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 52 9 f17db1a0-6767-461e-bcff-1d6ae7dc767f The 3 S's - Podcast Replay Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 23 Dec 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-3-ss-podcast-replay-tkZtpPU9 Rate & review the Simply Financial Podcast on ITunes

]]> The 3 S's - Podcast Replay Christopher Calandra 00:14:44 If your money habits feel off, the problem might be in your mix. Learn about the 3 S’s, spending, saving, and sharing to help you reset your financial approach. If your money habits feel off, the problem might be in your mix. Learn about the 3 S’s, spending, saving, and sharing to help you reset your financial approach. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, sharing, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 51 9 65711557-005f-4d73-9d1c-4ede4f6319c0 7 Wealth Building Rules Everyone Should Know - Podcast Replay Rate & review the Simply Financial Podcast on ITunes

Link to the original episode

Built With Solid Gold Podcast Channel

Topics Discussed: 

  • Why real estate complements stocks, bonds, and retirement accounts
  • How to set clear, actionable wealth goals
  • Why clarity beats complexity in financial planning
  • How to intentionally deploy your resources
  • The importance of building the right wealth team
  • Common mistakes investors make — and how to avoid them
]]> Tue, 16 Dec 2025 13:00:00 +0000 dconti@elliottwealth.com (Rich Miller, Christopher Calandra) https://simply-financial.simplecast.com/episodes/7-wealth-building-rules-everyone-should-know-oM_nfRC1 Rate & review the Simply Financial Podcast on ITunes

Link to the original episode

Built With Solid Gold Podcast Channel

Topics Discussed: 

  • Why real estate complements stocks, bonds, and retirement accounts
  • How to set clear, actionable wealth goals
  • Why clarity beats complexity in financial planning
  • How to intentionally deploy your resources
  • The importance of building the right wealth team
  • Common mistakes investors make — and how to avoid them
]]> 7 Wealth Building Rules Everyone Should Know - Podcast Replay Rich Miller, Christopher Calandra 01:10:08 Listen to Chris Calandra’s guest appearance on the ‘Built with Solid Gold’ Podcast where he talks about his personal journey and the 7 wealth building rules in this podcast replay. Listen to Chris Calandra’s guest appearance on the ‘Built with Solid Gold’ Podcast where he talks about his personal journey and the 7 wealth building rules in this podcast replay. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, real estate, advice, investing, retirement, financial planning, built with solid gold, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning, 7 wealth building rules false full 50 9 3eba0a15-4987-41dc-9a40-911f16c6e72f Retirement Shouldn't Be Guessing Game Rate & review the Simply Financial Podcast on ITunes

Source of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html

]]> Tue, 9 Dec 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/retirement-shouldnt-be-guessing-game-Q1l0GLqN Rate & review the Simply Financial Podcast on ITunes

Source of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html

]]> Retirement Shouldn't Be Guessing Game Christopher Calandra 00:08:03 Retirement planning is an important aspect of everyone’s life and shouldn’t be planned based on a guessed number. It’s important to do the proper steps to find out what real number you need to achieve for retirement. Listen in to learn more. Retirement planning is an important aspect of everyone’s life and shouldn’t be planned based on a guessed number. It’s important to do the proper steps to find out what real number you need to achieve for retirement. Listen in to learn more. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 49 9 8947ca72-4b59-41e3-bb58-2b2b76f61ab3 7 Steps to Staying Financially Fit - Podcast Replay Rate & review the Simply Financial Podcast on ITunes

Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips

1. Understand Your Assets & Liabilities

2.  Assess Your Goals

3. Check Your Credit Reports

4. Name Your Beneficiaries

5. Manage Your Taxes

6. Check If Your Investments And Goals Align

7. Determine If You Have The Right Insurance

]]> Tue, 2 Dec 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/7-steps-to-staying-financially-fit-podcast-replay-lDSGQZ6d Rate & review the Simply Financial Podcast on ITunes

Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips

1. Understand Your Assets & Liabilities

2.  Assess Your Goals

3. Check Your Credit Reports

4. Name Your Beneficiaries

5. Manage Your Taxes

6. Check If Your Investments And Goals Align

7. Determine If You Have The Right Insurance

]]> 7 Steps to Staying Financially Fit - Podcast Replay Christopher Calandra 00:13:51 Here are 7 Steps to help you maintain your financial fitness. These steps are a great way to give yourself the overview you need to stay financially organized. Here are 7 Steps to help you maintain your financial fitness. These steps are a great way to give yourself the overview you need to stay financially organized. personal finance, small business, retirement planning, financial security, finance, saving, financial stability, millennial, credit score, market, inflation, advice, credit report, investing, retirement, financial planning, liability, retirement plan, debt, entrepreneur, financial plan, investment, asset, professional, spending, money, beneficiaries, interest rate, insurance, estate planning false full 48 9 159139b0-6c83-45c3-8c2a-fa48b66a1642 The 50 Year Mortgage – A Bad Idea Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 25 Nov 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-50-year-mortgage-a-bad-idea-_K1wp3Ue Rate & review the Simply Financial Podcast on ITunes

]]> The 50 Year Mortgage – A Bad Idea Christopher Calandra 00:06:16 The Trump administration recently proposed a 50-year mortgage to make homebuying for Americans more affordable. Listen in and learn why this could be a poor financial decision for the buyer. The Trump administration recently proposed a 50-year mortgage to make homebuying for Americans more affordable. Listen in and learn why this could be a poor financial decision for the buyer. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, buying a home, millennial, market, real estate, advice, investing, retirement, 50 year mortgage, financial planning, retirement plan, debt, entrepreneur, financial plan, mortgage, professional, spending, money, estate planning false full 47 9 ea228824-936b-4405-b188-79892fa763f2 What’s New for 401k Contributions in 2026 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 18 Nov 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/whats-new-for-401k-contributions-in-2026-PFwoYQ9S Rate & review the Simply Financial Podcast on ITunes

]]> What’s New for 401k Contributions in 2026 Christopher Calandra 00:06:30 Listen to this quick breakdown of the new 401k contribution limits for 2026 and some other changes that may affect you. Listen to this quick breakdown of the new 401k contribution limits for 2026 and some other changes that may affect you. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, 401k, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 46 9 a4c9d04a-c863-4a7f-9f3b-6f35cb140479 Work Smarter Not Harder Rate & review the Simply Financial Podcast on ITunes

Podcast replay 

]]> Tue, 11 Nov 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/work-smarter-not-harder-f5QgKyke Rate & review the Simply Financial Podcast on ITunes

Podcast replay 

]]> Work Smarter Not Harder Christopher Calandra 00:17:10 We all want to get more done without burning out. Listen in and learn practical ways to work smarter, not harder, with tips to stay focused, organized, and productive. We all want to get more done without burning out. Listen in and learn practical ways to work smarter, not harder, with tips to stay focused, organized, and productive. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 45 9 30800966-81c0-4bcd-a8f5-b388c9f3475a CPI, Rate Cuts, and the Fed’s Next Move Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 4 Nov 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/cpi-rate-cuts-and-the-feds-next-move-FH3guoKw Rate & review the Simply Financial Podcast on ITunes

]]> CPI, Rate Cuts, and the Fed’s Next Move Christopher Calandra 00:07:59 The latest CPI report shows inflation cooling, but still above target. Listen in and learn what that means for interest rates, and the job market. The latest CPI report shows inflation cooling, but still above target. Listen in and learn what that means for interest rates, and the job market. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning, cpi false full 44 9 c5914eeb-96de-4c99-8e7b-afdaec5428f4 What We Are Hearing As Financial Advisors Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guests: 

Lindy Brock & Brett DiPasquale AIF® BFA® 
Advisors – Elliott Wealth Management Services

]]> Tue, 28 Oct 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Brett DiPasquale, Lindy Brock) https://simply-financial.simplecast.com/episodes/what-we-are-hearing-as-financial-advisors-xooKMcRk Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guests: 

Lindy Brock & Brett DiPasquale AIF® BFA® 
Advisors – Elliott Wealth Management Services

]]> What We Are Hearing As Financial Advisors Christopher Calandra, Brett DiPasquale, Lindy Brock 00:24:34 In this episode, we discuss some conversation topics that we as financial advisors have heard from our clients or prospects. Topics range anywhere from the job market to interest rates. Listen here! In this episode, we discuss some conversation topics that we as financial advisors have heard from our clients or prospects. Topics range anywhere from the job market to interest rates. Listen here! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 43 9 f995d632-3f2d-493a-8b89-1bd69e9536c9 Fewer Public Companies & Why It Matters Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 21 Oct 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/fewer-public-companies-why-it-matters-Z4GP_U75 Rate & review the Simply Financial Podcast on ITunes

]]> Fewer Public Companies & Why It Matters Christopher Calandra 00:08:31 Did you know the number of public companies decreased by a significant amount in the last 20 years? Learn why and what is happening in the investment market in this episode. Did you know the number of public companies decreased by a significant amount in the last 20 years? Learn why and what is happening in the investment market in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 42 9 b48dc9f0-e726-4590-a608-bdaff24a025d Gifting Assets: What You Need to Know Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 14 Oct 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/gifting-assets-what-you-need-to-know-N3iha8HB Rate & review the Simply Financial Podcast on ITunes

]]> Gifting Assets: What You Need to Know Christopher Calandra 00:07:59 Explore how gifting assets can be a meaningful way to support loved ones and create a lasting impact for the future. Explore how gifting assets can be a meaningful way to support loved ones and create a lasting impact for the future. false full 41 9 855d8b51-f968-432c-b363-32ab23dbe932 Behavioral Investing Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services

]]> Tue, 7 Oct 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Brett DiPasquale) https://simply-financial.simplecast.com/episodes/behavioral-investing-fkCiw5w6 Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services

]]> Behavioral Investing Christopher Calandra, Brett DiPasquale 00:14:34 Emotions can quietly derail your investment decisions. Listen in and learn how fear and overconfidence influence your investment choices and why recognizing these behaviors is key to smarter investing. Emotions can quietly derail your investment decisions. Listen in and learn how fear and overconfidence influence your investment choices and why recognizing these behaviors is key to smarter investing. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, behavioral investing, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 40 9 e7856884-28e1-44ce-82af-84d43c74a1f4 The Fed’s Next Move Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 30 Sep 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-feds-next-move-lP4vjfTH Rate & review the Simply Financial Podcast on ITunes

]]> The Fed’s Next Move Christopher Calandra 00:08:04 This episode is just an update on what we believe the Fed’s next move will be as of September 2025. This episode is just an update on what we believe the Fed’s next move will be as of September 2025. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, the federal reserve, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 39 9 1caea2f7-1b6c-4008-8b13-684e94601f23 Dollar Cost Averaging – Podcast Replay Rate & review the Simply Financial Podcast on ITunes

Podcast Replay

]]> Tue, 23 Sep 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/dollar-cost-averaging-podcast-replay-CeDjFlPj Rate & review the Simply Financial Podcast on ITunes

Podcast Replay

]]> Dollar Cost Averaging – Podcast Replay Christopher Calandra 00:05:19 In this episode, we break down the concept of dollar cost averaging and explain how it works as a simple, disciplined investment strategy. In this episode, we break down the concept of dollar cost averaging and explain how it works as a simple, disciplined investment strategy. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, dollar cost averaging, entrepreneur, financial plan, professional, spending, money, estate planning false full 38 9 b4957856-acb9-42df-a837-f497ca901ef3 How 1031 Exchanges Could Deliver Big Real Estate Tax Savings Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale AIF® BFA®
Advisor at Elliott Wealth Management Services

]]> Tue, 16 Sep 2025 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/how-1031-exchanges-could-deliver-big-real-estate-tax-savings-vA2jCcYv Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale AIF® BFA®
Advisor at Elliott Wealth Management Services

]]> How 1031 Exchanges Could Deliver Big Real Estate Tax Savings Brett DiPasquale, Christopher Calandra 00:17:27 Learn how 1031 exchanges could help real estate investors defer taxes and maximize real estate gains. Learn how 1031 exchanges could help real estate investors defer taxes and maximize real estate gains. personal finance, small business, retirement planning, business owner, reit, financial security, economy, finance, saving, financial stability, millennial, market, real estate, 1031 exchange, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 37 9 91705019-365e-405b-9c01-82ba7848187a No Tax on Social Security: What’s the Catch? Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale AIF® BFA®
Advisor at Elliott Wealth Management Services

]]> Tue, 9 Sep 2025 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/no-tax-on-social-security-whats-the-catch-_XP8Q7v5 Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale AIF® BFA®
Advisor at Elliott Wealth Management Services

]]> No Tax on Social Security: What’s the Catch? Brett DiPasquale, Christopher Calandra 00:09:40 No Tax on Social Security sounds like a dream come true, but is it really? Listen as we break down what it really means, and who really has social security tax free. No Tax on Social Security sounds like a dream come true, but is it really? Listen as we break down what it really means, and who really has social security tax free. personal finance, small business, retirement planning, business owner, financial security, economy, one big beautiful bill, finance, saving, financial stability, millennial, tax planning, market, advice, investing, retirement, financial planning, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 36 9 dec961d9-3f37-4651-aa11-91c6a4364a44 Breaking Down The One Big Beautiful Bill - Part 2 Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services

This is part 2 of this 2 part series

]]> Tue, 2 Sep 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Brett DiPasquale) https://simply-financial.simplecast.com/episodes/breaking-down-the-one-big-beautiful-bill-part-2-0FkbI0cr Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services

This is part 2 of this 2 part series

]]> Breaking Down The One Big Beautiful Bill - Part 2 Christopher Calandra, Brett DiPasquale 00:17:00 Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans. Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans. personal finance, small business, retirement planning, business owner, financial security, economy, donald trump, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, big beautiful bill, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 35 9 d45b7fc8-9088-4e3a-99aa-c533a328c8a2 Breaking Down The One Big Beautiful Bill - Part 1 Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services

This is part 1 of this 2 part series

]]> Tue, 26 Aug 2025 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/breaking-down-the-one-big-beautiful-bill-part-1-qaZlVfZU Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services

This is part 1 of this 2 part series

]]> Breaking Down The One Big Beautiful Bill - Part 1 Brett DiPasquale, Christopher Calandra 00:17:11 Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans. Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans. personal finance, small business, retirement planning, business owner, financial security, economy, donald trump, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, big beautiful bill, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 34 9 c28fbb9a-e5f1-43ad-b163-0ac9c2547f7f Risk, Reform, and Retirement: The Politics of 401(k) Regulation Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 19 Aug 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/risk-reform-and-retirement-the-politics-of-401k-regulation-dbVuNpgK Rate & review the Simply Financial Podcast on ITunes

]]> Risk, Reform, and Retirement: The Politics of 401(k) Regulation Christopher Calandra 00:08:26 Politics have played a hand in what asset options are available for your 401(k). Learn what those new options could be in the future in this episode. Politics have played a hand in what asset options are available for your 401(k). Learn what those new options could be in the future in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 33 9 ad9263a7-a89a-49e4-88c6-eec61be44790 What's the deal with Prenups? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 12 Aug 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/whats-the-deal-with-prenups-QfnVSIax Rate & review the Simply Financial Podcast on ITunes

]]> What's the deal with Prenups? Christopher Calandra 00:08:42 In this episode, we break down what prenuptial agreements are, why they matter, and how couples can approach them thoughtfully and constructively. In this episode, we break down what prenuptial agreements are, why they matter, and how couples can approach them thoughtfully and constructively. personal finance, marriage, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, prenuptial agreements, millennial, market, advice, investing, retirement, financial planning, prenup, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 32 9 bde23b48-2eac-46f8-92c0-2589901f8b66 How Do Financial Planners Get Paid? Rate & review the Simply Financial Podcast on ITunes

Special Guest Host: Brett DiPasquale AIF® BFA®
Advisor – Elliott Wealth Management Services

]]> Tue, 5 Aug 2025 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale) https://simply-financial.simplecast.com/episodes/how-do-financial-planners-get-paid-ku1yMfvm Rate & review the Simply Financial Podcast on ITunes

Special Guest Host: Brett DiPasquale AIF® BFA®
Advisor – Elliott Wealth Management Services

]]> How Do Financial Planners Get Paid? Brett DiPasquale 00:07:28 In this special edition episode, guest host, Brett DiPasquale covers the 3 different ways a financial planner can get paid and how that may affect they service you receive. In this special edition episode, guest host, Brett DiPasquale covers the 3 different ways a financial planner can get paid and how that may affect they service you receive. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 31 9 1fcddde2-f2d2-4d2e-ab19-8799fa485da4 Anything and Everything On Interest Rates In 2025 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DiPasquale AIF® BFA®
Advisor – Elliott Wealth Management Services

]]> Tue, 29 Jul 2025 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale) https://simply-financial.simplecast.com/episodes/anything-and-everything-on-interest-rates-in-2025-wviMT_A_ Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DiPasquale AIF® BFA®
Advisor – Elliott Wealth Management Services

]]> Anything and Everything On Interest Rates In 2025 Brett DiPasquale 00:09:03 In this special edition episode, guest host, Brett DiPasquale breaks down everything you need to know about interest rates in 2025—from recent trends and policy shifts to what it all could mean for your wallet. In this special edition episode, guest host, Brett DiPasquale breaks down everything you need to know about interest rates in 2025—from recent trends and policy shifts to what it all could mean for your wallet. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, interest, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 30 9 2e507a35-a09e-43ed-8bbc-d94963d6b4d6 Tips for Managing Your Inheritance Wisely Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 22 Jul 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/tips-for-managing-your-inheritance-wisely-MtqOMGKl Rate & review the Simply Financial Podcast on ITunes

]]> Tips for Managing Your Inheritance Wisely Christopher Calandra 00:08:09 Receiving an inheritance can be a life-changing moment—but without a plan, it can quickly slip away. Learn practical tips to help you manage your inheritance wisely and make it work for your long-term financial goals. Receiving an inheritance can be a life-changing moment—but without a plan, it can quickly slip away. Learn practical tips to help you manage your inheritance wisely and make it work for your long-term financial goals. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, inheritance, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 29 9 98a076d7-8e37-4e21-9f26-0c70f6ad6583 2025 Mid-Year Economic Update Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 15 Jul 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2025-mid-year-economic-update-tsQHdAjO Rate & review the Simply Financial Podcast on ITunes

]]> 2025 Mid-Year Economic Update Christopher Calandra 00:28:05 We’re halfway through 2025, and there’s a lot to unpack. In this episode, I break down the key economic and market trends shaping the year so far—and what they could mean for investors in the months ahead. We’re halfway through 2025, and there’s a lot to unpack. In this episode, I break down the key economic and market trends shaping the year so far—and what they could mean for investors in the months ahead. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, big beautiful bill, tariff, retirement plan, trump, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 28 9 b47d39e7-6d47-4994-8b6a-d2f5552dec08 Structured For Stability: Buffered Investing During Market Uncertainty Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest, Brett DiPasquale, AIF® BFA®

]]> Tue, 8 Jul 2025 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/structured-for-stability-buffered-investing-during-market-uncertainty-qldnSkSw Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest, Brett DiPasquale, AIF® BFA®

]]> Structured For Stability: Buffered Investing During Market Uncertainty Brett DiPasquale, Christopher Calandra 00:25:36 Joined by Financial professional, Brett DiPasquale, AIF® BFA®, Chris and Brett talk about a different kind of investment strategy called the “buffered investment strategy” Listen to learn more. Joined by Financial professional, Brett DiPasquale, AIF® BFA®, Chris and Brett talk about a different kind of investment strategy called the “buffered investment strategy” Listen to learn more. personal finance, small business, retirement planning, business owner, financial security, economy, buffer investment strategy, finance, saving, financial stability, millennial, buffered investing, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 27 9 56e3aa07-e9ee-4465-aa3c-36eab9c8396c When to Use Your Emergency Fund Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 1 Jul 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/when-to-use-your-emergency-fund-j70NXv4U Rate & review the Simply Financial Podcast on ITunes

]]> When to Use Your Emergency Fund Christopher Calandra 00:13:54 Your emergency fund is there for a reason—but when should you actually dip into it? In this episode, we break down the right (and wrong) times to use your rainy-day savings. Your emergency fund is there for a reason—but when should you actually dip into it? In this episode, we break down the right (and wrong) times to use your rainy-day savings. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, emergency fund, estate planning false full 26 9 c24f0883-66fe-4881-9af9-5b3237ad8f18 Last Minute Retirement Planning Strategies – Podcast Replay Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 24 Jun 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/last-minute-retirement-planning-strategies-podcast-replay-K8LS29RP Rate & review the Simply Financial Podcast on ITunes

]]> Last Minute Retirement Planning Strategies – Podcast Replay Christopher Calandra 00:12:31 Feeling behind on retirement planning? In this episode, we break down smart, last-minute strategies to help you make the most of your time and savings. Feeling behind on retirement planning? In this episode, we break down smart, last-minute strategies to help you make the most of your time and savings. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 25 9 c98883d3-debc-4863-a065-bb192171459a Why Do We Call It a Bull or Bear Market? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Jun 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/why-do-we-call-it-a-bull-or-bear-market-LfdBAtvV Rate & review the Simply Financial Podcast on ITunes

]]> Why Do We Call It a Bull or Bear Market? Christopher Calandra 00:05:58 Ever wonder why they call the markets either bull or bear? In this episode we cover the origins behind those words and their association to the markets. Ever wonder why they call the markets either bull or bear? In this episode we cover the origins behind those words and their association to the markets. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 24 9 5fa17535-94d8-4553-98fe-15aaf6540fed Understanding the Federal Funds Rate Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 10 Jun 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-the-federal-funds-rate-m18ThvMm Rate & review the Simply Financial Podcast on ITunes

]]> Understanding the Federal Funds Rate Christopher Calandra 00:07:18 In this episode, we break down what the federal funds rate is, how it’s set, and why it plays a critical role in shaping the economy and your finances. In this episode, we break down what the federal funds rate is, how it’s set, and why it plays a critical role in shaping the economy and your finances. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, federal reserve, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, federal funds rate, money, estate planning false full 23 9 af3c23b0-8a10-4a59-bb22-83fa47213fce Big Lessons From Past Bear Markets Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 3 Jun 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/big-lessons-from-past-bear-markets-BkhYrZqE Rate & review the Simply Financial Podcast on ITunes

]]> Big Lessons From Past Bear Markets Christopher Calandra 00:06:50 In this episode, we explore key lessons from past bear markets and what they can teach us about navigating volatility, staying calm, and making smarter financial decisions. In this episode, we explore key lessons from past bear markets and what they can teach us about navigating volatility, staying calm, and making smarter financial decisions. personal finance, bear market, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 22 9 d8486f9d-ee9a-462c-b74f-9aa26a6b702f Common Financial Regrets Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 27 May 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/https-wwwyoutubecom-watchvnra8fk7xnvu-o8sbVdZA Rate & review the Simply Financial Podcast on ITunes

]]> Common Financial Regrets Christopher Calandra 00:06:52 Learning from mistakes is a tough way to learn but an efficient one. That’s why it’s better to learn from other’s mistakes so you don’t make the same! Here are some common financial regrets some people had to help you make better financial decisions. Learning from mistakes is a tough way to learn but an efficient one. That’s why it’s better to learn from other’s mistakes so you don’t make the same! Here are some common financial regrets some people had to help you make better financial decisions. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 21 9 7ccd13e1-77a3-4759-8160-6b98431c9f1e 5 Things To Watch For Out Of Washington Rate & review the Simply Financial Podcast on ITunes

With Special Guest - Brett DiPasquale AIF® BFA®  
Advisor – Elliott Wealth Management Services

]]> Tue, 20 May 2025 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/5-things-to-watch-for-out-of-washington-AmuVYudV Rate & review the Simply Financial Podcast on ITunes

With Special Guest - Brett DiPasquale AIF® BFA®  
Advisor – Elliott Wealth Management Services

]]> 5 Things To Watch For Out Of Washington Brett DiPasquale, Christopher Calandra 00:28:41 Learn what topics to watch out for in regards to US politics and what will affect the markets. Learn what topics to watch out for in regards to US politics and what will affect the markets. personal finance, small business, retirement planning, business owner, financial security, economy, tariffs, finance, saving, financial stability, washington, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 20 9 e8a3e7c3-3db4-407d-a3a0-2b8a124728d3 Jump Start Your Credit Score – Podcast Replay Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 13 May 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/learn-a-few-tips-and-tricks-to-increase-and-improve-your-credit-score-Ma5mkhKP Rate & review the Simply Financial Podcast on ITunes

]]> Jump Start Your Credit Score – Podcast Replay Christopher Calandra 00:09:56 Learn a few tips and tricks to increase and improve your credit score. Learn a few tips and tricks to increase and improve your credit score. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, credit score, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 19 9 c6354c77-6b25-450a-9fe0-cedc16fbbd99 Marriage & Money: 5 Tips for a Strong Financial Partnership Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 6 May 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/marriage-money-5-tips-for-a-strong-financial-partnership-tT59fhaQ Rate & review the Simply Financial Podcast on ITunes

]]> Marriage & Money: 5 Tips for a Strong Financial Partnership Christopher Calandra 00:08:44 Here are 5 practical tips to make financial planning with your spouse smoother, more productive, and less stressful. Build a stronger partnership by aligning your goals and tackling money as a team. Here are 5 practical tips to make financial planning with your spouse smoother, more productive, and less stressful. Build a stronger partnership by aligning your goals and tackling money as a team. personal finance, marriage, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, partner, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 18 9 09cbebe4-5945-45a2-bd80-198d8ecb0f35 Revisiting The Investment Process Overview Rate & review the Simply Financial Podcast on ITunes

This is a podcast replay of Season 2 episode 9

]]> Tue, 29 Apr 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/revisiting-the-investment-process-overview-gzeV0z0K Rate & review the Simply Financial Podcast on ITunes

This is a podcast replay of Season 2 episode 9

]]> Revisiting The Investment Process Overview Christopher Calandra 00:17:15 Listen to this practical overview of our investment process at Elliott Wealth Management Services. Learn how to make informed decisions, understand how we collect our fees, how they impact performance, and learn how to adapt to change in an evolving financial landscape. Listen to this practical overview of our investment process at Elliott Wealth Management Services. Learn how to make informed decisions, understand how we collect our fees, how they impact performance, and learn how to adapt to change in an evolving financial landscape. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 17 9 5c54b8f2-799d-4d5d-8ce1-bd96feed1c63 When Life Changes, So Do Taxes Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 22 Apr 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/when-life-changes-so-do-taxes-hmt2N9RU Rate & review the Simply Financial Podcast on ITunes

]]> When Life Changes, So Do Taxes Christopher Calandra 00:06:18 Big life changes can mean big tax surprises. In this episode, we break down 5 events that could impact your taxes—and how to be ready before the IRS comes knocking. Big life changes can mean big tax surprises. In this episode, we break down 5 events that could impact your taxes—and how to be ready before the IRS comes knocking. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 16 9 6d8d99eb-0d06-45ab-b9b8-0792e0a3f206 Understanding IRS Audits Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 15 Apr 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-irs-audits-Sm0K78FI Rate & review the Simply Financial Podcast on ITunes

]]> Understanding IRS Audits Christopher Calandra 00:12:35 Are you unknowingly risking an IRS audit? In this episode, uncover the biggest audit triggers—like missing income, large income swings, and questionable deductions—and learn how to ensure your tax returns are thorough to avoid unnecessary stress. Are you unknowingly risking an IRS audit? In this episode, uncover the biggest audit triggers—like missing income, large income swings, and questionable deductions—and learn how to ensure your tax returns are thorough to avoid unnecessary stress. personal finance, audit, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, tax, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 15 9 56d3fcb9-84e7-4531-886a-866f78dc3941 Addressing The April 2025 Market Volatility Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DiPasquale AIF® BFA®
Advisor for Elliott Wealth Management Services

]]> Tue, 8 Apr 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Brett DiPasquale) https://simply-financial.simplecast.com/episodes/addressing-the-april-2025-market-volatility-nlKMLE6p Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DiPasquale AIF® BFA®
Advisor for Elliott Wealth Management Services

]]> Addressing The April 2025 Market Volatility Christopher Calandra, Brett DiPasquale 00:08:58 Due to the recent market volatility, special guest and advisor, Brett DiPasquale and I share some thoughts on what’s happening, why it matters, and how we’re responding. If the headlines have you feeling uneasy, this is a good time to tune in and get some perspective. Due to the recent market volatility, special guest and advisor, Brett DiPasquale and I share some thoughts on what’s happening, why it matters, and how we’re responding. If the headlines have you feeling uneasy, this is a good time to tune in and get some perspective. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 14 9 e150fe8e-9743-4f49-9a77-edb2738e2808 Gene Hackman’s Estate - A Cautionary Tale Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 1 Apr 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/gene-hackmans-estate-a-cautionary-tale-A5FNdAyl Rate & review the Simply Financial Podcast on ITunes

]]> Gene Hackman’s Estate - A Cautionary Tale Christopher Calandra 00:06:54 Gene Hackman’s estate appears to be a messy one. Reports suggest his outdated estate plan may lead to complications—are your documents up to date? In this episode, Christopher Calandra breaks down key lessons to help you avoid costly mistakes. Gene Hackman’s estate appears to be a messy one. Reports suggest his outdated estate plan may lead to complications—are your documents up to date? In this episode, Christopher Calandra breaks down key lessons to help you avoid costly mistakes. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, gene hackman, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 13 9 b8805386-d9bb-4e27-950e-de20eb8b907e Cyber Security with Chuck Ruiz - Podcast Replay Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Chuck Ruiz – Bethel IT Services

This is a podcast replay

]]> Tue, 25 Mar 2025 12:00:00 +0000 dconti@elliottwealth.com (Chuck Ruiz, Christopher Calandra) https://simply-financial.simplecast.com/episodes/cyber-security-with-chuck-ruiz-podcast-replay-bejX_JfW Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Chuck Ruiz – Bethel IT Services

This is a podcast replay

]]> Cyber Security with Chuck Ruiz - Podcast Replay Chuck Ruiz, Christopher Calandra 00:39:46 Learn about why Cyber Security is so important and how you can protect yourself online in this podcast replay episode. Learn about why Cyber Security is so important and how you can protect yourself online in this podcast replay episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, cyber security, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 12 9 5e4c64dd-ac73-49a7-ac43-8918f2aa6eb7 Debt-to-Income Ratio Explained Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 18 Mar 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/debt-to-income-ratio-explained-8QiOb4Pd Rate & review the Simply Financial Podcast on ITunes

]]> Debt-to-Income Ratio Explained Christopher Calandra 00:09:23 Your debt-to-income ratio (DTI) plays a major role in your financial health and borrowing power. In this episode, we break down what DTI is, why lenders care about it, and how you can improve yours to strengthen your financial future. Your debt-to-income ratio (DTI) plays a major role in your financial health and borrowing power. In this episode, we break down what DTI is, why lenders care about it, and how you can improve yours to strengthen your financial future. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, debt-to-income ratio, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 11 9 eb1432c0-efee-4fe6-a430-54a7bf8d9fee GDP Now: From Boom to Bust Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 11 Mar 2025 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/gdp-now-from-boom-to-bust-XqUB_2hh Rate & review the Simply Financial Podcast on ITunes

]]> GDP Now: From Boom to Bust Christopher Calandra 00:06:20 The Atlanta Fed’s GDP Now forecast just swung from over +4% growth to nearly -3% in a matter of weeks. What’s behind this drastic shift, and what does it signal for the economy and markets? In this episode, we break down the numbers, the factors driving the volatility, and what investors should watch next. The Atlanta Fed’s GDP Now forecast just swung from over +4% growth to nearly -3% in a matter of weeks. What’s behind this drastic shift, and what does it signal for the economy and markets? In this episode, we break down the numbers, the factors driving the volatility, and what investors should watch next. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, gdp, estate planning false full 10 9 c6a7927f-cf96-4536-99c9-785ba73169bb A Simple Money Management Tip Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 4 Mar 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/a-simple-money-management-tip-A2Ys0mlE Rate & review the Simply Financial Podcast on ITunes

]]> A Simple Money Management Tip Christopher Calandra 00:08:14 Learn this simple money management trick to help you get better at managing your finances. Learn this simple money management trick to help you get better at managing your finances. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 9 9 237e2a77-1ee1-424f-896d-ca96e28efeb3 Thoughts On The Economy & Our Take On It Rate & review the Simply Financial Podcast on ITunes

Special guest: With Special Guest Brett DiPasquale, AIF® BFA®

Advisor – Elliott Wealth Management Services

]]> Tue, 25 Feb 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Brett DiPasquale) https://simply-financial.simplecast.com/episodes/thoughts-on-the-economy-our-take-on-it-3Waa7PB9 Rate & review the Simply Financial Podcast on ITunes

Special guest: With Special Guest Brett DiPasquale, AIF® BFA®

Advisor – Elliott Wealth Management Services

]]> Thoughts On The Economy & Our Take On It Christopher Calandra, Brett DiPasquale 00:17:49 Our clients have been letting us know how they feel about the current and future state of the economy. Listen to special guest, Brett DiPasquale & myself give our thoughts on it. Our clients have been letting us know how they feel about the current and future state of the economy. Listen to special guest, Brett DiPasquale & myself give our thoughts on it. false full 8 9 c4028800-86f2-4f1e-9c46-ee2d1dd47d34 The US Economy in 2024: A Closer Look at GDP Growth Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 18 Feb 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-us-economy-in-2024-a-closer-look-at-gdp-growth-g80GJIBt Rate & review the Simply Financial Podcast on ITunes

]]> The US Economy in 2024: A Closer Look at GDP Growth Christopher Calandra 00:07:26 The 2024 GDP numbers are in, and they highlight a promising trajectory for our nation’s economic growth. The 2024 GDP numbers are in, and they highlight a promising trajectory for our nation’s economic growth. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, gross domestic product, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, gdp, estate planning false full 7 9 0ecd3ea5-5cfb-4dc4-a5e8-7c41a8b67672 Interview With A Young Professional Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Victoria Barth

]]> Tue, 11 Feb 2025 13:00:00 +0000 dconti@elliottwealth.com (Victoria Barth, Christopher Calandra) https://simply-financial.simplecast.com/episodes/interview-with-a-young-professional-QYqthH_F Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Victoria Barth

]]> Interview With A Young Professional Victoria Barth, Christopher Calandra 00:15:43 In this episode, we interviewed Victoria Barth, a student who is also a member of the Elliott Wealth Management Services team. In this episode, we interviewed Victoria Barth, a student who is also a member of the Elliott Wealth Management Services team. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 6 9 b0fcfe1b-b86a-47f2-ac20-6f849e315fae Marriage: A Poverty Antidote Rate & review the Simply Financial Podcast on ITunes

This is a Podcast Replay

]]> Tue, 4 Feb 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/marriage-a-poverty-antidote-1zp__xDC Rate & review the Simply Financial Podcast on ITunes

This is a Podcast Replay

]]> Marriage: A Poverty Antidote Christopher Calandra 00:11:43 Listen to learn why marriage is great economics for personal finance & financial planning when it comes to avoiding poverty. Listen to learn why marriage is great economics for personal finance & financial planning when it comes to avoiding poverty. personal finance, marriage, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, poverty, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 5 9 617b2f9e-6a4a-4c65-a7b9-857df6127de4 US Deficit Crisis Update Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 28 Jan 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/us-deficit-crisis-update-FTDcwOuB Rate & review the Simply Financial Podcast on ITunes

]]> US Deficit Crisis Update Christopher Calandra 00:07:34 The US has racked up an astronomical amount of national debt over the years and it continues to rise. Listen to hear some of these shocking statistics. The US has racked up an astronomical amount of national debt over the years and it continues to rise. Listen to hear some of these shocking statistics. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, deficit spending, market, advice, investing, retirement, financial planning, retirement plan, national debt, debt, entrepreneur, financial plan, professional, spending, money, deficit, estate planning false full 4 9 91b034e6-997b-4a3b-afb0-9d738f811175 2025 January Economic Update – Part 2 Rate & review the Simply Financial Podcast on ITunes

This is part 2 of a 2 part series.

]]> Tue, 21 Jan 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2025-january-economic-update-part-2-K_pQ06n7 Rate & review the Simply Financial Podcast on ITunes

This is part 2 of a 2 part series.

]]> 2025 January Economic Update – Part 2 Christopher Calandra 00:32:00 In this economic update, special guest and advisor, Brett DiPasquale, BFA and I revisit 2024s economy. We discuss reasons for optimism, reasons for worry, the outlook for the 2025 economy, US Spending and the US Debt. This is part 2 of a 2-part series. In this economic update, special guest and advisor, Brett DiPasquale, BFA and I revisit 2024s economy. We discuss reasons for optimism, reasons for worry, the outlook for the 2025 economy, US Spending and the US Debt. This is part 2 of a 2-part series. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, federal spending, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, federal debt, economic update, estate planning false full 3 9 a80dda1e-0091-4861-b9aa-64a4487bcba7 2025 January Economic Update - Part 1 Rate & review the Simply Financial Podcast on ITunes

This is part 1 of a 2 part series. Listen to our next episode with special guest & advisor, Brett DiPasquale, BFA.

]]> Tue, 14 Jan 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2025-january-economic-update-part-1-IMF9bh6D Rate & review the Simply Financial Podcast on ITunes

This is part 1 of a 2 part series. Listen to our next episode with special guest & advisor, Brett DiPasquale, BFA.

]]> 2025 January Economic Update - Part 1 Christopher Calandra 00:29:17 2024 was an eventful year and we have a lot to look forward to in 2025. In this economic update we revisit 2024, discuss reasons for optimism, reasons for worry, the outlook for the 2025 economy, US Spending and the US Debt. This is part 1 of a 2 part series. 2024 was an eventful year and we have a lot to look forward to in 2025. In this economic update we revisit 2024, discuss reasons for optimism, reasons for worry, the outlook for the 2025 economy, US Spending and the US Debt. This is part 1 of a 2 part series. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, federal spending, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, federal debt, economic update, estate planning false full 2 9 07dd08ef-54a8-48f5-a5e0-5ff89ba8c169 S.M.A.R.T. Goals – Financial Goal Setting Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 7 Jan 2025 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/smart-goals-financial-goal-setting-a3AazuKn Rate & review the Simply Financial Podcast on ITunes

]]> S.M.A.R.T. Goals – Financial Goal Setting Christopher Calandra 00:17:49 To start the new year off, here is a great goal setting strategy to use for your financial goals this coming year. To start the new year off, here is a great goal setting strategy to use for your financial goals this coming year. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, goal setting, millennial, market, advice, investing, retirement, financial planning, smart goals, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 1 9 a4722e8b-095e-48ef-a1b2-bdd5cbeeb724 Book Review With Robin DiPasquale Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 31 Dec 2024 13:00:00 +0000 dconti@elliottwealth.com (Robin DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/book-review-with-robin-dipasquale-z63Dgv0b Rate & review the Simply Financial Podcast on ITunes

]]> Book Review With Robin DiPasquale Robin DiPasquale, Christopher Calandra 00:23:44 Chris talks books with special guest Robin DiPasquale. Listen in to hear about what books may be right for you! Chris talks books with special guest Robin DiPasquale. Listen in to hear about what books may be right for you! personal finance, small business, retirement planning, business owner, financial security, book review, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 53 8 46a89182-8492-4b85-b992-b545e7ab6834 All About Credit Scores – Podcast Replay Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 24 Dec 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/all-about-credit-scores-podcast-replay-hg3GSFLs Rate & review the Simply Financial Podcast on ITunes

]]> All About Credit Scores – Podcast Replay Christopher Calandra 00:15:19 Learn the importance of having a good credit score, factors that can impact your score, and how to fix your score. Learn the importance of having a good credit score, factors that can impact your score, and how to fix your score. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, good credit, millennial, credit score, market, bad credit, credit, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 52 8 39ad2deb-e4d5-41a2-bf26-ae25a7af0886 2024 in the Rearview Mirror: What’s Next? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Dec 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2024-in-the-rearview-mirror-whats-next-1Nsx_8_0 Rate & review the Simply Financial Podcast on ITunes

]]> 2024 in the Rearview Mirror: What’s Next? Christopher Calandra 00:11:43 2024 is in the books, but what does 2025 have in store for the markets and economy? Don’t miss these reflections on the past year and insights on what may lie ahead! 2024 is in the books, but what does 2025 have in store for the markets and economy? Don’t miss these reflections on the past year and insights on what may lie ahead! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 51 8 8297b4ce-685a-4b6e-9c2a-dc248bccef00 3 Tips For Healthy Money Relations - Replay Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 10 Dec 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/3-tips-for-healthy-money-relations-replay-7bipXzu_ Rate & review the Simply Financial Podcast on ITunes

]]> 3 Tips For Healthy Money Relations - Replay Christopher Calandra 00:14:45 Learn why a healthy money relationship is important for long term success and happiness. Here are 3 three helpful tips to help you better manage your money without diminishing your happiness. This is a replay of an older episode. Learn why a healthy money relationship is important for long term success and happiness. Here are 3 three helpful tips to help you better manage your money without diminishing your happiness. This is a replay of an older episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 50 8 ac0a1256-335b-47bc-b8ee-b7717140c002 This 401K Limit Rule Has Changed Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 3 Dec 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/this-401k-limit-rule-has-changed-56Jg1Z9_ Rate & review the Simply Financial Podcast on ITunes

]]> This 401K Limit Rule Has Changed Christopher Calandra 00:05:47 There has been a small limit change to the 401k limit for a select number of people based on your age. Listen here to learn more about if this change affects you. There has been a small limit change to the 401k limit for a select number of people based on your age. Listen here to learn more about if this change affects you. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, 401k, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 49 8 731f0cc5-c3f0-475f-85f3-dc52a4f9e233 Bonds Basics Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 26 Nov 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/bonds-basics-YKcgAZ_7 Rate & review the Simply Financial Podcast on ITunes

]]> Bonds Basics Christopher Calandra 00:13:52 Listen to this episode to learn more about what bonds are and how they are used within the markets. Listen to this episode to learn more about what bonds are and how they are used within the markets. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, bonds, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, savings bonds, estate planning false full 48 8 452ff948-3b48-4454-bd8d-21cf671926df The Homebuying Headache For Young Adults Rate & review the Simply Financial Podcast on ITunes

Episode mention: S8E13 This Economic Policy Needs To Be Addressed

]]> Tue, 19 Nov 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-homebuying-headache-for-young-adults-dRlkXz2_ Rate & review the Simply Financial Podcast on ITunes

Episode mention: S8E13 This Economic Policy Needs To Be Addressed

]]> The Homebuying Headache For Young Adults Christopher Calandra 00:08:30 Homebuying has been a big issue for the younger generation due to lack of affordability. In this episode, we go into the data that proves how much difficulty has been added to purchase a home. Homebuying has been a big issue for the younger generation due to lack of affordability. In this episode, we go into the data that proves how much difficulty has been added to purchase a home. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, homebuying, advice, investing, retirement, financial planning, purchasing a home, first time home buyer, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 47 8 cd27b3cb-b017-463b-b0d6-9d5308a673f7 Post Election Reactions: What The 2024 Election Might Mean for the Future? Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DiPasquale, Financial Advisor with Elliott Wealth Management Services

]]> Tue, 12 Nov 2024 13:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/post-election-reactions-what-the-2024-election-might-mean-for-the-future-9_Ehn2_a Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DiPasquale, Financial Advisor with Elliott Wealth Management Services

]]> Post Election Reactions: What The 2024 Election Might Mean for the Future? Brett DiPasquale, Christopher Calandra 00:17:21 The 2024 election just finished with Donald Trump winning the election by a decisive vote. In this episode, Brett DiPasquale, Financial Advisor with Elliott Wealth Management Services & Chris talk about their reactions to this decision and what it means for the markets. The 2024 election just finished with Donald Trump winning the election by a decisive vote. In this episode, Brett DiPasquale, Financial Advisor with Elliott Wealth Management Services & Chris talk about their reactions to this decision and what it means for the markets. personal finance, small business, retirement planning, business owner, financial security, economy, donald trump, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, 2024 election, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning, kamala harris false full 46 8 dd3c9ca2-90de-405b-bdd9-e6f861160af4 The Real 'Money Game' of the US Economy Rate & review the Simply Financial Podcast on ITunes

Special Guest: Chris Galizio

Portfolio Manager – Fidelity & Executive Producer of the movie “Money Game”

]]> Tue, 5 Nov 2024 13:00:00 +0000 dconti@elliottwealth.com (Chris Galizio, Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-real-money-game-of-the-us-economy-JL2QCwEy Rate & review the Simply Financial Podcast on ITunes

Special Guest: Chris Galizio

Portfolio Manager – Fidelity & Executive Producer of the movie “Money Game”

]]> The Real 'Money Game' of the US Economy Chris Galizio, Christopher Calandra 00:31:16 A lot has been changing in the US Economy over the years. Learn about what's been going on in this interview with Fidelity Portfolio Manager & Executive Producer of the movie “Money Game” in this episode. A lot has been changing in the US Economy over the years. Learn about what's been going on in this interview with Fidelity Portfolio Manager & Executive Producer of the movie “Money Game” in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, money game, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 45 8 b6253cb7-4054-4221-be86-6c57182dcd6e Surviving the Storm: Hazard Insurance in a Changing Climate – Part 2 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Steven Hunt

Principal – Thomas Fahy Insurance Agency

Website: Fahyinsurance.com

]]> Tue, 29 Oct 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Steven Hunt) https://simply-financial.simplecast.com/episodes/surviving-the-storm-hazard-insurance-in-a-changing-climate-part-2-2ZbPnYny Rate & review the Simply Financial Podcast on ITunes

Special Guest: Steven Hunt

Principal – Thomas Fahy Insurance Agency

Website: Fahyinsurance.com

]]> Surviving the Storm: Hazard Insurance in a Changing Climate – Part 2 Christopher Calandra, Steven Hunt 00:31:15 This is part 2 from the previous episode with Steven Hunt, Principal of Thomas Fahy Insurance Agency. The discussion continues with new topics like how technology is changing property insurance, and advice for consumers dealing with premium increases. Listen in to learn more. This is part 2 from the previous episode with Steven Hunt, Principal of Thomas Fahy Insurance Agency. The discussion continues with new topics like how technology is changing property insurance, and advice for consumers dealing with premium increases. Listen in to learn more. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, property insurance, investing, retirement, financial planning, retirement plan, debt, hazard insurance, entrepreneur, financial plan, professional, spending, money, estate planning false full 44 8 e6dc02da-4f37-43ce-9761-88fffda148ae Surviving the Storm: Hazard Insurance in a Changing Climate Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Steven Hunt
Principal – Thomas Fahy Insurance Agency

]]> Tue, 22 Oct 2024 12:00:00 +0000 dconti@elliottwealth.com (Steven Hunt, Christopher Calandra) https://simply-financial.simplecast.com/episodes/surviving-the-storm-hazard-insurance-in-a-changing-climate-w3f7tyeS Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Steven Hunt
Principal – Thomas Fahy Insurance Agency

]]> Surviving the Storm: Hazard Insurance in a Changing Climate Steven Hunt, Christopher Calandra 00:32:39 In Lieu of the hurricanes that harmed the southern US here in 2024, property & hazard insurance has become a very relevant & serious topic. Listen to this interview with Steven Hunt, Principal of Thomas Fahy Insurance Agency, on what is going on in the insurance market. In Lieu of the hurricanes that harmed the southern US here in 2024, property & hazard insurance has become a very relevant & serious topic. Listen to this interview with Steven Hunt, Principal of Thomas Fahy Insurance Agency, on what is going on in the insurance market. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, property insurance, investing, retirement, financial planning, retirement plan, debt, hazard insurance, entrepreneur, financial plan, professional, spending, money, estate planning false full 43 8 4a6f6e53-4d48-471f-a1d0-185b2d8892fd The Gap Grows - Social Security’s Struggle To Match Rising Costs Rate & review the Simply Financial Podcast on ITunes

Source: https://www.cnn.com/2024/10/10/politics/social-security-cola-increase/index.html

]]> Tue, 15 Oct 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-gap-grows-social-securitys-struggle-to-match-rising-costs-kFoMewqR Rate & review the Simply Financial Podcast on ITunes

Source: https://www.cnn.com/2024/10/10/politics/social-security-cola-increase/index.html

]]> The Gap Grows - Social Security’s Struggle To Match Rising Costs Christopher Calandra 00:05:23 As inflation fluctuates, the cost of living fluctuates as well. Social Security tries to keep up with both of those factors but recently it just might not be enough. Learn more in this episode. As inflation fluctuates, the cost of living fluctuates as well. Social Security tries to keep up with both of those factors but recently it just might not be enough. Learn more in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, cost of living, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 42 8 07a70b27-70db-4d66-8d7d-8f78d5c1ef17 Avoid This Costly Mistake When Investing Rate & review the Simply Financial Podcast on ITunes

https://www.advisorhub.com/resources/rollover-mistake/

]]> Tue, 8 Oct 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/avoid-this-costly-mistake-when-investing-VMpc1DEU Rate & review the Simply Financial Podcast on ITunes

https://www.advisorhub.com/resources/rollover-mistake/

]]> Avoid This Costly Mistake When Investing Christopher Calandra 00:08:37 Investors need to be conscious about how and when they invest. Vanguard released a worrisome statistic about investors who utilize IRAs. Learn more about it in this episode. Investors need to be conscious about how and when they invest. Vanguard released a worrisome statistic about investors who utilize IRAs. Learn more about it in this episode. false full 41 8 bf93ab3f-4a3b-451f-9af1-92fd646d6291 Finding The Benchmark For Your 401K Balance Rate & review the Simply Financial Podcast on ITunes

Record number of Americans dipped into their 401(K) last year for financial emergencies - with 40% withdrawing from retirement savings to avoid foreclosure | Daily Mail Online

How much the average person at every age has in their 401(K) - how do your savings compare? | Daily Mail Online

]]> Tue, 1 Oct 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/finding-the-benchmark-for-your-401k-balance-vApvmpDZ Rate & review the Simply Financial Podcast on ITunes

Record number of Americans dipped into their 401(K) last year for financial emergencies - with 40% withdrawing from retirement savings to avoid foreclosure | Daily Mail Online

How much the average person at every age has in their 401(K) - how do your savings compare? | Daily Mail Online

]]> Finding The Benchmark For Your 401K Balance Christopher Calandra 00:08:53 Do you ever ask yourself if you are saving enough in your 401K? Learn what the benchmark averages are for US citizens in this episode and jumpstart your financial planning. Do you ever ask yourself if you are saving enough in your 401K? Learn what the benchmark averages are for US citizens in this episode and jumpstart your financial planning. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, 401k, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 40 8 ba44df33-0021-4baf-ab9d-5fd62082eb07 Reacting To The Fed Cutting Interest Rates Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Lindy Brock

]]> Tue, 24 Sep 2024 12:00:00 +0000 dconti@elliottwealth.com (Lindy Brock, Christopher Calandra) https://simply-financial.simplecast.com/episodes/reacting-to-the-fed-cutting-interest-rates-geAZ5odj Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Lindy Brock

]]> Reacting To The Fed Cutting Interest Rates Lindy Brock, Christopher Calandra 00:22:35 In this episode, Special guest and associate advisor, Lindy Brock & Chris discuss our reaction to the fed’s decision to cut interest rates. Listen to learn more about why they might have made these cuts. In this episode, Special guest and associate advisor, Lindy Brock & Chris discuss our reaction to the fed’s decision to cut interest rates. Listen to learn more about why they might have made these cuts. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, federal reserve, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 39 8 fcf562d1-822e-4d41-a44c-9cfa5b6ac1b6 Understanding Recent Real Estate Commission Rule Changes Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Sep 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-recent-real-estate-commission-rule-changes-Nzim8tFg Rate & review the Simply Financial Podcast on ITunes

]]> Understanding Recent Real Estate Commission Rule Changes Christopher Calandra 00:09:54 The real estate commission rules are about to change. Learn in this episode how it could affect buying a home. The real estate commission rules are about to change. Learn in this episode how it could affect buying a home. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, real estate, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 38 8 a35d9c1a-8976-416b-89be-35daab1155c6 Start Planning Now - Don’t Fall Short In Your Retirement Rate & review the Simply Financial Podcast on ITunes

Source: 

79% of Americans who make this one move won't run out of money in retirement

]]> Tue, 10 Sep 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/start-planning-now-dont-fall-short-in-your-retirement-O1dg06WK Rate & review the Simply Financial Podcast on ITunes

Source: 

79% of Americans who make this one move won't run out of money in retirement

]]> Start Planning Now - Don’t Fall Short In Your Retirement Christopher Calandra 00:09:04 Studies show that a significant number of households will run out of money during their retirement. Don’t be part of this statistic, listen to this episode for a much needed wakeup call. Studies show that a significant number of households will run out of money during their retirement. Don’t be part of this statistic, listen to this episode for a much needed wakeup call. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 37 8 a6110aaa-d0c3-4da2-a62e-a1eb97075ebe Leading With Purpose Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest, Dr. Kevin McGarry

Check out his book: Lead With Purpose

]]> Tue, 3 Sep 2024 12:00:00 +0000 dconti@elliottwealth.com (Kevin McGarry, Christopher Calandra) https://simply-financial.simplecast.com/episodes/leading-with-purpose-x6gXUS1_ Rate & review the Simply Financial Podcast on ITunes

Featuring Special Guest, Dr. Kevin McGarry

Check out his book: Lead With Purpose

]]> Leading With Purpose Kevin McGarry, Christopher Calandra 00:30:13 Special Guest, Dr. Kevin McGarry joins the show to talk about his book “Lead With Purpose”. This is the perfect book for aspiring & current leaders in a business or organization that would like to learn how to hone their skillset. Learn more about it in this episode. Special Guest, Dr. Kevin McGarry joins the show to talk about his book “Lead With Purpose”. This is the perfect book for aspiring & current leaders in a business or organization that would like to learn how to hone their skillset. Learn more about it in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, leadership, professional, spending, money, estate planning false full 36 8 c18c1b4d-40bd-4f20-9cad-8cbc51005f07 Labor Data Drama: Incompetence or Political Spin? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 27 Aug 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/labor-data-drama-incompetence-or-political-spin-aZGBGhNg Rate & review the Simply Financial Podcast on ITunes

]]> Labor Data Drama: Incompetence or Political Spin? Christopher Calandra 00:10:21 The Bureau of labor statistics for the period of April 1st, 2023, to March 31st 2024, over reported job creation by an incredibly significant number. Is this a political manipulation made by the Biden Administration or just governmental incompetence? The Bureau of labor statistics for the period of April 1st, 2023, to March 31st 2024, over reported job creation by an incredibly significant number. Is this a political manipulation made by the Biden Administration or just governmental incompetence? personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, biden administration, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, labor, estate planning false full 35 8 6a25b581-9b43-4fb6-ae4a-17c9591be9b2 Understanding Market Volatility Market volatility, Financial plan, financial planning, personal finance, advice, professional, retirement, investing, spending, retirement plan, estate planning, retirement planning, saving, debt, money, financial stability, finance, financial security, millennial, entrepreneur, small business, Market, economy, business owner, 

]]> Tue, 20 Aug 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-market-volatility-Ae9P21pG Market volatility, Financial plan, financial planning, personal finance, advice, professional, retirement, investing, spending, retirement plan, estate planning, retirement planning, saving, debt, money, financial stability, finance, financial security, millennial, entrepreneur, small business, Market, economy, business owner, 

]]> Understanding Market Volatility Christopher Calandra 00:09:34 In this episode, we take a historical look at the volatile nature of the markets and how those compare to where we are today. Learn more about it here. In this episode, we take a historical look at the volatile nature of the markets and how those compare to where we are today. Learn more about it here. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, market volatility, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 34 8 a6aa867c-eac1-4f43-aa39-ddf40fc0b0e7 Are We Actually in A Recession? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 13 Aug 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/are-we-actually-in-a-recession-2wNxlii3 Rate & review the Simply Financial Podcast on ITunes

]]> Are We Actually in A Recession? Christopher Calandra 00:15:06 There are many news outlets that are saying America is currently in a recession but most of the buzz about it is just opinion and not fact. Listen in to hear the details. There are many news outlets that are saying America is currently in a recession but most of the buzz about it is just opinion and not fact. Listen in to hear the details. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, recession, estate planning false full 33 8 a88a6dff-b0cb-4a07-bf4b-be5d05b9a159 An End of an Era - Personal Checks Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 6 Aug 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/an-end-of-an-era-personal-checks-jcnAHmCx Rate & review the Simply Financial Podcast on ITunes

]]> An End of an Era - Personal Checks Christopher Calandra 00:07:48 The usage of personal checks has gone own significantly down over the years. The numbers are quite shocking, learn more about it in this episode. The usage of personal checks has gone own significantly down over the years. The numbers are quite shocking, learn more about it in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, bank check, advice, investing, retirement, financial planning, personal check, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 32 8 1ca0bc8b-203c-49b1-9d4d-00e0090995a0 Breaking Down The Latest Unemployment Numbers Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 30 Jul 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/breaking-down-the-latest-unemployment-numbers-a4KFZelN Rate & review the Simply Financial Podcast on ITunes

]]> Breaking Down The Latest Unemployment Numbers Christopher Calandra 00:12:13 There are some HUGE differences in what the government reported in terms of unemployment numbers versus what the government has adjusted them to now. Listen to this episode to learn more. There are some HUGE differences in what the government reported in terms of unemployment numbers versus what the government has adjusted them to now. Listen to this episode to learn more. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, employment, unemployment, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 31 8 41e6af21-7fc0-4076-b9a8-a586ff8c47c4 The Petrodollar and what it means for the US Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 23 Jul 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-petrodollar-and-what-it-means-for-the-us-d07bY_zC Rate & review the Simply Financial Podcast on ITunes

]]> The Petrodollar and what it means for the US Christopher Calandra 00:08:14 Back in the 70’s, Saudi Arabia made an oil deal with the US that it would be paid in US Dollars. They have expired that deal after 50 years and there is some worry that this could be bad for the value of the US dollar. Listen to this episode to get the details. Back in the 70’s, Saudi Arabia made an oil deal with the US that it would be paid in US Dollars. They have expired that deal after 50 years and there is some worry that this could be bad for the value of the US dollar. Listen to this episode to get the details. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, oil, millennial, market, advice, investing, retirement, financial planning, us dollar, petrodollar, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 30 8 aa55aed6-7909-4b08-9b4f-24d045089644 2024 Mid-Year Economic Update – Part 2 Rate & review the Simply Financial Podcast on ITunes

If you missed Part 1, you can find it here: https://www.youtube.com/watch?v=fDzmK9Nx_74

]]> Tue, 23 Jul 2024 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/2024-mid-year-economic-update-part-2-LxSzR5Ik Rate & review the Simply Financial Podcast on ITunes

If you missed Part 1, you can find it here: https://www.youtube.com/watch?v=fDzmK9Nx_74

]]> 2024 Mid-Year Economic Update – Part 2 Brett DiPasquale, Christopher Calandra 00:27:45 Part 2 of the 2024 Mid-Year Economic Update is here! Chris is joined by special guest & advisor, Brett DiPasquale, where they discuss both their thoughts on the current state of the financial world. Part 2 of the 2024 Mid-Year Economic Update is here! Chris is joined by special guest & advisor, Brett DiPasquale, where they discuss both their thoughts on the current state of the financial world. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 29 8 3735195f-c12a-4e31-9f2d-1b0bd83d6da2 2024 Mid-Year Economic Update – Part 2 Rate & review the Simply Financial Podcast on ITunes

Click here for a PDF of the presentation

Click here to view Part 1

]]> Tue, 16 Jul 2024 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/2024-mid-year-economic-update-part-2-zbmjrohy-yG6S87LH Rate & review the Simply Financial Podcast on ITunes

Click here for a PDF of the presentation

Click here to view Part 1

]]> 2024 Mid-Year Economic Update – Part 2 Brett DiPasquale, Christopher Calandra 00:27:45 Part 2 of the 2024 Mid-Year Economic Update is here! Chris is joined by special guest & advisor, Brett DiPasquale, where they discuss both their thoughts on the current state of the financial world. Part 2 of the 2024 Mid-Year Economic Update is here! Chris is joined by special guest & advisor, Brett DiPasquale, where they discuss both their thoughts on the current state of the financial world. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 29 8 e137ecc8-5fdf-4676-a463-83eb33321889 2024 Mid-Year Economic Update – Part 1 Rate & review the Simply Financial Podcast on ITunes

Click here for a pdf of the presentation

]]> Tue, 9 Jul 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2024-mid-year-economic-update-part-1-7l1duUsZ Rate & review the Simply Financial Podcast on ITunes

Click here for a pdf of the presentation

]]> 2024 Mid-Year Economic Update – Part 1 Christopher Calandra 00:34:39 The Mid-Year Economic Update for 2024 is here! Learn about the trending topics affecting the economy like the election, inflation, interest rates, employment, geopolitical tumult, the US dollar, federal debt, & finances. Don't miss this comprehensive overview that will equip you with the knowledge to navigate these challenging times. The Mid-Year Economic Update for 2024 is here! Learn about the trending topics affecting the economy like the election, inflation, interest rates, employment, geopolitical tumult, the US dollar, federal debt, & finances. Don't miss this comprehensive overview that will equip you with the knowledge to navigate these challenging times. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 28 8 894f35ef-07c1-4df3-a85d-76b285c0eb41 Shave Up To 7 Years Off Your 30 Year Mortgage With This Easy Change Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 2 Jul 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/shave-7-years-off-your-30-year-mortgage-with-this-easy-change-e0a_CeFT Rate & review the Simply Financial Podcast on ITunes

]]> Shave Up To 7 Years Off Your 30 Year Mortgage With This Easy Change Christopher Calandra 00:05:54 Mortgages are a huge cost and with interest rates at a high level, we need all the help we can get! Learn how to make this simple change to pay off your mortgage quicker in this episode. Mortgages are a huge cost and with interest rates at a high level, we need all the help we can get! Learn how to make this simple change to pay off your mortgage quicker in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, 30 year mortgage, retirement plan, debt, entrepreneur, financial plan, mortgage, professional, spending, money, estate planning false full 27 8 03f6a874-b2da-4f72-ae1a-60a1139bb45f Why You Should Make A Balance Sheet Rate & review the Simply Financial Podcast on ITunes

This is a rerun of Season 1 Episode 5

]]> Tue, 25 Jun 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/why-you-should-make-a-balance-sheet-rOxfWly4 Rate & review the Simply Financial Podcast on ITunes

This is a rerun of Season 1 Episode 5

]]> Why You Should Make A Balance Sheet Christopher Calandra 00:20:30 Learn why it’s important to create a balance sheet for yourself. It is extremely helpful if your goal is to build wealth. Learn more in this episode. Learn why it’s important to create a balance sheet for yourself. It is extremely helpful if your goal is to build wealth. Learn more in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, balance sheet, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 26 8 e244b0e6-7732-48f7-859f-35a783ad89a7 How Many Streams of Income Makes A Millionaire? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 18 Jun 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/how-many-streams-of-income-makes-a-millionaire-TuXK3KRy Rate & review the Simply Financial Podcast on ITunes

]]> How Many Streams of Income Makes A Millionaire? Christopher Calandra 00:05:19 Learn how many streams of income the average millionaire has in order to maintain their wealth and what those streams are in this episode. Learn how many streams of income the average millionaire has in order to maintain their wealth and what those streams are in this episode. personal finance, small business, retirement planning, business owner, multiple streams of income, financial security, economy, income, finance, saving, financial stability, millennial, market, streams of income, advice, investing, retirement, financial planning, millionaire, income streams, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 25 8 075ee49c-cb5f-4f3e-8413-7a38a24c9085 GDP Growth Update For Q1 2024 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 11 Jun 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/gdp-growth-update-for-q1-2024-tafTSdD3 Rate & review the Simply Financial Podcast on ITunes

]]> GDP Growth Update For Q1 2024 Christopher Calandra 00:07:50 The current GDP numbers were positive but these numbers may not reflect the overall mood of the consumer within the US. Learn why in this episode. The current GDP numbers were positive but these numbers may not reflect the overall mood of the consumer within the US. Learn why in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, gross domestic product, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, gdp, estate planning false full 24 8 5af58d74-a82c-405d-8bdc-220b051d0d01 Understanding Inflation, Fed Policy, & Interest Rates in 2024 – Part 2 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 4 Jun 2024 12:00:00 +0000 dconti@elliottwealth.com (Brett DiPasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-inflation-fed-policy-interest-rates-in-2024-part-2-b7WLyx8_ Rate & review the Simply Financial Podcast on ITunes

]]> Understanding Inflation, Fed Policy, & Interest Rates in 2024 – Part 2 Brett DiPasquale, Christopher Calandra 00:24:23 This episode is a continuation of episode 21 in season 8, but in this episode, special guest Advisor, Brett DiPasquale joins the discussion an shares his thoughts on the current inflation situation. This episode is a continuation of episode 21 in season 8, but in this episode, special guest Advisor, Brett DiPasquale joins the discussion an shares his thoughts on the current inflation situation. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 23 8 8342d521-c1ad-4d37-967d-effaa53408c3 Household Net Worth & Why Americans Are In A Sour Mood Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 28 May 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/household-net-worth-why-americans-are-in-a-sour-mood-97B3DURh Rate & review the Simply Financial Podcast on ITunes

]]> Household Net Worth & Why Americans Are In A Sour Mood Christopher Calandra 00:10:11 Not being able to build wealth is an important factor on why Americans have a sour mood for the presidency and the economy. Household Net Worth & inflation play a crucial role in this perception. Learn how in this episode! Not being able to build wealth is an important factor on why Americans have a sour mood for the presidency and the economy. Household Net Worth & inflation play a crucial role in this perception. Learn how in this episode! personal finance, small business, retirement planning, business owner, net worth, financial security, economy, finance, saving, financial stability, millennial, market, presidency, inflation, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, elections, estate planning false full 22 8 50dfed3e-256c-4ed2-8fed-2629c9557052 Understanding Inflation, Fed Policy, & Interest Rates in 2024 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 21 May 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-inflation-fed-policy-interest-rates-in-2024-FVt8YVQA Rate & review the Simply Financial Podcast on ITunes

]]> Understanding Inflation, Fed Policy, & Interest Rates in 2024 Christopher Calandra 00:13:13 Learn the impact of inflation, fed policy, and interest rates on the economy in 2024. Listen to this summary of recent events, including the rise and decline of inflation, the actions taken by the Federal Reserve, and the expectations for interest rate cuts. Learn the impact of inflation, fed policy, and interest rates on the economy in 2024. Listen to this summary of recent events, including the rise and decline of inflation, the actions taken by the Federal Reserve, and the expectations for interest rate cuts. personal finance, federal policy, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, interest rates, millennial, market, inflation, federal reserve, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning, fed policy false full 21 8 cb56df47-e560-4536-b684-598002ae54e2 What Did Americans Pay In Federal Income Taxes Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 14 May 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-did-americans-pay-in-federal-income-taxes-206ek0qK Rate & review the Simply Financial Podcast on ITunes

]]> What Did Americans Pay In Federal Income Taxes Christopher Calandra 00:11:54 Learn what Americans paid in Federal income taxes across all the tax brackets by checking out this episode of the simply financial podcast. Learn what Americans paid in Federal income taxes across all the tax brackets by checking out this episode of the simply financial podcast. personal finance, small business, retirement planning, business owner, financial security, economy, taxes, income tax, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 20 8 025c036f-a6c8-435d-a280-08905043b6e8 How Much Income Do You Need To Make In The Top 1% Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 7 May 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/how-much-income-do-you-need-to-make-in-the-top-1-gTsf6Z67 Rate & review the Simply Financial Podcast on ITunes

]]> How Much Income Do You Need To Make In The Top 1% Christopher Calandra 00:06:47 We’ve talked about how much net worth you need to be in the top 1% but how much do you need to make in income to sustain that title? Listen and find out! We’ve talked about how much net worth you need to be in the top 1% but how much do you need to make in income to sustain that title? Listen and find out! personal finance, small business, retirement planning, business owner, financial security, economy, income, finance, saving, financial stability, millennial, market, wealth, advice, investing, retirement, financial planning, 1%, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 19 8 a3fab8b5-92de-4c10-948b-7294afd16f3a What Net Worth Do You Need To Be In The 1% Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 30 Apr 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-net-worth-do-you-need-to-be-in-the-1-CVoxn6Mr Rate & review the Simply Financial Podcast on ITunes

]]> What Net Worth Do You Need To Be In The 1% Christopher Calandra 00:09:18 The ultimate money goal you can have is to be in the top 1%, but what exactly classifies people as the 1%? The answer is net worth! Find out exactly what net worth classifies someone as the 1%. The ultimate money goal you can have is to be in the top 1%, but what exactly classifies people as the 1%? The answer is net worth! Find out exactly what net worth classifies someone as the 1%. personal finance, small business, retirement planning, business owner, net worth, financial security, economy, finance, saving, financial stability, millennial, market, wealth, advice, investing, retirement, financial planning, 1%, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 18 8 c293c907-1739-4f58-ba35-b7b6a91ac27c 5 Things To Think About When Choosing A Charity Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 23 Apr 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/5-things-to-think-about-when-choosing-a-charity-u2r6cJuZ Rate & review the Simply Financial Podcast on ITunes

]]> 5 Things To Think About When Choosing A Charity Christopher Calandra 00:09:16 Charitable giving is a great financial tool many Americans use and the benefits can be rewarding, emotionally and financially. Here are a few tips to help you choose what charity you want to help! Charitable giving is a great financial tool many Americans use and the benefits can be rewarding, emotionally and financially. Here are a few tips to help you choose what charity you want to help! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, charitable giving, entrepreneur, financial plan, professional, spending, money, estate planning, charity false full 17 8 67334c67-c643-4279-b3cd-8145f89347f6 Stress & Money Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Travis Parry

Maketimeinstitute.com

]]> Tue, 16 Apr 2024 12:00:00 +0000 dconti@elliottwealth.com (Travis Parry, Christopher Calandra) https://simply-financial.simplecast.com/episodes/stress-money-eunuzwmn-sFvkPQTe Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Travis Parry

Maketimeinstitute.com

]]> Stress & Money Travis Parry, Christopher Calandra 00:41:30 Chris Calandra & Dr. Travis Parry discuss the relationship between stress and money. They dive into the difference between good stress and bad stress and how to get in front of it so it doesn’t take over our lives. Chris Calandra & Dr. Travis Parry discuss the relationship between stress and money. They dive into the difference between good stress and bad stress and how to get in front of it so it doesn’t take over our lives. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, stress management, millennial, market, advice, investing, retirement, financial planning, stress, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 16 8 3a65476e-f1ec-4335-b07b-8dd6e5e88de1 5 Retirement Stats to Avoid Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 9 Apr 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/5-retirement-stats-to-avoid-WK6tInvp Rate & review the Simply Financial Podcast on ITunes

]]> 5 Retirement Stats to Avoid Christopher Calandra 00:15:53 Here are 5 retirement stats that everyone should avoid being a part of in regards to retirement! Knowing to avoid these 5 statistics will help you prepare for your retirement successfully. Here are 5 retirement stats that everyone should avoid being a part of in regards to retirement! Knowing to avoid these 5 statistics will help you prepare for your retirement successfully. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 15 8 4f9b7c9c-62f0-4cc1-9408-40d8a3400e0b Is The Job Market As Good As They Say? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 2 Apr 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/is-the-job-market-as-good-as-they-say-rVEp7KeK Rate & review the Simply Financial Podcast on ITunes

]]> Is The Job Market As Good As They Say? Christopher Calandra 00:10:25 There’s been so much talk lately about how good the US job market has been performing but is it as good as they say? New information has come to light that may indicate some red flags. Learn more about it here. There’s been so much talk lately about how good the US job market has been performing but is it as good as they say? New information has come to light that may indicate some red flags. Learn more about it here. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, job market, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 14 8 4fb461f1-063e-4f00-8a62-c8df4e16a11c This Economic Policy Issue NEEDS to be Addressed Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 26 Mar 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/this-economic-policy-issue-needs-to-be-addressed-dD_jfqLC Rate & review the Simply Financial Podcast on ITunes

]]> This Economic Policy Issue NEEDS to be Addressed Christopher Calandra 00:08:50 Homes have become so unaffordable in this current market and the younger generations are feeling this. Learn more about this issue in this episode of the Simply Financial podcast. Homes have become so unaffordable in this current market and the younger generations are feeling this. Learn more about this issue in this episode of the Simply Financial podcast. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, buying a home, millennial, market, advice, investing, retirement, financial planning, home buying, homes, retirement plan, debt, house, entrepreneur, financial plan, professional, spending, money, estate planning false full 13 8 28e072d6-30e0-4fc5-acc0-dc1c7e3593b6 Inflation on Your Plate – Explaining High Food Prices Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 19 Mar 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/inflation-on-your-plate-explaining-high-food-prices-owtwz_1h Rate & review the Simply Financial Podcast on ITunes

]]> Inflation on Your Plate – Explaining High Food Prices Christopher Calandra 00:08:18 I’m sure you’re aware of the very high food prices in grocery stores. This all started at the same time interest rates began to rise and although the interest rates have slowed, food prices have not. Learn more in this simply financial podcast episode. I’m sure you’re aware of the very high food prices in grocery stores. This all started at the same time interest rates began to rise and although the interest rates have slowed, food prices have not. Learn more in this simply financial podcast episode. personal finance, grocery, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, food prices, inflation, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 12 8 2d03667f-557a-4b00-8544-8ee0054ef9dc Market Response: Fed Rate Hikes End Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 12 Mar 2024 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/market-response-fed-rate-hikes-end-BwXF_Qxi Rate & review the Simply Financial Podcast on ITunes

]]> Market Response: Fed Rate Hikes End Christopher Calandra 00:07:48 The Federal Reserve is forecasting a decrease in interest rate hikes and the markets are responding to that news. Learn what’s happening in this Simply Financial podcast episode. The Federal Reserve is forecasting a decrease in interest rate hikes and the markets are responding to that news. Learn what’s happening in this Simply Financial podcast episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, markets, interest rate, estate planning false full 11 8 4e04f6c6-867c-46ff-9a5c-518935243d43 Looking Back - Economic Growth in 2023 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 5 Mar 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/looking-back-economic-growth-in-2023-4391LOtM Rate & review the Simply Financial Podcast on ITunes

]]> Looking Back - Economic Growth in 2023 Christopher Calandra 00:13:44 Using Real GDP, we take a look at the economic growth that happened within 2023. Listen in to see how it grew. Using Real GDP, we take a look at the economic growth that happened within 2023. Listen in to see how it grew. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, 2023 economy, retirement plan, economic growth, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 10 8 23ed585b-c7cb-4ede-9b5c-eaf10c15037a How Our National Debt Affects Interest Rates Rate & review the Simply Financial Podcast on ITunes

Supporting Data Source: https://fred.stlouisfed.org/series/A091RC1Q027SBEA

]]> Tue, 27 Feb 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/how-our-national-debt-affects-interest-rates-mKtFg0_Q Rate & review the Simply Financial Podcast on ITunes

Supporting Data Source: https://fred.stlouisfed.org/series/A091RC1Q027SBEA

]]> How Our National Debt Affects Interest Rates Christopher Calandra 00:09:58 Did you know that our country’s national debt payments can help us predict what direction interest rates will go? It’s definitely not an exact forecast but the reasoning behind it makes sense. Listen and learn how to find out. Did you know that our country’s national debt payments can help us predict what direction interest rates will go? It’s definitely not an exact forecast but the reasoning behind it makes sense. Listen and learn how to find out. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, national debt, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 9 8 406903d5-f9b1-48cc-8b62-bca773b0a293 Behavioral Finance Basics - Part 2 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 20 Feb 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/behavioral-finance-basics-part-2-5eAK5FM6 Rate & review the Simply Financial Podcast on ITunes

]]> Behavioral Finance Basics - Part 2 Christopher Calandra 00:09:33 In this episode, we discuss the behavioral phenomena known as herding, ambiguity aversion, and myopic loss aversion. Watch and learn how these can affect your financial decision making. In this episode, we discuss the behavioral phenomena known as herding, ambiguity aversion, and myopic loss aversion. Watch and learn how these can affect your financial decision making. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, myopic loss aversion, herding, retirement plan, ambiguity aversion, debt, behavioral finance, entrepreneur, financial plan, professional, spending, money, estate planning false full 8 8 3190f42b-e43c-4809-9da4-4540d5cc5b2e Behavioral Finance Basics – Part 1 Rate & review the Simply Financial Podcast on ITunes

Part 1 of 2

]]> Tue, 13 Feb 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/behavioral-finance-basics-part-1-mhpZ_TN6 Rate & review the Simply Financial Podcast on ITunes

Part 1 of 2

]]> Behavioral Finance Basics – Part 1 Christopher Calandra 00:15:15 Behavioral finance is the intersection of behavioral psychology and finance, and it plays a crucial role in our financial decision-making. By understanding behavioral finance, we can mitigate emotional-driven decisions that often lead to unfavorable outcomes. Listen to this episode of the Simply Financial Podcast. Behavioral finance is the intersection of behavioral psychology and finance, and it plays a crucial role in our financial decision-making. By understanding behavioral finance, we can mitigate emotional-driven decisions that often lead to unfavorable outcomes. Listen to this episode of the Simply Financial Podcast. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, confirmation bias, anchoring, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 7 8 e3a5b899-da74-486c-807d-2ab9db6301c7 The Power of the Consumer Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 6 Feb 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-power-of-the-consumer-r5tYqNWt Rate & review the Simply Financial Podcast on ITunes

]]> The Power of the Consumer Christopher Calandra 00:04:32 Consumer spending takes up about 70% of the US GDP. In this episode we discuss the power that consumers really have within our current economy. Consumer spending takes up about 70% of the US GDP. In this episode we discuss the power that consumers really have within our current economy. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, consumer spending, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 6 8 dd07b39f-3bcf-41ae-bb02-f0057ba6916a 2024 Economic Update With Marshall Rosen – Part 2 Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Marshall Rosen LUTCF

Partner & Chief Operating Officer at Creative Financial Network

]]> Tue, 30 Jan 2024 13:00:00 +0000 dconti@elliottwealth.com (Marshall Rosen, Christopher Calandra) https://simply-financial.simplecast.com/episodes/2024-economic-update-with-marshall-rosen-part-2-R9WfbEK0 Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Marshall Rosen LUTCF

Partner & Chief Operating Officer at Creative Financial Network

]]> 2024 Economic Update With Marshall Rosen – Part 2 Marshall Rosen, Christopher Calandra 00:32:55 There are many things that are contributing to our economic fears for 2024. Inflation, geopolitical conflicts, and recession fears are all reasons investors worry. However, there are plenty of reasons to be optimistic as well. Listen to part 2 of this 2 part economic update series to find out all the details. There are many things that are contributing to our economic fears for 2024. Inflation, geopolitical conflicts, and recession fears are all reasons investors worry. However, there are plenty of reasons to be optimistic as well. Listen to part 2 of this 2 part economic update series to find out all the details. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, soft landing, retirement plan, debt, entrepreneur, financial plan, professional, spending, creative financial network, marshall rosen, money, recession, estate planning false full 5 8 66bae45a-18f2-460b-811e-f747bdd039fe 2024 Economic Update Part 1 With Jordan Jackson Rate & review the Simply Financial Podcast on ITunes

With Special Gust: Jordan Jackson – Global Market Strategist for JP Morgan.

]]> Tue, 23 Jan 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Jordan Jackson) https://simply-financial.simplecast.com/episodes/2024-economic-update-part-1-with-jordan-jackson-xnvVIS_H Rate & review the Simply Financial Podcast on ITunes

With Special Gust: Jordan Jackson – Global Market Strategist for JP Morgan.

]]> 2024 Economic Update Part 1 With Jordan Jackson Christopher Calandra, Jordan Jackson 00:40:47 J.P. Morgan’s Jordan Jackson is back on the show as a special guest to talk about the current status of our economy. Listen to this economic update episode to learn more. J.P. Morgan’s Jordan Jackson is back on the show as a special guest to talk about the current status of our economy. Listen to this economic update episode to learn more. personal finance, small business, retirement planning, business owner, financial security, economy, jordan jackson, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, jp morgan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, economic update, estate planning false full 4 8 58919882-28db-4775-8eb4-374723908d7c Mortgage Insights You Should Know Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 16 Jan 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/mortgage-insights-you-should-know-13qp2LWH Rate & review the Simply Financial Podcast on ITunes

]]> Mortgage Insights You Should Know Christopher Calandra 00:09:40 Mortgages can be expensive, so you definitely won’t want to miss this episode. Learn some insights you might not have been aware of before about your mortgage. Mortgages can be expensive, so you definitely won’t want to miss this episode. Learn some insights you might not have been aware of before about your mortgage. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, refinancing mortgage, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, mortgage, professional, spending, money, estate planning false full 3 8 5d67b939-0cfa-44a1-a703-05e04e7d8c0d Interview With A Financial Expert Rate & review the Simply Financial Podcast on ITunes

Special Guest: Marshall Rosen LUTCF

Financial Advisor, Partner, Chief Operating Officer - Creative Financial Network

]]> Tue, 9 Jan 2024 13:00:00 +0000 dconti@elliottwealth.com (Marshall Rosen, Christopher Calandra) https://simply-financial.simplecast.com/episodes/interview-with-a-financial-expert-xPMTpDUE Rate & review the Simply Financial Podcast on ITunes

Special Guest: Marshall Rosen LUTCF

Financial Advisor, Partner, Chief Operating Officer - Creative Financial Network

]]> Interview With A Financial Expert Marshall Rosen, Christopher Calandra 00:30:26 Chris interviews financial advisor, Marshall Rosen from Creative Financial network about his career and his views on financial planning, tips, and his experience within the financial industry. Chris interviews financial advisor, Marshall Rosen from Creative Financial network about his career and his views on financial planning, tips, and his experience within the financial industry. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, creative financial network, money, estate planning false full 2 8 05b4ed1c-e6a7-4109-a05c-437c2bb98178 All About Bank Rates Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 2 Jan 2024 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/all-about-bank-rates-17FZ6iNn Rate & review the Simply Financial Podcast on ITunes

]]> All About Bank Rates Christopher Calandra 00:05:55 Bank interest rates, CD rates, and account interest rates have been notoriously low for a long time but that has changed recently. Learn more in this episode. Bank interest rates, CD rates, and account interest rates have been notoriously low for a long time but that has changed recently. Learn more in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, bank rate, advice, investing, retirement, financial planning, retirement plan, bank cds, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 1 8 33f8ca9c-adae-477f-b183-17b51b529c70 Money and Life - An Advisor's Perspective Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DePasquale BFA®

VP of Advisor Development at Creative Financial Network

]]> Tue, 26 Dec 2023 13:00:00 +0000 dconti@elliottwealth.com (Brett DePasquale, Christopher Calandra) https://simply-financial.simplecast.com/episodes/money-and-life-an-advisors-perspective-65fqA97M Rate & review the Simply Financial Podcast on ITunes

Special Guest: Brett DePasquale BFA®

VP of Advisor Development at Creative Financial Network

]]> Money and Life - An Advisor's Perspective Brett DePasquale, Christopher Calandra 00:33:57 In this episode, Chris interviews financial advisor, Brett DePasquale from Creative Financial Network on his life and views on money. In this episode, Chris interviews financial advisor, Brett DePasquale from Creative Financial Network on his life and views on money. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, financial planner, millennial, financial advisor, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 52 7 5cf73889-b405-44d5-b9cf-1b25d98772fa What is the Federal Reserve Planning To do? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 19 Dec 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-is-the-federal-reserve-planning-to-do-3BbZ212l Rate & review the Simply Financial Podcast on ITunes

]]> What is the Federal Reserve Planning To do? Christopher Calandra 00:08:06 Recently the Federal reserve had a meeting to talk about their strategy around interest rates and what they plan to do with them. Find out what they decided and what that means for us Americans. Recently the Federal reserve had a meeting to talk about their strategy around interest rates and what they plan to do with them. Find out what they decided and what that means for us Americans. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, federal reserve, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 51 7 722d63af-45d0-449a-a351-d1c263cad264 Unveiling New 2024 Retirement Account Contribution Limits Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 12 Dec 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/unveiling-new-2024-retirement-account-contribution-limits-5G8ruMUy Rate & review the Simply Financial Podcast on ITunes

]]> Unveiling New 2024 Retirement Account Contribution Limits Christopher Calandra 00:05:12 The 2024 retirement account contribution limits are set! Listen to find out what they are! The 2024 retirement account contribution limits are set! Listen to find out what they are! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, 401k, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 50 7 932b86a7-ffa8-46d7-b85a-efdd5efd7a10 Don't Despair Invest For The Long Term Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 5 Dec 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/dont-despair-invest-for-the-long-term-7Ko5c3py Rate & review the Simply Financial Podcast on ITunes

]]> Don't Despair Invest For The Long Term Christopher Calandra 00:07:39 In the time between 2021 and 2023, the markets have gone up and down; but mostly down. As investors, it’s easy to be scared when the markets aren’t performing like we want them to. The key is to stay optimistic and plan for the long term. Listen here to find out why. In the time between 2021 and 2023, the markets have gone up and down; but mostly down. As investors, it’s easy to be scared when the markets aren’t performing like we want them to. The key is to stay optimistic and plan for the long term. Listen here to find out why. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 49 7 81405d83-7a15-41f5-bd9c-4814ce6eccb8 More Money For You - Social Security Benefits Are Increasing Again! Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 28 Nov 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/more-money-for-you-social-security-benefits-are-increasing-again-c_TEWzL3 Rate & review the Simply Financial Podcast on ITunes

]]> More Money For You - Social Security Benefits Are Increasing Again! Christopher Calandra 00:05:03 In 2024, The fed decided they are going to raise social security benefits again! Hear all about it in this episode of the Simply Financial Podcast. In 2024, The fed decided they are going to raise social security benefits again! Hear all about it in this episode of the Simply Financial Podcast. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 48 7 de3e421e-d26a-44f3-80c8-b02ef4c033c3 Be On Your Guard - Protect Yourself Against Scams Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 21 Nov 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/be-on-your-guard-protect-yourself-against-scams-TTu62_3A Rate & review the Simply Financial Podcast on ITunes

]]> Be On Your Guard - Protect Yourself Against Scams Christopher Calandra 00:10:51 Nowadays, scammers are getting more and more creative with how they can trick us. These professional imposters are increasingly convincing. It’s so important to always be on your guard whenever you are faced with one of these interactions. Learn what to look for. Nowadays, scammers are getting more and more creative with how they can trick us. These professional imposters are increasingly convincing. It’s so important to always be on your guard whenever you are faced with one of these interactions. Learn what to look for. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, cyber security, financial planning, scams, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 47 7 6998c3dd-516e-4222-bc7d-d1e025a011dc The Same Old Bear Market Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 14 Nov 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-same-old-bear-market-Rx5yRvk1 Rate & review the Simply Financial Podcast on ITunes

]]> The Same Old Bear Market Christopher Calandra 00:06:59 Are we in a bear market? Was the uptick in the markets at the beginning of the 2024 just a temporary lull? Some experts seem to think so. What do you think? Listen to Chris’s thoughts in this episode of the simply financial podcast. Are we in a bear market? Was the uptick in the markets at the beginning of the 2024 just a temporary lull? Some experts seem to think so. What do you think? Listen to Chris’s thoughts in this episode of the simply financial podcast. personal finance, bear market, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 46 7 c503f3d3-4727-4fa8-9112-bf418d720d02 Taming Inflation With The Current Economy Rate & review the Simply Financial Podcast on ITunes

Link to the original Episode: https://www.spreaker.com/user/exvadio/ep-280-israel-kennedy-wallet-watch-10-10?utm_campaign=episode-title&utm_medium=app&utm_source=widget

]]> Tue, 7 Nov 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Eric Lopkin) https://simply-financial.simplecast.com/episodes/taming-inflation-with-the-current-economy-aTAuAp8_ Rate & review the Simply Financial Podcast on ITunes

Link to the original Episode: https://www.spreaker.com/user/exvadio/ep-280-israel-kennedy-wallet-watch-10-10?utm_campaign=episode-title&utm_medium=app&utm_source=widget

]]> Taming Inflation With The Current Economy Christopher Calandra, Eric Lopkin 00:10:40 Chris & Eric Lopkin talk about the economic situation in the US. The Job market looks strong and Inflation needs to be tamed. Listen in on this podcast replay from the Raw Naked Truth Podcast. Chris & Eric Lopkin talk about the economic situation in the US. The Job market looks strong and Inflation needs to be tamed. Listen in on this podcast replay from the Raw Naked Truth Podcast. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, raw naked truth podcast, estate planning, wallet watch false full 45 7 d71c631e-309f-4d57-842a-a009e12229aa The Journey To Retirement Rate & review the Simply Financial Podcast on ITunes

Special Guest: Bill Downes

]]> Tue, 31 Oct 2023 12:00:00 +0000 dconti@elliottwealth.com (Bill Downes, Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-journey-to-retirement-BHTP3Wlb Rate & review the Simply Financial Podcast on ITunes

Special Guest: Bill Downes

]]> The Journey To Retirement Bill Downes, Christopher Calandra 00:29:34 Discover the inspiring journey of Bill Downes, an everyday American who tells his story of how we was able to retire and what he learned throughout his life along the way. Discover the inspiring journey of Bill Downes, an everyday American who tells his story of how we was able to retire and what he learned throughout his life along the way. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 44 7 330216a4-3c9c-4457-b972-7e6c1603bede The 3 Phases Of Retirement Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 24 Oct 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-3-phases-of-retirement-fGvLtNe0 Rate & review the Simply Financial Podcast on ITunes

]]> The 3 Phases Of Retirement Christopher Calandra 00:10:02 It’s not widely thought about but there are actually different spending phases that retirees go through. It’s important to understand these phases and why retirees go through them to plan efficiently. It’s not widely thought about but there are actually different spending phases that retirees go through. It’s important to understand these phases and why retirees go through them to plan efficiently. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, retiree, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 43 7 dcfb5e1a-18ef-4e75-a74b-8daa72c27408 Social Security Is In Trouble Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Oct 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/social-security-is-in-trouble-7L8z63fq Rate & review the Simply Financial Podcast on ITunes

]]> Social Security Is In Trouble Christopher Calandra 00:15:05 Social Security is a hot topic the US however things are looking quite grim in its future as a policy if nothing is done. Learn why in this episode. Social Security is a hot topic the US however things are looking quite grim in its future as a policy if nothing is done. Learn why in this episode. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 42 7 b4853ecf-a567-4576-bc45-b57b6d588aad The State Of The Mortgage Market Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 10 Oct 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-state-of-the-mortgage-market-zJvPGmMq Rate & review the Simply Financial Podcast on ITunes

]]> The State Of The Mortgage Market Christopher Calandra 00:11:15 There has been a bunch of change within the mortgage market today. Listen for an update on how its been going. There has been a bunch of change within the mortgage market today. Listen for an update on how its been going. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, home buying, retirement plan, realtor, debt, loans, entrepreneur, financial plan, mortgage, professional, spending, home loans, money, estate planning false full 41 7 b7bd040e-408f-4ade-bd4a-dc5f7881f320 What To Know Before Buying A 2nd Home Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 3 Oct 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-to-know-before-buying-a-2nd-home-solPR_6p Rate & review the Simply Financial Podcast on ITunes

]]> What To Know Before Buying A 2nd Home Christopher Calandra 00:14:06 Purchasing a 2nd home is a big investment not only for yourself but for your family as well. There are so many things to consider before buying. Don’t miss a step! Purchasing a 2nd home is a big investment not only for yourself but for your family as well. There are so many things to consider before buying. Don’t miss a step! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, investment home, retirement plan, 2nd home, recreational home, debt, entrepreneur, financial plan, professional, spending, money, vacation home, estate planning false full 40 7 e5efd35f-9d2c-428a-8f9e-7e9c12e7541d Optimizing Social Security Benefits: Now or Later? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 26 Sep 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/optimizing-your-social-security-benefits-now-or-later-oPwlLLyu Rate & review the Simply Financial Podcast on ITunes

]]> Optimizing Social Security Benefits: Now or Later? Christopher Calandra 00:11:37 Choosing when to take social security is a major concern for retirees. A great way to help you decide is to do a break-even analysis but there are also many more factors to consider. Listen to learn what they are! Choosing when to take social security is a major concern for retirees. A great way to help you decide is to do a break-even analysis but there are also many more factors to consider. Listen to learn what they are! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, break even analysis, advice, investing, retirement, financial planning, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 39 7 9754df20-a4cf-46cc-bbd4-accaf5c19030 Retirement Readiness: Are You Prepared? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 19 Sep 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/retirement-readiness-are-you-prepared-tqqy_abP Rate & review the Simply Financial Podcast on ITunes

]]> Retirement Readiness: Are You Prepared? Christopher Calandra 00:06:22 Retirement isn’t something you should wait to think about. You need to be prepared and start planning as soon as you can. Listen to here why. Retirement isn’t something you should wait to think about. You need to be prepared and start planning as soon as you can. Listen to here why. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 38 7 a15384e5-3fbd-45cf-bd5f-f4afe99f7189 Understanding Opportunity Zones Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 12 Sep 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-opportunity-zones-0IFeVf3E Rate & review the Simply Financial Podcast on ITunes

]]> Understanding Opportunity Zones Christopher Calandra 00:09:02 Revitalization of low-income areas has always been a challenge for the US government. One of their strategies was to establish the opportunity zones community program which gives tax incentives to investors who reinvest their capital gains into a “Qualified Opportunity Fund” tied to these zones. Listen to a few facts about how the program is doing. Revitalization of low-income areas has always been a challenge for the US government. One of their strategies was to establish the opportunity zones community program which gives tax incentives to investors who reinvest their capital gains into a “Qualified Opportunity Fund” tied to these zones. Listen to a few facts about how the program is doing. personal finance, small business, retirement planning, business owner, revitalization, financial security, economy, finance, saving, financial stability, millennial, opportunity zones, market, advice, investing, retirement, financial planning, qualified opportunity fund, retirement plan, debt, entrepreneur, financial plan, professional, spending, community, low income community, money, estate planning false full 37 7 2fe826db-8a63-41ba-a1d1-5513755103f1 What To Know About Estimated Tax Payments Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 5 Sep 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-to-know-about-estimated-tax-payments-DY25prAx Rate & review the Simply Financial Podcast on ITunes

]]> What To Know About Estimated Tax Payments Christopher Calandra 00:07:45 If you plan on working for yourself or owning your own small business, you definitely need to know about estimated tax payments. This is something employers usually handle for their W-2 employees. If you plan on working for yourself or owning your own small business, you definitely need to know about estimated tax payments. This is something employers usually handle for their W-2 employees. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 36 7 fe59b71a-95ac-48fc-a7e4-d68fbfaa1186 Are Gen Xers Prepared For Retirement? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 29 Aug 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/are-gen-xers-prepared-for-retirement-006e6o2x Rate & review the Simply Financial Podcast on ITunes

]]> Are Gen Xers Prepared For Retirement? Christopher Calandra 00:11:01 The slacker generation gets a bad rap due to that nickname. One area where most of generation X truly slacks is in retirement savings. Listen to some of these facts about Gen X and their retirement. The slacker generation gets a bad rap due to that nickname. One area where most of generation X truly slacks is in retirement savings. Listen to some of these facts about Gen X and their retirement. personal finance, small business, retirement planning, business owner, retire, financial security, economy, gen x, finance, saving, financial stability, millennial, market, generation x, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 35 7 591cdb23-8361-4351-a02e-94f7fcebeff0 Student Debt Reality Check - A New Perspective Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 22 Aug 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/student-debt-reality-check-a-new-perspective-y0JfjALZ Rate & review the Simply Financial Podcast on ITunes

]]> Student Debt Reality Check - A New Perspective Christopher Calandra 00:09:52 The student debt crisis has always been a hot button issue in this country. That is why you NEED to hear these shocking statistics on who those student debtors actually are. Get the facts here! The student debt crisis has always been a hot button issue in this country. That is why you NEED to hear these shocking statistics on who those student debtors actually are. Get the facts here! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, student debt crisis, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, student debt, estate planning false full 34 7 5275de90-a999-4e45-848e-16fdd329390c Protecting Your Retirement in Divorce With QDROs Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 15 Aug 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/protecting-your-retirement-in-divorce-with-qdros-C_60idtM Rate & review the Simply Financial Podcast on ITunes

]]> Protecting Your Retirement in Divorce With QDROs Christopher Calandra 00:07:37 In this episode, we dive into the crucial topic of protecting your retirement during divorce. Discover how Qualified Domestic Relations Orders (QDROs) can safeguard your hard-earned savings and ensure a fair distribution of assets, empowering you to secure your financial future post-divorce. In this episode, we dive into the crucial topic of protecting your retirement during divorce. Discover how Qualified Domestic Relations Orders (QDROs) can safeguard your hard-earned savings and ensure a fair distribution of assets, empowering you to secure your financial future post-divorce. personal finance, small business, retirement planning, business owner, divorce, financial security, economy, finance, saving, financial stability, qualified domestic relations orders, millennial, market, advice, investing, retirement, financial planning, protect, retirement plan, qdro, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 33 7 ae7e2bf5-3bf7-4bbe-bb89-3f6c98cea295 Podcast Powerhouses - Exploring Popular Shows Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Lindy Brock

Associate Advisor at Elliott Wealth Management Services

]]> Tue, 8 Aug 2023 12:00:00 +0000 dconti@elliottwealth.com (Lindy Brock, Christopher Calandra) https://simply-financial.simplecast.com/episodes/podcast-powerhouses-exploring-popular-shows-xfMnAm0E Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Lindy Brock

Associate Advisor at Elliott Wealth Management Services

]]> Podcast Powerhouses - Exploring Popular Shows Lindy Brock, Christopher Calandra 00:25:57 In this episode, Chris & Lindy Brock, Associate Advisor at Elliott Wealth Management Services, discuss podcasts they personally enjoy. They share reviews and recommendations for popular podcasts that might interest you. In this episode, Chris & Lindy Brock, Associate Advisor at Elliott Wealth Management Services, discuss podcasts they personally enjoy. They share reviews and recommendations for popular podcasts that might interest you. personal finance, small business, retirement planning, business owner, financial security, economy, finance, finance, saving, financial stability, millennial, personal development, market, advice, podcasts, investing, retirement, financial planning, retirement plan, business, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 32 7 0459ac46-ab1a-4bd4-87b3-3b4d988b6503 Converting 529 Money To A Roth IRA Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 1 Aug 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/converting-529-money-to-a-roth-ira-tq7SQgjw Rate & review the Simply Financial Podcast on ITunes

]]> Converting 529 Money To A Roth IRA Christopher Calandra 00:08:01 A neat provision of the SECURE ACT is the fact that you can move unused 529 Plan money to a Roth IRA. This was designed to benefit account holders giving them more freedom to make the most out of unused money! A neat provision of the SECURE ACT is the fact that you can move unused 529 Plan money to a Roth IRA. This was designed to benefit account holders giving them more freedom to make the most out of unused money! personal finance, small business, retirement planning, business owner, financial security, economy, 529 college plan, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, secure act, 529, retirement plan, 529 plan, roth ira, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 31 7 4d6cbe42-8dbe-44c8-bd66-82aa6c455901 2023 Mid-Year Economic Update – Part 2 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 25 Jul 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2023-mid-year-economic-update-part-2-jhCccJv5 Rate & review the Simply Financial Podcast on ITunes

]]> 2023 Mid-Year Economic Update – Part 2 Christopher Calandra 00:33:27 Check out part 2 of the 2023 Mid-Year Economic Update. Chris Calandra CFP® gives his personal thoughts on the current market environment, inflation, & other related topics happening in 2023. Check out part 2 of the 2023 Mid-Year Economic Update. Chris Calandra CFP® gives his personal thoughts on the current market environment, inflation, & other related topics happening in 2023. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, 2023 economy, retirement plan, debt, 2023, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 30 7 18c0de2b-93c5-4885-874e-c861b68252d2 2023 Mid-Year Economic Update – Part 1 Rate & review the Simply Financial Podcast on ITunes

With Special Guest:

Jordan Jackson
VP & Global Market Strategist
JP Morgan

]]> Tue, 18 Jul 2023 12:00:00 +0000 dconti@elliottwealth.com (Jordan Jackson, Christopher Calandra) https://simply-financial.simplecast.com/episodes/2023-mid-year-economic-update-part-1-8FGY5mGy Rate & review the Simply Financial Podcast on ITunes

With Special Guest:

Jordan Jackson
VP & Global Market Strategist
JP Morgan

]]> 2023 Mid-Year Economic Update – Part 1 Jordan Jackson, Christopher Calandra 00:44:37 Check out part 1 of the 2023 Mid-Year Economic Update. Chris Calandra and special guest, Jordan Jackson, VP & Global Market Strategist from JP Morgan, will be discussing the current market environment, an update for 2023, inflation, & other related topics. Check out part 1 of the 2023 Mid-Year Economic Update. Chris Calandra and special guest, Jordan Jackson, VP & Global Market Strategist from JP Morgan, will be discussing the current market environment, an update for 2023, inflation, & other related topics. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, 2023 economy, retirement plan, jp morgan, debt, 2023, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 29 7 3c9d4ed2-acb3-47ab-a784-b2d067d5d0fa Understanding Liquidity - Why Liquid Net Worth Matters Rate & review the Simply Financial Podcast on ITunes

Previous Episodes Mentioned: 

Keep Score With A Net Worth Statement

Taking Control With A Net Worth Statement

]]> Tue, 11 Jul 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-liquidity-why-liquid-net-worth-matters-Od7ybO_R Rate & review the Simply Financial Podcast on ITunes

Previous Episodes Mentioned: 

Keep Score With A Net Worth Statement

Taking Control With A Net Worth Statement

]]> Understanding Liquidity - Why Liquid Net Worth Matters Christopher Calandra 00:06:38 Understanding Liquid Net Worth is the first step to unlocking its uses for your personal finance. Discover why having a strong liquid net worth is essential for your financial planning. Understanding Liquid Net Worth is the first step to unlocking its uses for your personal finance. Discover why having a strong liquid net worth is essential for your financial planning. personal finance, small business, retirement planning, business owner, net worth, financial security, economy, finance, saving, financial stability, liquid net worth, millennial, market, advice, investing, retirement, financial planning, retirement plan, liquidity, debt, entrepreneur, financial plan, professional, spending, net worth statement, money, estate planning false full 28 7 d664fbcc-5808-4a4b-a92c-405fde916de7 Backdoor Roth IRAs - Retirement Savings For High Earners Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 4 Jul 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/backdoor-roth-iras-retirement-savings-for-high-earners-6pFUrHHo Rate & review the Simply Financial Podcast on ITunes

]]> Backdoor Roth IRAs - Retirement Savings For High Earners Christopher Calandra 00:07:56 If you are a high earner, this retirement savings strategy could work for you! Discover the benefits of Backdoor Roth IRAs and how you can implement them in your retirement saving strategies. If you are a high earner, this retirement savings strategy could work for you! Discover the benefits of Backdoor Roth IRAs and how you can implement them in your retirement saving strategies. personal finance, small business, retirement planning, business owner, financial security, economy, ira, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, backdoor roth ira, roth ira, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 27 7 a90baf6d-de3d-4125-9f1c-f3f8b9654c46 Inflation Rate Is Slowing Down Rate & review the Simply Financial Podcast on ITunes

The Raw Naked Truth Podcast Original episode: Ep 237 Wallet Watch - 6.13.23

Podcast Host: Eric Lopkin

Check Eric’s show out on Spreaker - https://www.spreaker.com/show/raw-naked-truth-exvadio-network

]]> Tue, 27 Jun 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Eric Lopkin) https://simply-financial.simplecast.com/episodes/inflation-rate-is-slowing-down-odWQ8fJm Rate & review the Simply Financial Podcast on ITunes

The Raw Naked Truth Podcast Original episode: Ep 237 Wallet Watch - 6.13.23

Podcast Host: Eric Lopkin

Check Eric’s show out on Spreaker - https://www.spreaker.com/show/raw-naked-truth-exvadio-network

]]> Inflation Rate Is Slowing Down Christopher Calandra, Eric Lopkin 00:25:54 Many Americans are still feeling the weight of inflation. The good news is that it seems to be trending downwards. Listen to this podcast replay from the Raw Naked Truth Podcast with Eric Lopkin. Many Americans are still feeling the weight of inflation. The good news is that it seems to be trending downwards. Listen to this podcast replay from the Raw Naked Truth Podcast with Eric Lopkin. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, debt, the fed, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 26 7 2d183e03-b522-4287-9ab9-7678b35603a8 The Latest on Inflation & Interest Rates Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 20 Jun 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-latest-on-inflation-interest-rates-5HVIhXZ6 Rate & review the Simply Financial Podcast on ITunes

]]> The Latest on Inflation & Interest Rates Christopher Calandra 00:11:31 The numbers are in! Here's the latest update on inflation and interest rates. Stay informed as we delve into the world of economics and explore the impact these numbers have on our financial landscape. The numbers are in! Here's the latest update on inflation and interest rates. Stay informed as we delve into the world of economics and explore the impact these numbers have on our financial landscape. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, interest, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 25 7 4115efcf-b90e-412a-972e-d89a502af67e Mid-Year Book Review With Heather Ogle Rate & review the Simply Financial Podcast on ITunes

Psychological Themed Books

  • "Influence: The Psychology of Persuasion" by Robert Cialdini
  • "Thinking, Fast and Slow" by Daniel Kahneman
  • "The Gift of Fear" by Gavin de Becker
  • "Maybe You Should Talk to Someone" by Lori Gottlieb
  • "Bluefishing: The Art of Making Things Happen" by Steve Sims
  • "Waking the Tiger: Healing Trauma" by Peter Levine
  • "The Burnout Fix" by Jacinta Jimenez

Management, Business, & Leadership Books

  • "Thou Shall Prosper: Ten Commandments for Making Money" by Daniel Lapin
  • "Adrift: America in 100 Charts" by Scott Galloway
  • "Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity" by Kim Scott

Reading For Pleasure

  • "Remarkably Bright Creatures" by Shelby Van Pelt 
  • "Think Again: The Power of Knowing What You Don't Know" by Adam Grant
  • "Chip War, The Fight for the World's Most Critical Technology" by Chris Miller
  • "The Work: My Search for a Life That Matters" by Wes Moore
  • "The Other Wes Moore: One Name, Two Fates" by Wes Moore
]]> Tue, 13 Jun 2023 12:00:00 +0000 dconti@elliottwealth.com (Heather Ogle, Christopher Calandra) https://simply-financial.simplecast.com/episodes/mid-year-book-review-with-heather-ogle-p1__Z2P8 Rate & review the Simply Financial Podcast on ITunes

Psychological Themed Books

  • "Influence: The Psychology of Persuasion" by Robert Cialdini
  • "Thinking, Fast and Slow" by Daniel Kahneman
  • "The Gift of Fear" by Gavin de Becker
  • "Maybe You Should Talk to Someone" by Lori Gottlieb
  • "Bluefishing: The Art of Making Things Happen" by Steve Sims
  • "Waking the Tiger: Healing Trauma" by Peter Levine
  • "The Burnout Fix" by Jacinta Jimenez

Management, Business, & Leadership Books

  • "Thou Shall Prosper: Ten Commandments for Making Money" by Daniel Lapin
  • "Adrift: America in 100 Charts" by Scott Galloway
  • "Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity" by Kim Scott

Reading For Pleasure

  • "Remarkably Bright Creatures" by Shelby Van Pelt 
  • "Think Again: The Power of Knowing What You Don't Know" by Adam Grant
  • "Chip War, The Fight for the World's Most Critical Technology" by Chris Miller
  • "The Work: My Search for a Life That Matters" by Wes Moore
  • "The Other Wes Moore: One Name, Two Fates" by Wes Moore
]]> Mid-Year Book Review With Heather Ogle Heather Ogle, Christopher Calandra 00:39:28 Chris talks books with special guest Heather Ogle. Listen in to hear about what books may be right for you! Chris talks books with special guest Heather Ogle. Listen in to hear about what books may be right for you! personal finance, small business, retirement planning, business owner, financial security, book review, economy, books, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 24 7 2675c8bc-cf5e-4790-bb04-8cc9f629307d Moving From Corporate To Entrepreneur Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Leonard Orlacchio

Client of Elliott Wealth Management Services

]]> Tue, 6 Jun 2023 12:00:00 +0000 dconti@elliottwealth.com (Leonard Orlacchio, Christopher Calandra) https://simply-financial.simplecast.com/episodes/moving-from-corporate-to-entrepreneur-b_syEgWy Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Leonard Orlacchio

Client of Elliott Wealth Management Services

]]> Moving From Corporate To Entrepreneur Leonard Orlacchio, Christopher Calandra 00:27:26 Leaving corporate America to be an entrepreneur can be a scary change. Listen to this interview with one of Chris Calandra’s clients, Lenny Orlacchio, who made the switch and how it works for him! Leaving corporate America to be an entrepreneur can be a scary change. Listen to this interview with one of Chris Calandra’s clients, Lenny Orlacchio, who made the switch and how it works for him! personal finance, small business, retirement planning, business owner, financial security, economy, change, finance, saving, financial stability, millennial, market, career, corporate, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, adapting, estate planning false full 23 7 c6909400-835f-4423-b04a-25eae8db971f The Psychology Of Money – The Science Of Money Part 3 Want to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealth

Part 3 of 3 In The Science of Money Series

 

Discussion Topics Include:

  • Herd Mentality
  • Fear of Missing Out (FOMO)
  • The Law Of Reciprocity
  • Endowment Effect

 

If you haven’t checked out our episode on Money Math - Part 1 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=YBSpnzfONYU

If you haven’t checked out our episode on Financial Experimentation - Part 2 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=a-1yPB0Vonk

 

Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 30 May 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-psychology-of-money-the-science-of-money-part-3-zO7bsdtV Want to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealth

Part 3 of 3 In The Science of Money Series

 

Discussion Topics Include:

  • Herd Mentality
  • Fear of Missing Out (FOMO)
  • The Law Of Reciprocity
  • Endowment Effect

 

If you haven’t checked out our episode on Money Math - Part 1 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=YBSpnzfONYU

If you haven’t checked out our episode on Financial Experimentation - Part 2 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=a-1yPB0Vonk

 

Rate & review the Simply Financial Podcast on ITunes

]]> The Psychology Of Money – The Science Of Money Part 3 Christopher Calandra 00:16:45 Acting on emotions can be very harmful for financial decision making. To help you remain in control, here are a few common psychological tendencies that people tend to act on when thinking about money. Acting on emotions can be very harmful for financial decision making. To help you remain in control, here are a few common psychological tendencies that people tend to act on when thinking about money. personal finance, small business, retirement planning, business owner, emotional investing, financial security, economy, finance, saving, financial stability, endowment effect, science, millennial, fear of missing out, market, law of reciprocity, advice, investing, retirement, financial planning, fomo, herd mentality, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, psychology, estate planning false full 22 7 b18e0a89-709e-4ac1-ace8-cd45fe6e0b75 Financial Experimentation – The Science Of Money Part 2 Want to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealth

Part 2 of 3 In The Science of Money Series

Discussion Topics Include:

  • Net Worth Statement
  • Retirement Income Planning
  • Monte Carlo Simulation

If you haven’t checked out our episode on Money Math - Part 1 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=YBSpnzfONYU

Stay Tuned for Part 2 on the Psychology of Money

Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 23 May 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/financial-experimentation-the-science-of-money-part-2-UE4DUnbg Want to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealth

Part 2 of 3 In The Science of Money Series

Discussion Topics Include:

  • Net Worth Statement
  • Retirement Income Planning
  • Monte Carlo Simulation

If you haven’t checked out our episode on Money Math - Part 1 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=YBSpnzfONYU

Stay Tuned for Part 2 on the Psychology of Money

Rate & review the Simply Financial Podcast on ITunes

]]> Financial Experimentation – The Science Of Money Part 2 Christopher Calandra 00:14:09 Laboratories aren’t the only places where experiments are conducted. Learn how financial experiments are often used by professional financial planners to help their clients test hypotheses, see results, & eventually win with money. Laboratories aren’t the only places where experiments are conducted. Learn how financial experiments are often used by professional financial planners to help their clients test hypotheses, see results, & eventually win with money. personal finance, small business, retirement planning, business owner, net worth, monte carlo simulation, financial security, economy, finance, saving, financial stability, science, millennial, market, advice, investing, retirement, financial planning, retirement income planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, net worth statement, money, estate planning false full 21 7 ba8505b7-75e6-43db-929a-888a0d19279d Money Math – The Science Of Money Part 1 Rate & review the Simply Financial Podcast on ITunes

Find The 7 Wealth Building Rules Article Here

Part 1 of 3 In The Science of Money Series

Discussion Topics Include:

  • Standard Deviation
  • The 4% Rule
  • Compound Interest
  • The Rule of 72
]]> Tue, 16 May 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/money-math-the-science-of-money-part-1-uwaN0hij Rate & review the Simply Financial Podcast on ITunes

Find The 7 Wealth Building Rules Article Here

Part 1 of 3 In The Science of Money Series

Discussion Topics Include:

  • Standard Deviation
  • The 4% Rule
  • Compound Interest
  • The Rule of 72
]]> Money Math – The Science Of Money Part 1 Christopher Calandra 00:19:28 It might not seem like it, but finance & science are more similar than you might think. In this episode, our host, Chris Calandra CFP® delves into financial concepts that draw parallels with common scientific practices. Understanding these concepts can improve your financial decision making & planning. It might not seem like it, but finance & science are more similar than you might think. In this episode, our host, Chris Calandra CFP® delves into financial concepts that draw parallels with common scientific practices. Understanding these concepts can improve your financial decision making & planning. personal finance, bell curve, math, small business, retirement planning, business owner, financial security, economy, finance, managing risk, saving, financial stability, science, millennial, market, advice, investing, retirement, financial planning, risk, standard deviation, retirement plan, debt, entrepreneur, financial plan, professional, spending, statistics, money, estate planning false full 20 7 be706c77-2e39-4d77-9d5f-35d1111f8c10 The Best States For Retirement Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 9 May 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-best-states-for-retirement-lqs50wl6 Rate & review the Simply Financial Podcast on ITunes

]]> The Best States For Retirement Christopher Calandra 00:10:13 A big question people on the homestretch to retirement have is “where am I going to live when I retire?” In this episode, we’ll discuss some of the best states to live in during your retirement and why. A big question people on the homestretch to retirement have is “where am I going to live when I retire?” In this episode, we’ll discuss some of the best states to live in during your retirement and why. personal finance, small business, retirement planning, business owner, retire, financial security, economy, finance, saving, financial stability, millennial, market, tax savings, retiree, healthcare, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 19 7 f0b1165f-cf58-4278-a451-1fa5585fafc7 Ways Your Kids Can Earn Money Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 2 May 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/ways-your-kids-can-earn-money-A_0sTiEn Rate & review the Simply Financial Podcast on ITunes

]]> Ways Your Kids Can Earn Money Christopher Calandra 00:08:19 Teaching our kids about money is a very important lesson. Here are a few ways that our kids can get some hands on experience. Teaching our kids about money is a very important lesson. Here are a few ways that our kids can get some hands on experience. personal finance, small business, hustle, retirement planning, business owner, financial security, economy, income, finance, saving, financial stability, kids, millennial, market, advice, investing, retirement, financial planning, family, earning money, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, children, job, estate planning false full 18 7 8de4214c-572b-4ab6-b5e6-86544b922073 Stress & Money Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 25 Apr 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/stress-money-5Um7btsE Rate & review the Simply Financial Podcast on ITunes

]]> Stress & Money Christopher Calandra 00:13:04 The relationship between stress and money can be a strong one. It can affect our health & our loved ones. In honor of April being Stress Awareness Month, here are a few steps you can take to manage your financial stress. The relationship between stress and money can be a strong one. It can affect our health & our loved ones. In honor of April being Stress Awareness Month, here are a few steps you can take to manage your financial stress. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, anxiety, advice, investing, retirement, financial planning, financial stress, stress, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 17 7 9e8dc299-f062-4e10-af71-963a6162cf03 Inflation Update – The Trend Is Your Friend Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 18 Apr 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/inflation-update-the-trend-is-your-friend-xWy4JMo3 Rate & review the Simply Financial Podcast on ITunes

]]> Inflation Update – The Trend Is Your Friend Christopher Calandra 00:08:28 Here is a quick update on the US Inflation story as of April 2023. The trends don’t lie! Here is a quick update on the US Inflation story as of April 2023. The trends don’t lie! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 16 7 cfca1807-2ad0-4fa9-8d17-f2de290c1a23 The Importance Of Connecting With Your Clients - Podcast Replay Rate & review the Simply Financial Podcast on ITunes

Here is what to expect on this episode:

  • One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.
  • Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.
  • The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.

You can find the link to the original episode here: https://www.youtube.com/watch?v=1LdXfZtPAnw

Your Life. Your Legacy. Podcast – YouTube Channel

]]> Tue, 11 Apr 2023 12:00:00 +0000 dconti@elliottwealth.com (Stan Miller, Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-importance-of-connecting-with-your-clients-podcast-replay-XujFoLJV Rate & review the Simply Financial Podcast on ITunes

Here is what to expect on this episode:

  • One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.
  • Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.
  • The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.

You can find the link to the original episode here: https://www.youtube.com/watch?v=1LdXfZtPAnw

Your Life. Your Legacy. Podcast – YouTube Channel

]]> The Importance Of Connecting With Your Clients - Podcast Replay Stan Miller, Christopher Calandra 00:26:18 Listen to this replay of this interview from the Your Life. Your Legacy. Podcast. We talked about getting to know your clients well, as well as tips for opening the door to client relationships. We also discussed the value of a good financial advisor relationship and the advantages of using technology for negotiation. Listen to this replay of this interview from the Your Life. Your Legacy. Podcast. We talked about getting to know your clients well, as well as tips for opening the door to client relationships. We also discussed the value of a good financial advisor relationship and the advantages of using technology for negotiation. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 15 7 9708e5a7-81e3-42ba-909f-c68c6b4b829a State Of The Housing Market Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 4 Apr 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/state-of-the-housing-market-CmYhXO4y Rate & review the Simply Financial Podcast on ITunes

]]> State Of The Housing Market Christopher Calandra 00:10:22 Here is a quick update on the housing market as of March 2023. Here is a quick update on the housing market as of March 2023. personal finance, housing market, small business, retirement planning, business owner, home owner, financial security, economy, finance, saving, financial stability, millennial, market, real estate, buying a house, advice, investing, retirement, financial planning, retirement plan, debt, real estate investing, entrepreneur, financial plan, professional, spending, money, estate planning false full 14 7 78f7b426-08c1-4fb8-a87c-145688669175 Bank CDs: From Forgotten To Favorable Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 28 Mar 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/bank-cds-from-forgotten-to-favorable-XmbO6fzO Rate & review the Simply Financial Podcast on ITunes

]]> Bank CDs: From Forgotten To Favorable Christopher Calandra 00:06:25 After about a decade, Bank Certificates of Deposits or CDs are back in style due to their steadily increasing APY rates. Learn what’s causing the push! After about a decade, Bank Certificates of Deposits or CDs are back in style due to their steadily increasing APY rates. Learn what’s causing the push! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, certificate of deposit, bank cd, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 13 7 7f470a8f-5edc-448b-bb6b-9564df890df6 The Collapse Of Silicon Valley Bank - Podcast Replay Rate & review the Simply Financial Podcast on ITunes

Original Show: https://www.spreaker.com/user/exvadio/ep-194-wallet-watch-looks-at-the-banks-3

]]> Tue, 21 Mar 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Eric Lopkin) https://simply-financial.simplecast.com/episodes/the-collapse-of-silicon-valley-bank-podcast-replay-B_2qxnVn Rate & review the Simply Financial Podcast on ITunes

Original Show: https://www.spreaker.com/user/exvadio/ep-194-wallet-watch-looks-at-the-banks-3

]]> The Collapse Of Silicon Valley Bank - Podcast Replay Christopher Calandra, Eric Lopkin 00:28:47 This episode is a replay from The Raw Naked Truth Podcast. Chris Calandra and host Eric Lopkin discuss the failure of Silicon Valley Bank and Signature Bank and what it means for the markets and the economy. This episode is a replay from The Raw Naked Truth Podcast. Chris Calandra and host Eric Lopkin discuss the failure of Silicon Valley Bank and Signature Bank and what it means for the markets and the economy. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, risk management, market, advice, investing, retirement, financial planning, silicon valley bank collapse, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 12 7 3d58e328-adb3-4ac7-828e-535f673015d2 The US Savings Rate Sucks Rate & review the Simply Financial Podcast on ITunes

If you want to hear more about this topic, listen to: “Breaking The Cycle Of Living Paycheck To Paycheck”

]]> Tue, 14 Mar 2023 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-us-savings-rate-sucks-cizRJn7i Rate & review the Simply Financial Podcast on ITunes

If you want to hear more about this topic, listen to: “Breaking The Cycle Of Living Paycheck To Paycheck”

]]> The US Savings Rate Sucks Christopher Calandra 00:15:37 Americans are struggling to save their money due to many factors. Learn what things you can do to combat this rising issue! Americans are struggling to save their money due to many factors. Learn what things you can do to combat this rising issue! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, paycheck to paycheck, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 11 7 004b89f2-1904-458b-8c8f-58d0e1a26272 Breaking The Cycle Of Living Paycheck To Paycheck Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 7 Mar 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/breaking-the-cycle-of-living-paycheck-to-paycheck-1Uri4Cbb Rate & review the Simply Financial Podcast on ITunes

]]> Breaking The Cycle Of Living Paycheck To Paycheck Christopher Calandra 00:10:42 The number of Americans living paycheck to paycheck is astounding. If you are drowning, there are a few things you can do to feel more financially secure. Learn how in today’s episode! The number of Americans living paycheck to paycheck is astounding. If you are drowning, there are a few things you can do to feel more financially secure. Learn how in today’s episode! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 10 7 8a1b4b73-1e05-4460-9e54-75988562737b College Conversations: Things Parents Should Consider Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 28 Feb 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/college-conversations-things-parents-should-consider-esY7I57f Rate & review the Simply Financial Podcast on ITunes

]]> College Conversations: Things Parents Should Consider Christopher Calandra 00:25:19 Beginning and planning the college search with your kid can be a very stressful endeavor. Here are a few things you should consider during the college planning process. Beginning and planning the college search with your kid can be a very stressful endeavor. Here are a few things you should consider during the college planning process. personal finance, small business, retirement planning, business owner, education, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, financial aid, retirement plan, students, debt, parents, loans, university, entrepreneur, financial plan, college, professional, spending, money, student debt, estate planning false full 9 7 c7458e67-7aee-47bb-ac89-ef8d65b8033b Social Security - Test Rate & review the Simply Financial Podcast on ITunes

This episode has a visual presentation. Find it on our YouTube channel here: https://www.youtube.com/watch?v=6WSkoKcQCxU

]]> Tue, 21 Feb 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/social-security-test-6WLxV7Qh Rate & review the Simply Financial Podcast on ITunes

This episode has a visual presentation. Find it on our YouTube channel here: https://www.youtube.com/watch?v=6WSkoKcQCxU

]]> Social Security - Test Christopher Calandra 00:13:21 Here is a quick brain teaser test designed to educate you on different aspects of social security. The more you know about social security, the better decisions you can make! This episode has a visual presentation. Find it on our YouTube channel here: https://www.youtube.com/watch?v=6WSkoKcQCxU Here is a quick brain teaser test designed to educate you on different aspects of social security. The more you know about social security, the better decisions you can make! This episode has a visual presentation. Find it on our YouTube channel here: https://www.youtube.com/watch?v=6WSkoKcQCxU personal finance, small business, retirement planning, business owner, retire, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, retirement, financial planning, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 8 7 6f91b255-9ae6-4808-b122-4d0bac9e865a Signs That It’s Time To Change Financial Advisors Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 14 Feb 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/signs-that-its-time-to-change-financial-advisors-faidcpME Rate & review the Simply Financial Podcast on ITunes

]]> Signs That It’s Time To Change Financial Advisors Christopher Calandra 00:09:38 Are you happy with your current financial advisor? Here are a few signs you should look for when thinking about your advisor. Are you happy with your current financial advisor? Here are a few signs you should look for when thinking about your advisor. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, financial advisor, market, advice, investing, retirement, financial planning, advisor, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 7 7 6be5482e-8578-4b9a-979a-ccefb852cbc2 2022 GDP Update Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 7 Feb 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2022-gdp-update-gHU7wYv7 Rate & review the Simply Financial Podcast on ITunes

]]> 2022 GDP Update Christopher Calandra 00:08:09 The numbers are in! Here is a quick update on 2022’s total GDP growth. The numbers are in! Here is a quick update on 2022’s total GDP growth. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, gross domestic product, 2022, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, gdp, estate planning false full 6 7 751ab6f7-987c-4e34-888a-cabb8f163412 Inflation & The Fed – Dreaming Of A Soft Landing Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 31 Jan 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/inflation-the-fed-dreaming-of-a-soft-landing-njhRFtaL Rate & review the Simply Financial Podcast on ITunes

]]> Inflation & The Fed – Dreaming Of A Soft Landing Christopher Calandra 00:07:21 The Fed has been making aggressive moves to lower inflation, but they are also trying to be careful as they don’t want to cause too much economic harm. The term for this is called a “Soft Landing.” The Fed has been making aggressive moves to lower inflation, but they are also trying to be careful as they don’t want to cause too much economic harm. The term for this is called a “Soft Landing.” personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, soft landing, retirement plan, debt, the fed, entrepreneur, financial plan, professional, spending, money, estate planning false full 5 7 09f079ec-2a58-4681-95ee-c5b619dd454d The SECURE ACT 2.0 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 24 Jan 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-secure-act-20-gekW_mlJ Rate & review the Simply Financial Podcast on ITunes

]]> The SECURE ACT 2.0 Christopher Calandra 00:12:59 In late 2022 Congress built upon the SECURE Act in the hopes to make it more attractive for people to save for retirement. Listen to find out what was updated! In late 2022 Congress built upon the SECURE Act in the hopes to make it more attractive for people to save for retirement. Listen to find out what was updated! personal finance, 403b, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, student loan, millennial, required minimum distribution, market, rmd, advice, investing, retirement, financial planning, secure act, retirement plan, 401k, debt, catch up contribution, entrepreneur, financial plan, professional, spending, secure act 2.0, money, estate planning false full 4 7 f520b709-10f0-4ce2-af6d-572db9624d6a 2023 Economic Outlook Part 2 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Jan 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2023-economic-outlook-part-2-mDl5KD7B Rate & review the Simply Financial Podcast on ITunes

]]> 2023 Economic Outlook Part 2 Christopher Calandra 00:28:24 Chris Calandra shares his personal thoughts & opinions with the added knowledge of what Jordan Jackson, from JP Morgan, provided in part 1. This is part 2 of the 2023 Economic Outlook Series. Chris Calandra shares his personal thoughts & opinions with the added knowledge of what Jordan Jackson, from JP Morgan, provided in part 1. This is part 2 of the 2023 Economic Outlook Series. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, debt, 2023, entrepreneur, financial plan, professional, spending, money, estate planning false full 3 7 7e833fa5-853c-4ab7-a494-6f8daa95fee9 2023 Economic Outlook Part 1 Rate & review the Simply Financial Podcast on ITunes

With Special Guest

Jordan Jackson

VP & Global Market Strategist

JP Morgan

 

See Presentation PDF here

]]> Tue, 10 Jan 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2023-economic-outlook-part-1-o_3T364c Rate & review the Simply Financial Podcast on ITunes

With Special Guest

Jordan Jackson

VP & Global Market Strategist

JP Morgan

 

See Presentation PDF here

]]> 2023 Economic Outlook Part 1 Christopher Calandra 00:54:33 Chris Calandra and special guest, Jordan Jackson, VP & Global Market Strategist from JP Morgan, discuss the current market environment, the Outlook for 2023, inflation, & other related topics. This is part 1 of the 2023 Economic Outlook Series. Chris Calandra and special guest, Jordan Jackson, VP & Global Market Strategist from JP Morgan, discuss the current market environment, the Outlook for 2023, inflation, & other related topics. This is part 1 of the 2023 Economic Outlook Series. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, debt, 2023, entrepreneur, financial plan, professional, spending, money, estate planning false full 2 7 517d91b6-befc-4e4c-93e9-c64a83cb8d3d Roth IRA For Your Kids! Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 3 Jan 2023 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/roth-ira-for-your-kids-51rf5wtP Rate & review the Simply Financial Podcast on ITunes

]]> Roth IRA For Your Kids! Christopher Calandra 00:09:34 Did you know you can open a Roth IRA for your kids? You can establish as a guardian on the account and manage it for your children! Did you know you can open a Roth IRA for your kids? You can establish as a guardian on the account and manage it for your children! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, family, retirement plan, guardian roth ira, roth ira, debt, entrepreneur, financial plan, professional, spending, money, children, guardian, estate planning false full 1 7 4054aa1f-2e04-422d-9d25-d958ce325306 Book Review With Eric Lopkin Rate & review the Simply Financial Podcast on ITunes

Special Guest: Eric Lopkin

https://modernobserver.com 

https://empowerbusinessconnection.com

 

 

Book list:

Lincoln Highway by Amos Towles     

Half Time: Moving From Success to Significance by Bob Buford

America Adrift by Scott Galloway

Killing the Killers by Bill O’reilly

Killing The Legends by Bill O’reilly

The Greatest Beer Run Ever by John Donahue

Stay Hungry by Sebastion Manicalsco                      

The Passenger by Cormac McCarthy

Extreme Ownership By Jocko Willink

The Adventures of Robinson Caruso

The Great Gatsby By F. Scotts Fitzgerald

Harry Bosch series of mysteries By michael Connelly

Atomic Habits

Napoleon Hills Books

The Science of Getting Rich Wallace Waddles

The art of War by Sun Tzu

Breakfast at Tiffany’s By Truman Capote

The Half-life Of Marie Curie By Lauren Gunderson

Getting Things Done By David Allen

Making Things Happen By David Allen

Poke The Box By Seth Godin

Tribes By Seth Godin

The Dresden Files By Jim Butcher (Series)

The Power Of Self CompassionBy Laurie J. Cameron

The Passenger By Cormac McCarthy

Inflation By Steve Forbes

Woke Inc ByVivek Ramaswamy

]]> Tue, 27 Dec 2022 13:00:00 +0000 dconti@elliottwealth.com (Eric Lopkin, Christopher Calandra) https://simply-financial.simplecast.com/episodes/book-review-with-eric-lopkin-lkICdIy9 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Eric Lopkin

https://modernobserver.com 

https://empowerbusinessconnection.com

 

 

Book list:

Lincoln Highway by Amos Towles     

Half Time: Moving From Success to Significance by Bob Buford

America Adrift by Scott Galloway

Killing the Killers by Bill O’reilly

Killing The Legends by Bill O’reilly

The Greatest Beer Run Ever by John Donahue

Stay Hungry by Sebastion Manicalsco                      

The Passenger by Cormac McCarthy

Extreme Ownership By Jocko Willink

The Adventures of Robinson Caruso

The Great Gatsby By F. Scotts Fitzgerald

Harry Bosch series of mysteries By michael Connelly

Atomic Habits

Napoleon Hills Books

The Science of Getting Rich Wallace Waddles

The art of War by Sun Tzu

Breakfast at Tiffany’s By Truman Capote

The Half-life Of Marie Curie By Lauren Gunderson

Getting Things Done By David Allen

Making Things Happen By David Allen

Poke The Box By Seth Godin

Tribes By Seth Godin

The Dresden Files By Jim Butcher (Series)

The Power Of Self CompassionBy Laurie J. Cameron

The Passenger By Cormac McCarthy

Inflation By Steve Forbes

Woke Inc ByVivek Ramaswamy

]]> Book Review With Eric Lopkin Eric Lopkin, Christopher Calandra 00:32:32 Chris talks books with special guest Eric Lopkin. Listen in to hear about what books may be right for you! Chris talks books with special guest Eric Lopkin. Listen in to hear about what books may be right for you! false full 52 6 80a7967f-b9dc-432d-be2b-bb0b6f8c9329 Inflation Seems To Be Cooling Down Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 20 Dec 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/inflation-seems-to-be-cooling-down-wHGXcxN1 Rate & review the Simply Financial Podcast on ITunes

]]> Inflation Seems To Be Cooling Down Christopher Calandra 00:10:45 Inflation has been a sore spot for the economy in 2022 but it seems to be cooling off. Lets see how the fed is handling it. Inflation has been a sore spot for the economy in 2022 but it seems to be cooling off. Lets see how the fed is handling it. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, debt, the fed, entrepreneur, financial plan, professional, spending, money, estate planning false full 51 6 1dd4bca0-23c0-45a8-8568-787b468f5776 How To Choose The Right Credit Card Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 13 Dec 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/how-to-choose-the-right-credit-card-y9MTOL1T Rate & review the Simply Financial Podcast on ITunes

]]> How To Choose The Right Credit Card Christopher Calandra 00:13:30 Looking for a good credit card can be a complex process. Here are a few things to consider while you search for the card that will best suit your needs. Looking for a good credit card can be a complex process. Here are a few things to consider while you search for the card that will best suit your needs. personal finance, rewards, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, credit, advice, investing, retirement, financial planning, credit card, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 50 6 a140aaa5-b9ad-4767-a937-76195cfb6a12 How To Freeze Your Credit Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 6 Dec 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/how-to-freeze-your-credit-xE8lO6_Q Rate & review the Simply Financial Podcast on ITunes

]]> How To Freeze Your Credit Christopher Calandra 00:07:08 There are a good number of reasons why you would want to freeze your credit, but the number one reason is to protect you from fraud! Listen to this episode in honor or identity theft awareness month! There are a good number of reasons why you would want to freeze your credit, but the number one reason is to protect you from fraud! Listen to this episode in honor or identity theft awareness month! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, identity theft, millennial, market, credit, advice, investing, retirement, financial planning, credit card, retirement plan, debt, entrepreneur, financial plan, professional, spending, freezing credit, money, estate planning false full 49 6 deee739a-21bf-4e80-868e-6e63883ff638 Health & Money Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Matt Kansy, RD

Matt’s website: https://mattkansy.com/

]]> Tue, 29 Nov 2022 13:00:00 +0000 dconti@elliottwealth.com (Matt Kansy, Christopher Calandra) https://simply-financial.simplecast.com/episodes/health-money-eiSTpqA6 Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Matt Kansy, RD

Matt’s website: https://mattkansy.com/

]]> Health & Money Matt Kansy, Christopher Calandra 00:28:39 Planning for your health & planning for your financial future are more related than you realize. Chris interviews health & wellness coach, Matt Kansy, RD, on how these two topics connect. Planning for your health & planning for your financial future are more related than you realize. Chris interviews health & wellness coach, Matt Kansy, RD, on how these two topics connect. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, fitness, advice, investing, retirement, financial planning, health, retirement plan, debt, entrepreneur, financial plan, diet, professional, spending, money, estate planning false full 48 6 dbc935e6-aa72-439b-8401-d9f425c577fc Everything Is Going To Be Alright – Podcast Replay Rate & review the Simply Financial Podcast on ITunes

 

The Warriors Voice Podcast Hosted By Zachary Green:

https://warriorsvoice.podbean.com/e/everything-s-going-to-be-alright-christopher-calandra/

]]> Tue, 15 Nov 2022 13:00:00 +0000 dconti@elliottwealth.com (Zachary Green, Christopher Calandra) https://simply-financial.simplecast.com/episodes/everything-is-going-to-be-alright-podcast-replay-tv_AlAvZ Rate & review the Simply Financial Podcast on ITunes

 

The Warriors Voice Podcast Hosted By Zachary Green:

https://warriorsvoice.podbean.com/e/everything-s-going-to-be-alright-christopher-calandra/

]]> Everything Is Going To Be Alright – Podcast Replay Zachary Green, Christopher Calandra 00:31:55 Chris was interviewed on The Warriors Voice Podcast, by Zachary Green about the early days of his career and how he ended up in the financial service industry. In the spirit of National Entrepreneurship month, listen to this podcast replay from Zach’s show. Chris was interviewed on The Warriors Voice Podcast, by Zachary Green about the early days of his career and how he ended up in the financial service industry. In the spirit of National Entrepreneurship month, listen to this podcast replay from Zach’s show. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 46 6 93caef58-0aab-4af2-8887-5ea6998ea92c Social Security Benefits Going Up! Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 8 Nov 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/social-security-benefits-going-up-RM5ERI4L Rate & review the Simply Financial Podcast on ITunes

]]> Social Security Benefits Going Up! Christopher Calandra 00:05:49 As a result of rising inflation, the US government plans to increase social security benefits in 2023. This will be the highest increase in 40 years. As a result of rising inflation, the US government plans to increase social security benefits in 2023. This will be the highest increase in 40 years. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, benefits, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 45 6 bc2ef77d-780d-4284-8fb7-5387470e5c15 The Recession Question - Q3 2022 Update Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 1 Nov 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-recession-question-q3-2022-update-UsaN3_QW Rate & review the Simply Financial Podcast on ITunes

]]> The Recession Question - Q3 2022 Update Christopher Calandra 00:05:45 The Q3 2022 GDP numbers are in and they are looking good! Learn more in this episode of the Simply Financial Podcast. The Q3 2022 GDP numbers are in and they are looking good! Learn more in this episode of the Simply Financial Podcast. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, recession, gdp, estate planning false full 44 6 d0ad7335-5d95-4f34-b96c-42ed9b991e50 Inflation & Everything It Affects Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 25 Oct 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/inflation-everything-it-affects-cmQvmHAw Rate & review the Simply Financial Podcast on ITunes

]]> Inflation & Everything It Affects Christopher Calandra 00:09:32 Almost everything is more expensive nowadays due to inflation. However, many businesses devise other ways to keep their revenue up that you as a consumer should be aware of. Almost everything is more expensive nowadays due to inflation. However, many businesses devise other ways to keep their revenue up that you as a consumer should be aware of. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, business, expensive, debt, entrepreneur, financial plan, shrinkflation, professional, spending, money, estate planning false full 43 6 475390d2-ea6e-4de7-b084-41511bd712be October 2022 Economic Update Rate & review the Simply Financial Podcast on ITunes

For a pdf of the presentation, click here: https://static.twentyoverten.com/5e96165b90c2bc75e3bf568f/qEZhigU52w/October-2022-Webinar.pdf

]]> Tue, 18 Oct 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/october-2022-economic-update-4UJxHJfa Rate & review the Simply Financial Podcast on ITunes

For a pdf of the presentation, click here: https://static.twentyoverten.com/5e96165b90c2bc75e3bf568f/qEZhigU52w/October-2022-Webinar.pdf

]]> October 2022 Economic Update Christopher Calandra 00:37:11 2022 continues to be a very tough year as the economy and the markets are still struggling with soaring inflation, rising interest rates, & countless negative headlines. This has led to a bear market for both stocks and bonds. 2022 continues to be a very tough year as the economy and the markets are still struggling with soaring inflation, rising interest rates, & countless negative headlines. This has led to a bear market for both stocks and bonds. personal finance, bear market, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, stocks, millennial, market, inflation, advice, investing, retirement, financial planning, bonds, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, recession, estate planning false full 42 6 938c760c-c24f-4ceb-b481-773441efb479 Make More Money With Online Banks Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 11 Oct 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/make-more-money-with-online-banks-zGHGSU_W Rate & review the Simply Financial Podcast on ITunes

]]> Make More Money With Online Banks Christopher Calandra 00:07:33 Since yesterday was Online Bank Day, we wanted you to know that using an online bank is a great hack that often earns you a higher interest rate on your account compared to most brick and mortar banks! Since yesterday was Online Bank Day, we wanted you to know that using an online bank is a great hack that often earns you a higher interest rate on your account compared to most brick and mortar banks! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, online bank, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 41 6 d4a3098d-e2e8-46f6-ab6a-4fc58dc96a25 The Rule Of 72 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 4 Oct 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-rule-of-72-rbI6iLnK Rate & review the Simply Financial Podcast on ITunes

]]> The Rule Of 72 Christopher Calandra 00:04:11 This simple calculation can help you figure out how long it will take to double your money with a specific interest rate! This simple calculation can help you figure out how long it will take to double your money with a specific interest rate! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, rule of 72, financial plan, professional, spending, money, interest rate, estate planning false full 40 6 6404a056-de02-465c-a1de-7d18675428ad Taking Control With A Net Worth Statement Rate & review the Simply Financial Podcast on ITunes

Special Guest: Lindy Brock,

Associate Advisor, Elliott Wealth Management Services

]]> Tue, 27 Sep 2022 12:00:00 +0000 dconti@elliottwealth.com (Lindy Brock, Christopher Calandra) https://simply-financial.simplecast.com/episodes/taking-control-with-a-net-worth-statement-CjRNzW5O Rate & review the Simply Financial Podcast on ITunes

Special Guest: Lindy Brock,

Associate Advisor, Elliott Wealth Management Services

]]> Taking Control With A Net Worth Statement Lindy Brock, Christopher Calandra 00:23:43 The first step of taking control of your finances is to acknowledge what your net worth is. Listen to this brief interview with Elliott Wealth Associate Advisor, Lindy Brock on how a Net worth Statement can make you feel in control. The first step of taking control of your finances is to acknowledge what your net worth is. Listen to this brief interview with Elliott Wealth Associate Advisor, Lindy Brock on how a Net worth Statement can make you feel in control. personal finance, small business, retirement planning, business owner, net worth, control, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, net worth statement, money, estate planning, finances false full 39 6 1a5de4f9-785d-4bc0-ace5-106a9349c29a Keep Score With A Net Worth Statement Rate & review the Simply Financial Podcast on ITunes

 

Find Out Your Net Worth With The Elliott Wealth Success Planner: https://app.rightcapital.com/account/sign-up?referral=qeB5BxaxnDv8EU3SkK9wFQ&type=client

]]> Tue, 20 Sep 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/keep-score-with-a-net-worth-statement-g4fmVsjP Rate & review the Simply Financial Podcast on ITunes

 

Find Out Your Net Worth With The Elliott Wealth Success Planner: https://app.rightcapital.com/account/sign-up?referral=qeB5BxaxnDv8EU3SkK9wFQ&type=client

]]> Keep Score With A Net Worth Statement Christopher Calandra 00:17:59 How will you know if you’re winning with money if you’re not keeping score? Building a net worth Statement is the way to go to track your success as time goes on. How will you know if you’re winning with money if you’re not keeping score? Building a net worth Statement is the way to go to track your success as time goes on. personal finance, small business, retirement planning, business owner, net worth, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, statement, elliott wealth success planner, estate planning false full 38 6 1ab131cf-6bcd-4d76-8a69-d0d91fbff31e Stay Organized & Be Proactive With Life Insurance Rate & review the Simply Financial Podcast on ITunes

Source: https://www.limra.com/siteassets/newsroom/fact-tank/fact-sheets/facts-of-life-2021-format-vfinal.pdf

]]> Tue, 13 Sep 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/stay-organized-be-proactive-with-life-insurance-jLvHsrGu Rate & review the Simply Financial Podcast on ITunes

Source: https://www.limra.com/siteassets/newsroom/fact-tank/fact-sheets/facts-of-life-2021-format-vfinal.pdf

]]> Stay Organized & Be Proactive With Life Insurance Christopher Calandra 00:08:19 Because September is life insurance awareness month, it is important to remember to stay organized and on top of your life insurance policy. Being proactive is the best way to avoid problems with your policy that your loved ones could inherit otherwise. Because September is life insurance awareness month, it is important to remember to stay organized and on top of your life insurance policy. Being proactive is the best way to avoid problems with your policy that your loved ones could inherit otherwise. personal finance, small business, retirement planning, business owner, financial security, economy, wife, finance, saving, financial stability, millennial, husband, market, advice, investing, retirement, financial planning, family, life insurance, retirement plan, debt, organized, entrepreneur, financial plan, professional, spending, proactive, money, children, estate planning false full 37 6 c5fffd35-7097-4730-978c-a93dc3b3250c Should You Have Life Insurance? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 6 Sep 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/should-you-have-life-insurance-UuRBnzTI Rate & review the Simply Financial Podcast on ITunes

]]> Should You Have Life Insurance? Christopher Calandra 00:10:44 Life insurance can seem ugly at the initial thought of it but in reality, it offers serious protection for your close loved ones. If you have a family that depends on your income to live comfortably, life insurance should be considered. Life insurance can seem ugly at the initial thought of it but in reality, it offers serious protection for your close loved ones. If you have a family that depends on your income to live comfortably, life insurance should be considered. personal finance, small business, retirement planning, business owner, financial security, economy, wife, finance, saving, financial stability, millennial, husband, market, advice, investing, retirement, financial planning, family, life insurance, retirement plan, debt, organized, entrepreneur, financial plan, professional, spending, proactive, money, children, estate planning false full 36 6 93917b02-66cc-4bed-ba76-a79b718a7083 Hard Work Pays Off Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Steve Jones

Retired Executive & Small Business Owner

]]> Tue, 30 Aug 2022 12:00:00 +0000 dconti@elliottwealth.com (Steve Jones, Christopher Calandra) https://simply-financial.simplecast.com/episodes/hard-work-pays-off-0NcnhpQO Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Steve Jones

Retired Executive & Small Business Owner

]]> Hard Work Pays Off Steve Jones, Christopher Calandra 00:38:02 Listen to this interview between Chris Calandra & Steve Jones, a retired Xerox Executive, small business owner, & everyday American. Steve talks about the lessons he’s learned and the success that came with them. Listen to this interview between Chris Calandra & Steve Jones, a retired Xerox Executive, small business owner, & everyday American. Steve talks about the lessons he’s learned and the success that came with them. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 35 6 0f6c25a4-30ea-4fc5-a03a-2a2dd7ed9793 What Is An Individual 401k? Rate & review the Simply Financial Podcast on ITunes

Special Guest: Kristen McGarry CRPC, Pacific Life

]]> Tue, 23 Aug 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Kristen McGarry) https://simply-financial.simplecast.com/episodes/what-is-an-individual-401k-YL9l5s7f Rate & review the Simply Financial Podcast on ITunes

Special Guest: Kristen McGarry CRPC, Pacific Life

]]> What Is An Individual 401k? Christopher Calandra, Kristen McGarry 00:20:43 An individual 401k, Solo K, or Individual k, is a 401k plan specifically designed for small business owners who have no employees. Listen to this interview with Kristen McGarry CRPC from Pacific Life. An individual 401k, Solo K, or Individual k, is a 401k plan specifically designed for small business owners who have no employees. Listen to this interview with Kristen McGarry CRPC from Pacific Life. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, solo k, advice, investing, retirement, financial planning, individual k, individual 401k, retirement plan, 401k, debt, entrepreneur, financial plan, professional, spending, money, small business owners, sole proprietor, estate planning false full 34 6 f2a88c18-dcf0-4a0e-9e0d-f5d5cd281879 Bogus Attitudes About Debt Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 16 Aug 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/bogus-attitudes-about-debt-VnqMuAAz Rate & review the Simply Financial Podcast on ITunes

]]> Bogus Attitudes About Debt Christopher Calandra 00:20:37 Don’t be a victim of the many unhealthy attitudes or views on debt. Learn what you should or shouldn’t do when managing or incurring debt. Don’t be a victim of the many unhealthy attitudes or views on debt. Learn what you should or shouldn’t do when managing or incurring debt. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 33 6 a5fd2b4b-4d7e-43ef-bc2d-95d4ff000601 A Fulfilling Retirement – Everyday American Series Rate & review the Simply Financial Podcast on ITunes

Special Guest: Bob Kane

Bob is the coach & leader of the Dragonboat Team, The Leatherneck Warriors. For more information on The Villages Dragon Boat teams, visit: 

https://Leatherneckwarriordragonboatteam.com/

https://sparta70dragonboatteam.com/

]]> Tue, 9 Aug 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Bob Kane) https://simply-financial.simplecast.com/episodes/a-fulfilling-retirement-everyday-american-series-fUiYD9el Rate & review the Simply Financial Podcast on ITunes

Special Guest: Bob Kane

Bob is the coach & leader of the Dragonboat Team, The Leatherneck Warriors. For more information on The Villages Dragon Boat teams, visit: 

https://Leatherneckwarriordragonboatteam.com/

https://sparta70dragonboatteam.com/

]]> A Fulfilling Retirement – Everyday American Series Christopher Calandra, Bob Kane 00:28:50 Chris talks with Dragon Boat coach, Bob Kane, on what Dragon boating is, how it is an important escape for retirees, and the philanthropy behind it all. Chris talks with Dragon Boat coach, Bob Kane, on what Dragon boating is, how it is an important escape for retirees, and the philanthropy behind it all. personal finance, small business, retirement planning, business owner, staying active, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, sparta70, dragon boat, retirement plan, the villages, leatherneck warriors, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 32 6 7dd7727c-8f12-4735-917b-36e7e90f9a4b The Recession Question Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 2 Aug 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-recession-question-Hz4UGUUf Rate & review the Simply Financial Podcast on ITunes

]]> The Recession Question Christopher Calandra 00:14:46 Everyone is asking the question, are we in a recession? The GDP numbers are in for Q2 and they tell quite a story. Learn more in this episode of the Simply Financial Podcast. Everyone is asking the question, are we in a recession? The GDP numbers are in for Q2 and they tell quite a story. Learn more in this episode of the Simply Financial Podcast. personal finance, small business, retirement planning, business owner, financial security, economy, finance, second quarter, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, q2, 2022, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, recession, gdp, estate planning false full 31 6 0f24f226-7213-46d0-8acd-721a1ebe5f3a July 2022 Mid-Year Economic Update Webinar Rate & review the Simply Financial Podcast on ITunes

Click here for the full presentation

]]> Tue, 26 Jul 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/july-2022-mid-year-economic-update-webinar-l9mGkr0u Rate & review the Simply Financial Podcast on ITunes

Click here for the full presentation

]]> July 2022 Mid-Year Economic Update Webinar Christopher Calandra 00:34:14 We are halfway through 2022 and heightened inflation, rising interest rates, the bear market, and a looming economic recession has made this a tough year so far. This has all soured the mood of Americans. Listen to hear more about these issues and more from this 2022 July Mid-Year Economic Update webinar recording. We are halfway through 2022 and heightened inflation, rising interest rates, the bear market, and a looming economic recession has made this a tough year so far. This has all soured the mood of Americans. Listen to hear more about these issues and more from this 2022 July Mid-Year Economic Update webinar recording. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 30 6 697321be-9259-48a7-a078-2d21d6dc1023 5 Ways To Increase Your Cybersecurity Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 19 Jul 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/5-ways-to-increase-your-cybersecurity-oRLoNEyC Rate & review the Simply Financial Podcast on ITunes

]]> 5 Ways To Increase Your Cybersecurity Christopher Calandra 00:12:05 Cybersecurity is vital to protecting any information we put online. Here’s a few basic ways to make sure your cybersecurity is top notch! Cybersecurity is vital to protecting any information we put online. Here’s a few basic ways to make sure your cybersecurity is top notch! personal finance, password, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, cybersecurity, millennial, market, advice, investing, retirement, financial planning, protect, online, retirement plan, 2 factor verification, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 29 6 7935b2fc-d228-4381-9901-5a1ab75aec08 The Future Is Now! Rate & review the Simply Financial Podcast on ITunes

Special Guest: Michael D’Angelos CIMA®

Vice President - Senior Advisor Consultant – Franklin Templeton

]]> Tue, 12 Jul 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Michael D'Angelos) https://simply-financial.simplecast.com/episodes/the-future-is-now-G3f27BXy Rate & review the Simply Financial Podcast on ITunes

Special Guest: Michael D’Angelos CIMA®

Vice President - Senior Advisor Consultant – Franklin Templeton

]]> The Future Is Now! Christopher Calandra, Michael D'Angelos 00:20:23 When thinking about the economy, innovation usually thrives in times of adversity and challenge. Chris talks with Michael D’Angelos, VP at Franklin Templeton, how and why this phenomenon occurs. When thinking about the economy, innovation usually thrives in times of adversity and challenge. Chris talks with Michael D’Angelos, VP at Franklin Templeton, how and why this phenomenon occurs. personal finance, technology, challenge, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, adversity, advice, investing, retirement, financial planning, innovation, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, franklin templeton, estate planning false full 28 6 e3ab436f-4de9-4e14-9790-a82e0e6ea8e2 The Wall Of Worry In Our Economy Rate & review the Simply Financial Podcast on ITunes

Our YouTube Channel is still in development and is coming soon! - 07/05/2022

]]> Tue, 5 Jul 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-wall-of-worry-in-our-economy-BIe_33Ap Rate & review the Simply Financial Podcast on ITunes

Our YouTube Channel is still in development and is coming soon! - 07/05/2022

]]> The Wall Of Worry In Our Economy Christopher Calandra 00:10:23 Faith in a strong 2022 US economy is lacking. However, there is still hope if we can climb the wall of worry. Listen here to learn what the wall of worry is and what it will take to climb it. Faith in a strong 2022 US economy is lacking. However, there is still hope if we can climb the wall of worry. Listen here to learn what the wall of worry is and what it will take to climb it. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 27 6 11f8a04b-f978-4d56-ac88-93f930636f24 A Very Picky Job Market Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Dr. Marcia LaReau, PhD

Founder & President of Forward Motion Careers

https://forwardmotioncareers.com

]]> Tue, 28 Jun 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Marcia LaReau) https://simply-financial.simplecast.com/episodes/a-very-picky-job-market-IiKgx_CU Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Dr. Marcia LaReau, PhD

Founder & President of Forward Motion Careers

https://forwardmotioncareers.com

]]> A Very Picky Job Market Christopher Calandra, Marcia LaReau 00:37:33 The state of the job market in 2022 is unprecedented. In this episode, Chris talks over its complexities with career strategist, Dr. Marcia Lareau. The state of the job market in 2022 is unprecedented. In this episode, Chris talks over its complexities with career strategist, Dr. Marcia Lareau. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, career, advice, investing, retirement, financial planning, job market, retirement plan, debt, entrepreneur, professional, spending, money, job, estate planning false full 26 6 972894d8-c6a0-4b89-ae5f-bebed6ba7a8a Waiting Is Problematic – Multifamily AP360 Replay Rate & review the Simply Financial Podcast on ITunes

Follow Rama on socials!

LinkedIn | Meta | Twitter | Instagram

Connect to Rama Krishna

E-mail: info@ushacapital.com

Website: www.ushacapital.com

 

Episode Spotlights:

- Supply - Demand imbalance in real estate

- Waiting is problematic

- Creative deal-making and property management

- Buying in a different market

- Have a plan that emphasizes your strengths and mitigates your weaknesses

Book Recommendations

- The Millionaire Nextdoor

- Rich Dad Poor Dad

- The 4 Hour Work Week

- Influence

Grab your freebie - Tips for Multifamily Investing at www.ushacapital.com

Found this episode insightful? Show us some love by spreading the word on social media or rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213

]]> Tue, 21 Jun 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Rama Krishna) https://simply-financial.simplecast.com/episodes/waiting-is-problematic-multifamily-ap360-replay-eJEpR_cc Rate & review the Simply Financial Podcast on ITunes

Follow Rama on socials!

LinkedIn | Meta | Twitter | Instagram

Connect to Rama Krishna

E-mail: info@ushacapital.com

Website: www.ushacapital.com

 

Episode Spotlights:

- Supply - Demand imbalance in real estate

- Waiting is problematic

- Creative deal-making and property management

- Buying in a different market

- Have a plan that emphasizes your strengths and mitigates your weaknesses

Book Recommendations

- The Millionaire Nextdoor

- Rich Dad Poor Dad

- The 4 Hour Work Week

- Influence

Grab your freebie - Tips for Multifamily Investing at www.ushacapital.com

Found this episode insightful? Show us some love by spreading the word on social media or rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213

]]> Waiting Is Problematic – Multifamily AP360 Replay Christopher Calandra, Rama Krishna 00:20:40 Real Estate Investing is always a hot topic. Chris shares his thoughts and experiences with his own real estate investing with Rama Krishna, host of the Multifamily AP360 Podcast. Real Estate Investing is always a hot topic. Chris shares his thoughts and experiences with his own real estate investing with Rama Krishna, host of the Multifamily AP360 Podcast. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, real estate, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, multifamily, financial plan, professional, spending, money, estate planning false full 25 6 e39f87e0-7d01-4123-a1d2-9e7da5ad4b81 Americans Are Worried About This Economy Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 14 Jun 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/americans-are-worried-about-this-economy-GHV9f_Bw Rate & review the Simply Financial Podcast on ITunes

]]> Americans Are Worried About This Economy Christopher Calandra 00:07:23 The perception of our current economy as of June 2022, is a bad one in the eyes of many Americans. Optimism has soured as inflation rises & signs of recession present themselves. The perception of our current economy as of June 2022, is a bad one in the eyes of many Americans. Optimism has soured as inflation rises & signs of recession present themselves. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, biden, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, recession, estate planning false full 24 6 5997c92d-c6cb-4cbc-9ad7-517d994f99df Don’t Believe These Toxic Money Beliefs - Part 3 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Lindy Brock, 

Associate Advisor Elliott Wealth Management Services

 

Toxic Money Beliefs:

  1. Money can’t buy happiness
  2. I can never have enough
  3. My self-worth is my net worth
  4. Keeping up with the Jones’
]]> Tue, 7 Jun 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Lindy Brock) https://simply-financial.simplecast.com/episodes/dont-believe-these-toxic-money-beliefs-part-3-d8ai1b28 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Lindy Brock, 

Associate Advisor Elliott Wealth Management Services

 

Toxic Money Beliefs:

  1. Money can’t buy happiness
  2. I can never have enough
  3. My self-worth is my net worth
  4. Keeping up with the Jones’
]]> Don’t Believe These Toxic Money Beliefs - Part 3 Christopher Calandra, Lindy Brock 00:25:10 Chris and our very own Associate Advisor, Lindy Brock, wrap up and shed light on some common toxic beliefs about money that you shouldn’t abide by. This is part 3 of a 3 part series. Chris and our very own Associate Advisor, Lindy Brock, wrap up and shed light on some common toxic beliefs about money that you shouldn’t abide by. This is part 3 of a 3 part series. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, mindset, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 23 6 c3edb3a1-4cb9-4670-b94b-a1ff7299ba0f Don’t Believe These Toxic Money Beliefs - Part 2 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Lindy Brock, 

Associate Advisor Elliott Wealth Management Services

 

Toxic Money Beliefs:

  1. Obligation to pass on inheritance
  2. I don’t deserve it
  3. I can’t handle money
  4. Money causes stress
]]> Tue, 31 May 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Lindy Brock) https://simply-financial.simplecast.com/episodes/dont-believe-these-toxic-money-beliefs-part-2-lWGXS7Ei Rate & review the Simply Financial Podcast on ITunes

Special Guest: Lindy Brock, 

Associate Advisor Elliott Wealth Management Services

 

Toxic Money Beliefs:

  1. Obligation to pass on inheritance
  2. I don’t deserve it
  3. I can’t handle money
  4. Money causes stress
]]> Don’t Believe These Toxic Money Beliefs - Part 2 Christopher Calandra, Lindy Brock 00:27:48 Chris and our very own Associate Advisor, Lindy Brock, are back to bring to light some common toxic beliefs about money that you shouldn’t abide by. This is part 2 of a 3 part series. Chris and our very own Associate Advisor, Lindy Brock, are back to bring to light some common toxic beliefs about money that you shouldn’t abide by. This is part 2 of a 3 part series. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, mindset, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 22 6 599e6e52-239d-4a59-914a-a78e1cfd3abe Don’t Believe These Toxic Money Beliefs - Part 1 Rate & review the Simply Financial Podcast on ITunes

With Special Guest, Lindy Brock, Associate Advisor Elliott Wealth Management Services

Toxic Money Beliefs:

  1. Money is inherently evil or bad
  2. The rich are evil & corrupt
  3. Money is scarce
  4. Spending money is a moral failing (wasteful)
]]> Tue, 24 May 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Lindy Brock) https://simply-financial.simplecast.com/episodes/toxic-money-beliefs-part-1-2O1bRBbm Rate & review the Simply Financial Podcast on ITunes

With Special Guest, Lindy Brock, Associate Advisor Elliott Wealth Management Services

Toxic Money Beliefs:

  1. Money is inherently evil or bad
  2. The rich are evil & corrupt
  3. Money is scarce
  4. Spending money is a moral failing (wasteful)
]]> Don’t Believe These Toxic Money Beliefs - Part 1 Christopher Calandra, Lindy Brock 00:30:35 Chris and our very own Associate Advisor, Lindy Brock, bring to light some common toxic beliefs about money that you shouldn’t abide by. This is part 1 of a 3 part series. Chris and our very own Associate Advisor, Lindy Brock, bring to light some common toxic beliefs about money that you shouldn’t abide by. This is part 1 of a 3 part series. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, mindset, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 21 6 db3a139f-cc6e-467b-b209-f5f55440fca1 5 RMD Planning Ideas Rate & review the Simply Financial Podcast on ITunes

Special Guest: Kristen McGarry CRPC, Pacific Life

]]> Tue, 17 May 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Kristen McGarry) https://simply-financial.simplecast.com/episodes/5-rmd-planning-ideas-MpZotFW8 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Kristen McGarry CRPC, Pacific Life

]]> 5 RMD Planning Ideas Christopher Calandra, Kristen McGarry 00:31:00 RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs. RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, required minimum distributions, rmd, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 20 6 f019c6cd-0d82-4a00-85dc-27de88caea8f Living Paycheck To Paycheck Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 10 May 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/living-paycheck-to-paycheck-Tozolajn Rate & review the Simply Financial Podcast on ITunes

]]> Living Paycheck To Paycheck Christopher Calandra 00:11:20 The percent of Americans that say that they can not afford to live without their next paycheck is astounding and it is a problem. Learn what is generally the cause of this issue and how to avoid it. The percent of Americans that say that they can not afford to live without their next paycheck is astounding and it is a problem. Learn what is generally the cause of this issue and how to avoid it. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning, paycheck false full 19 6 d608dcbe-225a-4455-9011-13dc8a111112 Financial Spring Cleaning Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 3 May 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/financial-spring-cleaning-42bLDobM Rate & review the Simply Financial Podcast on ITunes

]]> Financial Spring Cleaning Christopher Calandra 00:14:12 Spring is here and it’s the perfect time to tidy up your financial life! Listen & find out a few things you can do to get yourself organized. Spring is here and it’s the perfect time to tidy up your financial life! Listen & find out a few things you can do to get yourself organized. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, organization, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning, spring cleaning false full 18 6 4e2e97e9-770f-4c9c-adbb-e94b4c584ab3 The Warrior Entrepreneur Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Zachary Green, Entrepreneur, US Marine veteran, Former Firefighter, Author of the bestselling book: Warrior Entrepreneur

https://www.warriorentrepreneurbook.com/

 

]]> Tue, 26 Apr 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Zachary Green) https://simply-financial.simplecast.com/episodes/the-warrior-entrepreneur-k7pRWrjz Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Zachary Green, Entrepreneur, US Marine veteran, Former Firefighter, Author of the bestselling book: Warrior Entrepreneur

https://www.warriorentrepreneurbook.com/

 

]]> The Warrior Entrepreneur Christopher Calandra, Zachary Green 00:31:27 Chris interviews entrepreneur, author, former fire fighter and US Marine Veteran, Zachary Green, about his take on what it takes to be a successful entrepreneur. Chris interviews entrepreneur, author, former fire fighter and US Marine Veteran, Zachary Green, about his take on what it takes to be a successful entrepreneur. personal finance, small business, retirement planning, business owner, financial security, economy, grit, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, resilience, retirement plan, adapt, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 17 6 428da1bd-f9db-4ffb-bc16-5ed281280fad What Is Happening In This Economy? Rate & review the Simply Financial Podcast on ITunes

Special Guest: David M. Lebovitz, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team

]]> Tue, 19 Apr 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, David Lebovitz) https://simply-financial.simplecast.com/episodes/what-is-happening-in-this-economy-03g69Caf Rate & review the Simply Financial Podcast on ITunes

Special Guest: David M. Lebovitz, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team

]]> What Is Happening In This Economy? Christopher Calandra, David Lebovitz 00:25:44 The current economy is a hot topic because people everywhere are feeling its effects. Chris interviews David Lebovitz, the Executive Director on the JP Morgan Asset Management Global Market Insights Strategy Team, on what is affecting today’s economy and why. The current economy is a hot topic because people everywhere are feeling its effects. Chris interviews David Lebovitz, the Executive Director on the JP Morgan Asset Management Global Market Insights Strategy Team, on what is affecting today’s economy and why. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, interest rate, economic update, estate planning false full 16 6 75e44fe8-42ba-4e16-b763-37351ef510af April 2022 Economic Update Webinar Replay This is a Webinar Replay of the April 2022 Economic Update Chris Calandra Gave on April 5th 2022. Click Here For The Full Video Playback 

 

Click Here For A PDF Copy Of The Presentation

 

Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 12 Apr 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/april-2022-economic-update-webinar-replay-4Q1sijhK This is a Webinar Replay of the April 2022 Economic Update Chris Calandra Gave on April 5th 2022. Click Here For The Full Video Playback 

 

Click Here For A PDF Copy Of The Presentation

 

Rate & review the Simply Financial Podcast on ITunes

]]> April 2022 Economic Update Webinar Replay Christopher Calandra 00:39:57 What comes next? This year has brought us conflict in Europe, heightened inflation fears, and Federal Reserve Policy. Listen to this Economic update webinar replay. What comes next? This year has brought us conflict in Europe, heightened inflation fears, and Federal Reserve Policy. Listen to this Economic update webinar replay. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 15 6 e55c8c7f-2a77-452b-ad0f-d33911c9b321 Two Years After COVID-19 Began Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 5 Apr 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/two-years-after-covid-19-began-WXYq6Aqy Rate & review the Simply Financial Podcast on ITunes

]]> Two Years After COVID-19 Began Christopher Calandra 00:05:58 The COVID-19 Pandemic has been the talk of the town since it began back in March of 2020. After 2 years since the beginning, listen to how this pandemic has changed the way we think about money. The COVID-19 Pandemic has been the talk of the town since it began back in March of 2020. After 2 years since the beginning, listen to how this pandemic has changed the way we think about money. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, covid-19, professional, spending, money, estate planning false full 14 6 55289aca-5fa8-438d-a095-d73c579e7675 An Unusual Job Market Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 29 Mar 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/an-unusual-job-market-TmyZ4x7V Rate & review the Simply Financial Podcast on ITunes

]]> An Unusual Job Market Christopher Calandra 00:11:36 After the start of the pandemic, there was a large labor shortage in the job market and there still is one today. Learn about how the job market came to be what it is now. After the start of the pandemic, there was a large labor shortage in the job market and there still is one today. Learn about how the job market came to be what it is now. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, labor shortage, millennial, market, advice, investing, retirement, financial planning, job market, retirement plan, debt, entrepreneur, financial plan, professional, spending, labor market, money, estate planning false full 13 6 f48e2bf2-b702-4ec4-b0a1-77b6a112a9fd Tax Deduction Versus Tax Credit Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 22 Mar 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/tax-deduction-versus-tax-credit-4oNdP3L0 Rate & review the Simply Financial Podcast on ITunes

]]> Tax Deduction Versus Tax Credit Christopher Calandra 00:06:29 Learn the difference between tax deductions & tax credits! Learn the difference between tax deductions & tax credits! personal finance, tax credit, small business, retirement planning, business owner, financial security, economy, taxes, finance, saving, financial stability, millennial, tax planning, market, advice, investing, retirement, financial planning, retirement plan, tax deduction, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 12 6 062666b9-20dc-4a88-8076-c5a431bd7f3b Standardized Versus Itemized Deductions Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 15 Mar 2022 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/standardized-versus-itemized-deductions-B9sOt620 Rate & review the Simply Financial Podcast on ITunes

]]> Standardized Versus Itemized Deductions Christopher Calandra 00:07:09 Learn the difference between Standardized Deductions or Itemized deductions when filing for taxes. Learn the difference between Standardized Deductions or Itemized deductions when filing for taxes. personal finance, small business, retirement planning, business owner, financial security, economy, standardized deduction, itemized deduction, finance, saving, financial stability, millennial, market, tax filing, advice, investing, retirement, financial planning, standard deduction, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 11 6 45d776ba-6700-4927-8eb5-ceec6e6a4d0b Potential Economic Trouble – A Decline In Consumer Sentiment Index Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 8 Mar 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/potential-economic-trouble-a-decline-in-consumer-sentiment-index-JJScRUmZ Rate & review the Simply Financial Podcast on ITunes

]]> Potential Economic Trouble – A Decline In Consumer Sentiment Index Christopher Calandra 00:04:32 There was a large drop in the University of Michigan’s Consumer Sentiment Index. This could be a worrisome indicator for our economy in the coming future. There was a large drop in the University of Michigan’s Consumer Sentiment Index. This could be a worrisome indicator for our economy in the coming future. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, consumer sentiment index, stock market, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 10 6 9417b6a7-01eb-4b08-ac0e-29a1d352cb5f Women in Business – Paving A Path To Success Rate & review the Simply Financial Podcast on ITunes

Special Guest: Kristen McGarry CRPC, Pacific Life

]]> Tue, 1 Mar 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Kristen McGarry) https://simply-financial.simplecast.com/episodes/women-in-business-paving-a-path-to-success-x_RoTa9W Rate & review the Simply Financial Podcast on ITunes

Special Guest: Kristen McGarry CRPC, Pacific Life

]]> Women in Business – Paving A Path To Success Christopher Calandra, Kristen McGarry 00:32:45 As time goes on, the female population in the business world continues to increase. Chris & Pacific Life Chartered Retirement Planning Counselor, Kristen McGarry, talk shop about women In the business realm today. As time goes on, the female population in the business world continues to increase. Chris & Pacific Life Chartered Retirement Planning Counselor, Kristen McGarry, talk shop about women In the business realm today. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, success, millennial, market, career, advice, women, investing, retirement, financial planning, retirement plan, business, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 9 6 738c148f-deb7-486b-b392-689e769e7ffb Things To Know About ETFs Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 22 Feb 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/things-to-know-about-etfs-J7bviRh0 Rate & review the Simply Financial Podcast on ITunes

]]> Things To Know About ETFs Christopher Calandra 00:07:55 Learn about what ETFs are and how they can be an choice for some investors to invest in. Learn about what ETFs are and how they can be an choice for some investors to invest in. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, etfs, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 8 6 5b13e2cf-ccd5-41b6-9ae6-babf8a86627f A Deeper Dive Into The 4% Rule Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 15 Feb 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Kristen McGarry) https://simply-financial.simplecast.com/episodes/a-deeper-dive-into-the-4-rule-A4ZqX_Fl Rate & review the Simply Financial Podcast on ITunes

]]> A Deeper Dive Into The 4% Rule Christopher Calandra, Kristen McGarry 00:26:43 A continuation of the previous episode “The 4% Rule”, Chris & Pacific Life Chartered Retirement Planning Counselor, Kristen McGarry, dive deeper into its simplicity, meaning, & uses for long term retirement income planning. A continuation of the previous episode “The 4% Rule”, Chris & Pacific Life Chartered Retirement Planning Counselor, Kristen McGarry, dive deeper into its simplicity, meaning, & uses for long term retirement income planning. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, 4% rule, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 7 6 94c96afa-c2a1-47d6-8d3d-4a0001d8fb39 The 4% Rule Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 8 Feb 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-4-rule-rynmIkqE Rate & review the Simply Financial Podcast on ITunes

]]> The 4% Rule Christopher Calandra 00:07:02 Learn what the 4% rule is and how it is a helpful guideline for planning for your retirement. Learn what the 4% rule is and how it is a helpful guideline for planning for your retirement. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, the 4% rule, retirement plan, interest, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 6 6 914a7e73-4d52-49c8-857a-59d6921c9c6e Getting Pay Back – Navient’s Student Loan Settlement Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 1 Feb 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/getting-pay-back-navients-student-loan-settlement-Nrdz6CSn Rate & review the Simply Financial Podcast on ITunes

]]> Getting Pay Back – Navient’s Student Loan Settlement Christopher Calandra 00:06:04 Federal student loan company Navient, formerly known as Sallie Mae, agreed to a lawsuit settlement that will give some debt relief and a slight payout to borrowers. Federal student loan company Navient, formerly known as Sallie Mae, agreed to a lawsuit settlement that will give some debt relief and a slight payout to borrowers. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 5 6 ba9b444f-607e-45e6-a96f-1e07be663306 Keeping An Eye On The Job Market Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 25 Jan 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/keeping-an-eye-on-the-job-market-pjTvU1Jp Rate & review the Simply Financial Podcast on ITunes

]]> Keeping An Eye On The Job Market Christopher Calandra 00:08:45 The job & labor markets have gone through so many changes in the past couple years. Listen to this update on how those markets are performing as of January 2022. The job & labor markets have gone through so many changes in the past couple years. Listen to this update on how those markets are performing as of January 2022. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, job market, retirement plan, debt, entrepreneur, financial plan, professional, spending, labor market, money, estate planning false full 4 6 1f7e7b59-83c2-45af-b3ee-8ee3a6b44eb5 Inflation – The Highest Increase Since 1982 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 18 Jan 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/inflation-the-highest-increase-since-1982-rb3N4Q9i Rate & review the Simply Financial Podcast on ITunes

]]> Inflation – The Highest Increase Since 1982 Christopher Calandra 00:05:35 The US Inflation rate has been rising over the past year and have reached alarming heights. Learn more in this episode of the Simply Financial Podcast. The US Inflation rate has been rising over the past year and have reached alarming heights. Learn more in this episode of the Simply Financial Podcast. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 3 6 8cf3ef7f-82d9-42ce-9d88-ff97b708f572 Financial Goal Setting For 2022 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 11 Jan 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/financial-goal-setting-for-2022-w3The_ht Rate & review the Simply Financial Podcast on ITunes

]]> Financial Goal Setting For 2022 Christopher Calandra 00:15:43 The key to measuring your own success is by achieving your own goals. Learn what you should look for when setting financial goals for yourself in this new year! The key to measuring your own success is by achieving your own goals. Learn what you should look for when setting financial goals for yourself in this new year! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, goal setting, financial goals, millennial, market, advice, investing, retirement, financial planning, goals, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 2 6 36a0df66-dc73-4097-b7c4-76ba78021191 The Top Economic Story Of 2021 Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 4 Jan 2022 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-top-economic-story-of-2021-z5h3hcxk Rate & review the Simply Financial Podcast on ITunes

]]> The Top Economic Story Of 2021 Christopher Calandra 00:11:42 2021 was a complicated year for the economy. The effects of the pandemic are still felt today. Chris explains why the pandemic is considered to be the top economic story of 2021. 2021 was a complicated year for the economy. The effects of the pandemic are still felt today. Chris explains why the pandemic is considered to be the top economic story of 2021. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, pandemic, retirement plan, debt, entrepreneur, financial plan, covid-19, professional, spending, money, estate planning false full 1 6 7b30489a-5dc9-47ba-93bc-f3197c948b8b Book Review With Maryanne Moffo Rate & review the Simply Financial Podcast on ITunes

Special Guest: Maryanne Moffo

 

Book list:

The Four Winds by Kristin Hannah

Salt To The Sea by Rutu Sepetys

Who Not How by Dan Sullivan

The Hero Code by William McRaven

The 80/20 Principle by Richard Koch

Killing the Mob by Bill O’reilly

Bomber Mafia by Malcolm Gladwell

Burning Blue by Kevin Cook

Greenlights by Matthew McConaughey

Before We Were Yours – Lisa Wingate

The Gilded Hour – Sara Donati

Where the Light Enters – Sara Donati

Into the Wilderness, Dawn on Distant Shore, Lake in the Clouds, Fire Along the Sky, Queen of the Swords, The Endless Forest – Sara Donati (Series)

America’s First Daughter – Stephanie Dray & Laura Kamoie

The Huntress – Kate Quinn

Salt to the Sea – Rura Sepetys

Necessary Lies – Diane Chamberlain

The Water Dancer – TA-NEHISI Coates

The Four Winds – Kristin Hannah

Pachinko – Min Lin Lee

Eternal – Lisa Scottoline

]]> Tue, 28 Dec 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Maryanne Moffo) https://simply-financial.simplecast.com/episodes/book-review-with-maryanne-moffo-snmtpo8p Rate & review the Simply Financial Podcast on ITunes

Special Guest: Maryanne Moffo

 

Book list:

The Four Winds by Kristin Hannah

Salt To The Sea by Rutu Sepetys

Who Not How by Dan Sullivan

The Hero Code by William McRaven

The 80/20 Principle by Richard Koch

Killing the Mob by Bill O’reilly

Bomber Mafia by Malcolm Gladwell

Burning Blue by Kevin Cook

Greenlights by Matthew McConaughey

Before We Were Yours – Lisa Wingate

The Gilded Hour – Sara Donati

Where the Light Enters – Sara Donati

Into the Wilderness, Dawn on Distant Shore, Lake in the Clouds, Fire Along the Sky, Queen of the Swords, The Endless Forest – Sara Donati (Series)

America’s First Daughter – Stephanie Dray & Laura Kamoie

The Huntress – Kate Quinn

Salt to the Sea – Rura Sepetys

Necessary Lies – Diane Chamberlain

The Water Dancer – TA-NEHISI Coates

The Four Winds – Kristin Hannah

Pachinko – Min Lin Lee

Eternal – Lisa Scottoline

]]> Book Review With Maryanne Moffo Christopher Calandra, Maryanne Moffo 00:24:33 Chris talks books with special guest Maryanne Moffo. Listen in to hear about what books may be right for you! Chris talks books with special guest Maryanne Moffo. Listen in to hear about what books may be right for you! false full 52 5 1d19dc68-74d8-4aee-8c8d-c228b1ac8beb Choosing A Beneficiary For Your IRA Or 401k Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 21 Dec 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/choosing-a-beneficiary-for-your-ira-or-401k-NDibVty_ Rate & review the Simply Financial Podcast on ITunes

]]> Choosing A Beneficiary For Your IRA Or 401k Christopher Calandra 00:08:51 Not having a beneficiary for your retirement accounts can be a costly mistake in the long run! Learn the reasons why it’s important to designate a beneficiary for your retirement accounts. Not having a beneficiary for your retirement accounts can be a costly mistake in the long run! Learn the reasons why it’s important to designate a beneficiary for your retirement accounts. personal finance, small business, retirement planning, business owner, financial security, economy, ira, finance, saving, financial stability, millennial, market, beneficiary, advice, investing, retirement, financial planning, retirement plan, 401k, retirement account, tax planning financial plan, roth ira, debt, entrepreneur, professional, spending, money, estate planning false full 51 5 b86b6136-ae7a-4e5c-9627-e58a3b845c34 Planning For Healthcare In Retirement Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Tim O’Mara, Vice President, Insights & Solutions Field Team Nationwide Retirement Institute

Timothy O’Mara’s Full Bio

]]> Tue, 14 Dec 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Timothy O'Mara) https://simply-financial.simplecast.com/episodes/planning-for-healthcare-in-retirement-UPmt2C5f Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Tim O’Mara, Vice President, Insights & Solutions Field Team Nationwide Retirement Institute

Timothy O’Mara’s Full Bio

]]> Planning For Healthcare In Retirement Christopher Calandra, Timothy O'Mara 00:30:41 Healthcare in retirement is currently ranked as number two but is on its way to number one. Chris interviews Tim O’Mally from the Nationwide Retirement Institute on this topic & Medicare. Part 3 of a 3 part series Healthcare in retirement is currently ranked as number two but is on its way to number one. Chris interviews Tim O’Mally from the Nationwide Retirement Institute on this topic & Medicare. Part 3 of a 3 part series personal finance, small business, retirement planning, business owner, nationwide, financial security, economy, finance, saving, financial stability, millennial, market, healthcare, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning, medicare false full 50 5 3d44dc44-656f-4bee-9df0-15fdcb4f5d99 Women In Retirement Rate & review the Simply Financial Podcast on ITunes

Special Guest: Roberta Eckert, Vice President, Nationwide Retirement Institute

Roberta Eckerts Full Bio

]]> Tue, 7 Dec 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/women-in-retirement-59vcTqj8 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Roberta Eckert, Vice President, Nationwide Retirement Institute

Roberta Eckerts Full Bio

]]> Women In Retirement Christopher Calandra 00:31:10 Retirement most likely can affect women differently than men! Learn what the differences are in this interview with Roberta Eckert from the Nationwide Retirement Institute. Part 2 of a 3 part series. Retirement most likely can affect women differently than men! Learn what the differences are in this interview with Roberta Eckert from the Nationwide Retirement Institute. Part 2 of a 3 part series. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, women, investing, retirement, financial planning, woman, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 49 5 0f305272-a325-40a3-8924-c7049c1857c4 Social Security A Choice Of A Lifetime Rate & review the Simply Financial Podcast on ITunes

Special Guest: Steven Calandra, VP Nationwide Retirement Institute

Steven Calandra’s Bio

]]> Tue, 30 Nov 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Steven Calandra) https://simply-financial.simplecast.com/episodes/social-security-a-choice-of-a-lifetime-sRT5Gc7a Rate & review the Simply Financial Podcast on ITunes

Special Guest: Steven Calandra, VP Nationwide Retirement Institute

Steven Calandra’s Bio

]]> Social Security A Choice Of A Lifetime Christopher Calandra, Steven Calandra 00:38:52 Social security is a very complex topic to cover. Chris & Vice President of the Nationwide Retirement Institute, Steven Calandra, talk about social security and its many aspects that may affect your retirement. Social security is a very complex topic to cover. Chris & Vice President of the Nationwide Retirement Institute, Steven Calandra, talk about social security and its many aspects that may affect your retirement. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, benefits, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 48 5 306894db-9196-4ba4-9cd1-7a699ec685e1 Year End Update Rate & review the Simply Financial Podcast on ITunes

Click Here To Download The Webinar PowerPoint Presentation

]]> Tue, 23 Nov 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/year-end-update-a9JGoIvz Rate & review the Simply Financial Podcast on ITunes

Click Here To Download The Webinar PowerPoint Presentation

]]> Year End Update Christopher Calandra 00:43:43 Listen to this year-end economic update as well as some tax planning strategies for the end of 2021. Listen to this year-end economic update as well as some tax planning strategies for the end of 2021. personal finance, small business, retirement planning, business owner, saving money, financial security, economy, finance, saving, financial stability, millennial, tax planning, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 47 5 6db84dc5-94a0-4ba9-b58e-3a4a41e7178f Picking An Executor Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 16 Nov 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/picking-an-executor-VrdJ80Ku Rate & review the Simply Financial Podcast on ITunes

]]> Picking An Executor Christopher Calandra 00:05:44 Choosing an executor for your will is no simple task. Here are some traits to look out for & tips to consider when choosing the right executor for you. Choosing an executor for your will is no simple task. Here are some traits to look out for & tips to consider when choosing the right executor for you. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, executor, market, advice, investing, retirement, financial planning, will, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 46 5 e086bc00-c0c7-4d29-8119-44b31260ed73 Health Savings Accounts (HSAs) & How They Fit Into A Tax Efficient Retirement Income Plan Rate & review the Simply Financial Podcast on ITunes

Special Guest: David Harris, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team

David W. Harris joined Nationwide in 1997. As a Vice President for the Nationwide Retirement Institute, Dave is dedicated to educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions. He stimulates the thinking and actions of professionals as they navigate the changing world of retirement.

Dave annually addresses thousands of financial professionals and participants, and his sessions are carefully customized to meet the needs of each group. Dave’s polished style, engaging message and proven ability as a business professional assure top-notch engagement. Dave is a graduate of The Ohio State University, where he majored in Finance. Dave is FINRA Series 26 and 6 licensed and Ohio life and health licensed. His experience includes strategies for retirement income planning, long-term care, Social Security benefits, and Medicare and Medicaid coverages.

Throughout his career, he has enjoyed being one of the founding members of the Nationwide Retirement Institute. He has been interviewed by and quoted in the Chicago Tribune and interviewed on Financial Talk Radio about health care costs in retirement. Dave has been ranked a top speaker at national meetings, and he qualified for Nationwide’s Sales Rewards Trip each of the six years he was eligible.

Dave Harris’s Full Bio

Visit https://www.nationwide.com/

]]> Tue, 9 Nov 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, David Harris) https://simply-financial.simplecast.com/episodes/health-savings-accounts-hsas-how-they-fit-into-a-tax-efficient-retirement-income-plan-8jByFSs1 Rate & review the Simply Financial Podcast on ITunes

Special Guest: David Harris, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team

David W. Harris joined Nationwide in 1997. As a Vice President for the Nationwide Retirement Institute, Dave is dedicated to educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions. He stimulates the thinking and actions of professionals as they navigate the changing world of retirement.

Dave annually addresses thousands of financial professionals and participants, and his sessions are carefully customized to meet the needs of each group. Dave’s polished style, engaging message and proven ability as a business professional assure top-notch engagement. Dave is a graduate of The Ohio State University, where he majored in Finance. Dave is FINRA Series 26 and 6 licensed and Ohio life and health licensed. His experience includes strategies for retirement income planning, long-term care, Social Security benefits, and Medicare and Medicaid coverages.

Throughout his career, he has enjoyed being one of the founding members of the Nationwide Retirement Institute. He has been interviewed by and quoted in the Chicago Tribune and interviewed on Financial Talk Radio about health care costs in retirement. Dave has been ranked a top speaker at national meetings, and he qualified for Nationwide’s Sales Rewards Trip each of the six years he was eligible.

Dave Harris’s Full Bio

Visit https://www.nationwide.com/

]]> Health Savings Accounts (HSAs) & How They Fit Into A Tax Efficient Retirement Income Plan Christopher Calandra, David Harris 00:29:16 Health Savings Accounts are a useful, tax efficient investment vehicle that can save you money in taxes in the long run. Chris interviews Nationwide’s very own David Harris on what this tax efficient vehicle is and what it can do for you in your retirement! Health Savings Accounts are a useful, tax efficient investment vehicle that can save you money in taxes in the long run. Chris interviews Nationwide’s very own David Harris on what this tax efficient vehicle is and what it can do for you in your retirement! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, health savings account, market, advice, investing, retirement, financial planning, retirement plan, hsa, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 45 5 c9aa2662-0045-4005-8b4d-f520ee0dd188 Roth IRAs & How They Fit Into A Tax Efficient Retirement Income Plan Rate & review the Simply Financial Podcast on ITunes

Special Guest: Doug Ewing, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team

Doug Ewing, JD, CFP, RICP, started his career with Nationwide® in 2019 with more than 15 years

of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions.

Prior to Nationwide, Doug was with Transamerica Capital Inc., where he was responsible for developing and delivering consultative sales content for annuity, retirement, mutual fund and life wholesalers.

An accomplished public speaker with extensive main-stage, breakout and national webinar presentation experience, Doug covers topics such as health care, long-term care, Social Security benefits and tax-efficient retirement income.

Doug was admitted to the Massachusetts Bar Association in 1990 and got his start in the financial industry in 2003 as a financial professional with Legg Mason Wood Walker. He has earned both CFP and RICP designations and is FINRA Series 7 and 66 licensed.

Doug Ewing's Full Bio

Visit https://www.nationwide.com/

 

]]> Tue, 2 Nov 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Doug Ewing) https://simply-financial.simplecast.com/episodes/roth-iras-how-they-fit-into-a-tax-efficient-retirement-income-plan-uqZt9rOg Rate & review the Simply Financial Podcast on ITunes

Special Guest: Doug Ewing, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team

Doug Ewing, JD, CFP, RICP, started his career with Nationwide® in 2019 with more than 15 years

of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions.

Prior to Nationwide, Doug was with Transamerica Capital Inc., where he was responsible for developing and delivering consultative sales content for annuity, retirement, mutual fund and life wholesalers.

An accomplished public speaker with extensive main-stage, breakout and national webinar presentation experience, Doug covers topics such as health care, long-term care, Social Security benefits and tax-efficient retirement income.

Doug was admitted to the Massachusetts Bar Association in 1990 and got his start in the financial industry in 2003 as a financial professional with Legg Mason Wood Walker. He has earned both CFP and RICP designations and is FINRA Series 7 and 66 licensed.

Doug Ewing's Full Bio

Visit https://www.nationwide.com/

 

]]> Roth IRAs & How They Fit Into A Tax Efficient Retirement Income Plan Christopher Calandra, Doug Ewing 00:36:46 Planning for Retirement can be tricky at times because of taxes. Learn how Roth IRAs can fit into a tax efficient retirement income plan. Planning for Retirement can be tricky at times because of taxes. Learn how Roth IRAs can fit into a tax efficient retirement income plan. personal finance, small business, retirement planning, business owner, financial security, economy, tax efficient, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, roth ira, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 44 5 d0fa5332-ba3a-4ee4-83ab-9fcfb0a76220 Tax Efficient Retirement Income Planning Rate & review the Simply Financial Podcast on ITunes

Special Guest: Steven Calandra, VP Nationwide Retirement Institute

Steven Calandra CLTC, RCC, CHSA, joined Nationwide in January 2015 with more than 15 years

of financial industry experience. As a Vice President for the Nationwide Retirement Institute, Steven

is dedicated to educating financial professionals, clients, plan sponsors and plan participants

about the latest in retirement income planning trends. He focuses on implementing practical and

comprehensive retirement income solutions as well as stimulating the thinking and actions of

professionals as they navigate the changing world of retirement.

 

Steven annually addresses thousands of financial professionals, clients and plan participants, carefully

customizing his sessions to meet the needs of each group. His areas of focus include Social Security

benefits, Medicare coverage, long-term care and retirement income planning. Steven’s polished style,

engaging message and proven ability as a consummate business professional assures a top-notch

engagement every time.

 

Prior to Nationwide, Steven worked as a Consultant and Regional Wholesaler for Terra Capital

Markets in the Mid-Atlantic region and worked as a Regional Marketing Director for AIG SunAmerica

in its independent broker-dealer channel covering the Northeast. Earlier in his career, he was

groomed at American Skandia, where he distributed variable annuities, mutual funds, qualified plans

and variable life insurance. He has vast experience managing, coaching and motivating teams and

has helped develop core product marketing.

 

Steven Calandra’s Full Bio

Visit: https://www.nationwide.com/

]]> Tue, 26 Oct 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Steven Calandra) https://simply-financial.simplecast.com/episodes/tax-efficient-retirement-income-planning-M7N1PMxp Rate & review the Simply Financial Podcast on ITunes

Special Guest: Steven Calandra, VP Nationwide Retirement Institute

Steven Calandra CLTC, RCC, CHSA, joined Nationwide in January 2015 with more than 15 years

of financial industry experience. As a Vice President for the Nationwide Retirement Institute, Steven

is dedicated to educating financial professionals, clients, plan sponsors and plan participants

about the latest in retirement income planning trends. He focuses on implementing practical and

comprehensive retirement income solutions as well as stimulating the thinking and actions of

professionals as they navigate the changing world of retirement.

 

Steven annually addresses thousands of financial professionals, clients and plan participants, carefully

customizing his sessions to meet the needs of each group. His areas of focus include Social Security

benefits, Medicare coverage, long-term care and retirement income planning. Steven’s polished style,

engaging message and proven ability as a consummate business professional assures a top-notch

engagement every time.

 

Prior to Nationwide, Steven worked as a Consultant and Regional Wholesaler for Terra Capital

Markets in the Mid-Atlantic region and worked as a Regional Marketing Director for AIG SunAmerica

in its independent broker-dealer channel covering the Northeast. Earlier in his career, he was

groomed at American Skandia, where he distributed variable annuities, mutual funds, qualified plans

and variable life insurance. He has vast experience managing, coaching and motivating teams and

has helped develop core product marketing.

 

Steven Calandra’s Full Bio

Visit: https://www.nationwide.com/

]]> Tax Efficient Retirement Income Planning Christopher Calandra, Steven Calandra 00:34:17 Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning. Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 43 5 4148ddb9-15b9-4d27-8c9d-e19997402cdc Social Security Benefits On the Rise Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 19 Oct 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/social-security-benefits-on-the-rise-hExjDbyn Rate & review the Simply Financial Podcast on ITunes

]]> Social Security Benefits On the Rise Christopher Calandra 00:06:29 Due to Inflation, Social security benefit checks are increasing 5.9% based on the cost of living adjustment (COLA) set by the Social Security Administration. This is the biggest annual Increase we’ve seen since 1982. Due to Inflation, Social security benefit checks are increasing 5.9% based on the cost of living adjustment (COLA) set by the Social Security Administration. This is the biggest annual Increase we’ve seen since 1982. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, cost of living adjustment, retirement plan, social security, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 42 5 9860a102-2143-46e5-b8ba-2d433b427969 Living Beneath Your Means Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Lindy Brock

Associate Advisor – Elliott Wealth Management Services

]]> Tue, 12 Oct 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Lindy Brock) https://simply-financial.simplecast.com/episodes/living-beneath-your-means-BOf7pDko Rate & review the Simply Financial Podcast on ITunes

With Special Guest: Lindy Brock

Associate Advisor – Elliott Wealth Management Services

]]> Living Beneath Your Means Christopher Calandra, Lindy Brock 00:34:43 Successful financial planning relies heavily on living beneath your means. Chris & associate advisor, Lindy Brock, talk about what living beneath your means is and how it plays into their own lives & their own financial planning. Successful financial planning relies heavily on living beneath your means. Chris & associate advisor, Lindy Brock, talk about what living beneath your means is and how it plays into their own lives & their own financial planning. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 41 5 9d2b9e9f-daa8-4685-874b-d576819f2548 An Update On Potential Tax Law Changes Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 5 Oct 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/an-update-on-potential-tax-law-changes-lu5abcjS Rate & review the Simply Financial Podcast on ITunes

]]> An Update On Potential Tax Law Changes Christopher Calandra 00:12:07 In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur. In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, tax planning, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, biden tax plan, estate planning false full 40 5 7fceda27-c5a1-4955-929c-c24a3b3e02ba Every Adult Should Have A Will Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 28 Sep 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/every-adult-should-have-a-will-E40m0_RY Rate & review the Simply Financial Podcast on ITunes

]]> Every Adult Should Have A Will Christopher Calandra 00:09:23 If you are an adult you should have a will. Wills can protect those closest to you in the unfortunate circumstance that you pass away. Chris goes over what options you have in order to create a will for yourself. If you are an adult you should have a will. Wills can protect those closest to you in the unfortunate circumstance that you pass away. Chris goes over what options you have in order to create a will for yourself. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, online will, advice, investing, retirement, attorney, financial planning, family, will, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning, online will maker false full 39 5 8feccef7-cfe8-4d6d-a6f9-d10ffa7af781 The Benefits Of Living Debt Free Rate & review the Simply Financial Podcast on ITunes

 

Sources:

https://www.marcus.com/us/en/resources/managing-debt/debt-free-living

https://www.lendingtree.com/auto/debt-statistics/

]]> Tue, 21 Sep 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-benefits-of-living-debt-free-mdlF435H Rate & review the Simply Financial Podcast on ITunes

 

Sources:

https://www.marcus.com/us/en/resources/managing-debt/debt-free-living

https://www.lendingtree.com/auto/debt-statistics/

]]> The Benefits Of Living Debt Free Christopher Calandra 00:17:54 Debt is a hard thing to avoid but it isn’t impossible to reduce it as much as possible. By making some smart financial decisions, you too can obtain the benefits of living debt free. Here are some things you should think about in terms of debt. Debt is a hard thing to avoid but it isn’t impossible to reduce it as much as possible. By making some smart financial decisions, you too can obtain the benefits of living debt free. Here are some things you should think about in terms of debt. personal finance, small business, retirement planning, business owner, financial security, economy, car payment, finance, saving, financial stability, millennial, market, debt free, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, mortgage, professional, spending, money, estate planning false full 38 5 29c20ca1-8d18-44d8-a12e-8c62ffaadf5e What is Debt To Income Ratio - DTI Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 14 Sep 2021 04:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-is-debt-to-income-ratio-dti-9QNU1nZZ Rate & review the Simply Financial Podcast on ITunes

]]> What is Debt To Income Ratio - DTI Christopher Calandra 00:10:00 Debt to income ratio or DTI is a number that is often used to measure how much debt you have versus the amount of income you make. Learn how this number can affect your chances of getting a loan or mortgage. Debt to income ratio or DTI is a number that is often used to measure how much debt you have versus the amount of income you make. Learn how this number can affect your chances of getting a loan or mortgage. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, dit, professional, spending, money, debt to income ratio, estate planning false full 37 5 b07b0978-f505-4975-bd5e-6ee21c484a7c Are You In The American Middle Class? Rate & review the Simply Financial Podcast on ITunes

 

Sources: 

https://www.investopedia.com/financial-edge/0912/which-income-class-are-you.aspx

https://www.google.com/search?q=aaverage+household+income+in+us&rlz=1C1GCEA_enUS883US883&oq=aaverage+household+income+in+us&aqs=chrome..69i57j0i13l7j0i22i30l2.8822j0j9&sourceid=chrome&ie=UTF-8

]]> Tue, 7 Sep 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/are-you-in-the-american-middle-class-l3Fr232w Rate & review the Simply Financial Podcast on ITunes

 

Sources: 

https://www.investopedia.com/financial-edge/0912/which-income-class-are-you.aspx

https://www.google.com/search?q=aaverage+household+income+in+us&rlz=1C1GCEA_enUS883US883&oq=aaverage+household+income+in+us&aqs=chrome..69i57j0i13l7j0i22i30l2.8822j0j9&sourceid=chrome&ie=UTF-8

]]> Are You In The American Middle Class? Christopher Calandra 00:13:08 Identifying what level of middle-class you classify as can be tricky due to several factors. Chris reveals some helpful information to think about when answering this popular question. Identifying what level of middle-class you classify as can be tricky due to several factors. Chris reveals some helpful information to think about when answering this popular question. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, middle class, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 36 5 57780745-7f4a-44c3-9c97-24abceabd74e 4 Things To Consider Before Buying An Investment Property Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 31 Aug 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/4-things-to-consider-before-buying-an-investment-property-KCGEzxEP Rate & review the Simply Financial Podcast on ITunes

]]> 4 Things To Consider Before Buying An Investment Property Christopher Calandra 00:11:55 Buying an investment property can be complex & knowing these four considerations before you buy can help you in the long run. Buying an investment property can be complex & knowing these four considerations before you buy can help you in the long run. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, real estate, advice, investing, retirement, financial planning, retirement plan, debt, real estate investing, entrepreneur, financial plan, landlord, professional, spending, money, estate planning, investment property false full 35 5 d112b97c-8ed4-423d-8c46-b140ba9bb437 7 Money Saving Tips To Be A Successful Saver Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 24 Aug 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/7-money-saving-tips-to-be-a-successful-saver-EbhxQUCW Rate & review the Simply Financial Podcast on ITunes

]]> 7 Money Saving Tips To Be A Successful Saver Christopher Calandra 00:10:45 Follow these 7 money saving tips to help you become a successful saver in your day to day life. Follow these 7 money saving tips to help you become a successful saver in your day to day life. personal finance, small business, retirement planning, business owner, saving money, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 34 5 a21773f7-ad10-421c-a2e9-c44b269fb1ee Basic Cybersecurity Safeguards Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Aug 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/basic-cybersecurity-safeguards-tBSZh8Hr Rate & review the Simply Financial Podcast on ITunes

]]> Basic Cybersecurity Safeguards Christopher Calandra 00:15:20 It’s incredibly important to take steps to protect yourself especially in the financial world. Cybersecurity should be taken seriously & here are some basic safeguards you can use to protect yourself. It’s incredibly important to take steps to protect yourself especially in the financial world. Cybersecurity should be taken seriously & here are some basic safeguards you can use to protect yourself. personal finance, protection, small business, retirement planning, business owner, financial security, economy, secure, finance, saving, financial stability, millennial, market, advice, investing, retirement, cyber security, financial planning, retirement plan, debt, phishing, entrepreneur, financial plan, professional, spending, cyber, money, estate planning false full 33 5 8847145e-ae20-4f3c-8418-9b0a8196d992 4 Major Retirement Risks Rate & review the Simply Financial Podcast on ITunes

4 Retirement Risks

  1. Longevity
  2. Inflation
  3. Interest Rates
  4. Liquidity
]]> Tue, 10 Aug 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/4-major-retirement-risks-h11Xlmse Rate & review the Simply Financial Podcast on ITunes

4 Retirement Risks

  1. Longevity
  2. Inflation
  3. Interest Rates
  4. Liquidity
]]> 4 Major Retirement Risks Christopher Calandra 00:12:13 There are a few risks that every pre-retiree on the homestretch should know in order to be properly prepared for their retirement. Know what risks you should mitigate & how! There are a few risks that every pre-retiree on the homestretch should know in order to be properly prepared for their retirement. Know what risks you should mitigate & how! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, prepare, millennial, market, advice, investing, retirement, financial planning, risk, retirement plan, pre-retiree, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 32 5 138e7c9b-fdce-4c0a-9adb-3655ccf628ff Unclaimed Property – The Financial Lost & Found Rate & review the Simply Financial Podcast on ITunes

General information about unclaimed property: Unclaimed.org

Connecticut unclaimed property listing: Ctbiglist.com

Florida's unclaimed property listing:  Fltreasurehunt.org

]]> Tue, 3 Aug 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/unclaimed-property-the-financial-lost-found-vbfVjlQy Rate & review the Simply Financial Podcast on ITunes

General information about unclaimed property: Unclaimed.org

Connecticut unclaimed property listing: Ctbiglist.com

Florida's unclaimed property listing:  Fltreasurehunt.org

]]> Unclaimed Property – The Financial Lost & Found Christopher Calandra 00:04:42 Did you know that in the US, there are billions of dollars’ worth of unclaimed money? Unclaimed property is money held by your state that was never really collected by you. Listen here to find out how to investigate if you have unclaimed property! Did you know that in the US, there are billions of dollars’ worth of unclaimed money? Unclaimed property is money held by your state that was never really collected by you. Listen here to find out how to investigate if you have unclaimed property! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, unclaimed property, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 31 5 932b0c7a-14ea-484c-aa7f-0efb1dbb4919 Breaking Down The Mid-Year Economic Update Rate & review the Simply Financial Podcast on ITunes

Special Guest: Dean Nicholson, Retired Financial Advisor

]]> Tue, 27 Jul 2021 12:00:00 +0000 dconti@elliottwealth.com (Dean Nicholson, Christopher Calandra) https://simply-financial.simplecast.com/episodes/breaking-down-the-mid-year-economic-update-Ngs_cZhv Rate & review the Simply Financial Podcast on ITunes

Special Guest: Dean Nicholson, Retired Financial Advisor

]]> Breaking Down The Mid-Year Economic Update Dean Nicholson, Christopher Calandra 00:29:17 We’re already halfway through 2021 and the current state of the economy is in an interesting situation. Chris & former financial advisor, Dean Nicholson break down the 2021 mid-year economic update that Chris presented. We’re already halfway through 2021 and the current state of the economy is in an interesting situation. Chris & former financial advisor, Dean Nicholson break down the 2021 mid-year economic update that Chris presented. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, financial advisor, market, advice, investing, retirement, financial planning, economic outlook, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 30 5 8fbfed40-e5dc-4ba2-88b0-62980d623145 2021 Mid Year Economic Update Rate & review the Simply Financial Podcast on ITunes

PowerPoint Presentation

Webinar Video Recording

]]> Tue, 20 Jul 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2021-mid-year-economic-update-RtDvFrC5 Rate & review the Simply Financial Podcast on ITunes

PowerPoint Presentation

Webinar Video Recording

]]> 2021 Mid Year Economic Update Christopher Calandra 00:35:59 Will the US economy & stock markets continue its strong growth or is there a crash on the way? Listen to this recording of Christopher Calandra CFP® webinar on a mid-year economic update. Will the US economy & stock markets continue its strong growth or is there a crash on the way? Listen to this recording of Christopher Calandra CFP® webinar on a mid-year economic update. personal finance, housing market, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, economic outlook, stock market, retirement plan, real estate market, debt, entrepreneur, financial plan, professional, spending, money, economic update, estate planning false full 29 5 a810a4d7-ef7e-42e3-a73f-a57d8ebf4eef 4 Drivers For The 2021 Real Estate Market Rate & review the Simply Financial Podcast on ITunes

The 4 Drivers For The 2021 Real Estate Market:

  1. Excess Money Supply In The Economy – There is a lot of money in circulation. 
  2. Low Interest Rates – Zero interest rate economy. 
  3. Stay At Home Economy – People appreciate their home more now, than before the pandemic. 
  4. Limited Housing Supply – There has been a shortage of houses built in the US for about 15 years. It’s finally catching up now that we have higher demand.
]]> Tue, 13 Jul 2021 04:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/4-drivers-for-the-2021-real-estate-market-1Oj5Fhiz Rate & review the Simply Financial Podcast on ITunes

The 4 Drivers For The 2021 Real Estate Market:

  1. Excess Money Supply In The Economy – There is a lot of money in circulation. 
  2. Low Interest Rates – Zero interest rate economy. 
  3. Stay At Home Economy – People appreciate their home more now, than before the pandemic. 
  4. Limited Housing Supply – There has been a shortage of houses built in the US for about 15 years. It’s finally catching up now that we have higher demand.
]]> 4 Drivers For The 2021 Real Estate Market Christopher Calandra 00:14:03 With the 2021 real estate market being such a popular topic, Chris sums up everything he has learned about why & how this market went from where it was to becoming red hot. With the 2021 real estate market being such a popular topic, Chris sums up everything he has learned about why & how this market went from where it was to becoming red hot. personal finance, housing market, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, real estate, advice, investing, retirement, financial planning, retirement plan, real estate market, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 28 5 d970f347-d2c8-4bc2-ad39-adeabf2622a0 Exploring An Investor’s Perspective - The 2021 Real Estate Market Rate & review the Simply Financial Podcast on ITunes

Special Guest – Jason Yarusi, Multifamily Real Estate Investor

Podcast: The Multifamily Live Podcast

Website: yarusiholdings.com

Email: Jason@yarusiholdings.com

]]> Tue, 6 Jul 2021 12:00:00 +0000 dconti@elliottwealth.com (Jason Yarusi, Christopher Calandra) https://simply-financial.simplecast.com/episodes/exploring-an-investors-perspective-the-2021-real-estate-market-sedoIVFX Rate & review the Simply Financial Podcast on ITunes

Special Guest – Jason Yarusi, Multifamily Real Estate Investor

Podcast: The Multifamily Live Podcast

Website: yarusiholdings.com

Email: Jason@yarusiholdings.com

]]> Exploring An Investor’s Perspective - The 2021 Real Estate Market Jason Yarusi, Christopher Calandra 00:32:07 Chris discusses the 2021 real estate market at a macro level with multifamily real estate investor, Jason Yarusi. Chris discusses the 2021 real estate market at a macro level with multifamily real estate investor, Jason Yarusi. personal finance, housing market, small business, retirement planning, business owner, financial security, economy, multifamily real estate investing, finance, saving, financial stability, millennial, market, real estate, advice, investing, retirement, financial planning, retirement plan, multifamily real estate, real estate market, debt, real estate investing, entrepreneur, financial plan, professional, spending, money, estate planning false full 27 5 f1d6c41f-cfca-4108-8326-2f8822bba098 Adapt Your Thinking - Manage Your Personal Finances Better Rate & review the Simply Financial Podcast on ITunes

Special Guest: Vince Carter

thecfoathome.com 

]]> Tue, 29 Jun 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Vince Carter) https://simply-financial.simplecast.com/episodes/adapt-your-thinking-manage-your-personal-finances-better-swwtX1iM Rate & review the Simply Financial Podcast on ITunes

Special Guest: Vince Carter

thecfoathome.com 

]]> Adapt Your Thinking - Manage Your Personal Finances Better Christopher Calandra, Vince Carter 00:25:19 To find the best way to get a grip on managing your personal finances, you must be open to change your mindset. Chris converses with CFO At Home podcast host, Vince Carter, on how their financial mindsets have evolved over the years. To find the best way to get a grip on managing your personal finances, you must be open to change your mindset. Chris converses with CFO At Home podcast host, Vince Carter, on how their financial mindsets have evolved over the years. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 26 5 4007f270-8290-4fae-acb3-36751c1741b4 Disability Planning – Speaking With A Specialist Rate & review the Simply Financial Podcast on ITunes

Special Guest: Claudia Englisby

Attorney At Disability Planning Partners

https://disabilityplanningpartners.com/ 

]]> Tue, 22 Jun 2021 12:00:00 +0000 dconti@elliottwealth.com (Claudia Englisby, Christopher Calandra) https://simply-financial.simplecast.com/episodes/disability-planning-speaking-with-a-specialist-tpKAe9i0 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Claudia Englisby

Attorney At Disability Planning Partners

https://disabilityplanningpartners.com/ 

]]> Disability Planning – Speaking With A Specialist Claudia Englisby, Christopher Calandra 00:28:05 No one is immune to disability & it can happen to anyone unexpectedly. Chris interviews Claudia Englisby, Attorney for Disability Planning Partners, on the importance of speaking to a specialist to prepare for & prevent estate planning pitfalls or any other legal issues that may stem from disabilities. No one is immune to disability & it can happen to anyone unexpectedly. Chris interviews Claudia Englisby, Attorney for Disability Planning Partners, on the importance of speaking to a specialist to prepare for & prevent estate planning pitfalls or any other legal issues that may stem from disabilities. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, attorney, financial planning, elder law, retirement plan, debt, entrepreneur, financial plan, legal, professional, spending, money, long term disability, disability, estate planning false full 25 5 a30870ce-8dcb-41a1-b9a1-f6fb2124be3a Shining A Spotlight Student Loan Debt Rate & review the Simply Financial Podcast on ITunes

Source: https://studentloanhero.com/student-loan-debt-statistics/

https://www.cnbc.com/2019/05/20/how-much-the-average-student-loan-borrower-owes-when-they-graduate.html

]]> Tue, 15 Jun 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/shining-a-spotlight-student-loan-debt-l3sJjng4 Rate & review the Simply Financial Podcast on ITunes

Source: https://studentloanhero.com/student-loan-debt-statistics/

https://www.cnbc.com/2019/05/20/how-much-the-average-student-loan-borrower-owes-when-they-graduate.html

]]> Shining A Spotlight Student Loan Debt Christopher Calandra 00:06:22 Buyer beware when it comes to spending more than your means because it could financially disrupt more than you think. Chris shines a spotlight on student loan debt & how it pays to weigh all your options. Buyer beware when it comes to spending more than your means because it could financially disrupt more than you think. Chris shines a spotlight on student loan debt & how it pays to weigh all your options. personal finance, small business, retirement planning, business owner, financial security, economy, college debt, finance, saving, financial stability, millennial, market, student loan debt, advice, investing, retirement, financial planning, student loans, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, student debt, estate planning false full 24 5 c20e0b7c-528c-4733-9daa-402d49af2e6a How To Simplify Your Financial Life Before Retirement Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 8 Jun 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/how-to-simplify-your-financial-life-before-retirement-W32oK7xe Rate & review the Simply Financial Podcast on ITunes

]]> How To Simplify Your Financial Life Before Retirement Christopher Calandra 00:13:56 As retirement draws near, life can get really complex. That’s why it’s so important to learn how to simplify as much as you can, especially when your finances are involved. As retirement draws near, life can get really complex. That’s why it’s so important to learn how to simplify as much as you can, especially when your finances are involved. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 23 5 75ff07f9-8651-434d-83b8-1bac1edda7a9 Being A CFO At Home Rate & review the Simply Financial Podcast on ITunes

Special Guest: Vince Carter – CFO At Home Podcast Host

https://www.thecfoathome.com/

]]> Tue, 1 Jun 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Vince Carter) https://simply-financial.simplecast.com/episodes/being-a-cfo-at-home-lV8FsVhQ Rate & review the Simply Financial Podcast on ITunes

Special Guest: Vince Carter – CFO At Home Podcast Host

https://www.thecfoathome.com/

]]> Being A CFO At Home Christopher Calandra, Vince Carter 00:33:02 Chris interviews CFO At Home podcast host, Vince Carter, on exactly that. Being a CFO at home means handling your family finances confidently & successfully at home without the need to be an expert financial geek. Chris interviews CFO At Home podcast host, Vince Carter, on exactly that. Being a CFO at home means handling your family finances confidently & successfully at home without the need to be an expert financial geek. personal finance, cfo, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning, cfo at home false full 22 5 174fd3ce-915c-4237-81f5-3f2e1077ca8c 3 Concerning Data Points – An Economic Update Rate & review the Simply Financial Podcast on ITunes

Sources:

https://www.cnbc.com/2021/05/12/consumer-price-index-april-2021.html

https://www.cnbc.com/2021/05/07/jobs-report-april-2021.html

]]> Tue, 25 May 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/3-concerning-data-points-an-economic-update-jN7uuuR8 Rate & review the Simply Financial Podcast on ITunes

Sources:

https://www.cnbc.com/2021/05/12/consumer-price-index-april-2021.html

https://www.cnbc.com/2021/05/07/jobs-report-april-2021.html

]]> 3 Concerning Data Points – An Economic Update Christopher Calandra 00:12:19 Covid-19 caused a lot of damage to our roaring economy & what we are seeing in the stock markets predict a healthy recovery. However, we recently heard a few concerning statistics that may say otherwise. Covid-19 caused a lot of damage to our roaring economy & what we are seeing in the stock markets predict a healthy recovery. However, we recently heard a few concerning statistics that may say otherwise. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 21 5 bb881328-e42b-4e34-ba8e-da6091d7ba96 Is The Real Estate Market In A Bubble? Rate & review the Simply Financial Podcast on ITunes

Special Guest Byron Lazine 

– Team Leader Realtor - One And Company 

– CEO of Company Cubed 

https://byronlazine.com/

https://www.oneandcompany.com/

http://companycubed.com/

]]> Tue, 18 May 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Byron Lazine) https://simply-financial.simplecast.com/episodes/is-the-real-estate-market-in-a-bubble-KgFkuyAQ Rate & review the Simply Financial Podcast on ITunes

Special Guest Byron Lazine 

– Team Leader Realtor - One And Company 

– CEO of Company Cubed 

https://byronlazine.com/

https://www.oneandcompany.com/

http://companycubed.com/

]]> Is The Real Estate Market In A Bubble? Christopher Calandra, Byron Lazine 00:31:35 The real estate market seems like it’s in a bubble, but there is statistical evidence against that theory as well. Chris interviews Realtor & CEO, Byron Lazine on the what’s happening in today’s real estate market. The real estate market seems like it’s in a bubble, but there is statistical evidence against that theory as well. Chris interviews Realtor & CEO, Byron Lazine on the what’s happening in today’s real estate market. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, real estate, advice, investing, retirement, financial planning, retirement plan, real estate market, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 20 5 2c0f5af4-ca55-41f9-849c-24bab3a25d6c Supply & Demand In The Housing Market Rate & review the Simply Financial Podcast on ITunes

Special Guest: Dana Flanagan – Realtor – Flanagan Realty Group

https://flanaganrealtygroup.com/

860-796-0562

]]> Tue, 11 May 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Dana Flanagan) https://simply-financial.simplecast.com/episodes/supply-demand-in-the-housing-market-u17gDLYa Rate & review the Simply Financial Podcast on ITunes

Special Guest: Dana Flanagan – Realtor – Flanagan Realty Group

https://flanaganrealtygroup.com/

860-796-0562

]]> Supply & Demand In The Housing Market Christopher Calandra, Dana Flanagan 00:33:55 Chris interviews realtor Dana Flanagan on what’s going on in the current housing market & how supply & demand plays into it all. Chris interviews realtor Dana Flanagan on what’s going on in the current housing market & how supply & demand plays into it all. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, real estate, advice, investing, retirement, financial planning, retirement plan, real estate market, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 19 5 f7c63df1-37e6-430e-a85c-bcaf563bf5e6 6 Surprising Retirement Facts No One Tells You About Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 4 May 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/6-surprising-retirement-facts-no-one-tells-you-about-iv0OS5fM Rate & review the Simply Financial Podcast on ITunes

]]> 6 Surprising Retirement Facts No One Tells You About Christopher Calandra 00:12:22 Retirement is different for everybody but it does have some common surprises most people will end up dealing with. Don’t be caught off guard! Retirement is different for everybody but it does have some common surprises most people will end up dealing with. Don’t be caught off guard! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 18 5 254fb650-4469-47aa-9b61-c8c6c6613004 Jobs Are Booming Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 27 Apr 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/jobs-are-booming-wlZVV0Lv Rate & review the Simply Financial Podcast on ITunes

]]> Jobs Are Booming Christopher Calandra 00:04:18 Today’s job market is growing at a fast rate considering the hole that COVID-19 dug it in in 2020. Today’s job market is growing at a fast rate considering the hole that COVID-19 dug it in in 2020. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, growth, job market, retirement plan, jobs, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 17 5 189e1dce-f145-4701-995e-15148a82a696 Retirement Mentality - Think Sensible, Not Frugal Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 20 Apr 2021 12:00:00 +0000 dconti@elliottwealth.com (Thomas Macbeth, Christopher Calandra) https://simply-financial.simplecast.com/episodes/retirement-mentality-think-sensible-not-frugal-dtsKSQg7 Rate & review the Simply Financial Podcast on ITunes

]]> Retirement Mentality - Think Sensible, Not Frugal Thomas Macbeth, Christopher Calandra 00:32:18 Chris talks to recent retiree, Thomas Macbeth, about how events in his life led up to this point where he’s finally retired. Chris talks to recent retiree, Thomas Macbeth, about how events in his life led up to this point where he’s finally retired. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 16 5 7fe503dd-1566-4c87-a024-34fc468bf4f0 Higher Taxes Are On The Way Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 13 Apr 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/higher-taxes-are-on-the-way-Rd1euCsM Rate & review the Simply Financial Podcast on ITunes

]]> Higher Taxes Are On The Way Christopher Calandra 00:09:17 With the new Biden administration comes proposals for higher taxes. The way the government is looking today shows that there is a very good chance they will make it more expensive for wealthier individuals. With the new Biden administration comes proposals for higher taxes. The way the government is looking today shows that there is a very good chance they will make it more expensive for wealthier individuals. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, biden administration, government spending, tax planning, market, advice, investing, retirement, financial planning, biden, tax, retirement plan, higher taxes, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 15 5 50467e46-ba08-4341-be85-ec58468e08fd IRS Tax Deadline Extended! Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 6 Apr 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/irs-tax-deadline-extended-R6HTYpms Rate & review the Simply Financial Podcast on ITunes

]]> IRS Tax Deadline Extended! Christopher Calandra 00:04:12 The IRS changed the tax deadline date from April 15th 2021 to May 17th 2021. This may be both a blessing & a curse for tax preparers. The IRS changed the tax deadline date from April 15th 2021 to May 17th 2021. This may be both a blessing & a curse for tax preparers. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, irs, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, tax deadline, estate planning false full 14 5 c4d10f4d-dc90-4e18-abb1-528e938c0135 Potential Tax Law Changes Proposed By The New Biden Administration Rate & review the Simply Financial Podcast on ITunes

Click Here To Watch The Webinar Recording

Click Here for a Copy of the PowerPoint Presentation

]]> Tue, 30 Mar 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/potential-tax-law-changes-proposed-by-the-new-biden-administration-YLNvxMiP Rate & review the Simply Financial Podcast on ITunes

Click Here To Watch The Webinar Recording

Click Here for a Copy of the PowerPoint Presentation

]]> Potential Tax Law Changes Proposed By The New Biden Administration Christopher Calandra 00:23:35 There is so much information out there to digest, so we simplified it down to some of the key items that we thought you should be aware of. Our goal is to help you make the path toward your financial goals tax efficient, so we need to be aware of potential tax law changes. There is so much information out there to digest, so we simplified it down to some of the key items that we thought you should be aware of. Our goal is to help you make the path toward your financial goals tax efficient, so we need to be aware of potential tax law changes. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, biden administration, tax planning, market, advice, investing, retirement, financial planning, biden, tax, retirement plan, tax law, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 13 5 24e5025e-de92-4e57-a519-061b47c71703 Inflation Returns? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 23 Mar 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/inflation-returns-Zs5EFr4Z Rate & review the Simply Financial Podcast on ITunes

]]> Inflation Returns? Christopher Calandra 00:09:49 Chris goes into some depth on whether inflation may or may not return. It is definitely something we need to watch out for. Chris goes into some depth on whether inflation may or may not return. It is definitely something we need to watch out for. inflation false full 12 5 a0a49436-19ff-4ef3-8d0f-a1b8fc0f6d80 Is Search Engine Optimization Important? Rate & review the Simply Financial Podcast on ITunes

Special Guest: Kris Reid, CEO of ArdorSEO

Website: ardorseo.com/elliott

]]> Tue, 16 Mar 2021 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Kris Reid) https://simply-financial.simplecast.com/episodes/is-search-engine-optimization-important-nfHA8Z7U Rate & review the Simply Financial Podcast on ITunes

Special Guest: Kris Reid, CEO of ArdorSEO

Website: ardorseo.com/elliott

]]> Is Search Engine Optimization Important? Christopher Calandra, Kris Reid 00:30:24 In today’s business climate, having an online presence is a must have. Building a website is only half the battle, while the other half is getting people to find you. Chris interview’s Kris Reid, CEO of ArdorSEO, on why Search Engine Optimization is important for any business. In today’s business climate, having an online presence is a must have. Building a website is only half the battle, while the other half is getting people to find you. Chris interview’s Kris Reid, CEO of ArdorSEO, on why Search Engine Optimization is important for any business. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 11 5 714e7b4e-9daa-41f2-92a4-1da4127c0d0c 8 Ways To Set & Achieve Your Goals Rate & review the Simply Financial Podcast on ITunes

Read the full article here: 8 Ways Highly Successful People Set And Achieve Goals

]]> Tue, 9 Mar 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/8-ways-to-set-achieve-your-goals-u4X1N7Si Rate & review the Simply Financial Podcast on ITunes

Read the full article here: 8 Ways Highly Successful People Set And Achieve Goals

]]> 8 Ways To Set & Achieve Your Goals Christopher Calandra 00:11:17 One thing successful people have in common are goals that they set for themselves & work hard to achieve them. Here are 8 tips that will help you know how set your goals & how to set yourself up to accomplish them! One thing successful people have in common are goals that they set for themselves & work hard to achieve them. Here are 8 tips that will help you know how set your goals & how to set yourself up to accomplish them! personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, goal setting, millennial, market, advice, investing, retirement, financial planning, goals, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 10 5 930c609e-55e6-4f58-9955-030a27636efb Elections Have Consequences Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 2 Mar 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/elections-have-consequences-Dy9TFU3I Rate & review the Simply Financial Podcast on ITunes

]]> Elections Have Consequences Christopher Calandra 00:17:31 Every election has consequences in terms of laws, regulations, & taxes that can affect your wallet. Chris explains a few examples of what may change due to elections & how they can affect your financial situation. Every election has consequences in terms of laws, regulations, & taxes that can affect your wallet. Chris explains a few examples of what may change due to elections & how they can affect your financial situation. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, election, estate planning false full 9 5 a318d32f-a1c4-4c9e-83e1-108b9f3ce3cb Saving Money With Solar Rate & review the Simply Financial Podcast on ITunes

Special Guest James Kennedy – CEO of Beach Cities Solar Consulting

https://www.beachcitiessolarconsulting.com/

]]> Tue, 23 Feb 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, James Kennedy) https://simply-financial.simplecast.com/episodes/saving-money-with-solar-IXncAxUS Rate & review the Simply Financial Podcast on ITunes

Special Guest James Kennedy – CEO of Beach Cities Solar Consulting

https://www.beachcitiessolarconsulting.com/

]]> Saving Money With Solar Christopher Calandra, James Kennedy 00:22:17 Saving money with solar is a topic that is becoming more and more popular. Chris interviews James Kennedy, the CEO of Beach Cities Solar Consulting on the subject of how switching to solar can be a smart financial investment whether for commercial use or residential. Saving money with solar is a topic that is becoming more and more popular. Chris interviews James Kennedy, the CEO of Beach Cities Solar Consulting on the subject of how switching to solar can be a smart financial investment whether for commercial use or residential. personal finance, small business, retirement planning, business owner, saving money, financial security, economy, finance, saving, financial stability, millennial, market, solar power, solar, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 8 5 e8b5192f-0503-487c-bf0d-402be601df7a What’s Your Definition of Rich? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 16 Feb 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/whats-your-definition-of-rich-1fYfiVQA Rate & review the Simply Financial Podcast on ITunes

]]> What’s Your Definition of Rich? Christopher Calandra 00:14:32 I think we can all agree money is not the most important thing in the world; however, it is not unimportant. We are curious to know what your definition of being considered financially rich is. I think we can all agree money is not the most important thing in the world; however, it is not unimportant. We are curious to know what your definition of being considered financially rich is. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, rich, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 7 5 d8afd3fd-7b54-4b22-916f-9045b9e787e1 Learning From Experience – A Business Owner’s Journey Rate & review the Simply Financial Podcast on ITunes

Special Guest: KC Chohan

Founder of Together CFO & The host of The CEO Story Podcast

 

https://togethercfo.com/

Together CFO is a tax advisory, accounting, and tax preparation firm based in Los Angeles, California. The firm’s services high net worth individual, family offices and business owners with high level tax structures, cash flow optimization, and executive guidance, CFO, financial forecasting and much more. Together CFO has saved clients millions of dollars by utilizing its advanced tax structures and not the latest loopholes. Together CFO has created a simple and proven system that allows them to review and analyze businesses and then create a strategy to save hundreds of thousands in taxes per year.

 

The CEO Story Podcast

Learning from the best in the business leads to success, and all successful people have mentors in their lives. Each Tuesday and Thursday join Kc Chohan, the CEO and Founder of Together CFO, as he interviews guests who are at the top of their fields and sharing the stories that enable their success. If you have a business, side hustle, or just want to hear some great career advice, this is the podcast for you.

]]> Tue, 9 Feb 2021 13:00:00 +0000 dconti@elliottwealth.com (K.C. Chohan) https://simply-financial.simplecast.com/episodes/learning-from-experience-a-business-owners-journey-twf8r34h-JopJJrkm Rate & review the Simply Financial Podcast on ITunes

Special Guest: KC Chohan

Founder of Together CFO & The host of The CEO Story Podcast

 

https://togethercfo.com/

Together CFO is a tax advisory, accounting, and tax preparation firm based in Los Angeles, California. The firm’s services high net worth individual, family offices and business owners with high level tax structures, cash flow optimization, and executive guidance, CFO, financial forecasting and much more. Together CFO has saved clients millions of dollars by utilizing its advanced tax structures and not the latest loopholes. Together CFO has created a simple and proven system that allows them to review and analyze businesses and then create a strategy to save hundreds of thousands in taxes per year.

 

The CEO Story Podcast

Learning from the best in the business leads to success, and all successful people have mentors in their lives. Each Tuesday and Thursday join Kc Chohan, the CEO and Founder of Together CFO, as he interviews guests who are at the top of their fields and sharing the stories that enable their success. If you have a business, side hustle, or just want to hear some great career advice, this is the podcast for you.

]]> Learning From Experience – A Business Owner’s Journey K.C. Chohan 00:33:47 Running a small business is a challenge for every business owner. Chris Interviews entrepreneur KC Chohan, on some key pointers that all business owners should know for their own businesses. Running a small business is a challenge for every business owner. Chris Interviews entrepreneur KC Chohan, on some key pointers that all business owners should know for their own businesses. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, kpi, key performance indicator, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 6 5 dc42b923-29c7-4b81-a777-d3b8a38ea299 Tapping Equity In Your Home Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 2 Feb 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/tapping-equity-in-your-home-4F_4rinm Rate & review the Simply Financial Podcast on ITunes

]]> Tapping Equity In Your Home Christopher Calandra 00:16:50 Explore the pros & cons of using a home equity line of credit or HELOC. Explore the pros & cons of using a home equity line of credit or HELOC. personal finance, small business, retirement planning, heloc, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 5 5 363456c2-92b6-4786-9e10-f35b03a29cdb What is Permanent Life Insurance? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 26 Jan 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-is-permanent-life-insurance-_qwac52J Rate & review the Simply Financial Podcast on ITunes

]]> What is Permanent Life Insurance? Christopher Calandra 00:14:46 Life insurance is vital to protect your family or business. Permanent life insurance is not as popular as term life insurance but for some unique situations it may prove useful. Listen & learn what it’s all about. Life insurance is vital to protect your family or business. Permanent life insurance is not as popular as term life insurance but for some unique situations it may prove useful. Listen & learn what it’s all about. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, permanent life insurance, millennial, market, advice, investing, retirement, financial planning, family, life insurance, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, term life insurance, insurance, estate planning false full 4 5 549b2451-5dfa-48f9-9fec-42f8a829506f What is Term Life Insurance? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 19 Jan 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/what-is-term-life-insurance-kZfxt8NG Rate & review the Simply Financial Podcast on ITunes

]]> What is Term Life Insurance? Christopher Calandra 00:19:14 Life insurance is vital to protect your spouse, children, or business. This episode explains the benefits, drawbacks, & details of term life insurance is. Life insurance is vital to protect your spouse, children, or business. This episode explains the benefits, drawbacks, & details of term life insurance is. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, family, life insurance, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, term life insurance, insurance, estate planning false full 3 5 a5863c9c-da1f-4b5d-906c-96da38fccc29 A Look Ahead to 2021 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Dean Nicholson, Economist & retired Financial Advisor

Topics of Discussion

  • Impact of TINA (There is No Alternative)
  • Expectations for the Biden Administration
  • Control of the senate
  • Status of economic recovery
  • Risks surrounding the pandemic
  • Concerns over stretched valuations
  • Prospects for the market in 2020
]]> Tue, 12 Jan 2021 13:00:00 +0000 dconti@elliottwealth.com (Dean Nicholson) https://simply-financial.simplecast.com/episodes/a-look-ahead-to-2021-cAWR43um Rate & review the Simply Financial Podcast on ITunes

Special Guest: Dean Nicholson, Economist & retired Financial Advisor

Topics of Discussion

  • Impact of TINA (There is No Alternative)
  • Expectations for the Biden Administration
  • Control of the senate
  • Status of economic recovery
  • Risks surrounding the pandemic
  • Concerns over stretched valuations
  • Prospects for the market in 2020
]]> A Look Ahead to 2021 Dean Nicholson 00:31:29 Chris & retired Financial Advisor, Dean Nicholson, discuss the current state of the market & economy, where its trending, & what Is affecting it. Chris & retired Financial Advisor, Dean Nicholson, discuss the current state of the market & economy, where its trending, & what Is affecting it. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning true full 2 5 030b3d96-793c-4010-85b5-baa2c8da34b4 How Important Is End of Life Planning? Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 5 Jan 2021 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/how-important-is-end-of-life-planning-1RcV6zUi Rate & review the Simply Financial Podcast on ITunes

]]> How Important Is End of Life Planning? Christopher Calandra 00:10:05 In the case of a medical emergency or accident, you should be prepared for the worst. Learn about how having a living will & a durable power of attorney are can keep you and your loved ones prepared in the scary event that you can no longer have the ability of making decisions. In the case of a medical emergency or accident, you should be prepared for the worst. Learn about how having a living will & a durable power of attorney are can keep you and your loved ones prepared in the scary event that you can no longer have the ability of making decisions. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, power of attorney, retirement plan, living will, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 1 5 675a70ff-bc6a-4968-90b7-d00c6d27ec36 Book Review With Ava Crayton Rate & review the Simply Financial Podcast on ITunes

Special Guest – Ava Crayton

 

Book Mentions:

The Paris Hours - Alex George

A Good Neighborhood - Therese Anne Fowler

Where the Craw Dads Sing - Delia Owens

The Great Believers - Rebecca Makkai

From Cold War to Hot Peace - Michael Mcfaul

The Yellow House - Sarah Broom

Educated – Tara Westover

The Other Wes Moore – By Wes Moore

The 9th House - Leigh Bardugo 

Conversations with Friends – Sally Rooney

Normal People – Sally Rooney

The Hunting Party - Lucy Foley

The Guest List - Lucy Foley

All The Lives We Ever Lived - Katharine Smyth

Manhattan Beach - Jennifer Egan

A Promised Land – Barrack Obama

The Storm Before The Calm - George Friedman

Thinking In Bets - Annie Duke

Killing Crazy Horse - Bill O’Reilly

The 5 people You Meet In Heaven - Mitch Albom

How to Decide - Annie Duke

]]> Tue, 29 Dec 2020 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Ava Crayton) https://simply-financial.simplecast.com/episodes/book-review-with-ava-crayton-nDrH9GHp Rate & review the Simply Financial Podcast on ITunes

Special Guest – Ava Crayton

 

Book Mentions:

The Paris Hours - Alex George

A Good Neighborhood - Therese Anne Fowler

Where the Craw Dads Sing - Delia Owens

The Great Believers - Rebecca Makkai

From Cold War to Hot Peace - Michael Mcfaul

The Yellow House - Sarah Broom

Educated – Tara Westover

The Other Wes Moore – By Wes Moore

The 9th House - Leigh Bardugo 

Conversations with Friends – Sally Rooney

Normal People – Sally Rooney

The Hunting Party - Lucy Foley

The Guest List - Lucy Foley

All The Lives We Ever Lived - Katharine Smyth

Manhattan Beach - Jennifer Egan

A Promised Land – Barrack Obama

The Storm Before The Calm - George Friedman

Thinking In Bets - Annie Duke

Killing Crazy Horse - Bill O’Reilly

The 5 people You Meet In Heaven - Mitch Albom

How to Decide - Annie Duke

]]> Book Review With Ava Crayton Christopher Calandra, Ava Crayton 00:46:42 Chris talks books with special guest Ava Crayton. Listen in to hear about what books may be right for you! Chris talks books with special guest Ava Crayton. Listen in to hear about what books may be right for you! book review, book recommendation, books false full 52 4 2b01ef4d-70f7-48d5-a982-bbafc456ed71 Talk Money To Your Kids Rate & review the Simply Financial Podcast on ITunes

Special Guest: Cody Loughlin

Website: https://themoneytalkers.com/

]]> Tue, 22 Dec 2020 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Cody Loughlin) https://simply-financial.simplecast.com/episodes/talk-money-to-your-kids-SFnwAIPY Rate & review the Simply Financial Podcast on ITunes

Special Guest: Cody Loughlin

Website: https://themoneytalkers.com/

]]> Talk Money To Your Kids Christopher Calandra, Cody Loughlin 00:57:31 In today’s education system, learning about personal finance is something that usually goes unsaid. Chris interviews Cody Loughlin, an entrepreneur with over 20 years of financial experience, on the importance of teaching our kids about money. In today’s education system, learning about personal finance is something that usually goes unsaid. Chris interviews Cody Loughlin, an entrepreneur with over 20 years of financial experience, on the importance of teaching our kids about money. personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, parents, entrepreneur, financial plan, professional, spending, money, estate planning false full 51 4 9b7bb0b5-99bb-4c83-9b93-adb00761c584 What Entrepreneurs NEED to Know Rate & review the Simply Financial Podcast on ITunes

Claim your free gifts courtesy of Vinnie! fullyaccountable.com/simplyfinancial

Special Guest: Vinnie Fisher

Vinnie Fisher is an entrepreneur and a best-selling author who has over 20 years of experience growing a scaling multiple 8 figure companies.

His most recent mission is helping eCommerce, tech and digital business owners improve their financial fluency and operate their accounting back office as a profit center. 

 

After growing 3 – 8 - figure businesses with fast growth, many customers and low margin, Vinnie discovered the issue was that he lacked financial fluency and gave back much of his hard-earned money in cash waste and no margin.  With no good solutions in the marketplace, Vinnie founded Fully Accountable, an outsourced full service cutting edge accounting firm, that helps eCommerce and Digital business owners through fractional CFO and accounting services.

 

Vinnie has been awarded Digital Marketer of the Year multiple times and has been featured on many top-rated national podcasts and other media outlets such as Business Insider.  He has also authored three best-selling books and has guided Fully Accountable to the Inc 5000 as one of the fastest growing companies in America twice, and ranked as one of the Top 5 Outsourced Accounting Firms by CFO Tech Outlook. 

]]> Tue, 15 Dec 2020 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Vinnie Fisher) https://simply-financial.simplecast.com/episodes/what-entrepreneurs-need-to-know-wbi_yu2Q Rate & review the Simply Financial Podcast on ITunes

Claim your free gifts courtesy of Vinnie! fullyaccountable.com/simplyfinancial

Special Guest: Vinnie Fisher

Vinnie Fisher is an entrepreneur and a best-selling author who has over 20 years of experience growing a scaling multiple 8 figure companies.

His most recent mission is helping eCommerce, tech and digital business owners improve their financial fluency and operate their accounting back office as a profit center. 

 

After growing 3 – 8 - figure businesses with fast growth, many customers and low margin, Vinnie discovered the issue was that he lacked financial fluency and gave back much of his hard-earned money in cash waste and no margin.  With no good solutions in the marketplace, Vinnie founded Fully Accountable, an outsourced full service cutting edge accounting firm, that helps eCommerce and Digital business owners through fractional CFO and accounting services.

 

Vinnie has been awarded Digital Marketer of the Year multiple times and has been featured on many top-rated national podcasts and other media outlets such as Business Insider.  He has also authored three best-selling books and has guided Fully Accountable to the Inc 5000 as one of the fastest growing companies in America twice, and ranked as one of the Top 5 Outsourced Accounting Firms by CFO Tech Outlook. 

]]> What Entrepreneurs NEED to Know Christopher Calandra, Vinnie Fisher 00:32:06 Growing a business is one of the main challenges for any entrepreneurs. Vinnie Fisher, an entrepreneur who has over 20 years of experience growing a scaling multiple 8 figure companies, is interviewed on some tips business owners will definitely find useful. Get access to the books for free: fullyaccountable.com/simplyfinancial Growing a business is one of the main challenges for any entrepreneurs. Vinnie Fisher, an entrepreneur who has over 20 years of experience growing a scaling multiple 8 figure companies, is interviewed on some tips business owners will definitely find useful. Get access to the books for free: fullyaccountable.com/simplyfinancial personal finance, small business, retirement planning, business owner, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 50 4 fd0a33fd-46b7-454c-80cd-f3957b31ff0e 7 Steps to Staying Financially Fit Rate & review the Simply Financial Podcast on ITunes

Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips

1. Understand Your Assets & Liabilities

2.  Assess Your Goals

3. Check Your Credit Reports

4. Name Your Beneficiaries

5. Manage Your Taxes

6. Check If Your Investments And Goals Align

7. Determine If You Have The Right Insurance

]]> Tue, 8 Dec 2020 13:00:00 +0000 dconti@elliottwealth.com (Bank of America, Christopher Calandra) https://simply-financial.simplecast.com/episodes/7-steps-to-staying-financially-fit-C5046Spy Rate & review the Simply Financial Podcast on ITunes

Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips

1. Understand Your Assets & Liabilities

2.  Assess Your Goals

3. Check Your Credit Reports

4. Name Your Beneficiaries

5. Manage Your Taxes

6. Check If Your Investments And Goals Align

7. Determine If You Have The Right Insurance

]]> 7 Steps to Staying Financially Fit Bank of America, Christopher Calandra 00:14:01 Here are 7 Steps to help you maintain your financial fitness. These steps are a great way to give yourself the overview you need to stay financially organized. Here are 7 Steps to help you maintain your financial fitness. These steps are a great way to give yourself the overview you need to stay financially organized. personal finance, small business, retirement planning, financial security, finance, saving, financial stability, millennial, credit score, market, inflation, advice, credit report, investing, retirement, financial planning, liability, retirement plan, debt, entrepreneur, financial plan, investment, asset, professional, spending, money, beneficiaries, interest rate, insurance, estate planning false full 49 4 c356c2bd-fd7a-4b7f-90fb-d58f7dd87d1a Understanding Financial Statements For Your Small Business Rate & review the Simply Financial Podcast on ITunes

This clip was taking from the Small Business Radio Show, Hosted by Barry Moltz,

To listen to the rest of this episode & to find more information on Barry & his radio show, click the link below: 

https://barrymoltz.com/small-business-radio-show/612-how-to-classify-employees-and-independent-contactors-right-every-time/ 

]]> Tue, 1 Dec 2020 13:00:00 +0000 dconti@elliottwealth.com (Barry Moltz, Christopher Calandra) https://simply-financial.simplecast.com/episodes/understanding-financial-statements-for-your-small-business-7P9xGR6P Rate & review the Simply Financial Podcast on ITunes

This clip was taking from the Small Business Radio Show, Hosted by Barry Moltz,

To listen to the rest of this episode & to find more information on Barry & his radio show, click the link below: 

https://barrymoltz.com/small-business-radio-show/612-how-to-classify-employees-and-independent-contactors-right-every-time/ 

]]> Understanding Financial Statements For Your Small Business Barry Moltz, Christopher Calandra 00:17:14 Christopher Calandra was recently a guest on the Small Business Radio Show with Barry Moltz, a small business expert. They cover the importance of understanding your financial statements in your business. This episode was clipped directly from Barry’s show. Christopher Calandra was recently a guest on the Small Business Radio Show with Barry Moltz, a small business expert. They cover the importance of understanding your financial statements in your business. This episode was clipped directly from Barry’s show. personal finance, small business, retirement planning, financial security, finance, saving, financial stability, millennial, market, inflation, advice, investing, retirement, financial planning, balance sheet, retirement plan, debt, accounting, financial statements, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 48 4 bfdee99e-9307-4832-99ac-a47aa5b06790 Summing Up The US Economy Rate & review the Simply Financial Podcast on ITunes

A discussion on the thoughts from former Federal Reserve Chairmen, Ben Bernanke & Janet Yellen on the topic of the US Economy.

]]> Tue, 24 Nov 2020 13:00:00 +0000 dconti@elliottwealth.com (Lindy Brock, Christopher Calandra) https://simply-financial.simplecast.com/episodes/summing-up-the-us-economy-vM2H_n54 Rate & review the Simply Financial Podcast on ITunes

A discussion on the thoughts from former Federal Reserve Chairmen, Ben Bernanke & Janet Yellen on the topic of the US Economy.

]]> Summing Up The US Economy Lindy Brock, Christopher Calandra 00:23:26 Christopher Calandra & Lindy Brock had the pleasure of hearing former federal reserve chairmen, Ben Bernanke & Janet Yellen’s thoughts on the current US economy. They discussed our country’s national debt, inflation, & interest rates. Christopher Calandra & Lindy Brock had the pleasure of hearing former federal reserve chairmen, Ben Bernanke & Janet Yellen’s thoughts on the current US economy. They discussed our country’s national debt, inflation, & interest rates. personal finance, small business, retirement planning, financial security, finance, saving, financial stability, millennial, market, janet yellen, inflation, federal reserve, advice, investing, retirement, financial planning, ben bernanke, retirement plan, debt, tina, the fed, entrepreneur, financial plan, professional, spending, money, interest rate, estate planning false full 47 4 0e74b79d-22a0-49c3-b1b8-a4e8dd17d187 The Truth About US National Debt Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 17 Nov 2020 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-truth-about-us-national-debt-6mTP5vPy Rate & review the Simply Financial Podcast on ITunes

]]> The Truth About US National Debt Christopher Calandra 00:12:22 There is a lot of fear surrounding America’s national debt because it is so high, however that isn’t really the full picture. We have a country like no other when it comes to managing our massive debt and this episode explains exactly why that’s the case. There is a lot of fear surrounding America’s national debt because it is so high, however that isn’t really the full picture. We have a country like no other when it comes to managing our massive debt and this episode explains exactly why that’s the case. personal finance, small business, retirement planning, financial security, economy, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, national debt, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 46 4 3e2495e2-27f2-4f38-b9b9-ba878b5f056d There Is No Alternative – The TINA Effect In Today’s Markets Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 10 Nov 2020 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/there-is-no-alternative-the-tina-effect-in-todays-markets-MYGcLA88 Rate & review the Simply Financial Podcast on ITunes

]]> There Is No Alternative – The TINA Effect In Today’s Markets Christopher Calandra 00:07:08 “There Is No Alternative” or TINA for short, is a phrase that may explain the recent behaviors in today’s markets. “There Is No Alternative” or TINA for short, is a phrase that may explain the recent behaviors in today’s markets. personal finance, small business, retirement planning, financial security, finance, saving, financial stability, millennial, market, advice, investing, retirement, financial planning, retirement plan, debt, tina, entrepreneur, financial plan, professional, spending, money, estate planning false full 45 4 d72880be-1ba2-48f5-af44-857da7090c2c 5 Signs That Indicate You're Ready To Retire Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 3 Nov 2020 13:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/5-signs-that-indicate-youre-ready-to-retire-wl2QD_ia Rate & review the Simply Financial Podcast on ITunes

]]> 5 Signs That Indicate You're Ready To Retire Christopher Calandra 00:12:46 Retirement can be a stressful topic especially when you are trying to find the right time to finally do it. To help prepare you for retirement, here are 5 signs that indicate you are ready to retire. Retirement can be a stressful topic especially when you are trying to find the right time to finally do it. To help prepare you for retirement, here are 5 signs that indicate you are ready to retire. personal finance, small business, retirement planning, retire, financial security, finance, saving, financial stability, millennial, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 44 4 344044be-e7c1-47f1-9ef8-44f11e7cb9b2 The Truth Behind The 2020 Election Rate & review the Simply Financial Podcast on ITunes

]]> Fri, 30 Oct 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-truth-behind-the-2020-election-qKW_ZP98 Rate & review the Simply Financial Podcast on ITunes

]]> The Truth Behind The 2020 Election Christopher Calandra 00:22:30 Election time is usually a very frightening period for many Americans. The social divide, the uncertainty of the future, and not to mention the markets. This episode presents the historical facts & stats about the US elections their relation to the markets. Election time is usually a very frightening period for many Americans. The social divide, the uncertainty of the future, and not to mention the markets. This episode presents the historical facts & stats about the US elections their relation to the markets. personal finance, investments, retirement planning, financial security, economy, finance, saving, financial stability, millennial, presidency, real estate, advice, investing, retirement, financial planning, risk, investment planning, insurance plan, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, election, insurance planning, gdp, estate planning false full 43 4 1d23e279-1af4-4f95-9fc6-ea095534324e Finally Some Optimism – An Update On Small Business Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 27 Oct 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/finally-some-optimism-an-update-on-small-business-fzu_2Wvk Rate & review the Simply Financial Podcast on ITunes

]]> Finally Some Optimism – An Update On Small Business Christopher Calandra 00:08:11 Chris goes over a small business economic trends study from the month of September 2020. Due to the uncertainty in the economy because of the damaging effects of COVID-19, this report is meant to show how optimistic small business owners currently are and that the economy is in recovery mode. Chris goes over a small business economic trends study from the month of September 2020. Due to the uncertainty in the economy because of the damaging effects of COVID-19, this report is meant to show how optimistic small business owners currently are and that the economy is in recovery mode. personal finance, small business, retirement planning, financial security, finance, saving, financial stability, millennial, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 42 4 6bd97c22-3c41-4a1c-90c8-72a985d2b80a Small Business Talk – Do’s & Don’ts Rate & review the Simply Financial Podcast on ITunes

Special Guest: Barry Moltz

Podcast: The Small Business Radio Show

Website: www.barrymoltz.com

Phone: (773) 837-8250

Email: barry@moltz.com

Due to the COVID-19 Pandemic, Barry is giving away a free digital copy of his book Bounce! Email him at barry@moltz.com to get free access to a digital copy! 

Conventional business wisdom tells us that there is always something to learn from failure.  Not true — sometimes it just stinks!  Failure that offers no real learning value becomes a big jolt to the basic business belief system.  Both success and failure are simply outcomes in the life cycle of business where repetition is inevitable and overall process matters far more than any single event or outcome.

Barry demonstrates that developing the resiliency to “bounce” through these cycles determines who will ultimately succeed.

Using real life business examples, he shows that with true business confidence, we can face our fears, let go of shame and failures, use all our choices, be better risk-takers, and define our own brand of success.

]]> Tue, 20 Oct 2020 12:00:00 +0000 dconti@elliottwealth.com (Barry Moltz, Christopher Calandra) https://simply-financial.simplecast.com/episodes/small-business-talk-dos-donts-4CYkrP_F Rate & review the Simply Financial Podcast on ITunes

Special Guest: Barry Moltz

Podcast: The Small Business Radio Show

Website: www.barrymoltz.com

Phone: (773) 837-8250

Email: barry@moltz.com

Due to the COVID-19 Pandemic, Barry is giving away a free digital copy of his book Bounce! Email him at barry@moltz.com to get free access to a digital copy! 

Conventional business wisdom tells us that there is always something to learn from failure.  Not true — sometimes it just stinks!  Failure that offers no real learning value becomes a big jolt to the basic business belief system.  Both success and failure are simply outcomes in the life cycle of business where repetition is inevitable and overall process matters far more than any single event or outcome.

Barry demonstrates that developing the resiliency to “bounce” through these cycles determines who will ultimately succeed.

Using real life business examples, he shows that with true business confidence, we can face our fears, let go of shame and failures, use all our choices, be better risk-takers, and define our own brand of success.

]]> Small Business Talk – Do’s & Don’ts Barry Moltz, Christopher Calandra 00:26:09 There are a lot of things small business owners must do before they get their business truly successful & there comes a time when they just get stuck. Chris interviews small business expert, Barry Moltz on some tips entrepreneurs can use to improve their day to day and ultimately improve their business. There are a lot of things small business owners must do before they get their business truly successful & there comes a time when they just get stuck. Chris interviews small business expert, Barry Moltz on some tips entrepreneurs can use to improve their day to day and ultimately improve their business. personal finance, small business, retirement planning, financial security, finance, saving, financial stability, millennial, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 41 4 408dd3d5-3593-4120-8b22-69163f4bb868 Overcoming The Fear Mindset Rate & review the Simply Financial Podcast on ITunes

Special Guest: Heather Hansen O’Neill

Podcast: From Fear To Fire

Website: http://heatherhansenoneill.com/

Phone: 203-312-4990 

Email: heather@heatherhansenoneill.com

]]> Tue, 13 Oct 2020 12:00:00 +0000 dconti@elliottwealth.com (Heather Hansen O'Neill, Christopher Calandra) https://simply-financial.simplecast.com/episodes/overcoming-the-fear-mindset-zMPBsXXS Rate & review the Simply Financial Podcast on ITunes

Special Guest: Heather Hansen O’Neill

Podcast: From Fear To Fire

Website: http://heatherhansenoneill.com/

Phone: 203-312-4990 

Email: heather@heatherhansenoneill.com

]]> Overcoming The Fear Mindset Heather Hansen O'Neill, Christopher Calandra 00:35:55 This pandemic has created intense stress & fear on the working population. Don’t let that fear stop you from moving forward. Chris & motivational speaker, Heather Hansen O’Neill give some tips on how you can begin battling that fear & take charge over what you can control. This pandemic has created intense stress & fear on the working population. Don’t let that fear stop you from moving forward. Chris & motivational speaker, Heather Hansen O’Neill give some tips on how you can begin battling that fear & take charge over what you can control. personal finance, motivation, retirement planning, financial security, finance, saving, financial stability, millennial, advice, investing, retirement, financial planning, retirement plan, fear, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 40 4 eba61f91-5e38-43b2-ae8d-d9339a64701f 2020 Year End Tax Planning Workshop Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 6 Oct 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/2020-year-end-tax-planning-workshop-5nSqAeBF Rate & review the Simply Financial Podcast on ITunes

]]> 2020 Year End Tax Planning Workshop Christopher Calandra 00:40:43 Chris hosts a webinar that details some need to know tax planning information for the end of 2020. Chris hosts a webinar that details some need to know tax planning information for the end of 2020. personal finance, retirement planning, financial security, finance, saving, financial stability, millennial, tax planning, advice, investing, retirement, financial planning, tax, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 39 4 47f85020-3cd6-4a81-89b3-29322de788c9 The Truth About Money & Happiness Rate & review the Simply Financial Podcast on ITunes

Special Guest: Taylor Proctor

Podcast: Happiness Abound

Website: https://www.happinessabound.com/

Facebook Group: https://www.facebook.com/groups/happinessabounders

Facebook Page: https://www.facebook.com/HappinessAboundBlog

Phone: (435) 201-1137

Email: taylor@happinessabound.com

]]> Tue, 29 Sep 2020 12:00:10 +0000 dconti@elliottwealth.com (Taylor Proctor, Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-truth-about-money-happiness-jIV29dFV Rate & review the Simply Financial Podcast on ITunes

Special Guest: Taylor Proctor

Podcast: Happiness Abound

Website: https://www.happinessabound.com/

Facebook Group: https://www.facebook.com/groups/happinessabounders

Facebook Page: https://www.facebook.com/HappinessAboundBlog

Phone: (435) 201-1137

Email: taylor@happinessabound.com

]]> The Truth About Money & Happiness Taylor Proctor, Christopher Calandra 00:43:49 Money does not equal happiness, but it can seriously affect it. Chris talks to happiness coach, Taylor Proctor on happiness in relation to money & financial planning. Money does not equal happiness, but it can seriously affect it. Chris talks to happiness coach, Taylor Proctor on happiness in relation to money & financial planning. personal finance, retirement planning, financial security, finance, saving, financial stability, millennial, happiness, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 38 4 8b6636c5-a97e-4c30-8c58-9bfad4ea7402 Credit Cards Vs Debit Cards Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 22 Sep 2020 12:00:15 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/credit-cards-vs-debit-cards-GUBAQu0Y Rate & review the Simply Financial Podcast on ITunes

]]> Credit Cards Vs Debit Cards Christopher Calandra 00:16:26 What is the right card to use & when? The answer can be found by looking at the major differences between using a credit card & a debit card. What is the right card to use & when? The answer can be found by looking at the major differences between using a credit card & a debit card. personal finance, retirement planning, financial security, finance, saving, financial stability, millennial, debit card, credit, advice, investing, retirement, financial planning, credit card, debit, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, estate planning false full 37 4 70c3bc91-ab87-46a7-91e1-ad77e9f4faa2 How To Be Productive Rate & review the Simply Financial Podcast on ITunes

Special Guest: Conor Butts

Podcast: Personal Productivity

Website: Conorbuttsss.com

]]> Tue, 15 Sep 2020 12:00:25 +0000 dconti@elliottwealth.com (Christopher Calandra, Conor Butts) https://simply-financial.simplecast.com/episodes/how-to-be-productive-7WRfqnHp Rate & review the Simply Financial Podcast on ITunes

Special Guest: Conor Butts

Podcast: Personal Productivity

Website: Conorbuttsss.com

]]> How To Be Productive Christopher Calandra, Conor Butts 00:25:39 Being productive is not quite the same as being efficient. Learn how to prioritize your actions to serve your purpose in this interview with Conor Butts. Conor is a young aspiring life coach, with a plan to help 100,000 people reach a better place in their lives. Being productive is not quite the same as being efficient. Learn how to prioritize your actions to serve your purpose in this interview with Conor Butts. Conor is a young aspiring life coach, with a plan to help 100,000 people reach a better place in their lives. personal finance, retirement planning, financial security, finance, saving, financial stability, millennial, advice, investing, retirement, financial planning, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, productive, efficiency, productivity, estate planning false full 36 4 9e80414b-6534-46ea-ae1c-383e819f30da The Federal Reserve – How It Works Rate & review the Simply Financial Podcast on ITunes

The Fed’s 4 Major Roles

  1. Oversee the economy
  2. Supervise & Regulate
  3. Maintain the financial system
  4. Banker for the banks & US Government
]]> Tue, 8 Sep 2020 12:00:40 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/the-federal-reserve-how-it-works-aR5YKawC Rate & review the Simply Financial Podcast on ITunes

The Fed’s 4 Major Roles

  1. Oversee the economy
  2. Supervise & Regulate
  3. Maintain the financial system
  4. Banker for the banks & US Government
]]> The Federal Reserve – How It Works Christopher Calandra 00:12:28 What exactly is the Federal Reserve, how does it work, and what does it even do? Chris talks about the roles that the Fed plays for the Country & the American people. What exactly is the Federal Reserve, how does it work, and what does it even do? Chris talks about the roles that the Fed plays for the Country & the American people. personal finance, retirement planning, financial security, finance, saving, financial stability, millennial, federal reserve, advice, investing, retirement, financial planning, retirement plan, debt, the fed, financial plan, professional, spending, money, estate planning false full 35 4 d6e95907-a502-45b8-a3b6-f1037328e3e4 Motivating Millennials To Invest In Their Futures Rate & review the Simply Financial Podcast on ITunes

 

Michael Cappa’s Podcast: A Millennials Journey

School educates us academically and professionally but lacks to teach financial literacy and basic everyday skills. Let us help you become wealthy in your mindset and finances!

Podcast: A Millennial’s Journey

Email: millennialjourneypodcast@gmail.com

Instagrams: @_michaelcappa @millennialjourneypodcast @altonapainting

LinkedIn: Michael Cappa

 

Money Dial Principles with Michael Cappa

Hey, thanks for tuning into my episode on the Simply Financial Podcast on the topic of “Money Dials”! 

The concept of what a “money dial” is comes from Ramit Sethi, which he frames as “Where do you like to spend your money and be ok with it?” I will go a step further and say “How can you use your money dial in your favor/have it be mutually beneficial?”

For some it may be trips, others it may be clothes, some like nice cars, and some like treating themselves to a spa day. However, how can you use your money dial to help generate more value for you and those around you?

Theory to Practice: My Money Dials

My money dials are hands-down food and entertainment, as well as music. I love trying new foods and going to concerts because what are the two things all people have in common disregarding race, culture, religion, gender, and socio-economic status? FOOD and ENTERTAINMENT.

Because forging strong relationships is one of my core values, starting a conversation with someone about food that traditionally comes from their culture or nationality, or talking about a shared music interest is an AMAZING way to create a bond with someone. These money dials of mine have started some amazing relationships and created opportunities for myself and others that are still relevant to this day.

I also want to pursue a career in music in the coming years, so I definitely am more inclined to buy gear for my drum set and spend money in the area of music. Having higher quality gear allows me to better enjoy my craft, provide more value to the audience, and I know I’ll see a great return on investment (ROI) with future success that stems from having quality gear. 

Key Takeaways and Spending Habits for Money Dials:

  • First, identify what your money dials are.
  • Although we all have an affinity and level of comfort with spending more money in some areas of our lives than others, be cognizant of your spending in your money dial areas. You’re generally ok with spending more money in these one or two areas of your life, but that doesn’t give you permission to abuse it. 
  • After seeing my line-by-line bank and credit card statements for the past few years of being an entrepreneur, I can tell you I definitely could have shaved off several thousand dollars’ worth of food that didn’t serve my core value of relationship building, and was more so me just being gluttonous. Don’t feel shame or guilt around past expenditures with your money dials that went overboard – reflect, learn from them, and simply make better choices in the future.
  • It’s important to enjoy your money dials and what you love. But again, be cognizant of how much money you spend on your money dial because it’s an opportunity cost. If you put $20k down for a 1978 Corvette Stingray, you’re forgoing a down payment on an income property, which is a long-term asset that PAYS YOU and that you can pass down to your family.
  • It’s so important I’ll mention it again, like how the 5 Ds of Dodgeball tell you to “Dodge” twice: Reflect on what your respective money dials are, and certainly enjoy them, but ALSO learn how to master them and use them to your favor, not abuse them for gluttony and greed.
]]> Tue, 1 Sep 2020 12:00:40 +0000 dconti@elliottwealth.com (Christopher Calandra, Michael Cappa) https://simply-financial.simplecast.com/episodes/motivating-millennials-to-invest-in-their-futures-za7j1jjd Rate & review the Simply Financial Podcast on ITunes

 

Michael Cappa’s Podcast: A Millennials Journey

School educates us academically and professionally but lacks to teach financial literacy and basic everyday skills. Let us help you become wealthy in your mindset and finances!

Podcast: A Millennial’s Journey

Email: millennialjourneypodcast@gmail.com

Instagrams: @_michaelcappa @millennialjourneypodcast @altonapainting

LinkedIn: Michael Cappa

 

Money Dial Principles with Michael Cappa

Hey, thanks for tuning into my episode on the Simply Financial Podcast on the topic of “Money Dials”! 

The concept of what a “money dial” is comes from Ramit Sethi, which he frames as “Where do you like to spend your money and be ok with it?” I will go a step further and say “How can you use your money dial in your favor/have it be mutually beneficial?”

For some it may be trips, others it may be clothes, some like nice cars, and some like treating themselves to a spa day. However, how can you use your money dial to help generate more value for you and those around you?

Theory to Practice: My Money Dials

My money dials are hands-down food and entertainment, as well as music. I love trying new foods and going to concerts because what are the two things all people have in common disregarding race, culture, religion, gender, and socio-economic status? FOOD and ENTERTAINMENT.

Because forging strong relationships is one of my core values, starting a conversation with someone about food that traditionally comes from their culture or nationality, or talking about a shared music interest is an AMAZING way to create a bond with someone. These money dials of mine have started some amazing relationships and created opportunities for myself and others that are still relevant to this day.

I also want to pursue a career in music in the coming years, so I definitely am more inclined to buy gear for my drum set and spend money in the area of music. Having higher quality gear allows me to better enjoy my craft, provide more value to the audience, and I know I’ll see a great return on investment (ROI) with future success that stems from having quality gear. 

Key Takeaways and Spending Habits for Money Dials:

  • First, identify what your money dials are.
  • Although we all have an affinity and level of comfort with spending more money in some areas of our lives than others, be cognizant of your spending in your money dial areas. You’re generally ok with spending more money in these one or two areas of your life, but that doesn’t give you permission to abuse it. 
  • After seeing my line-by-line bank and credit card statements for the past few years of being an entrepreneur, I can tell you I definitely could have shaved off several thousand dollars’ worth of food that didn’t serve my core value of relationship building, and was more so me just being gluttonous. Don’t feel shame or guilt around past expenditures with your money dials that went overboard – reflect, learn from them, and simply make better choices in the future.
  • It’s important to enjoy your money dials and what you love. But again, be cognizant of how much money you spend on your money dial because it’s an opportunity cost. If you put $20k down for a 1978 Corvette Stingray, you’re forgoing a down payment on an income property, which is a long-term asset that PAYS YOU and that you can pass down to your family.
  • It’s so important I’ll mention it again, like how the 5 Ds of Dodgeball tell you to “Dodge” twice: Reflect on what your respective money dials are, and certainly enjoy them, but ALSO learn how to master them and use them to your favor, not abuse them for gluttony and greed.
]]> Motivating Millennials To Invest In Their Futures Christopher Calandra, Michael Cappa 00:30:50 Chris interviews millennial podcaster, Michael Cappa, about his life, upbringing, goals, and his mission to help other millennials. They discuss a spending strategy that gauges what you should be spending your money on. Chris interviews millennial podcaster, Michael Cappa, about his life, upbringing, goals, and his mission to help other millennials. They discuss a spending strategy that gauges what you should be spending your money on. personal finance, investments, retirement planning, financial security, finance, saving, financial stability, millennial, real estate, advice, investing, retirement, financial planning, risk, money dials, investment planning, insurance plan, retirement plan, debt, entrepreneur, financial plan, professional, spending, money, insurance planning, estate planning false full 34 4 d4ebb0be-76d4-4d92-a071-e43d64573edb Coronavirus America - The 2020 Economy Part 2 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Andrew Opdyke

An Economist at First Trust Advisors, Chartered Financial Analyst™ (CFA®)

]]> Tue, 25 Aug 2020 12:00:12 +0000 dconti@elliottwealth.com (Andrew Opdyke, Christopher Calandra) https://simply-financial.simplecast.com/episodes/coronavirus-america-the-2020-economy-part-2-pvJmEgoL Rate & review the Simply Financial Podcast on ITunes

Special Guest: Andrew Opdyke

An Economist at First Trust Advisors, Chartered Financial Analyst™ (CFA®)

]]> Coronavirus America - The 2020 Economy Part 2 Andrew Opdyke, Christopher Calandra 00:42:30 This episode is part 2 of a 2 part series where Chris interviews Chartered Financial Analyst ™, Andrew Opdyke, on the current economic situation in 2020. Andrew and Chris expand on the federal reserve’s response to COVID-19, our national debt, some thoughts on Inflation, & the 2020 presidential elections. This episode is part 2 of a 2 part series where Chris interviews Chartered Financial Analyst ™, Andrew Opdyke, on the current economic situation in 2020. Andrew and Chris expand on the federal reserve’s response to COVID-19, our national debt, some thoughts on Inflation, & the 2020 presidential elections. personal finance, investments, retirement planning, financial security, economy, finance, saving, financial stability, first trust, millennial, chartered financial analyst, real estate, cfa, inflation, federal reserve, advice, investing, retirement, financial planning, risk, corona virus, investment planning, coronavirus, insurance plan, retirement plan, debt, the fed, entrepreneur, financial plan, covid-19, professional, spending, money, insurance planning, estate planning false full 33 4 c62a4183-1511-4539-a7be-9667ad03ca34 Coronavirus America - The 2020 Economy Part 1 Rate & review the Simply Financial Podcast on ITunes

Special Guest: Andrew Opdyke

An Economist at First Trust Advisors, Chartered Financial Analyst™ (CFA®)

]]> Tue, 18 Aug 2020 12:00:01 +0000 dconti@elliottwealth.com (Andrew Opdyke, Christopher Calandra) https://simply-financial.simplecast.com/episodes/coronavirus-america-the-2020-economy-part-1-m76EPzvd Rate & review the Simply Financial Podcast on ITunes

Special Guest: Andrew Opdyke

An Economist at First Trust Advisors, Chartered Financial Analyst™ (CFA®)

]]> Coronavirus America - The 2020 Economy Part 1 Andrew Opdyke, Christopher Calandra 00:45:19 This episode is part 1 of a 2 part series where Chris interviews Chartered Financial Analyst ™, Andrew Opdyke, on the current economic situation in 2020. Andrew and Chris go into some serious detail on how COVID-19 impacted the economy, the markets, the media, & unemployment in the United States. This episode is part 1 of a 2 part series where Chris interviews Chartered Financial Analyst ™, Andrew Opdyke, on the current economic situation in 2020. Andrew and Chris go into some serious detail on how COVID-19 impacted the economy, the markets, the media, & unemployment in the United States. personal finance, investments, retirement planning, financial security, economy, finance, saving, financial stability, first trust, millennial, chartered financial analyst, real estate, cfa, advice, investing, retirement, financial planning, risk, corona virus, investment planning, coronavirus, insurance plan, retirement plan, debt, entrepreneur, financial plan, covid-19, professional, spending, money, insurance planning, gdp, estate planning false full 32 4 b4b79ee3-77fe-4d00-8684-bbb075de2263 Benefits Of Pre-Tax Contributions Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 11 Aug 2020 12:00:07 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/benefits-of-pre-tax-contributions-lVUlKs83 Rate & review the Simply Financial Podcast on ITunes

]]> Benefits Of Pre-Tax Contributions Christopher Calandra 00:10:47 Chris goes over the benefits of making pre-tax contributions to a retirement plan and how they could save you some money on your tax obligations if done properly. Chris goes over the benefits of making pre-tax contributions to a retirement plan and how they could save you some money on your tax obligations if done properly. personal finance, 403b, investments, retirement planning, economy, saving, financial stability, millennial, advice, investing, retirement, financial planning, simple ira, investment planning, retirement plan, 401k, roth ira, debt, 457, leadership, professional, spending, money, emergency fund, recession, estate planning false full 31 4 d8dcbe37-1b69-4803-b044-706e0f71a957 Middle Class Money Strategies Rate & review the Simply Financial Podcast on ITunes

 

Middle Class Money:

Money, Budgeting, Investing, Wealth, Debt, Real Estate, and everything in between. Our weekly show is on a mission to help the middle class take control of their finances and live their best life. Pushing back against the notation of needing to make more money, and instead providing content to help maximize income. We double down on what makes us happy at our core level. Take charge of your money and your future now.

Check out their website: https://www.themiddleclassmoney.com/

]]> Tue, 4 Aug 2020 12:00:20 +0000 dconti@elliottwealth.com (Christopher Calandra, Tyler Green) https://simply-financial.simplecast.com/episodes/middle-class-money-strategies-rVANLj8i Rate & review the Simply Financial Podcast on ITunes

 

Middle Class Money:

Money, Budgeting, Investing, Wealth, Debt, Real Estate, and everything in between. Our weekly show is on a mission to help the middle class take control of their finances and live their best life. Pushing back against the notation of needing to make more money, and instead providing content to help maximize income. We double down on what makes us happy at our core level. Take charge of your money and your future now.

Check out their website: https://www.themiddleclassmoney.com/

]]> Middle Class Money Strategies Christopher Calandra, Tyler Green 00:42:19 Chris interviews Tyler Green, a podcast host dedicated to helping the middle class save money and control their finances to live their best life. Tyler discusses strategies on how the middle class should think about and manage their money. Chris interviews Tyler Green, a podcast host dedicated to helping the middle class save money and control their finances to live their best life. Tyler discusses strategies on how the middle class should think about and manage their money. personal finance, investments, retirement planning, financial security, finance, saving, financial stability, advice, investing, retirement, financial planning, risk, investment planning, insurance plan, retirement plan, middle class, debt, financial plan, professional, spending, money, insurance planning, wealth building, estate planning false full 30 4 5bc81973-52d1-4fff-8789-19621f0aa4ae 2020 Mid-Year Economic Update Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 28 Jul 2020 12:00:08 +0000 dconti@elliottwealth.com (Simply Financial, Christopher Calandra) https://simply-financial.simplecast.com/episodes/2020-mid-year-economic-update-zI9OCalr Rate & review the Simply Financial Podcast on ITunes

]]> 2020 Mid-Year Economic Update Simply Financial, Christopher Calandra 00:38:27 Chris interviews economist Dean Nicholson on a mid-year Economic Update for 2020. They discuss how the US economy has done during the COVID-19 Pandemic in Q2 , the current path the economy is on, & what is affected by it. Chris interviews economist Dean Nicholson on a mid-year Economic Update for 2020. They discuss how the US economy has done during the COVID-19 Pandemic in Q2 , the current path the economy is on, & what is affected by it. personal finance, investments, retirement planning, economy, saving, financial stability, millennial, advice, investing, retirement, financial planning, q2, bonds, investment planning, retirement plan, debt, leadership, professional, spending, money, emergency fund, interest rate, recession, economic update, estate planning false full 29 4 764f1e22-9bef-4a54-91a0-940bde240f2a Top 5 Benefits Of A Financial Plan Rate & review the Simply Financial Podcast on ITunes

]]> Tue, 21 Jul 2020 12:00:25 +0000 dconti@elliottwealth.com (Christopher Calandra, Simply Financial) https://simply-financial.simplecast.com/episodes/top-5-benefits-of-a-financial-plan-j0eUZz0_ Rate & review the Simply Financial Podcast on ITunes

]]> Top 5 Benefits Of A Financial Plan Christopher Calandra, Simply Financial 00:13:54 There are many benefits to planning but the most rewarding one about it is your peace of mind. Chris goes over 5 key benefits of having a financial plan & why it’s important to have one. There are many benefits to planning but the most rewarding one about it is your peace of mind. Chris goes over 5 key benefits of having a financial plan & why it’s important to have one. personal finance, investments, retirement planning, financial security, finance, saving, financial stability, advice, investing, retirement, financial planning, risk, investment planning, insurance plan, retirement plan, debt, financial plan, professional, spending, money, insurance planning, estate planning false full 28 4 00d120db-506e-47c3-981d-506577581360 America's Parachute: FDIC & SIPC Give the Simply Financial Podcast a rating & a review on ITunes

]]> Tue, 14 Jul 2020 12:00:02 +0000 dconti@elliottwealth.com (Simply Financial, Christopher Calandra) https://simply-financial.simplecast.com/episodes/americas-parachute-fdic-sipc-M5Rx_qmm Give the Simply Financial Podcast a rating & a review on ITunes

]]> America's Parachute: FDIC & SIPC Simply Financial, Christopher Calandra 00:06:26 Learn about how FDIC & SIPC Insurance works and how it protects you. Thanks to FDIC & SIPC Insurance, you can feel safe knowing your bank account or brokerage account is protected in the extremely rare event your bank or brokerage firm goes out of business. However, these insurance policies do not affect the loss or gain from an investment. Learn more in this episode of Simply Financial. Learn about how FDIC & SIPC Insurance works and how it protects you. Thanks to FDIC & SIPC Insurance, you can feel safe knowing your bank account or brokerage account is protected in the extremely rare event your bank or brokerage firm goes out of business. However, these insurance policies do not affect the loss or gain from an investment. Learn more in this episode of Simply Financial. personal finance, investments, retirement planning, saving, financial stability, sipc, advice, investing, retirement, financial planning, fdic, risk, investment planning, bank, insurance plan, retirement plan, debt, professional, spending, money, insurance, insurance planning, estate planning false full 27 4 63e828d5-e469-4c1f-89d3-423880dcacb7 Betting On Yourself Give us a rating and a review on ITunes

Guest: Kevin McGarry, Sales & Business Development Executive

]]> Tue, 7 Jul 2020 12:00:02 +0000 dconti@elliottwealth.com (Christopher Calandra, Simply Financial, Kevin McGarry) https://simply-financial.simplecast.com/episodes/betting-on-yourself-qtTcYmcT Give us a rating and a review on ITunes

Guest: Kevin McGarry, Sales & Business Development Executive

]]> Betting On Yourself Christopher Calandra, Simply Financial, Kevin McGarry 00:31:36 Risks are not always your enemy. Being confident in a smart financial decision is incredibly important to building wealth. Chris Interviews Kevin McGarry about his upbringing, his thoughts on money and how those views evolved over the course of his life. He talks about the importance of taking necessary risks in order to achieve success and live the lifestyle you want to live. Risks are not always your enemy. Being confident in a smart financial decision is incredibly important to building wealth. Chris Interviews Kevin McGarry about his upbringing, his thoughts on money and how those views evolved over the course of his life. He talks about the importance of taking necessary risks in order to achieve success and live the lifestyle you want to live. personal finance, invest, success, wealth management, investing, financial planning, smart risk, risk, elliott wealth management, confidence, investment false full 26 4 49e4719f-d695-480f-8f50-166c55971ec8 Building a Financial Plan in 10 Steps Give the Simply Financial Podcast a rating & a review on ITunes

“Building wealth is a marathon, not a sprint” - Chris Calandra

Steps include:

1. Write down your financial goals - Reference S3E28  

2. Start an Emergency Fund

3. Pay off Debt

4. Create an investment plan

5. Get the right insurance

6. Create a retirement plan

7. Plan for taxes

8. Have an Estate Plan

9. Review your overall plan (steps 1-8) regularly

10. Stay the course

 

]]> Tue, 30 Jun 2020 12:00:11 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/building-a-financial-plan-in-10-steps-DE5qMlNS Give the Simply Financial Podcast a rating & a review on ITunes

“Building wealth is a marathon, not a sprint” - Chris Calandra

Steps include:

1. Write down your financial goals - Reference S3E28  

2. Start an Emergency Fund

3. Pay off Debt

4. Create an investment plan

5. Get the right insurance

6. Create a retirement plan

7. Plan for taxes

8. Have an Estate Plan

9. Review your overall plan (steps 1-8) regularly

10. Stay the course

 

]]> Building a Financial Plan in 10 Steps Christopher Calandra, SIMPLY FINANCIAL 00:18:24 Set yourself up with a solid financial plan by first thinking about these 10 steps. Chris outlines and explains 10 steps needed to build a strong financial plan. Set yourself up with a solid financial plan by first thinking about these 10 steps. Chris outlines and explains 10 steps needed to build a strong financial plan. personal finance, retirement planning, retire, saving, financial stability, advice, retirement, financial planning, retiring, retirement plan, social security, professional, spending, money false full 25 4 adc9b90f-86dd-46f7-8482-313f5324b949 Emergency Fund - A Financial Lifesaver Give the Simply Financial Podcast a rating & a review on ITunes

]]> Tue, 23 Jun 2020 12:00:22 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/emergency-fund-a-financial-lifesaver-eIt2w0g_ Give the Simply Financial Podcast a rating & a review on ITunes

]]> Emergency Fund - A Financial Lifesaver Christopher Calandra, SIMPLY FINANCIAL 00:16:15 Having an emergency fund can mean the difference between a heavy financial setback and a minor inconvenience. Chris Calandra goes over the importance of emergency funds and how people can go about saving for it. Being prepared for the unexpected financial surprises life throws at us could turn what would have been a major problem into a minor inconvenience. Having an emergency fund can mean the difference between a heavy financial setback and a minor inconvenience. Chris Calandra goes over the importance of emergency funds and how people can go about saving for it. Being prepared for the unexpected financial surprises life throws at us could turn what would have been a major problem into a minor inconvenience. personal finance, retirement planning, saving, financial stability, advice, retirement, financial planning, retirement plan, social security, professional, spending, money false full 24 4 a40c90ae-d68e-49d4-9c52-727e2f69aa85 Leadership & Millennials Give the Simply Financial Podcast a rating & a review on ITunes

Guest: Kevin McGarry

]]> Tue, 16 Jun 2020 12:00:16 +0000 dconti@elliottwealth.com (Christopher Calandra, Simply Financial, Kevin McGarry) https://simply-financial.simplecast.com/episodes/leadership-and-millennials-4SRlzAAR Give the Simply Financial Podcast a rating & a review on ITunes

Guest: Kevin McGarry

]]> Leadership & Millennials Christopher Calandra, Simply Financial, Kevin McGarry 00:34:56 Millennials are the future of a more efficient and innovative workforce, the question is how? Chris interviews Kevin McGarry, on what they believe really motivates millennials and how they work efficiently. They also discuss how the role of leadership will have to evolve to accommodate the younger generations in the workforce. Millennials are the future of a more efficient and innovative workforce, the question is how? Chris interviews Kevin McGarry, on what they believe really motivates millennials and how they work efficiently. They also discuss how the role of leadership will have to evolve to accommodate the younger generations in the workforce. investments, financial stability, millennial, advice, investment planning, leadership, professional, spending, money, emergency fund, recession false full 23 4 3c91d879-6a61-4793-8dde-44b480c03cf9 Welcome to Simply Financial Tue, 9 Jun 2020 12:13:55 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/welcome-to-simply-financial-Y_GnHI9x Welcome to Simply Financial Christopher Calandra 00:00:49 Welcome to the simply financial podcast, I’m your host Christopher Calandra. I am a Certified Financial Planner with over 28 years of experience. My goal in creating Simply Financial is to help you increase your financial IQ. We upload an episode every Tuesday at 8 am EST. You can find us on Apple Podcasts and Stitcher. If you have any questions about me or my practice, visit my website at elliottwealth.com. Thank you so much for listening and stay tuned! Welcome to the simply financial podcast, I’m your host Christopher Calandra. I am a Certified Financial Planner with over 28 years of experience. My goal in creating Simply Financial is to help you increase your financial IQ. We upload an episode every Tuesday at 8 am EST. You can find us on Apple Podcasts and Stitcher. If you have any questions about me or my practice, visit my website at elliottwealth.com. Thank you so much for listening and stay tuned! personal finance, retirement planning, economy, saving, investing, retirement, financial planning, retirement plan, debt, estate planning false trailer 1 e2ea518c-720f-4831-8b5f-d8b5a913266b Social Security - When to Start Give the Simply Financial Podcast a rating & a review on ITunes

]]> Tue, 9 Jun 2020 12:00:12 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/social-security-when-to-start-JQPjDySC Give the Simply Financial Podcast a rating & a review on ITunes

]]> Social Security - When to Start Christopher Calandra 00:12:44 Is it beneficial to take social security benefits at age 62 or later? Everyone's circumstances are different but in this episode of Simply Financial, Chris Calandra clears up some social security misconceptions that may make listeners want to adjust their strategies. Is it beneficial to take social security benefits at age 62 or later? Everyone's circumstances are different but in this episode of Simply Financial, Chris Calandra clears up some social security misconceptions that may make listeners want to adjust their strategies. personal finance, retirement planning, saving, financial stability, advice, retirement, financial planning, retirement plan, social security, professional, spending, money false full 22 4 1c069cc3-fe24-43d0-900a-7d974e9063fc Social Security Basics Tue, 2 Jun 2020 12:22:55 +0000 dconti@elliottwealth.com (Christopher Calandra) https://simply-financial.simplecast.com/episodes/social-security-basics-_DiVdFRG Social Security Basics Christopher Calandra 00:08:59 Chris goes over the basics of social security benefits. He outlines the factors that calculate it, the requirements needed to receive benefits, and how to begin exploring social security all together. Chris goes over the basics of social security benefits. He outlines the factors that calculate it, the requirements needed to receive benefits, and how to begin exploring social security all together. personal finance, investments, retirement planning, economy, saving, financial stability, advice, investing, retirement, financial planning, investment planning, retirement plan, social security, debt, professional, spending, money, emergency fund, recession, estate planning false full 21 4 http://www.blogtalkradio.com/simplyfinancial/2020/05/26/an-account-of-personal-discipline An Account of Personal Discipline Guest, Catherine Awwad, Millennial Accountant

]]> Tue, 26 May 2020 12:00:00 +0000 dconti@elliottwealth.com (Catherine Awwad, Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/an-account-of-personal-discipline-sEFAFohx Guest, Catherine Awwad, Millennial Accountant

]]> An Account of Personal Discipline Catherine Awwad, Christopher Calandra, SIMPLY FINANCIAL 00:26:25 Chris interviews a young accountant, Catherine Awwad, who strives to work hard, build financial security, and prepare for her future. Catherine sheds some light on what she does to have a strong personal discipline over her finances. Chris interviews a young accountant, Catherine Awwad, who strives to work hard, build financial security, and prepare for her future. Catherine sheds some light on what she does to have a strong personal discipline over her finances. invest, cfp, retirement planning, retire, economy, investor, saving, stocks, debt management, millennial, tax planning, market, investing, retirement, financial planning, advisor, elliott wealth management, tax, investment planning, debt, investment, investments, money, personal finance, estate planning false full 20 4 http://www.blogtalkradio.com/simplyfinancial/2020/05/19/resilience-when-it-matters-most Resilience When It Matters Most Tue, 19 May 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Jeff Sherman, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/resilience-when-it-matters-most-W8KOGUyR Resilience When It Matters Most Christopher Calandra, Jeff Sherman, SIMPLY FINANCIAL 00:29:49 The key to overcoming today’s challenges is the strength of your resilience. Chris and radio host, Jeff Sherman, have a meaningful discussion on the significance of a person's resilience and how to strengthen it. The key to overcoming today’s challenges is the strength of your resilience. Chris and radio host, Jeff Sherman, have a meaningful discussion on the significance of a person's resilience and how to strengthen it. invest, cfp, retirement planning, retire, economy, investor, saving, psychological resilience, stocks, debt management, tax planning, market, advice, investing, retirement, advisor, resilience, elliott wealth management, tax, resiliency, personal finance, resilient, investments, debt, investment, investment planning, money, financial planning, estate planning false full 19 4 http://www.blogtalkradio.com/simplyfinancial/2020/05/12/dollar-cost-averaging Dollar Cost Averaging Tue, 12 May 2020 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/dollar-cost-averaging-K9skex9_ Dollar Cost Averaging SIMPLY FINANCIAL, Christopher Calandra 00:06:00 Given the current situation in the markets driven by the pandemic, Chris clarifies how Dollar Cost Averaging is a useful investment strategy to defend investors against market volatility. Given the current situation in the markets driven by the pandemic, Chris clarifies how Dollar Cost Averaging is a useful investment strategy to defend investors against market volatility. personal finance, invest, cfp, retirement planning, advice, retire, economy, investor, saving, stocks, debt management, investment planning, tax planning, market, investing, retirement, advisor, financial planning, elliott wealth management, tax, investments, debt, dollar cost averaging, investment, money, estate planning false full 18 4 http://www.blogtalkradio.com/simplyfinancial/2020/05/05/todays-pandemic-versus-tomorrows-economy Today's Pandemic Versus Tomorrows Economy Guest: Dean Nicholson, CFP

]]> Tue, 5 May 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Dean Nicholson) https://simply-financial.simplecast.com/episodes/todays-pandemic-versus-tomorrows-economy-YJfDmWeo Guest: Dean Nicholson, CFP

]]> Today's Pandemic Versus Tomorrows Economy Christopher Calandra, SIMPLY FINANCIAL, Dean Nicholson 00:33:11 Chris interviews retired financial Advisor and economist, Dean Nicholson on topics related to the current event driven economic collapse. Together they both try and shed some light on where they believe the United States Economy will be in the near future & why. Chris interviews retired financial Advisor and economist, Dean Nicholson on topics related to the current event driven economic collapse. Together they both try and shed some light on where they believe the United States Economy will be in the near future & why. invest, cfp, retirement planning, retire, economy, investor, financial planning, saving, personal finance, investments, stocks, debt management, tax planning, market, investing, retirement, advisor, elliott wealth management, coronavirus, tax, covid 19, investment planning, debt, investment, covid-19, money, advice, estate planning false full 17 4 http://www.blogtalkradio.com/simplyfinancial/2020/04/29/q1-2020-investor-update-webinar-special Q1 2020 Investor Update Webinar Special Wed, 29 Apr 2020 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/q1-2020-investor-update-webinar-special-Q45Y8jMP Q1 2020 Investor Update Webinar Special SIMPLY FINANCIAL, Christopher Calandra 00:48:32 In this special edition episode, Chris hosts a webinar that outlines some major aspects about the current state of the economy after the impact of COVID 19. In this special edition episode, Chris hosts a webinar that outlines some major aspects about the current state of the economy after the impact of COVID 19. invest, cfp, retirement planning, retire, economy, investor, saving, stocks, debt management, tax planning, financial planning, market, personal finance, advice, investing, retirement, investments, advisor, elliott wealth management, tax, debt, investment, money, investment planning, estate planning false full 16 4 http://www.blogtalkradio.com/simplyfinancial/2020/04/28/us-government-cares-act US Government CARES Act Tue, 28 Apr 2020 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/us-government-cares-act-pn8irQyP US Government CARES Act SIMPLY FINANCIAL, Christopher Calandra 00:08:13 Due to the financial downturn from the Coronavirus, the US government has taken steps to give Americans some relief. In this episode of Simply Financial, Chris outlines four beneficial areas of the CARES Act. Due to the financial downturn from the Coronavirus, the US government has taken steps to give Americans some relief. In this episode of Simply Financial, Chris outlines four beneficial areas of the CARES Act. invest, cfp, retirement planning, financial planning, retire, economy, investor, saving, cares act, stocks, debt management, tax planning, tax planning, market, investing, retirement, advisor, personal finance, elliott wealth management, tax, advice, investment planning, debt, investment, money, investments, estate planning false full 15 4 http://www.blogtalkradio.com/simplyfinancial/2020/04/21/a-teachers-perspective-with-harriett-alfred A Teacher’s Perspective With Harriett Alfred Guest: Harriett Alfred, Teacher & everyday american

]]> Tue, 21 Apr 2020 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra, Harriett Alfred) https://simply-financial.simplecast.com/episodes/a-teachers-perspective-with-harriett-alfred-RrE6YDEh Guest: Harriett Alfred, Teacher & everyday american

]]> A Teacher’s Perspective With Harriett Alfred SIMPLY FINANCIAL, Christopher Calandra, Harriett Alfred 00:30:44 Chris interviews his friend Harriett on what it’s like for a teacher to handle her own finances & prepare for retirement. Harriett explains her perspective on how she was raised, what influenced her financial decisions, and how she was able to keep financially stable over the years of her career. Chris interviews his friend Harriett on what it’s like for a teacher to handle her own finances & prepare for retirement. Harriett explains her perspective on how she was raised, what influenced her financial decisions, and how she was able to keep financially stable over the years of her career. invest, investments, cfp, community, retirement planning, retire, economy, investor, teacher, saving, stocks, debt management, tax planning, market, financial planning, investing, retirement, advisor, investment planning, elliott wealth management, tax, personal finance, debt, investment, money, estate planning false full 14 4 http://www.blogtalkradio.com/simplyfinancial/2020/04/14/3-tips-for-healthy-money-relations 3 Tips for Healthy Money Relations Tue, 14 Apr 2020 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/3-tips-for-healthy-money-relations-s4ShTX4P 3 Tips for Healthy Money Relations SIMPLY FINANCIAL, Christopher Calandra 00:14:28 Chris explains the importance of why a healthy money relationship is important for long term success and happiness. Using research data, he shares three helpful tips in order to give listeners the advice they need to better manage their money and spending, without diminishing their happiness. Chris explains the importance of why a healthy money relationship is important for long term success and happiness. Using research data, he shares three helpful tips in order to give listeners the advice they need to better manage their money and spending, without diminishing their happiness. invest, cfp, retirement planning, financial planning, retire, economy, investor, investments, saving, stocks, debt management, tax planning, market, personal finance, investing, retirement, advisor, elliott wealth management, tax, community, investment planning, debt, investment, money, estate planning false full 13 4 http://www.blogtalkradio.com/simplyfinancial/2020/04/07/6-minute-marginal-tax-rates 6-Minute Marginal Tax Rates Tue, 7 Apr 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/6-minute-marginal-tax-rates-Pw_2ugGa 6-Minute Marginal Tax Rates Christopher Calandra, SIMPLY FINANCIAL 00:07:59 Determining your tax bracket is not as simple as just adding up your income and checking a tax table. Did you know that all of your income is not taxed at the same rate? Chris quickly explains your marginal tax rate and how it is different from your average tax rate. Determining your tax bracket is not as simple as just adding up your income and checking a tax table. Did you know that all of your income is not taxed at the same rate? Chris quickly explains your marginal tax rate and how it is different from your average tax rate. invest, cfp, retirement planning, retire, economy, investor, saving, stocks, debt management, tax planning, market, advice, personal finance, investment planning, investing, retirement, advisor, elliott wealth management, tax, financial planning, debt, investment, money, estate planning, investments false full 12 4 http://www.blogtalkradio.com/simplyfinancial/2020/03/31/everyday-american-series-teddy-cummins An Interview With Teddy Cummins Guest: Teddy Cummins, Everyday American

Everyday American Series

]]> Tue, 31 Mar 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Teddy Cummins, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/everyday-american-series-teddy-cummins-93fWWn6H Guest: Teddy Cummins, Everyday American

Everyday American Series

]]> An Interview With Teddy Cummins Christopher Calandra, Teddy Cummins, SIMPLY FINANCIAL 00:44:36 How has your life shaped your views on money, saving and debt? Chris Interviews Teddy Cummins about his life. They discuss what Teddy has learned about money over the years. He also talks about his change of perception regarding debt. The way in which a person was raised and the experiences they encounter in their adult life both contribute to their views on money, saving and debt. How has your life shaped your views on money, saving and debt? Chris Interviews Teddy Cummins about his life. They discuss what Teddy has learned about money over the years. He also talks about his change of perception regarding debt. The way in which a person was raised and the experiences they encounter in their adult life both contribute to their views on money, saving and debt. community, saving, debt management, financial planning, savings, investments, debt, personal finance, investment planning, money false full 11 4 http://www.blogtalkradio.com/simplyfinancial/2020/03/24/10-questions-to-ask-when-interviewing-a-financial-advisor--part-2 10 Questions to Ask When Interviewing a Financial Advisor - Part 2 Guest: Lindy Brock, Associate Advisor

]]> Tue, 24 Mar 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Lindy Brock) https://simply-financial.simplecast.com/episodes/10-questions-to-ask-when-interviewing-a-financial-advisor-part-2-2JUzJKgl Guest: Lindy Brock, Associate Advisor

]]> 10 Questions to Ask When Interviewing a Financial Advisor - Part 2 Christopher Calandra, SIMPLY FINANCIAL, Lindy Brock 00:35:57 Chris and Lindy reveal the second 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match. Chris and Lindy reveal the second 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match. cfp, goal planning, financial planning, goal setting, financial planner, financial advisor, advice false full 10 4 http://www.blogtalkradio.com/simplyfinancial/2020/03/17/10-questions-to-ask-when-interviewing-a-financial-advisor--part-1 10 Questions to Ask When Interviewing a Financial Advisor - Part 1 Guest: Lindy Brock, Associate Advisor

]]> Tue, 17 Mar 2020 11:00:00 +0000 dconti@elliottwealth.com (Lindy Brock, Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/10-questions-to-ask-when-interviewing-a-financial-advisor-part-1-VtQ_024Z Guest: Lindy Brock, Associate Advisor

]]> 10 Questions to Ask When Interviewing a Financial Advisor - Part 1 Lindy Brock, Christopher Calandra, SIMPLY FINANCIAL 00:33:58 Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match. “It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match. “It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra cfp, financial planning, wealth management, personal finance, financial planner, elliott wealth management, financial advisor, community false full 9 4 http://www.blogtalkradio.com/simplyfinancial/2020/03/10/season-4--episode-8-robocalls--a-pain-in-the-blank Season 4 - Episode 8: Robocalls - A Pain in the Blank Tue, 10 Mar 2020 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-4-episode-8-robocalls-a-pain-in-the-blank-RLo9uT6b Season 4 - Episode 8: Robocalls - A Pain in the Blank SIMPLY FINANCIAL, Christopher Calandra 00:12:59 Chris explains the 2019 TRACED Act and how it cracks down on Robocalls Chris explains the 2019 TRACED Act and how it cracks down on Robocalls robocalls, traced act, 2019 traced act, do not call registry, consumer protection false full 8 4 http://www.blogtalkradio.com/simplyfinancial/2020/03/03/season-4--episode-7-2019-secure-act-explained Season 4 - Episode 7: 2019 SECURE Act Explained Topics include: 

  • New age limit for Traditional IRA contributions 
  • New RMD age 
  • Exclusions for early withdrawal penalties for IRA’s
  • Inherited IRA distribution rules 
  • Amending your IRA trust. 
]]> Tue, 3 Mar 2020 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-4-episode-7-2019-secure-act-explained-zJMYaO_V Topics include: 

  • New age limit for Traditional IRA contributions 
  • New RMD age 
  • Exclusions for early withdrawal penalties for IRA’s
  • Inherited IRA distribution rules 
  • Amending your IRA trust. 
]]> Season 4 - Episode 7: 2019 SECURE Act Explained SIMPLY FINANCIAL, Christopher Calandra 00:11:20 Chris breaks down the 2019 SECURE Act into the Top 10 things you need to know. Chris breaks down the 2019 SECURE Act into the Top 10 things you need to know. 403b, financial goals, retire, economy, saving, tax planning, rmd, retirement, retiring, 2019 secure act, financial planning, secure act, 401k, tax plan, goal setting false full 7 4 http://www.blogtalkradio.com/simplyfinancial/2020/02/26/season-4--episode-6-the-coronavirus-drives-a-market-sell-off Season 4 - Episode 6: The Coronavirus Drives A Market Sell-Off Wed, 26 Feb 2020 19:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-4-episode-6-the-coronavirus-drives-a-market-sell-off-8BkXvXRw Season 4 - Episode 6: The Coronavirus Drives A Market Sell-Off Christopher Calandra, SIMPLY FINANCIAL 00:14:14 The market experienced a big sell-off on February 24 & 25, 2020. Should you be worried? Chris breaks down the recent market sell-off driven by the Coronavirus. He compares this sell-off to others we have experienced over time and offers some advice on how to handle the sell-off. If you have listened to the media coverage on the Coronavirus and are considering making an emotional investment decision, you need to listen to this episode. “Please avoid emotional decisions based on media magnification”- Chris Calandra CFP™ The market experienced a big sell-off on February 24 & 25, 2020. Should you be worried? Chris breaks down the recent market sell-off driven by the Coronavirus. He compares this sell-off to others we have experienced over time and offers some advice on how to handle the sell-off. If you have listened to the media coverage on the Coronavirus and are considering making an emotional investment decision, you need to listen to this episode. “Please avoid emotional decisions based on media magnification”- Chris Calandra CFP™ 403b, invest, investments, portfolio rebalance, market sell-off, investor, stocks, investing, stock market, coronavirus, rebalance, covid 19, diversified, 401k, covid-19 false full 6 4 http://www.blogtalkradio.com/simplyfinancial/2020/02/25/season-4--episode-5-black-history-month-with-gil-cody-part-2 Season 4 - Episode 5: Black History Month With Gil Cody - Part 2 Guest Gil Cody, Veteran & everyday american

]]> Tue, 25 Feb 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Gil Cody, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-4-episode-5-black-history-month-with-gil-cody-part-2-11mR30IE Guest Gil Cody, Veteran & everyday american

]]> Season 4 - Episode 5: Black History Month With Gil Cody - Part 2 Christopher Calandra, Gil Cody, SIMPLY FINANCIAL 00:37:11 This is the second of a two-part black history month series. Chris interviews Gil Cody, a retired army veteran of 26 years and an everyday american. This is the second of a two-part black history month series. Chris interviews Gil Cody, a retired army veteran of 26 years and an everyday american. personal finance, financial literacy, veteran, financial planning, financial goals, black history, african american, black history month false full 5 4 http://www.blogtalkradio.com/simplyfinancial/2020/02/18/season-4--episode-4-black-history-month-with-debby-cody-part-1 Season 4 - Episode 4: Black History Month With Debby Cody - Part 1 Guest: Debby Cody, Veteran & Everyday American

Topics discussed:

  • Growing up in a single-parent multigenerational household with 6 siblings. 
  • Her 22-year career in the Army. 
  • Her views on African American financial literacy. 
  • Starting early and paying yourself first. 
  • Working together with your spouse to make and achieve goals. Early retirement.
]]> Tue, 18 Feb 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Debby Cody) https://simply-financial.simplecast.com/episodes/season-4-episode-4-black-history-month-with-debby-cody-part-1-Ig3BjcVP Guest: Debby Cody, Veteran & Everyday American

Topics discussed:

  • Growing up in a single-parent multigenerational household with 6 siblings. 
  • Her 22-year career in the Army. 
  • Her views on African American financial literacy. 
  • Starting early and paying yourself first. 
  • Working together with your spouse to make and achieve goals. Early retirement.
]]> Season 4 - Episode 4: Black History Month With Debby Cody - Part 1 Christopher Calandra, SIMPLY FINANCIAL, Debby Cody 00:34:14 This is the first of a two - part black history month series. Chris interviews Debby Cody, a retired Army veteran of 22 years and an everyday american. This is the first of a two - part black history month series. Chris interviews Debby Cody, a retired Army veteran of 22 years and an everyday american. personal finance, veteran, finance, financial goals, african american, black history, financial planning, financial literacy, black history month false full 4 4 http://www.blogtalkradio.com/simplyfinancial/2020/01/21/season-4--episode-03-what-to-look-for-in-your-financial-advisor Season 4 - Episode 3: What to Look For in Your Financial Advisor Tue, 21 Jan 2020 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-4-episode-03-what-to-look-for-in-your-financial-advisor-kpKrKEgv Season 4 - Episode 3: What to Look For in Your Financial Advisor SIMPLY FINANCIAL, Christopher Calandra 00:41:51 Chris goes over what you need to look for when choosing a financial advisor. Chris goes over what you need to look for when choosing a financial advisor. personal finance, invest, elliott wealth management, investor, stocks, debt management, tax planning, investing, estate plan, simply financial, financial planning, stock market, tax, financial services, wealth management, debt, investment, leadership false full 3 4 http://www.blogtalkradio.com/simplyfinancial/2020/01/14/season-4--episode-2-women--an-economic-force-with-moneeka-sawyer Season 4 - Episode 2: Women - An Economic Force With Moneeka Sawyer guest: Moneeka Sawyer, Author & Life Coach

]]> Tue, 14 Jan 2020 12:00:00 +0000 dconti@elliottwealth.com (Moneeka Sawyer, Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-4-episode-2-women-an-economic-force-with-moneeka-sawyer-Lx_zK1b2 guest: Moneeka Sawyer, Author & Life Coach

]]> Season 4 - Episode 2: Women - An Economic Force With Moneeka Sawyer Moneeka Sawyer, Christopher Calandra, SIMPLY FINANCIAL 00:45:37 Chris interviews life coach, Moneeka Sawyer, on women and their drive in the economy today. Chris interviews life coach, Moneeka Sawyer, on women and their drive in the economy today. personal finance, economy, finance, market, women, retirement, economics, woman, elliott wealth, insurance false full 2 4 http://www.blogtalkradio.com/simplyfinancial/2020/01/07/season-4--episode-1-a-year-in-review-with-dean-nicholson Season 4 - Episode 1: A Year in Review with Dean Nicholson Guest: Dean Nicholson, CFP

]]> Tue, 7 Jan 2020 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Dean Nicholson, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-4-episode-1-a-year-in-review-with-dean-nicholson-rbNOpOAF Guest: Dean Nicholson, CFP

]]> Season 4 - Episode 1: A Year in Review with Dean Nicholson Christopher Calandra, Dean Nicholson, SIMPLY FINANCIAL 00:29:42 Chris does a review of the year with retired financial advisor, Dean Nicholson. After a year of fruitless economic worries, the expansion still has momentum. Tensions with China are finally easing, and the summer’s heated rhetoric had little impact on trade flows. The treasury yield curve inverted steeply before flattening, leaving little discernible impact on the real economy. Headwinds slowed the manufacturing sector but barely affected the overall expansion. The new normal: The top of this business cycle has been confusing. Past expansions saw much faster growth, but the aging workforce has changed the rules of economic prosperity. The last recession masked America’s demographic transformation—for a full decade, slack in the labor market hid the impact of baby-boomer retirements. But now that the US is back to full employment, the aging workforce may only be able to sustain a 2% pace of GDP growth. Unemployment is at a record low and productivity at a record high. Slowing growth isn’t a sign of weakness: what matters more than GDP is how close the economy is to its full potential. Chris does a review of the year with retired financial advisor, Dean Nicholson. After a year of fruitless economic worries, the expansion still has momentum. Tensions with China are finally easing, and the summer’s heated rhetoric had little impact on trade flows. The treasury yield curve inverted steeply before flattening, leaving little discernible impact on the real economy. Headwinds slowed the manufacturing sector but barely affected the overall expansion. The new normal: The top of this business cycle has been confusing. Past expansions saw much faster growth, but the aging workforce has changed the rules of economic prosperity. The last recession masked America’s demographic transformation—for a full decade, slack in the labor market hid the impact of baby-boomer retirements. But now that the US is back to full employment, the aging workforce may only be able to sustain a 2% pace of GDP growth. Unemployment is at a record low and productivity at a record high. Slowing growth isn’t a sign of weakness: what matters more than GDP is how close the economy is to its full potential. invest, trade, economy, investor, simply financial, wealth management, financial planning, stocks, market, advice, investing, economics, financial services, stock market, china, elliott wealth management, investment, economic update, us economy false full 1 4 http://www.blogtalkradio.com/simplyfinancial/2019/12/31/season-3--episode-53-books-with-hyre Season 3 - Episode 53: Books with Hyre Tue, 31 Dec 2019 12:00:00 +0000 dconti@elliottwealth.com (John Hyre, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-53-books-with-hyre-MFF43wHw Season 3 - Episode 53: Books with Hyre John Hyre, SIMPLY FINANCIAL, Christopher Calandra 00:45:45 Chris interviews John Hyre, Tax Attorney, Accountant & Real Estate Investor.  For the last 17 years he's run both an accounting practice and tax law practice. he's worked extensively with small businesses, real estate investors of all sizes, note investors, and self-directed retirement accounts. John is a real straight shooter in the "real-world" of real estate investing and other entrepreneurial endeavors. Chris interviews John Hyre, Tax Attorney, Accountant & Real Estate Investor.  For the last 17 years he's run both an accounting practice and tax law practice. he's worked extensively with small businesses, real estate investors of all sizes, note investors, and self-directed retirement accounts. John is a real straight shooter in the "real-world" of real estate investing and other entrepreneurial endeavors. personal finance, inherited, retire, investment, book recommendation, books, wealth management, financial planning, elliott wealth management, personal wealth, inheritance false full 53 3 http://www.blogtalkradio.com/simplyfinancial/2019/12/24/season-3--episode-52-emotions-investment-decisions Season 3 - Episode 52: Emotions & Investment Decisions Tue, 24 Dec 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-52-emotions-investment-decisions-KHb9NOa_ Season 3 - Episode 52: Emotions & Investment Decisions SIMPLY FINANCIAL, Christopher Calandra 00:09:53 Researchers in the field of "Behavioral Finance" study how personal emotions and other cognitive biases can influence decision making.  They have discovered that people don't always make wise choices about money and without thinking things through. Chris talks about how fear and thrill-seeking can influence emotions and ultimately impact decision making. Researchers in the field of "Behavioral Finance" study how personal emotions and other cognitive biases can influence decision making.  They have discovered that people don't always make wise choices about money and without thinking things through. Chris talks about how fear and thrill-seeking can influence emotions and ultimately impact decision making. invest, financial planning, investor, elliott wealth management, finance, emotional decisions, financial services, stocks, simply financial, investing, stock market, fear, wealth management, investment false full 52 3 http://www.blogtalkradio.com/simplyfinancial/2019/12/17/season-3--episode-51-the-gift-of-giving-with-arlene-cogen Season 3 - Episode 51: The Gift of Giving with Arlene Cogen Guest: Arlene Cogen, Author of Give to Live

The comprehensive benefits of giving personally and financially

  • How to make a gift you’ve never imagined possible
  • Multigenerational wealth transfer
  • Integrating philanthropy into your life
]]> Tue, 17 Dec 2019 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Arlene Cogen) https://simply-financial.simplecast.com/episodes/season-3-episode-51-the-gift-of-giving-with-arlene-cogen-oKbWSmt_ Guest: Arlene Cogen, Author of Give to Live

The comprehensive benefits of giving personally and financially

  • How to make a gift you’ve never imagined possible
  • Multigenerational wealth transfer
  • Integrating philanthropy into your life
]]> Season 3 - Episode 51: The Gift of Giving with Arlene Cogen Christopher Calandra, SIMPLY FINANCIAL, Arlene Cogen 00:30:49 Chris interviews author, Arlene Cogen, on how giving is its own reward. Chris interviews author, Arlene Cogen, on how giving is its own reward. finance, wealth management, giving, gift, financial planning, elliott wealth management, elliott wealth false full 51 3 http://www.blogtalkradio.com/simplyfinancial/2019/12/10/season-3--episode-50-real-estate-and-syndication-with-alina-trigub Season 3 - Episode 50: Real Estate and Syndication With Alina Trigub Guest: Alina Trigub, CEO of SAMO Financial

]]> Tue, 10 Dec 2019 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Alina Trigub, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-50-real-estate-and-syndication-with-alina-trigub-jzT1Y_oc Guest: Alina Trigub, CEO of SAMO Financial

]]> Season 3 - Episode 50: Real Estate and Syndication With Alina Trigub Christopher Calandra, Alina Trigub, SIMPLY FINANCIAL 00:24:59 Chris interviews Alina Trigub, CEO of SAMO Financial, on what real estate syndication is and how its different than building a portfolio of real estate investments on their own. Chris interviews Alina Trigub, CEO of SAMO Financial, on what real estate syndication is and how its different than building a portfolio of real estate investments on their own. invest, real estate syndication, elliott wealth, investing, investment strategies, real estate investing, investment, portfolio rebalancing, markets false full 50 3 http://www.blogtalkradio.com/simplyfinancial/2019/12/03/season3--episode-49-year-end-planning-for-investors Season 3 - Episode 49: Year End Planning For Investors Tue, 3 Dec 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season3-episode-49-year-end-planning-for-investors-fCaOGFMV Season 3 - Episode 49: Year End Planning For Investors SIMPLY FINANCIAL, Christopher Calandra 00:23:30 Assessing your financial situation now and discussing potential year-end financial strategies with your advisor can potentially help reaffirm your overall financial plans. Review the coordination of your estate, retirement, investments and tax plans to see if your time horizons and risk tolerance are still aligned with your goals. Assessing your financial situation now and discussing potential year-end financial strategies with your advisor can potentially help reaffirm your overall financial plans. Review the coordination of your estate, retirement, investments and tax plans to see if your time horizons and risk tolerance are still aligned with your goals. investments, retirement planning, retire, wealth management, investor, stocks, elliott wealth management, financial planning, investing, retirement, bonds, estate plan, simply financial, stock market, financial services, retirement plan, tax plan, estate planning false full 49 3 http://www.blogtalkradio.com/simplyfinancial/2019/11/26/season-3--episode-48-pay-off-debt-quickly Season 3 - Episode 48: Pay Off Debt Quickly Tue, 26 Nov 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-48-pay-off-debt-quickly-HFx7Sx5F Season 3 - Episode 48: Pay Off Debt Quickly SIMPLY FINANCIAL, Christopher Calandra 00:25:31 Chris discusses the importance of paying off debt and how to deal with it. Chris discusses the importance of paying off debt and how to deal with it. debt management, wealth management, financial planning, elliott wealth management, financial services, debt, simply financial false full 48 3 http://www.blogtalkradio.com/simplyfinancial/2019/11/19/season-3--episode-47-jump-start-your-credit-score Season 3 - Episode 47: Jump Start Your Credit Score Tue, 19 Nov 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-47-jump-start-your-credit-score-UNVa4rZh Season 3 - Episode 47: Jump Start Your Credit Score SIMPLY FINANCIAL, Christopher Calandra 00:10:37 Chris outlines 4 Strategies to Boost Credit Score Chris outlines 4 Strategies to Boost Credit Score personal finance, cfp, financial planner, wealth management, credit score, credit, financial planning, elliott wealth management, wealth building false full 47 3 http://www.blogtalkradio.com/simplyfinancial/2019/11/12/season-3--episode-46-7-wealth-building-rules-with-john-hyre-part-2 Season 3 - Episode 46: 7 Wealth Building Rules With John Hyre - Part 2 Guest: John Hyre, Tax Attorney

]]> Tue, 12 Nov 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-46-7-wealth-building-rules-with-john-hyre-part-2-fh2T4Efg Guest: John Hyre, Tax Attorney

]]> Season 3 - Episode 46: 7 Wealth Building Rules With John Hyre - Part 2 SIMPLY FINANCIAL 00:34:18 Join tax attorney John Hyre and your host Christopher Calandra as they discuss wealth building. Part 2 of 2 part series. Join tax attorney John Hyre and your host Christopher Calandra as they discuss wealth building. Part 2 of 2 part series. college savings, paul mathews, elliott wealth, retirement, insurance false full 46 3 http://www.blogtalkradio.com/simplyfinancial/2019/11/05/season-3--episode-45-7-wealth-building-rules-with-john-hyre-part-1 Season 3 - Episode 45: 7 Wealth Building Rules With John Hyre - Part 1 Guest: John Hyre, Tax Attorney

]]> Tue, 5 Nov 2019 12:00:00 +0000 dconti@elliottwealth.com (John Hyre, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-45-7-wealth-building-rules-with-john-hyre-part-1-zrw3Oc1X Guest: John Hyre, Tax Attorney

]]> Season 3 - Episode 45: 7 Wealth Building Rules With John Hyre - Part 1 John Hyre, SIMPLY FINANCIAL, Christopher Calandra 00:20:14 Chris talks 7 wealth building rules with tax attorney, John Hyre. Part 1 of 2 part series Chris talks 7 wealth building rules with tax attorney, John Hyre. Part 1 of 2 part series financial planning, financial planner, wealth management, elliott wealth management, wealth building false full 45 3 http://www.blogtalkradio.com/simplyfinancial/2019/10/29/season-3--episode-44-fear-the-spending Season 3 - Episode 44: FEAR the Spending Tue, 29 Oct 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-44-fear-the-spending-dE8Dq8TP Season 3 - Episode 44: FEAR the Spending SIMPLY FINANCIAL, Christopher Calandra 00:11:40 Chris covers the US spending habits & our national debt for 2019. Chris covers the US spending habits & our national debt for 2019. investment strategies, economy, stocks, markets, bonds, debt crisis, portfolio rebalancing, national debt, debt, spending false full 44 3 http://www.blogtalkradio.com/simplyfinancial/2019/10/22/season-3--episode-43-work-smarter-not-harder Season 3 - Episode 43: Work Smarter Not Harder Tue, 22 Oct 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-43-work-smarter-not-harder-78iwJLaj Season 3 - Episode 43: Work Smarter Not Harder SIMPLY FINANCIAL, Christopher Calandra 00:17:59 Everyone has heard the "work smarter not harder" line but how exactly do you go about doing that? Chris explains what you need to think about when trying to work efficiently. Everyone has heard the "work smarter not harder" line but how exactly do you go about doing that? Chris explains what you need to think about when trying to work efficiently. financial services, elliott wealth management, financial planning, work smarter not harder, wealth management, simply financial, work efficiency, efficient, efficiency false full 43 3 http://www.blogtalkradio.com/simplyfinancial/2019/10/15/season-3--episode-42-the-power-of-the-us-job-market Season 3 - Episode 42: The Power Of The US Job Market Tue, 15 Oct 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-42-the-power-of-the-us-job-market-bcRb5SPe Season 3 - Episode 42: The Power Of The US Job Market Christopher Calandra, SIMPLY FINANCIAL 00:11:55 Chris goes over the job market data & the unemployment rate for 2019 Chris goes over the job market data & the unemployment rate for 2019 chris calandra, economy, paul mathews, economics, christopher calandra, job market, portfolio rebalancing, unemployment, jobs, markets, us economy false full 42 3 http://www.blogtalkradio.com/simplyfinancial/2019/10/08/season-3--episode-41-simply-financial-ei-series-david-lake Season 3 - Episode 41: Business Valuation Guest: David Lake, CPA

]]> Tue, 8 Oct 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Dave Lake) https://simply-financial.simplecast.com/episodes/season-3-episode-41-buiness-valuation-8prplQ9T Guest: David Lake, CPA

]]> Season 3 - Episode 41: Business Valuation Christopher Calandra, SIMPLY FINANCIAL, Dave Lake 00:22:17 Chris interviews CPA, David Lake on business valuations. Who does them and are they reliable? Chris interviews CPA, David Lake on business valuations. Who does them and are they reliable? cfp, small business, business valuation, entrepreneurship, financial services, wealth management, elliott wealth management, cpa, entrepreneur, simply financial, financial planning false full 41 3 http://www.blogtalkradio.com/simplyfinancial/2019/10/01/season-3--episode-40-3-phases-of-business-continuation-planning Season 3 - Episode 40: 3 Phases of Business Continuation Planning Tue, 1 Oct 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-40-3-phases-of-business-continuation-planning-03KWG5Ou Season 3 - Episode 40: 3 Phases of Business Continuation Planning Christopher Calandra, SIMPLY FINANCIAL 00:13:05 Chris goes over the 3 phases of business continuation planning. Valuation, Succession, & Agreement. Chris goes over the 3 phases of business continuation planning. Valuation, Succession, & Agreement. small business, entrepreneaurship, financial advisor, finance, wealth management, financial planning, elliott wealth management, business, entrepreneur, finances false full 40 3 http://www.blogtalkradio.com/simplyfinancial/2019/09/20/season-3--episode-39-the-pivot-continues Season 3 - Episode 39: The Pivot Continues Fri, 20 Sep 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-39-the-pivot-continues-l26nKtDE Season 3 - Episode 39: The Pivot Continues Christopher Calandra, SIMPLY FINANCIAL 00:12:26 Call it the “Powell Put” or the “Powell Pivot” or something else, but the Federal Reserve chairman’s recent change in approach to monetary policy is reverberating through the markets. In just a matter of a few months, central bank chief Jerome Powell has evolved from a hawk on interest rates — in favor of pushing them higher — to a seeming dove intent at the very least on waiting to see how conditions evolve before making another move. Call it the “Powell Put” or the “Powell Pivot” or something else, but the Federal Reserve chairman’s recent change in approach to monetary policy is reverberating through the markets. In just a matter of a few months, central bank chief Jerome Powell has evolved from a hawk on interest rates — in favor of pushing them higher — to a seeming dove intent at the very least on waiting to see how conditions evolve before making another move. invest, powell pivot, investor, financial services, jerome powell, stocks, market, investing, simply financial, financial planning, stock market, wealth management, elliott wealth management, investment false full 39 3 http://www.blogtalkradio.com/simplyfinancial/2019/09/17/season-3--episode-38-eis-gwen-bade-envoy-mortgage-non-qm-what-is-it-features Season 3 - Episode 38: Expert Interview with Gwen Bade, Envoy Mortgage Guest: Gwen Bade, 

Branch Manager - NMLS: 1171616

Envoy Mortgage Ltd - NMLS: 6666

Envoy Mortgage is an Equal Housing Lender – This is not a commitment to lend.

www.envoymortgage.com

www.nmlsconsumeraccess.org

Licensing and Disclosure Information can be found at : www.envoymortgage.com/licensing-legal-information

]]> Tue, 17 Sep 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, gwen bade, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-38-expert-interview-with-gwen-bade-envoy-mortgage-3lLri1zZ Guest: Gwen Bade, 

Branch Manager - NMLS: 1171616

Envoy Mortgage Ltd - NMLS: 6666

Envoy Mortgage is an Equal Housing Lender – This is not a commitment to lend.

www.envoymortgage.com

www.nmlsconsumeraccess.org

Licensing and Disclosure Information can be found at : www.envoymortgage.com/licensing-legal-information

]]> Season 3 - Episode 38: Expert Interview with Gwen Bade, Envoy Mortgage Christopher Calandra, gwen bade, SIMPLY FINANCIAL 00:33:40 Chris interviews Envoy Mortgage executive, Gwen Bade on what a Non-QM is and how to get approved for a mortgage. Gwen Bade, Branch Manager - NMLS: 1171616 Envoy Mortgage Ltd - NMLS: 6666 Envoy Mortgage is an Equal Housing Lender – This is not a commitment to lend. www.envoymortgage.com www.nmlsconsumeraccess.org Licensing and Disclosure Information can be found at : www.envoymortgage.com/licensing-legal-information Chris interviews Envoy Mortgage executive, Gwen Bade on what a Non-QM is and how to get approved for a mortgage. Gwen Bade, Branch Manager - NMLS: 1171616 Envoy Mortgage Ltd - NMLS: 6666 Envoy Mortgage is an Equal Housing Lender – This is not a commitment to lend. www.envoymortgage.com www.nmlsconsumeraccess.org Licensing and Disclosure Information can be found at : www.envoymortgage.com/licensing-legal-information non qm mortgage, financial services, wealth management, estate, loan, simply financial, bank, elliott wealth management, mortgage, financial planning, estate planning false full 38 3 http://www.blogtalkradio.com/simplyfinancial/2019/09/10/season-3--episode-37-trade-war-hysteria Season 3 - Episode 37: Trade War Hysteria Tue, 10 Sep 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-37-trade-war-hysteria-SSAw41wp Season 3 - Episode 37: Trade War Hysteria Christopher Calandra, SIMPLY FINANCIAL 00:09:51 Chris focuses this episode on the effects of the trade war with china and how he believes it will affect our economy. Chris focuses this episode on the effects of the trade war with china and how he believes it will affect our economy. invest, economy, investor, foreign trade, stocks, investing, economics, tariff, stock market, trade war, china, trump, investment, us economy false full 37 3 http://www.blogtalkradio.com/simplyfinancial/2019/09/03/season-3--episode-36-the-3-ss Season 3 - Episode 36: The 3 S's Tue, 3 Sep 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-36-the-3-ss-RtqEcMbA Season 3 - Episode 36: The 3 S's SIMPLY FINANCIAL, Christopher Calandra 00:15:33 Chris talks about smart money decisions to achieve financial goals. He outlines the importance of the 3 S's, spending, saving, & sharing. Chris talks about smart money decisions to achieve financial goals. He outlines the importance of the 3 S's, spending, saving, & sharing. personal finance, financial services, save, share, simply financial, wealth management, elliott wealth management, spend, financial planning false full 36 3 http://www.blogtalkradio.com/simplyfinancial/2019/08/27/season-3--episode-35-a-decade-of-growth Season 3 - Episode 35: A Decade of Growth Tue, 27 Aug 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-35-a-decade-of-growth-Y_uWUZ0N Season 3 - Episode 35: A Decade of Growth SIMPLY FINANCIAL, Christopher Calandra 00:09:26 Chris goes over the economic expansion passing the 10 year mark in June 2019 Chris goes over the economic expansion passing the 10 year mark in June 2019 invest, wealth management, investor, financial planning, stocks, financial services, market, investing, elliott wealth management, simply financial, stock market, investment false full 35 3 http://www.blogtalkradio.com/simplyfinancial/2019/08/20/season-3--episode-34-7-wealth-building-rules-real-estate-investors Season 3 - Episode 34: 7 Wealth Building Rules For Real Estate Investors Tue, 20 Aug 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Nick Raithel, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-34-7-wealth-building-rules-for-real-estate-investors-UhFuIMCE Season 3 - Episode 34: 7 Wealth Building Rules For Real Estate Investors Christopher Calandra, Nick Raithel, SIMPLY FINANCIAL 00:34:24 Chris goes over the 7 wealth building rules you should think about when investing in real estate. Chris goes over the 7 wealth building rules you should think about when investing in real estate. wealth management, estate planner, financial planning, estate, estate plan, elliott wealth management, simply financial, financial plan, estate planning false full 34 3 http://www.blogtalkradio.com/simplyfinancial/2019/08/13/season-3--episode-33-pivot-to-uncertainty Season 3 - Episode 33: Pivot To Uncertainty Tue, 13 Aug 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-33-pivot-to-uncertainty-Qm0K9qQj Season 3 - Episode 33: Pivot To Uncertainty SIMPLY FINANCIAL, Christopher Calandra 00:18:36 Chris continues his conversation about whats happening in the markets in regards to the Powell Pivot. He also talks about investing in volatile markets. Chris continues his conversation about whats happening in the markets in regards to the Powell Pivot. He also talks about investing in volatile markets. invest, financial services, investor, stocks, financial planning, market, simply financial, elliott wealth management, investing, wealth management, stock market, investment false full 33 3 http://www.blogtalkradio.com/simplyfinancial/2019/08/06/season-3--episode-32-the-powell-pivot Season 3 - Episode 32: The Powell Pivot Tue, 6 Aug 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-32-the-powell-pivot-wb6YflEh Season 3 - Episode 32: The Powell Pivot Christopher Calandra, SIMPLY FINANCIAL 00:16:28 Chris discusses what happened in the markets, why it happened, and what to do next. Chris discusses what happened in the markets, why it happened, and what to do next. elliott wealth management, invest, powell pivot, simply financial, investor, financial services, stocks, market, investing, stock market, wealth management, investment, financial planning false full 32 3 http://www.blogtalkradio.com/simplyfinancial/2019/07/30/season-3--episode-31-identity-theft-the-equifax-breach Season 3 - Episode 31: Identity Theft - The EQUIFAX Breach Guest: Brian Thompson; The Thompson Agency, Inc.

]]> Tue, 30 Jul 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra, Brian Thompson) https://simply-financial.simplecast.com/episodes/season-3-episode-31-identity-theft-the-equifax-breach-VJhyvwgq Guest: Brian Thompson; The Thompson Agency, Inc.

]]> Season 3 - Episode 31: Identity Theft - The EQUIFAX Breach SIMPLY FINANCIAL, Christopher Calandra, Brian Thompson 00:38:40 Chris interviews special guest Brian Thompson, on Identity Theft & The EQUIFAX Breach. Chris interviews special guest Brian Thompson, on Identity Theft & The EQUIFAX Breach. elliott wealth management, simply financial, financial services, identity theft, equifax breach, wealth management, credit, cyber security, equifax, financial planning false full 31 3 http://www.blogtalkradio.com/simplyfinancial/2019/07/23/season-3--episode-30-special-edition-2019-midyear-economic-update Season 3 - Episode 30: 2019 Midyear Economic Update Guest: Dean Nicholson

]]> Tue, 23 Jul 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Dean Nicholson, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-30-special-edition-2019-midyear-economic-update-pGWJW0pE Guest: Dean Nicholson

]]> Season 3 - Episode 30: 2019 Midyear Economic Update SIMPLY FINANCIAL, Dean Nicholson, Christopher Calandra 00:47:29 Chris gives a midyear economic update for 2019 with Dean Nicholson. Chris gives a midyear economic update for 2019 with Dean Nicholson. invest, economy, stocks, wealth management, financial services, market, investing, financial planning, stock market, elliott wealth management, bull market, simply financial, investment, investors false full 30 3 http://www.blogtalkradio.com/simplyfinancial/2019/07/16/season-3--episode-29-expert-interview-series-estate-planner-michael-giardina Season 3 - Episode 29: Real Estate Planning with Michael Giardina Guest: Micheal Giardina, Estate Planner

]]> Tue, 16 Jul 2019 11:00:00 +0000 dconti@elliottwealth.com (michael giardina, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-29-expert-interview-series-estate-planner-michael-giardina-t2tqDcB_ Guest: Micheal Giardina, Estate Planner

]]> Season 3 - Episode 29: Real Estate Planning with Michael Giardina michael giardina, SIMPLY FINANCIAL, Christopher Calandra 00:27:35 Chris interviews Estate planner, Michael Giardina, about what you need to know about planning your estate. Chris interviews Estate planner, Michael Giardina, about what you need to know about planning your estate. simply financial, elliott wealth management, estate planner, financial services, estate, wealth management, financial planning, estate planning false full 29 3 http://www.blogtalkradio.com/simplyfinancial/2019/07/09/season-3--episode-28-modern-observer-lopkin-discusses-goals Season 3 - Episode 28: Goal Attainment with Eric Lopkin Guest: Eric Lopkin

]]> Tue, 9 Jul 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Eric Lopkin) https://simply-financial.simplecast.com/episodes/season-3-episode-28-modern-observer-lopkin-discusses-goals-uWiw26w2 Guest: Eric Lopkin

]]> Season 3 - Episode 28: Goal Attainment with Eric Lopkin Christopher Calandra, SIMPLY FINANCIAL, Eric Lopkin 00:32:44 Chris interviews Eric Lopkin on Goal Attainment Chris interviews Eric Lopkin on Goal Attainment personal finance, goal, goal setting, financial goals, financial services, simply financial, wealth management, financial planning, goals, financial goal, elliott wealth management false full 28 3 http://www.blogtalkradio.com/simplyfinancial/2019/07/02/season-3--episode-27-financial-goal-setting-smart-approach Season 3 - Episode 27: Financial Goal Setting - S.M.A.R.T. Approach Tue, 2 Jul 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-27-financial-goal-setting-smart-approach-vnnn7gX_ Season 3 - Episode 27: Financial Goal Setting - S.M.A.R.T. Approach SIMPLY FINANCIAL, Christopher Calandra 00:19:31 Chris discusses the upside and How-To's of financial goal setting. Chris discusses the upside and How-To's of financial goal setting. personal finance, goal, goal setting, elliott wealth management, financial goals, wealth management, smart goals, financial planning, financial services, simply financial, goals, financial goal setting, smart false full 27 3 http://www.blogtalkradio.com/simplyfinancial/2019/06/25/season-3--episode-26-a-daughters-rebuttal Season 3 - Episode 26: A Daughter's Rebuttal Guest: Marissa Calandra, Chris's Daughter

]]> Tue, 25 Jun 2019 11:00:00 +0000 dconti@elliottwealth.com (marissa calandra, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-26-a-daughters-rebuttal-jnmY_XM1 Guest: Marissa Calandra, Chris's Daughter

]]> Season 3 - Episode 26: A Daughter's Rebuttal marissa calandra, SIMPLY FINANCIAL, Christopher Calandra 00:32:14 Chris's daughter, Marissa, gives her input on Kids and Money. She references the 5 part series "Battle of the Sexes" (Season 3 Episodes 20 - 24) Chris's daughter, Marissa, gives her input on Kids and Money. She references the 5 part series "Battle of the Sexes" (Season 3 Episodes 20 - 24) personal finance, family finance, wealth management, financial services, family, financial planning, elliott wealth management, simply financial false full 26 3 http://www.blogtalkradio.com/simplyfinancial/2019/06/18/season-3--episode-25-manifesting-money-with-cassie-parks Season 3 - Episode 25: Manifesting Money with Cassie Parks Tue, 18 Jun 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Cassie Parks) https://simply-financial.simplecast.com/episodes/season-3-episode-25-manifesting-money-with-cassie-parks-fEWhRbWK Season 3 - Episode 25: Manifesting Money with Cassie Parks Christopher Calandra, SIMPLY FINANCIAL, Cassie Parks 00:38:03 Chris uncovers her process of manifestation which helped her retire at the age of 32. Chris uncovers her process of manifestation which helped her retire at the age of 32. retire early, success, elliott wealth management, financial services, financial planning, wealth management, simply financial, financial independence false full 25 3 http://www.blogtalkradio.com/simplyfinancial/2019/06/11/season-3--episode-24-rmd-choices Season 3 - Episode 24: RMD Choices Tue, 11 Jun 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-24-rmd-choices-C7fiC4M8 Season 3 - Episode 24: RMD Choices Christopher Calandra, SIMPLY FINANCIAL 00:17:00 As over 58 Million baby boomers reach 70 1/2 over next 2 decades, they must deal with the complexities of Required Minimum Distributions. Chris goes over the RMD choices you can take. As over 58 Million baby boomers reach 70 1/2 over next 2 decades, they must deal with the complexities of Required Minimum Distributions. Chris goes over the RMD choices you can take. retirement planning, retire, wealth management, irs, financial services, retirees, rmd, retirement, financial planning, retiring, elliott wealth management, retirement plan, simply financial, baby boomers false full 24 3 http://www.blogtalkradio.com/simplyfinancial/2019/06/04/season-3--episode-23-battle-of-the-sexes--part-v-of-v Season 3 - Episode 23: Battle of the Sexes - Part V of V Tue, 4 Jun 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, joelle calandra, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-23-battle-of-the-sexes-part-v-of-v-QgM1iYLv Season 3 - Episode 23: Battle of the Sexes - Part V of V SIMPLY FINANCIAL, joelle calandra, Christopher Calandra 00:32:54 Chris interviews his wife on her thoughts on financially educating kids & teenagers. Chris interviews his wife on her thoughts on financially educating kids & teenagers. personal finance, financial services, family finance, financial responsibility, financial planning, wealth management, family, elliott wealth management, simply financial false full 23 3 http://www.blogtalkradio.com/simplyfinancial/2019/05/28/season-3--episode-22-battle-of-the-sexes--part-iv-of-v Season 3 - Episode 22: Battle of the Sexes - Part IV of V Guest: Lindy Brock

]]> Tue, 28 May 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, lindy brock, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-22-battle-of-the-sexes-part-iv-of-v-W7AtrqTu Guest: Lindy Brock

]]> Season 3 - Episode 22: Battle of the Sexes - Part IV of V Christopher Calandra, lindy brock, SIMPLY FINANCIAL 00:29:31 Chris interviews Lindy Brock on money and kids; how to teach kids about good financial decisions. Chris interviews Lindy Brock on money and kids; how to teach kids about good financial decisions. personal finance, wealth management, financial services, financial planning, family, elliott wealth management, simply financial, money false full 22 3 http://www.blogtalkradio.com/simplyfinancial/2019/05/21/season-3--episode-21-battle-of-the-sexes--part-iii-of-v Season 3 - Episode 21: Battle of the Sexes - Part III of V Guest: Lindy Brock

]]> Tue, 21 May 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Lindy Brock) https://simply-financial.simplecast.com/episodes/season-3-episode-21-battle-of-the-sexes-part-iii-of-v-riUtHcXP Guest: Lindy Brock

]]> Season 3 - Episode 21: Battle of the Sexes - Part III of V Christopher Calandra, SIMPLY FINANCIAL, Lindy Brock 00:29:48 Chris interviews Lindy Brock and asks her questions about how she manages her finances in her own household. Chris interviews Lindy Brock and asks her questions about how she manages her finances in her own household. financial planning, financial services, family, spouse, elliott wealth management, simply financial, wealth management false full 21 3 http://www.blogtalkradio.com/simplyfinancial/2019/05/14/season-3--episode-20-battle-of-the-sexes--part-ii-of-v Season 3 - Episode 20: Battle of the Sexes - Part II of V Tue, 14 May 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, joelle calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-20-battle-of-the-sexes-part-ii-of-v-CIylGrqr Season 3 - Episode 20: Battle of the Sexes - Part II of V Christopher Calandra, joelle calandra, SIMPLY FINANCIAL 00:29:53 Learn how you can work with your spouse to win with money. Learn how you can work with your spouse to win with money. personal finance, wealth management, financial services, financial planning, family, elliott wealth management, simply financial false full 20 3 http://www.blogtalkradio.com/simplyfinancial/2019/05/07/season-3--episode-19-battle-of-the-sexes--part-i-of-v Season 3 - Episode 19: Battle of the Sexes - Part I of V www.elliottwealth.com
 

]]> Tue, 7 May 2019 11:00:00 +0000 dconti@elliottwealth.com (joelle calandra, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-19-battle-of-the-sexes-part-i-of-v-RB4KM791 www.elliottwealth.com
 

]]> Season 3 - Episode 19: Battle of the Sexes - Part I of V joelle calandra, SIMPLY FINANCIAL, Christopher Calandra 00:29:23 Chris has a financial discussion with his wife Joelle in this 5 part series. They talk about the finances they experience in their own household. Chris has a financial discussion with his wife Joelle in this 5 part series. They talk about the finances they experience in their own household. personal finance, simply financial, financial services, financial planning, elliott wealth management, family, wealth management false full 19 3 http://www.blogtalkradio.com/simplyfinancial/2019/04/30/season-3--episode-18-changing-jobs-know-your-401k-options Season 3 - Episode 18: Changing Jobs? Know your 401 (k) Options Tue, 30 Apr 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-18-changing-jobs-know-your-401-k-options-2uPXbu0z Season 3 - Episode 18: Changing Jobs? Know your 401 (k) Options Christopher Calandra, SIMPLY FINANCIAL 00:16:47 Chris goes over what you need to know about your 401 K when you switch jobs. Chris goes over what you need to know about your 401 K when you switch jobs. invest, retirement planning, retire, saving, financial services, investing, retirement, financial planning, elliott wealth, 401k, simply financial, investment false full 18 3 http://www.blogtalkradio.com/simplyfinancial/2019/04/23/season-3--episode-17-everyday-americans-series-featuring-ronni-seifert-allen-1 Season 3 - Episode 17: Managing An Inheritance Tue, 23 Apr 2019 11:00:00 +0000 dconti@elliottwealth.com (Ronni Seifert Allen, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-17-managing-an-inheritance-pJ3Kcp3p Season 3 - Episode 17: Managing An Inheritance Ronni Seifert Allen, SIMPLY FINANCIAL, Christopher Calandra 00:21:21 Chris interviews Ronni Seifert Allen about her life and thoughts on money. Ronni had received a sizable inheritance and she explains how she managed that money safely. Chris interviews Ronni Seifert Allen about her life and thoughts on money. Ronni had received a sizable inheritance and she explains how she managed that money safely. personal finance, elliott wealth management, financial services, inheritance, financial planning, wealth management, simply financial false full 17 3 http://www.blogtalkradio.com/simplyfinancial/2019/04/16/season-3--episode-16-why-women-need-life-insurance Season 3 - Episode 16: Why Women Need Life Insurance Tue, 16 Apr 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-16-why-women-need-life-insurance-ykn7Lpnx Season 3 - Episode 16: Why Women Need Life Insurance SIMPLY FINANCIAL, Christopher Calandra 00:10:03 This episode seeks to explain why its important for women to have life insurance. Women have more financial responsibilities now than ever before. This episode seeks to explain why its important for women to have life insurance. Women have more financial responsibilities now than ever before. wealth management, women, simply financial, elliott wealth management, life insurance, woman, insure, financial services, insurance, financial planning false full 16 3 http://www.blogtalkradio.com/simplyfinancial/2019/04/09/season-3--episode-15-reaching-retirementnow-what-1 Season 3 - Episode 15: Reaching Retirement? Now What? Tue, 9 Apr 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-15-reaching-retirement-now-what-a__OxY9R Season 3 - Episode 15: Reaching Retirement? Now What? Christopher Calandra, SIMPLY FINANCIAL 00:16:12 Chris goes over exactly what you need to start thinking about as retirement approaches. Chris goes over exactly what you need to start thinking about as retirement approaches. financial services, retirement planning, retire, retirement, simply financial, financial planning, social security, wealth management, elliott wealth management false full 15 3 http://www.blogtalkradio.com/simplyfinancial/2019/04/02/season-3--episode-14-invest-or-pay-off-mortgage Season 3 - Episode 14: Invest? Or Pay Off Mortgage? Tue, 2 Apr 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-14-invest-or-pay-off-mortgage-5A_vexlI Season 3 - Episode 14: Invest? Or Pay Off Mortgage? SIMPLY FINANCIAL, Christopher Calandra 00:23:11 Chris goes over what to think about when deciding to take out a mortgage. Chris goes over what to think about when deciding to take out a mortgage. invest, financial services, elliott wealth management, debt management, wealth management, investing, estate, loan, debt, investment, mortgage, financial planning, simply financial false full 14 3 http://www.blogtalkradio.com/simplyfinancial/2019/03/26/season-3--episode-13-everyday-americans-series-featuring-matthew-oblon Season 3 - Episode 13: Staying Cool Under Pressure Guest: Matthew Oblon, retiree

]]> Tue, 26 Mar 2019 11:00:00 +0000 dconti@elliottwealth.com (Matthew oblon, Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-13-staying-cool-under-pressure-c0vUpiix Guest: Matthew Oblon, retiree

]]> Season 3 - Episode 13: Staying Cool Under Pressure Matthew oblon, Christopher Calandra, SIMPLY FINANCIAL 00:23:14 Chris interviews retiree, Matthew Oblon about how to stay cool under financial pressure. Matthew tells his story and views on money. Chris interviews retiree, Matthew Oblon about how to stay cool under financial pressure. Matthew tells his story and views on money. saving, financial planning, wealth management, elliott wealth management, simply financial, savings plan, financial services false full 13 3 http://www.blogtalkradio.com/simplyfinancial/2019/03/19/season-3--episode-12-eas-peter-hug-golden-opportunity Season 3 - Episode 12: A Golden Opportunity with Peter Hug Guest: Peter Hug, Director of Global Trade for Kitco Metals Inc

Topics Discussed:

  • Where do you think the price of gold will go in the short / medium / longer term?
  • Why should I consider buying gold?
  • What’s the difference between buying gold and buying silver?
  • What’s the right amount of gold or silver in my portfolio?
  • What is the difference between bars, coins, rounds, numismatics? What is “junk silver”?
  • How do you actually buy gold or silver?
  • How do I know I’m getting a fair price?
  • What is bid vs ask price? How much should I expect to pay for an ounce of gold?
  • What are the best quality products? What is 9999 vs 999 vs 925? How can I be sure I don’t get fakes?
  • Where should I keep my precious metals?
  • What is “Physical”
]]> Tue, 19 Mar 2019 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra, Peter Hug) https://simply-financial.simplecast.com/episodes/season-3-episode-12-a-golden-opportunity-with-peter-hug-jRpaEoeN Guest: Peter Hug, Director of Global Trade for Kitco Metals Inc

Topics Discussed:

  • Where do you think the price of gold will go in the short / medium / longer term?
  • Why should I consider buying gold?
  • What’s the difference between buying gold and buying silver?
  • What’s the right amount of gold or silver in my portfolio?
  • What is the difference between bars, coins, rounds, numismatics? What is “junk silver”?
  • How do you actually buy gold or silver?
  • How do I know I’m getting a fair price?
  • What is bid vs ask price? How much should I expect to pay for an ounce of gold?
  • What are the best quality products? What is 9999 vs 999 vs 925? How can I be sure I don’t get fakes?
  • Where should I keep my precious metals?
  • What is “Physical”
]]> Season 3 - Episode 12: A Golden Opportunity with Peter Hug SIMPLY FINANCIAL, Christopher Calandra, Peter Hug 00:43:30 Chris interviews Peter Hug, Director of Global Trade for Kitco Metals Inc on the subject of investing in gold & silver. Chris interviews Peter Hug, Director of Global Trade for Kitco Metals Inc on the subject of investing in gold & silver. invest, economy, financial services, simply financial, investing, gold, stock market, elliott wealth management, financial planning, wealth management, investment, markets, silver false full 12 3 http://www.blogtalkradio.com/simplyfinancial/2019/03/12/season-3--episode-11-all-about-credit-scores Season 3 - Episode 11: All About Credit Scores Tue, 12 Mar 2019 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-11-all-about-credit-scores-HWQ_Gtt8 Season 3 - Episode 11: All About Credit Scores Christopher Calandra, SIMPLY FINANCIAL 00:16:06 This episode is about the importance of having good credit score, factors that can impact your score, and how to fix your score. This episode is about the importance of having good credit score, factors that can impact your score, and how to fix your score. personal finance, good credit, financial services, credit score, bad credit, credit, elliott wealth management, simply financial, wealth management, financial planning false full 11 3 http://www.blogtalkradio.com/simplyfinancial/2019/03/05/season-3--episode-10-wheres-the-recession Season 3 - Episode 10: Where's the Recession? Tue, 5 Mar 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-10-wheres-the-recession-x3UVWLwd Season 3 - Episode 10: Where's the Recession? SIMPLY FINANCIAL, Christopher Calandra 00:10:21 Recession hasn't hit with unemployment at a low. Chris goes over the current state of the country and explains whether or not the country is headed for a recession. Recession hasn't hit with unemployment at a low. Chris goes over the current state of the country and explains whether or not the country is headed for a recession. invest, economy, financial planning, stocks, market, investing, wealth management, elliott wealth management, stock market, financial services, unemployment, simply financial, markets, recession false full 10 3 http://www.blogtalkradio.com/simplyfinancial/2019/02/26/season-3--episode-09-selling-when-the-market-drops Season 3 - Episode 09: Selling When The Market Drops Tue, 26 Feb 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-09-selling-when-the-market-drops-GpVIw7SZ Season 3 - Episode 09: Selling When The Market Drops SIMPLY FINANCIAL 00:14:17 Chris goes over whether or not to sell stocks when the market drops. Chris goes over whether or not to sell stocks when the market drops. financial planning, elliott wealth management, wealth management, simply financial, financial services false full 9 3 http://www.blogtalkradio.com/simplyfinancial/2019/02/19/season-3--episode-08-the-markets-wild-ride Season 3 - Episode 08: The Market's Wild Ride Tue, 19 Feb 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-08-the-markets-wild-ride-4Mz4SHvk Season 3 - Episode 08: The Market's Wild Ride SIMPLY FINANCIAL, Christopher Calandra 00:16:36 Chris goes over the roller coaster market fluctuations of 2017 through all of 2018 Chris goes over the roller coaster market fluctuations of 2017 through all of 2018 invest, economy, market volatility, financial planning, stocks, investing, elliott wealth management, financial services, stock market, market fluctuation, wealth management, simply financial, markets false full 8 3 http://www.blogtalkradio.com/simplyfinancial/2019/02/12/season-3--episode-07-eis-attorney-shawn-yesner Season 3 - Episode 07: Bankruptcy with Shawn Yesner Guest: Shawn Yesner, Attorney

Topics include:

  • Types of bankruptcy
  • when you should consider filing for bankruptcy
  • The benefits of bankruptcy law in a capitalist economy
]]> Tue, 12 Feb 2019 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Shawn Yesner) https://simply-financial.simplecast.com/episodes/season-3-episode-07-bankruptcy-with-shawn-yesner-_jRMZUfj Guest: Shawn Yesner, Attorney

Topics include:

  • Types of bankruptcy
  • when you should consider filing for bankruptcy
  • The benefits of bankruptcy law in a capitalist economy
]]> Season 3 - Episode 07: Bankruptcy with Shawn Yesner Christopher Calandra, SIMPLY FINANCIAL, Shawn Yesner 00:40:06 Chris Interviews Crushing Debt podcast host, Shawn Yesner on bankruptcy. Chris Interviews Crushing Debt podcast host, Shawn Yesner on bankruptcy. financial services, elliott wealth management, simply financial, crushing debt, bankrupt, bankruptcy, wealth management, financial planning, debt false full 7 3 http://www.blogtalkradio.com/simplyfinancial/2019/02/05/season-3--episode-06-eis-nick-raithel-content-corp Season 3 - Episode 06: Interview with a Real Estate Investor Guest: Nick Raithel, Content Corp Real estate investor & author of The 7 Hour Book.

]]> Tue, 5 Feb 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra, Nick Raithel) https://simply-financial.simplecast.com/episodes/season-3-episode-06-interview-with-a-real-estate-investor-UdwJ9IKa Guest: Nick Raithel, Content Corp Real estate investor & author of The 7 Hour Book.

]]> Season 3 - Episode 06: Interview with a Real Estate Investor SIMPLY FINANCIAL, Christopher Calandra, Nick Raithel 00:37:44 Chris interviews Nick Raithel, real estate investor, on real estate investing tips, views, and recommendations. Chris interviews Nick Raithel, real estate investor, on real estate investing tips, views, and recommendations. invest, elliott wealth management, simply financial, investing, financial services, estate, wealth management, real estate investing, financial planning false full 6 3 http://www.blogtalkradio.com/simplyfinancial/2019/01/29/season-3--episode-05-eas-building-loyalty-with-dave-famiglietti Season 3 - Episode 05: Building Loyalty with Dave Famiglietti Guest: Dave Famiglietti, president of New Frontier Armory

 

]]> Tue, 29 Jan 2019 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, David Famigletti) https://simply-financial.simplecast.com/episodes/season-3-episode-05-building-loyalty-with-dave-famiglietti-cQl7aKWT Guest: Dave Famiglietti, president of New Frontier Armory

 

]]> Season 3 - Episode 05: Building Loyalty with Dave Famiglietti Christopher Calandra, SIMPLY FINANCIAL, David Famigletti 00:41:34 Chris interviews Dave Famiglietti, president of New Frontier Armory on the importance of company loyalty. Chris interviews Dave Famiglietti, president of New Frontier Armory on the importance of company loyalty. personal finance, financial services, employees, financial planning, business, company loyalty, simply financial, wealth management, loyalty, elliott wealth management false full 5 3 http://www.blogtalkradio.com/simplyfinancial/2019/01/22/season-3--episode-04-books-with-dave Season 3 - Episode 04: Books with Dave Guest: David Famiglietti, President of New Frontier Armory

Book list

  • How to win friends & Influence People
  • The Journals of Lewis and Clark
  • Leaders Eat Last
  • One Man's Wilderness
  • The Power of Habit
  • Why Zebras don't get ulcers
  • The 4-hour work week
  • 21 lessons for the 21st century
]]> Tue, 22 Jan 2019 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, David Famigletti, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-3-episode-04-books-with-dave-NW_arg8Z Guest: David Famiglietti, President of New Frontier Armory

Book list

  • How to win friends & Influence People
  • The Journals of Lewis and Clark
  • Leaders Eat Last
  • One Man's Wilderness
  • The Power of Habit
  • Why Zebras don't get ulcers
  • The 4-hour work week
  • 21 lessons for the 21st century
]]> Season 3 - Episode 04: Books with Dave SIMPLY FINANCIAL, David Famigletti, Christopher Calandra 00:32:17 Chris and Dave Famiglietti, President of New Frontier Armory, recommend and talk about some of the interesting books they read through. Chris and Dave Famiglietti, President of New Frontier Armory, recommend and talk about some of the interesting books they read through. personal finance, book, book recommendations, books, financial planning, wealth management, simply financial, financial services, elliott wealth management false full 4 3 http://www.blogtalkradio.com/simplyfinancial/2019/01/15/season-3--episode-03-a-sneaky-thief Season 3 - Episode 03: A Sneaky Thief Tue, 15 Jan 2019 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-03-a-sneaky-thief-6nyhLpPq Season 3 - Episode 03: A Sneaky Thief Christopher Calandra, SIMPLY FINANCIAL 00:09:59 Chris covers Inflation and how it steals from us. Chris covers Inflation and how it steals from us. inflation, financial services, financial planning, elliott wealth management, wealth management, simply financial false full 3 3 http://www.blogtalkradio.com/simplyfinancial/2019/01/08/season-3--episode-02-what-the-heck-happened Season 3 - Episode 02: What The Heck Happened? Guest: Dean Nicholson, Retired Financial Advisor

]]> Tue, 8 Jan 2019 12:00:00 +0000 dconti@elliottwealth.com (Dean Nicholson, Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-02-what-the-heck-happened-qQ5bFfT1 Guest: Dean Nicholson, Retired Financial Advisor

]]> Season 3 - Episode 02: What The Heck Happened? Dean Nicholson, Christopher Calandra, SIMPLY FINANCIAL 00:40:11 Chris and Dean Nicholson give some helpful information about the market's volatility Chris and Dean Nicholson give some helpful information about the market's volatility invest, economy, market volatility, wealth management, stocks, simply financial, financial services, investing, financial planning, stock market, elliott wealth management, investment, markets false full 2 3 http://www.blogtalkradio.com/simplyfinancial/2019/01/01/season-3--episode-01-alarmstudent-debt-crisis Season 3 - Episode 01: Student Debt Crisis Alarm Tue, 1 Jan 2019 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-3-episode-01-student-debt-crisis-alarm-T6Kb4kSK Season 3 - Episode 01: Student Debt Crisis Alarm Christopher Calandra, SIMPLY FINANCIAL 00:12:56 Chris faces down the student debt crisis in America. He gives great advice for those who want to prepare financially for their child's college Chris faces down the student debt crisis in America. He gives great advice for those who want to prepare financially for their child's college saving for college, financial planning, planning, saving, student loan, financial services, debt management, elliott wealth management, 529 plan, wealth management, debt, college, student debt, simply financial, student false full 1 3 http://www.blogtalkradio.com/simplyfinancial/2018/12/25/season-2--episode-52-expert-interview-series-kala-philo Season 2 - Episode 52: Online Entrepreneurship With Kala Philo Mirror Your Brilliance on Video discusses trends in video marketing and female entrepreneurship. 

]]> Tue, 25 Dec 2018 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Kala Philo, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-52-online-entrepreneurship-with-kala-philo-W9_PdVGU Mirror Your Brilliance on Video discusses trends in video marketing and female entrepreneurship. 

]]> Season 2 - Episode 52: Online Entrepreneurship With Kala Philo SIMPLY FINANCIAL, Kala Philo, Christopher Calandra 00:36:36 Chris interviews Kala Philo, Founder of Mirror Your Brilliance on Video, on female entrepreneurship & her thoughts on money. Chris interviews Kala Philo, Founder of Mirror Your Brilliance on Video, on female entrepreneurship & her thoughts on money. elliott wealth management, entrepreneurship, financial planning, wealth management, financial services, female entrepreneurship, video marketing, entrepreneur, simply financial, video false full 52 2 http://www.blogtalkradio.com/simplyfinancial/2018/12/18/season-2--episode-51-trends-hitting-financial-advisors Season 2 - Episode 51: Trends Hitting Financial Advisors Topics include:

  • Retirement crisis
  • Declining costs
  • Holistic planning
  • Security and privacy
     
]]> Tue, 18 Dec 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-51-trends-hitting-financial-advisors-dQkF1YIo Topics include:

  • Retirement crisis
  • Declining costs
  • Holistic planning
  • Security and privacy
     
]]> Season 2 - Episode 51: Trends Hitting Financial Advisors Christopher Calandra, SIMPLY FINANCIAL 00:14:59 This episode sheds some light on the trends that are impacting financial advisors. This episode sheds some light on the trends that are impacting financial advisors. retirement planning, elliott wealth management, retire, financial services, wealth management, debt management, financial advisor, retirement, financial advice, financial planning, debt, simply financial false full 51 2 http://www.blogtalkradio.com/simplyfinancial/2018/12/11/season-2--episode-50-secret-savings-accounts-revealed Season 2 - Episode 50: Secret Savings Accounts Revealed Tue, 11 Dec 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-50-secret-savings-accounts-revealed-bwPjJm5M Season 2 - Episode 50: Secret Savings Accounts Revealed Christopher Calandra, SIMPLY FINANCIAL 00:10:09 Chris describes how using an online savings bank can help you make some money off of your emergency fund just from sitting in the account. Chris describes how using an online savings bank can help you make some money off of your emergency fund just from sitting in the account. budgetting, financial planning, financial services, budget, wealth management, elliott wealth management, savings, simply financial, savings plan, online banking, emergency fund false full 50 2 http://www.blogtalkradio.com/simplyfinancial/2018/12/04/season-2--episode-49-college-529-savings-plan Season 2 - Episode 49: College 529 Savings Plan Tue, 4 Dec 2018 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-49-college-529-savings-plan-iMxV8jhN Season 2 - Episode 49: College 529 Savings Plan SIMPLY FINANCIAL, Christopher Calandra 00:17:08 Chris goes over what a 529 Savings plan is and how it can help parents save money for their child's college. There are many tax advantages to be aware of. Chris goes over what a 529 Savings plan is and how it can help parents save money for their child's college. There are many tax advantages to be aware of. saving for college, saving plan, wealth management, financial services, elliott wealth management, simply financial, financial planning, college fund, tax, 529, savings, 529 college fund, 529 plan false full 49 2 http://www.blogtalkradio.com/simplyfinancial/2018/11/27/season-2--episode-48-nobody-likes-life-insurance Season 2 - Episode 48: Nobody Likes Life Insurance This is a Re Run of Season 2 episode 12

]]> Tue, 27 Nov 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-48-nobody-likes-life-insurance-K06YjUlO This is a Re Run of Season 2 episode 12

]]> Season 2 - Episode 48: Nobody Likes Life Insurance Christopher Calandra, SIMPLY FINANCIAL 00:13:47 Chris talks about some considerations to think about when choosing life insurance. Chris talks about some considerations to think about when choosing life insurance. insurace planning, wealth management, financial services, financial planning, life insurance, simply financial, elliott wealth management false full 48 2 http://www.blogtalkradio.com/simplyfinancial/2018/11/20/season-2--episode-47-latest-news-in-mortgage-market-eis-jeremy-hyatt-envoy-mtg Season 2 - Episode 47: Latest News In The Mortgage Market Guest: Jeremy Hyatt, Envoy Mortgage

Topics include:

  • The 5 C's (Key Metrics)
  • Best advice
  • Credit scores and better deals
  • Future of interest rates and impact on home values
  • Technology
     
]]> Tue, 20 Nov 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Jeremy Hyatt) https://simply-financial.simplecast.com/episodes/season-2-episode-47-latest-news-in-the-mortgage-market-02UduuvQ Guest: Jeremy Hyatt, Envoy Mortgage

Topics include:

  • The 5 C's (Key Metrics)
  • Best advice
  • Credit scores and better deals
  • Future of interest rates and impact on home values
  • Technology
     
]]> Season 2 - Episode 47: Latest News In The Mortgage Market Christopher Calandra, SIMPLY FINANCIAL, Jeremy Hyatt 00:29:53 Chris interviews guest Jeremy Hyatt of Envoy Mortgage on the latest news in the mortgage markets. Chris interviews guest Jeremy Hyatt of Envoy Mortgage on the latest news in the mortgage markets. financial planning, simply financial, estate, elliott wealth management, estateplan, financial services, mortgage, wealth management, estate planning false full 47 2 http://www.blogtalkradio.com/simplyfinancial/2018/11/13/season-2--episode-46-establishing-and-maintaining-an-emergency-fund Season 2 - Episode 46: Establishing & Maintaining An Emergency Fund Topics include:

  • How much you should save
  • Why you need an emergency fund
  • Where to put it

 

]]> Tue, 13 Nov 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-46-establishing-and-maintaining-an-emergency-fund-Ut5OXN_d Topics include:

  • How much you should save
  • Why you need an emergency fund
  • Where to put it

 

]]> Season 2 - Episode 46: Establishing & Maintaining An Emergency Fund Christopher Calandra, SIMPLY FINANCIAL 00:13:22 Chris goes over methods of creating and maintaining an emergency fund. Chris goes over methods of creating and maintaining an emergency fund. budgetting, saving, financial services, budget, saving plans, wealth management, simply financial, elliott wealth management, emergency fund, financial planning false full 46 2 http://www.blogtalkradio.com/simplyfinancial/2018/11/06/season-2--episode-45-expert-interview-series-estate-planner-michael-giardina Season 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardina Guest: Michael Giardina, Estate Planner for Henry Federer LLP

When you should review your Estate plan:

  • Every 3 years
  • If you marry or divorce
  • If you or your spouse's health declines
  • If your spouse passes away
  • If your value of assets change dramatically
  • If you buy real estate in another state
  • Marriage or divorce of beneficiary
  • If the finances of a beneficiaries change
  • If a beneficiary's attitude toward you changes
  • If a minor becomes an adult
  • If a family member passes away
  • If you move to another state
]]> Tue, 6 Nov 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-45-expert-interview-series-estate-planner-michael-giardina-dlusO3Lb Guest: Michael Giardina, Estate Planner for Henry Federer LLP

When you should review your Estate plan:

  • Every 3 years
  • If you marry or divorce
  • If you or your spouse's health declines
  • If your spouse passes away
  • If your value of assets change dramatically
  • If you buy real estate in another state
  • Marriage or divorce of beneficiary
  • If the finances of a beneficiaries change
  • If a beneficiary's attitude toward you changes
  • If a minor becomes an adult
  • If a family member passes away
  • If you move to another state
]]> Season 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardina Christopher Calandra, SIMPLY FINANCIAL 00:27:24 Chris interviews Michael Giardina on estate planning strategies & timelines Chris interviews Michael Giardina on estate planning strategies & timelines elliott wealth management, financial services, estate planner, estate, simply financial, financial planning, wealth management, estate planning false full 45 2 http://www.blogtalkradio.com/simplyfinancial/2018/10/30/season-2--episode-44-inherited-stretch-iras Season 2 - Episode 44: Inherited (Stretch) IRAs Topics Include:

  • Call to action
  • Key provisions
  • Primary Benefits (Control, Flexibility, Transferable)

www.elliottwealth.com

]]> Tue, 30 Oct 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-44-inherited-stretch-iras-3E47x_rI Topics Include:

  • Call to action
  • Key provisions
  • Primary Benefits (Control, Flexibility, Transferable)

www.elliottwealth.com

]]> Season 2 - Episode 44: Inherited (Stretch) IRAs SIMPLY FINANCIAL, Christopher Calandra 00:18:46 Chris explains, what a stretch IRA is and how it can benefit you. Chris explains, what a stretch IRA is and how it can benefit you. simply financial, ira, tax planning, financial services, elliott wealth management, financial planning, tax, stretch ira, wealth management false full 44 2 http://www.blogtalkradio.com/simplyfinancial/2018/10/23/season-2--episode-43-charitable-giving-from-iras Season 2 - Episode 43: Charitable Giving From IRA's Topics include:

  • How IRA's work
  • Benefits
  • Planning

For more information, refer to RMD Podcast-Season 2 Episode 36

www.elliottwealth.com

]]> Tue, 23 Oct 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-43-charitable-giving-from-iras-G0YYifm6 Topics include:

  • How IRA's work
  • Benefits
  • Planning

For more information, refer to RMD Podcast-Season 2 Episode 36

www.elliottwealth.com

]]> Season 2 - Episode 43: Charitable Giving From IRA's Christopher Calandra, SIMPLY FINANCIAL 00:12:38 Chris goes over what benefits come from charitable giving in IRAs. Chris goes over what benefits come from charitable giving in IRAs. ira, financial planning, elliott wealth management, financial services, tax, simply financial, wealth management false full 43 2 http://www.blogtalkradio.com/simplyfinancial/2018/10/16/season-2--episode-42-potential-benefits-dollar-cost-averaging Season 2 - Episode 42: Potential Benefits - Dollar Cost Averaging Topics include: 

  • Convenience
  • No timing the market
  • Taking advantage of market swings

Dollar cost Averaging is a good strategy but it does not 100% ensure a profit or protect against a loss.

]]> Tue, 16 Oct 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-42-potential-benefits-dollar-cost-averaging-8unKnfK7 Topics include: 

  • Convenience
  • No timing the market
  • Taking advantage of market swings

Dollar cost Averaging is a good strategy but it does not 100% ensure a profit or protect against a loss.

]]> Season 2 - Episode 42: Potential Benefits - Dollar Cost Averaging SIMPLY FINANCIAL, Christopher Calandra 00:07:22 Chris goes over why the use of Dollar Cost Averaging is a good strategy in terms of investment. Chris goes over why the use of Dollar Cost Averaging is a good strategy in terms of investment. simply financial, stocks, wealth management, financial services, investing, financial planning, stock market, elliott wealth management, investment false full 42 2 http://www.blogtalkradio.com/simplyfinancial/2018/10/09/season-2--episode-41-tax-reform-winners-and-losers Season 2 - Episode 41: Tax Reform: Winners and Losers Tue, 9 Oct 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-41-tax-reform-winners-and-losers-uip7h7aM Season 2 - Episode 41: Tax Reform: Winners and Losers SIMPLY FINANCIAL, Christopher Calandra 00:09:48 A synopsis from Chris on the big winners and losers of the tax reform. A synopsis from Chris on the big winners and losers of the tax reform. wealth management, tax planning, elliott wealth management, tax, tax reform, financial services, simply financial false full 41 2 http://www.blogtalkradio.com/simplyfinancial/2018/10/02/season-2--episode-40-expert-interview-series-harold-buddy-hartmann Season 2 - Episode 40: Expert Interview Series - Harold "Buddy" Hartmann Guest: Harold "Buddy" Hartmann, CFP, CPA

Topics Discussed

  • CPA Perspective
  • CFP Perspective 
  • Year end tax planning tips
]]> Tue, 2 Oct 2018 11:00:00 +0000 dconti@elliottwealth.com (Harold Hartmann, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-40-expert-interview-series-harold-buddy-hartmann-d55OPclY Guest: Harold "Buddy" Hartmann, CFP, CPA

Topics Discussed

  • CPA Perspective
  • CFP Perspective 
  • Year end tax planning tips
]]> Season 2 - Episode 40: Expert Interview Series - Harold "Buddy" Hartmann Harold Hartmann, SIMPLY FINANCIAL, Christopher Calandra 00:26:10 Chris interviews Buddy Hartmann, a Certified financial planner and certified public accountant on his financial perspectives. Chris interviews Buddy Hartmann, a Certified financial planner and certified public accountant on his financial perspectives. cfp, wealth management, certified financial planner, financial planning, elliott wealth management, financial services, simply financial, cpa, certified public accountant false full 40 2 http://www.blogtalkradio.com/simplyfinancial/2018/09/25/season-2--episode-39-creating-a-net-worth-statement Season 2 - Episode 39: Creating a Net Worth Statement Tue, 25 Sep 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-39-creating-a-net-worth-statement-vtC8sO7q Season 2 - Episode 39: Creating a Net Worth Statement SIMPLY FINANCIAL, Christopher Calandra 00:14:00 Chris explains the importance of your net worth and how to create a net worth statement. A net worth statement is an effective personal financial tool. Chris explains the importance of your net worth and how to create a net worth statement. A net worth statement is an effective personal financial tool. personal finance, simply financial, net worth, financial planning, elliott wealth management, budgeting, budget, financial services, savings, wealth management, net worth statement false full 39 2 http://www.blogtalkradio.com/simplyfinancial/2018/09/18/season-2--episode-38-expert-interview-series-eric-lopkin-a-modern-observer Season 2 - Episode 38: Expert Interview Series; Eric Lopkin-A "Modern Observer" Guest: Eric Lopkin, Founded the Modern Observer Group

Questions asked:

  • What are challenges you have had that most entrepreneurs will have to deal with?
  • What obstacles have you had to overcome that are unique to you?

www.elliottwealth.com
 

]]> Tue, 18 Sep 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Eric Lopkin, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-38-expert-interview-series-eric-lopkin-a-modern-observer-nX0AzWW_ Guest: Eric Lopkin, Founded the Modern Observer Group

Questions asked:

  • What are challenges you have had that most entrepreneurs will have to deal with?
  • What obstacles have you had to overcome that are unique to you?

www.elliottwealth.com
 

]]> Season 2 - Episode 38: Expert Interview Series; Eric Lopkin-A "Modern Observer" Christopher Calandra, Eric Lopkin, SIMPLY FINANCIAL 00:40:02 Chris Calandra interviews Eric Lopkin about his journey through entrepreneurship. Chris Calandra interviews Eric Lopkin about his journey through entrepreneurship. elliott wealth management, the modern observer, financial planning, entrepreneurship, simply financial, financial services, entrepreneur, wealth management false full 38 2 http://www.blogtalkradio.com/simplyfinancial/2018/09/11/season-2--episode-37-a-historic-look-at-the-fall Season 2 - Episode 37: A Historic Look at the Fall Topics include:

  • Dow S&P 500 Index breaking the record for longest bull market
  • Market Volatility
  • The greatest market falls in history

 

]]> Tue, 11 Sep 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-37-a-historic-look-at-the-fall-Cgn_DKGS Topics include:

  • Dow S&P 500 Index breaking the record for longest bull market
  • Market Volatility
  • The greatest market falls in history

 

]]> Season 2 - Episode 37: A Historic Look at the Fall Christopher Calandra, SIMPLY FINANCIAL 00:12:43 Chris discusses the history of the market Chris discusses the history of the market economy, market falls, black tuesday, market, financial planning, black monday, economics, stock market, financial services, wealth management, simply financial, elliott wealth management false full 37 2 http://www.blogtalkradio.com/simplyfinancial/2018/09/04/season-2--episode-36-exciting-world-of-required-minimum-distributions Season 2 - Episode 36: Exciting World of Required Minimum Distributions Topics include:

  • What are RMD's-Retirement Accounts?
  • First distribution rules, how are RMDs calculated?
  • Are there penalties? 
  • How is formula applied to multiple accounts? 
  • Options for the proceeds

www.elliottwealth.com 

]]> Tue, 4 Sep 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-36-exciting-world-of-required-minimum-distributions-Iku3k_i_ Topics include:

  • What are RMD's-Retirement Accounts?
  • First distribution rules, how are RMDs calculated?
  • Are there penalties? 
  • How is formula applied to multiple accounts? 
  • Options for the proceeds

www.elliottwealth.com 

]]> Season 2 - Episode 36: Exciting World of Required Minimum Distributions SIMPLY FINANCIAL, Christopher Calandra 00:14:09 Chris explains what a Required Minimum Distribution (RMD) is and how it works. Chris explains what a Required Minimum Distribution (RMD) is and how it works. retirement planning, financial services, retire, financial planning, required minimum distribution, rmd, retirement, simply financial, retirement plan, wealth management, elliott wealth management false full 36 2 http://www.blogtalkradio.com/simplyfinancial/2018/08/28/season-2--episode-35-expert-interview-series-ann-babiarz-flashes-of-light Season 2 - Episode 35: Flashes of Light With Ann Babiarz Guest: Ann Babiarz, Life Coach

]]> Tue, 28 Aug 2018 11:00:00 +0000 dconti@elliottwealth.com (Ann Babiarz, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-35-flashes-of-light-with-ann-babiarz-sAtji20r Guest: Ann Babiarz, Life Coach

]]> Season 2 - Episode 35: Flashes of Light With Ann Babiarz Ann Babiarz, SIMPLY FINANCIAL, Christopher Calandra 00:35:32 Chris interviews life coach, Ann Babiarz. She discusses how to deal with life crisis. Ann is the author of Flashes of Light: A Life Coach’s Compelling Memoir of Strokes & Cancer Survival that equips listeners to “Reboot” their life when any form of chaos strikes. Chris interviews life coach, Ann Babiarz. She discusses how to deal with life crisis. Ann is the author of Flashes of Light: A Life Coach’s Compelling Memoir of Strokes & Cancer Survival that equips listeners to “Reboot” their life when any form of chaos strikes. financial planning, financial services, resilience, life crisis, simply financial, elliott wealth management, crisis, wealth management false full 35 2 http://www.blogtalkradio.com/simplyfinancial/2018/08/21/season-2--episode-34-expert-interview-series-mitchell-levy-the-aha-guy Season 2 - Episode 34: 10 Questions For The AHA Guy Guest: Mitchell Levy

Questions asked:

  1. You use the phrase "Go forth and do Good",  What does that mean to you?
  2. You also use the phrase "Think big but act small", what does that mean to you?
  3. Can you describe the process of social selling?
  4. What do you think about the explosion of podcast shows?
  5. Who are some of your favorite authors?
  6. You have written 59 books, which one is your favorite?
  7. What did you learn about money growing up?
  8. What money advice do you give to younger individuals you meet?
  9. Do you aspire to retire?
  10. What is something you splurge on?
]]> Tue, 21 Aug 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Mitchell Levy, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/10-questions-for-the-aha-guy-nyykal05 Guest: Mitchell Levy

Questions asked:

  1. You use the phrase "Go forth and do Good",  What does that mean to you?
  2. You also use the phrase "Think big but act small", what does that mean to you?
  3. Can you describe the process of social selling?
  4. What do you think about the explosion of podcast shows?
  5. Who are some of your favorite authors?
  6. You have written 59 books, which one is your favorite?
  7. What did you learn about money growing up?
  8. What money advice do you give to younger individuals you meet?
  9. Do you aspire to retire?
  10. What is something you splurge on?
]]> Season 2 - Episode 34: 10 Questions For The AHA Guy Christopher Calandra, Mitchell Levy, SIMPLY FINANCIAL 00:29:18 Chris has 10 questions for the AHA guy. Chris has 10 questions for the AHA guy. wealth management, simply financial, thought leader, financial services, retirement, elliott wealth management, financial planning, thought leadership false full 34 2 http://www.blogtalkradio.com/simplyfinancial/2018/08/14/season-2--episode-33-every-day-americans-series-tom-and-diane-stolz Season 2 - Episode 33: Everyday Americans Series With Tom & Diane Stolz Guests: Tom & Diane Stolz

Topics Include:

  1. Current retirement
  2. Retirement plan
  3. Financial background
  4. Thoughts & rules on money
  5. New advice for younger generations

 

]]> Tue, 14 Aug 2018 11:00:00 +0000 dconti@elliottwealth.com (Tom Stolz, SIMPLY FINANCIAL, Diane Stolz, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-33-everyday-americans-series-tom-and-diane-stolz-ZWpJqhDT Guests: Tom & Diane Stolz

Topics Include:

  1. Current retirement
  2. Retirement plan
  3. Financial background
  4. Thoughts & rules on money
  5. New advice for younger generations

 

]]> Season 2 - Episode 33: Everyday Americans Series With Tom & Diane Stolz Tom Stolz, SIMPLY FINANCIAL, Diane Stolz, Christopher Calandra 00:30:43 Tom and Diane Stolz, two everyday Americans, talk about what its like to prepare for retirement and how they got to where they are. Tom and Diane Stolz, two everyday Americans, talk about what its like to prepare for retirement and how they got to where they are. simply financial, wealth management, financial services, retirement, financial planning, elliott wealth management, money false full 33 2 http://www.blogtalkradio.com/simplyfinancial/2018/08/07/season-2--episode-32-aha-moments-from-the-aha-guy Season 2 - Episode 32: AHA Moments from the AHA Guy Guest: Mitchell Levy

Questions asked:

  1. Where did the AHA guy concept come from?
  2. Who coined the phrase & how long ago?
  3. What does AHA mean to you?
]]> Tue, 7 Aug 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Mitchell Levy, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-32-aha-moments-from-the-aha-guy-IDN5RXjF Guest: Mitchell Levy

Questions asked:

  1. Where did the AHA guy concept come from?
  2. Who coined the phrase & how long ago?
  3. What does AHA mean to you?
]]> Season 2 - Episode 32: AHA Moments from the AHA Guy SIMPLY FINANCIAL, Mitchell Levy, Christopher Calandra 00:20:11 How to capture AHA moments and not miss out How to capture AHA moments and not miss out financial planning, thought leader, financial services, simply financial, elliott wealth management, wealth management, thought leadership false full 32 2 http://www.blogtalkradio.com/simplyfinancial/2018/07/31/season-2--episode-31-top-20-financial-planning-questions-part-ii Season 2 - Episode 31: Top 20 Financial Planning Questions Part 2
  • Is my estate plan up to date?
  • Have I named my beneficiaries properly?
  • Can I reduce my tax exposure?
  • What is my risk tolerance?
  • Do I know what I own and why?
  • What are my rates of return?
  • Is my investment plan current?
  • What about money is important to me?
  • If I had 5 years to live, what would I change?
  • What are my financial goals?
     
    • ]]>     Tue, 31 Jul 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-31-top-20-financial-planning-questions-part-ii-LyAOGSSc
  • Is my estate plan up to date?
  • Have I named my beneficiaries properly?
  • Can I reduce my tax exposure?
  • What is my risk tolerance?
  • Do I know what I own and why?
  • What are my rates of return?
  • Is my investment plan current?
  • What about money is important to me?
  • If I had 5 years to live, what would I change?
  • What are my financial goals?
     
    • ]]>     Season 2 - Episode 31: Top 20 Financial Planning Questions Part 2 Christopher Calandra, SIMPLY FINANCIAL 00:15:57 The second 10 of 20 top financial planning questions The second 10 of 20 top financial planning questions wealth management, financial goals, financial planning, financial services, estate plan, elliott wealth management, tax, simply financial, money, investment plan false full 31 2     http://www.blogtalkradio.com/simplyfinancial/2018/07/24/season-2--episode-30-top-20-financial-planning-questions-part-i Season 2 - Episode 30: Top 20 Financial Planning Questions Part 1
  • Do you know how much you save and spend?
  • what is your net worth? (Season 1-episode 5)
  • are you borrowing money efficiently?
  • how is your 401k / retirement strategy and plan?
  • how is your emergency fund?
  • what if something were to happen to you? (Season 1-episode 11)
  • do you have proper life insurance? (Season 2-episode 12)
  • Does long term care insurance make sense?
  • If money were not an object, what would you do
  • What are 10 of the most important things you want to accomplish on earth?
    • ]]>     Tue, 24 Jul 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-30-top-20-financial-planning-questions-part-i-M2W72MF4
  • Do you know how much you save and spend?
  • what is your net worth? (Season 1-episode 5)
  • are you borrowing money efficiently?
  • how is your 401k / retirement strategy and plan?
  • how is your emergency fund?
  • what if something were to happen to you? (Season 1-episode 11)
  • do you have proper life insurance? (Season 2-episode 12)
  • Does long term care insurance make sense?
  • If money were not an object, what would you do
  • What are 10 of the most important things you want to accomplish on earth?
    • ]]>     Season 2 - Episode 30: Top 20 Financial Planning Questions Part 1 Christopher Calandra, SIMPLY FINANCIAL 00:19:50 The first 10 of 20 top financial planning questions The first 10 of 20 top financial planning questions simply financial, financial services, elliott wealth management, wealth management, financial planning false full 30 2     http://www.blogtalkradio.com/simplyfinancial/2018/07/17/season-2--episode-29-baby-boomers-remain-unprepared Season 2 - Episode 29: Baby Boomers Remain Unprepared Tue, 17 Jul 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-29-baby-boomers-remain-unprepared-v5woOG75 Season 2 - Episode 29: Baby Boomers Remain Unprepared Christopher Calandra, SIMPLY FINANCIAL 00:13:31 Chris goes over the importance of working with a plan and sound financial advisor. It is the key to retirement preparedness. Chris goes over the importance of working with a plan and sound financial advisor. It is the key to retirement preparedness. retirement planning, financial planning, baby boomer, financial services, retirement, retirement plan, simply financial, elliott wealth management, wealth management false full 29 2 http://www.blogtalkradio.com/simplyfinancial/2018/07/10/season-2--episode-28-reality-check-for-millennials Season 2 - Episode 28: Reality Check for Millennials Tue, 10 Jul 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-28-reality-check-for-millennials-ZLjU0lVC Season 2 - Episode 28: Reality Check for Millennials Christopher Calandra, SIMPLY FINANCIAL 00:11:45 Chris points out some shocking statistics in relation to millennials. Half of millennials expect to become a millionaire at some stage in their lives. Chris points out some shocking statistics in relation to millennials. Half of millennials expect to become a millionaire at some stage in their lives. financial planning, wealth management, financial services, millennial, elliott wealth management, simply financial false full 28 2 http://www.blogtalkradio.com/simplyfinancial/2018/07/03/season-2--episode-27-every-day-americans-series-erin-gibney Season 2 - Episode 27: Everyday Americans Series With Erin Gibney Guest: Erin Gibney, millennial musician

    Topics Discussed:

    • Her Journey
    • Teens of America
    • Growing up in the Music Industry
    ]]>     Tue, 3 Jul 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Erin Gibney, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-27-everyday-americans-series-with-erin-gibney-K9Z5G4A2 Guest: Erin Gibney, millennial musician

    Topics Discussed:

    • Her Journey
    • Teens of America
    • Growing up in the Music Industry
    ]]>     Season 2 - Episode 27: Everyday Americans Series With Erin Gibney Christopher Calandra, Erin Gibney, SIMPLY FINANCIAL 00:45:09 Chris interviews Erin Gibney, a millennial musician. Chris interviews Erin Gibney, a millennial musician. musician, simply financial, millennial, financial services, wealth management, elliott wealth management, financial planning false full 27 2     http://www.blogtalkradio.com/simplyfinancial/2018/06/26/season-2--episode-26-2018-midyear-economic-update-with-christopher-calandra Season 2 - Episode 26: 2018 Midyear Economic Update Topics Include:

    • Protection
    • Retirement
    • Investments
    • Tax Planning & Estate Planning
    ]]>     Tue, 26 Jun 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-26-2018-midyear-economic-update-VbBSx9by Topics Include:

    • Protection
    • Retirement
    • Investments
    • Tax Planning & Estate Planning
    ]]>     Season 2 - Episode 26: 2018 Midyear Economic Update Christopher Calandra, SIMPLY FINANCIAL 00:45:24 2018 Midyear Economic Update 2018 Midyear Economic Update economy, simply financial, financial planning, financial services, elliott wealth management, economics, wealth management false full 26 2     http://www.blogtalkradio.com/simplyfinancial/2018/06/19/season-2--episode-25-become-a-millionaire-through-retirement-plan-investing Season 2 - Episode 25: Become a Millionaire Through Retirement Plan Investing Tue, 19 Jun 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-25-become-a-millionaire-through-retirement-plan-investing-pON6tk6t Season 2 - Episode 25: Become a Millionaire Through Retirement Plan Investing SIMPLY FINANCIAL, Christopher Calandra 00:17:17 Chris explains how to plan to become a millionaire by the time of retirement and how the use of 401 (K)s can help. Chris explains how to plan to become a millionaire by the time of retirement and how the use of 401 (K)s can help. financial planning, economy, wealth management, economics, elliott wealth management, financial services, simply financial false full 25 2 http://www.blogtalkradio.com/simplyfinancial/2018/06/12/season-2--episode-24-moving-forward-financially-after-the-loss-of-a-spouse Season 2 - Episode 24: Moving Forward Financially After the Loss of a Spouse Tue, 12 Jun 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-24-moving-forward-financially-after-the-loss-of-a-spouse-ti1CrY9a Season 2 - Episode 24: Moving Forward Financially After the Loss of a Spouse Christopher Calandra, SIMPLY FINANCIAL 00:13:44 A Holistic Approach to dealing with the loss of a spouse. It can be a devastating, life-changing event.  Due to longer life expectancy, women especially are more likely to face this situation. A Holistic Approach to dealing with the loss of a spouse. It can be a devastating, life-changing event.  Due to longer life expectancy, women especially are more likely to face this situation. wealth management, financial planning, elliott wealth management, financial services, financial plan, simply financial false full 24 2 http://www.blogtalkradio.com/simplyfinancial/2018/06/05/season-2--episode-23-state-of-change Season 2 - Episode 23: State of Change Topics include:

    • Interest Rates (See Episode 2-21 "The Rise of Interest Rates"), 
    • Strong Job Market
    • Tax Reform (See Episode 2-11 "Planning for 2018 Including Tax Law Update")
    • Deregulation
    • Trade Policy
    ]]>     Tue, 5 Jun 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-23-state-of-change-QsijRjUz Topics include:

    • Interest Rates (See Episode 2-21 "The Rise of Interest Rates"), 
    • Strong Job Market
    • Tax Reform (See Episode 2-11 "Planning for 2018 Including Tax Law Update")
    • Deregulation
    • Trade Policy
    ]]>     Season 2 - Episode 23: State of Change SIMPLY FINANCIAL, Christopher Calandra 00:25:20 Chris discusses the state of change in the country & how that affects the markets Chris discusses the state of change in the country & how that affects the markets financial services, economy, market, financial planning, economics, simply financial, elliott wealth management, wealth management, markets false full 23 2     http://www.blogtalkradio.com/simplyfinancial/2018/05/29/season-2--episode-22-becoming-known-liked-and-trusted-with-mitchell-levy Season 2 - Episode 22: Becoming Known, Liked and Trusted with Mitchell Levy Guest: Mitchell Levy

    Topics include:

    • The phrase “Known, Liked, and Trusted”
    • Origination 
    • Importance today 
    • Challenges today given technology 
    • Techniques to become more known, more liked, and more trusted
    • Thought leadership and why is it important
    • Top 5 thought leadership best practices a day
    ]]>     Tue, 29 May 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Mitchell Levy) https://simply-financial.simplecast.com/episodes/season-2-episode-22-becoming-known-liked-and-trusted-with-mitchell-levy-N_NflSws Guest: Mitchell Levy

    Topics include:

    • The phrase “Known, Liked, and Trusted”
    • Origination 
    • Importance today 
    • Challenges today given technology 
    • Techniques to become more known, more liked, and more trusted
    • Thought leadership and why is it important
    • Top 5 thought leadership best practices a day
    ]]>     Season 2 - Episode 22: Becoming Known, Liked and Trusted with Mitchell Levy Christopher Calandra, SIMPLY FINANCIAL, Mitchell Levy 00:56:26 Chris interviews Thought leader, Mitchell Levy, also known as the AHA guy. They discuss the importance of being known liked and trusted. Chris interviews Thought leader, Mitchell Levy, also known as the AHA guy. They discuss the importance of being known liked and trusted. simply financial, wealth management, elliott wealth management, financial services, financial planning false full 22 2     http://www.blogtalkradio.com/simplyfinancial/2018/05/22/season-2--episode-21-the-rise-of-interest-rates Season 2 - Episode 21: The Rise of Interest Rates When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future.  Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a 2-day policy meeting, on May 2, the Federal Reserve decided unanimously to hold interest rates steady at the target range of 1.5 to 1.75%.  Their notes said this decision was based on inflation recently moving close to the U.S. Central Bank’s target and that, “on a 12-month basis is expected to run near the Committee’s 2% objective over the medium term.”

    (Source: reuters.com 5/2/2018)

    ]]>     Tue, 22 May 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-21-the-rise-of-interest-rates-LXMzVMVk When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future.  Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a 2-day policy meeting, on May 2, the Federal Reserve decided unanimously to hold interest rates steady at the target range of 1.5 to 1.75%.  Their notes said this decision was based on inflation recently moving close to the U.S. Central Bank’s target and that, “on a 12-month basis is expected to run near the Committee’s 2% objective over the medium term.”

    (Source: reuters.com 5/2/2018)

    ]]>     Season 2 - Episode 21: The Rise of Interest Rates Christopher Calandra, SIMPLY FINANCIAL 00:11:40 Chris discusses the rise of interest rates. Chris discusses the rise of interest rates. interest rates, financial services, simply financial, financial planning, interest, wealth management, interest rate, elliott wealth management false full 21 2     http://www.blogtalkradio.com/simplyfinancial/2018/05/15/season-2--episode-20-5-keys-to-investing-for-retirement Season 2 - Episode 20: 5 Keys to Investing for Retirement The 5 keys to investing for Retirement

    1. Don't lose ground to inflation
    2. Consider your time horizon
    3. Consider risk tolerance
    4. Integrate with other financial goals
    5. Don't put your all your eggs in one basket
       
    ]]>     Tue, 15 May 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-20-5-keys-to-investing-for-retirement-aIb5vf3N The 5 keys to investing for Retirement

    1. Don't lose ground to inflation
    2. Consider your time horizon
    3. Consider risk tolerance
    4. Integrate with other financial goals
    5. Don't put your all your eggs in one basket
       
    ]]>     Season 2 - Episode 20: 5 Keys to Investing for Retirement Christopher Calandra, SIMPLY FINANCIAL 00:12:07 5 key strategies to invest for retirement 5 key strategies to invest for retirement retirement planning, elliott wealth management, investing, retirement, wealth management, simply financial, retirement plan, financial services, financial planning false full 20 2     http://www.blogtalkradio.com/simplyfinancial/2018/05/08/season-2--episode-19-last-minute-retirement-planning-strategies Season 2 - Episode 19: Last Minute Retirement Planning Strategies Topics include:

    • Save like crazy
    • Reduce/eliminate debt
    • Consider where to live
    • Create budget
    • Create Income Plan
    • Develop Investment Plan

     

    ]]>     Tue, 8 May 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-19-last-minute-retirement-planning-strategies-CgNIRNud Topics include:

    • Save like crazy
    • Reduce/eliminate debt
    • Consider where to live
    • Create budget
    • Create Income Plan
    • Develop Investment Plan

     

    ]]>     Season 2 - Episode 19: Last Minute Retirement Planning Strategies SIMPLY FINANCIAL, Christopher Calandra 00:12:57 Chris goes over some retirement planning strategies on the fly. Chris goes over some retirement planning strategies on the fly. retirement planning, simply financial, financial services, wealth management, retirement, retirement plan, elliott wealth management, retirement strategy, financial planning false full 19 2     http://www.blogtalkradio.com/simplyfinancial/2018/05/01/season-2--episode-18-rule-of-72 Season 2 - Episode 18: Rule of 72 Tue, 1 May 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-18-rule-of-72-PXyWmT00 Season 2 - Episode 18: Rule of 72 SIMPLY FINANCIAL, Christopher Calandra 00:06:34 Chris goes over what the Rule of 72 is and the power of dividing it by your anticipated rate of return Chris goes over what the Rule of 72 is and the power of dividing it by your anticipated rate of return financial services, financial planning, simply financial, elliott wealth management, wealth management false full 18 2 http://www.blogtalkradio.com/simplyfinancial/2018/04/24/season-2--episode-17-the-index-revolution Season 2 - Episode 17: The Index Revolution Low cost, Diversified, Simple.

    1/3 of global managed assets

    Please consider indexing - Please consider ETF's

    ]]>     Tue, 24 Apr 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-17-the-index-revolution-AKAe2bMY Low cost, Diversified, Simple.

    1/3 of global managed assets

    Please consider indexing - Please consider ETF's

    ]]>     Season 2 - Episode 17: The Index Revolution SIMPLY FINANCIAL, Christopher Calandra 00:10:47 Chris talks about the difference between ETF's & Mutual Funds. Chris talks about the difference between ETF's & Mutual Funds. simply financial, mutual fund, financial planning, indexing, etf, elliott wealth management, financial services, wealth management false full 17 2     http://www.blogtalkradio.com/simplyfinancial/2018/04/17/season-2--episode-16-3-things-women-need-to-know-about-retirement Season 2 - Episode 16: 3 Things Women Need To Know About Retirement Guest: Lindy Brock

    Topics include:

    • Life Expectancy
    • Pay grade
    • Social Security

     

    ]]>     Tue, 17 Apr 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Lindy Brock) https://simply-financial.simplecast.com/episodes/season-2-episode-16-3-things-women-need-to-know-about-retirement-HSAxQQ3P Guest: Lindy Brock

    Topics include:

    • Life Expectancy
    • Pay grade
    • Social Security

     

    ]]>     Season 2 - Episode 16: 3 Things Women Need To Know About Retirement Christopher Calandra, SIMPLY FINANCIAL, Lindy Brock 00:13:57 Chris and Lindy are together again in this episode of Simply Financial. They discuss the hard facts about women and how they can prepare for retirement. Chris and Lindy are together again in this episode of Simply Financial. They discuss the hard facts about women and how they can prepare for retirement. retirement planning, financial services, elliott wealth management, women, retirement, financial women, woman, financial planning, simply financial, wealth management false full 16 2     http://www.blogtalkradio.com/simplyfinancial/2018/04/10/season-2--episode-15-dont-fear-volatility Season 2 - Episode 15: Don't Fear Volatility Tue, 10 Apr 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-15-dont-fear-volatility-a1ezgyct Season 2 - Episode 15: Don't Fear Volatility SIMPLY FINANCIAL, Christopher Calandra 00:10:36 Chris discusses his methodology during periods of volatility. Chris discusses his methodology during periods of volatility. simply financial, financial planning, market volatility, elliott wealth management, investing, wealth management, financial services false full 15 2 http://www.blogtalkradio.com/simplyfinancial/2018/04/03/season-2--episode-14-our-best-clients--what-we-look-for-in-our-clients Season 2 - Episode 14: Our Best Clients - What We Look For In Our Clients Tue, 3 Apr 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-14-our-best-clients-what-we-look-for-in-our-clients-ne9JHW9A Season 2 - Episode 14: Our Best Clients - What We Look For In Our Clients SIMPLY FINANCIAL, Christopher Calandra 00:20:29 Chris discusses profiles and qualities of potential clients that usually benefit the most from our services. Chris discusses profiles and qualities of potential clients that usually benefit the most from our services. elliott wealth management, simply financial, financial planning, financial services, wealth management, clients false full 14 2 http://www.blogtalkradio.com/simplyfinancial/2018/03/27/season-2--episode-13-what-is-a-cfp Season 2 - Episode 13: What is a CFP Tue, 27 Mar 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-13-what-is-a-cfp-zvyLjDPL Season 2 - Episode 13: What is a CFP Christopher Calandra, SIMPLY FINANCIAL 00:35:17 Managing finances is a difficult process but with the help and advice of a certified financial planner, you can make the most out of how to deal with your money. Find out what a CFP is and how they can help you. Managing finances is a difficult process but with the help and advice of a certified financial planner, you can make the most out of how to deal with your money. Find out what a CFP is and how they can help you. financial services, certified financial planner, simply financial, financial planning, wealth management, elliott wealth management false full 13 2 http://www.blogtalkradio.com/simplyfinancial/2018/03/20/season-2--episode-12-nobody-likes-life-insurance Season 2 - Episode 12: Nobody Likes Life Insurance Tue, 20 Mar 2018 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-12-nobody-likes-life-insurance-eoyXiIkf Season 2 - Episode 12: Nobody Likes Life Insurance Christopher Calandra, SIMPLY FINANCIAL 00:13:48 Chris talks about some considerations to think about when choosing life insurance. Chris talks about some considerations to think about when choosing life insurance. simply financial, financial services, life insurance, financial planning, wealth management, elliott wealth management, insurance false full 12 2 http://www.blogtalkradio.com/simplyfinancial/2018/03/13/season-2--episode-11-planning-for-2018-includinga-tax-law-update Season 2 - Episode 11: Planning for 2018 Including: A Tax Law Update Topics Discussed

    • Tax Cuts and Jobs Act (TCJA)
    • Quick Market Update
    • Planning Strategies
    • Q&A
       
    ]]>     Tue, 13 Mar 2018 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-11-planning-for-2018-including-a-tax-law-update-yb_UcGBo Topics Discussed

    • Tax Cuts and Jobs Act (TCJA)
    • Quick Market Update
    • Planning Strategies
    • Q&A
       
    ]]>     Season 2 - Episode 11: Planning for 2018 Including: A Tax Law Update SIMPLY FINANCIAL, Christopher Calandra 00:40:06 Information you should know when financially planning. Information you should know when financially planning. elliott wealth management, tax, financial services, financial planning, wealth management, simply financial false full 11 2     http://www.blogtalkradio.com/simplyfinancial/2018/03/06/season-2--episode-10-eas--reid-and-lynn-dunlap Season 2 - Episode 10: Prepping For Career & Retirement Guests: Reid & Lynn Dunlap

    Questions discussed:

    • What have you learned about money & wealth building along the way?
    • What did you learn about money growing up?  
    • Was your family wealthy, poor, or middle class growing up?
    • What are your money rules? What have been your keys to building wealth?
    ]]>     Tue, 6 Mar 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Reid Dunlap, Lynn Dunlap, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-10-prepping-for-career-and-retirement-vZzEjFCH Guests: Reid & Lynn Dunlap

    Questions discussed:

    • What have you learned about money & wealth building along the way?
    • What did you learn about money growing up?  
    • Was your family wealthy, poor, or middle class growing up?
    • What are your money rules? What have been your keys to building wealth?
    ]]>     Season 2 - Episode 10: Prepping For Career & Retirement Christopher Calandra, Reid Dunlap, Lynn Dunlap, SIMPLY FINANCIAL 00:35:01 Chris interviews couple, Reid & Lynn Dunlap on preparing for retirement. Chris interviews couple, Reid & Lynn Dunlap on preparing for retirement. retirement planning, financial services, retirement, elliott wealth management, retirement plan, wealth management, simply financial, financial planning false full 10 2     http://www.blogtalkradio.com/simplyfinancial/2018/02/27/season-2--episode-9-investment-process-overview Season 2 - Episode 9: Investment Process Overview
  • Maximize your Returns
  • Understand the fees
  • Grasp change
    • ]]>     Tue, 27 Feb 2018 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-9-investment-process-overview-xnzvQ5Dy
  • Maximize your Returns
  • Understand the fees
  • Grasp change
    • ]]>     Season 2 - Episode 9: Investment Process Overview SIMPLY FINANCIAL 00:18:32 Chris gives an overview on the investment process Chris gives an overview on the investment process elliott wealth management, simply financial, financial services, financial planning, wealth management false full 9 2     http://www.blogtalkradio.com/simplyfinancial/2018/02/20/season-2--episode-8-the-entrepreneurs-scott-carlson-brian-dumeer Season 2 - Episode 8: The Entrepreneurs; Scott Carlson & Brian Dumeer Guests: Scott Carlson & Brian Dumeer

    Topics Discussed:

    • How do they make it work?  
    • How do "the rules" help their practice? 
    • Managing growth and decision making.
    ]]>     Tue, 20 Feb 2018 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Christopher Calandra, Brian Dumeer, Scott Carlson) https://simply-financial.simplecast.com/episodes/season-2-episode-8-the-entrepreneurs-scott-carlson-brian-dumeer-fWZtG_sF Guests: Scott Carlson & Brian Dumeer

    Topics Discussed:

    • How do they make it work?  
    • How do "the rules" help their practice? 
    • Managing growth and decision making.
    ]]>     Season 2 - Episode 8: The Entrepreneurs; Scott Carlson & Brian Dumeer SIMPLY FINANCIAL, Christopher Calandra, Brian Dumeer, Scott Carlson 00:33:05 Discover how these two friends with so much in common, yet some differences as well, can own a business together.  Discover how these two friends with so much in common, yet some differences as well, can own a business together.  entrepreneurs, wealth management, simply financial, financial planning, business, elliott wealth management, financial services false full 8 2     http://www.blogtalkradio.com/simplyfinancial/2018/02/08/season-2--episode-7-special-edition--volatility-is-back Season 2 - Episode 7: Volatility Is Back Topics Discussed

    • Our perspective and what you could / should do
    • Media Frenzy
    • An Elliott Wealth Perspective
    ]]>     Thu, 8 Feb 2018 19:30:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-7-special-edition-volatility-is-back-GdH0HIN6 Topics Discussed

    • Our perspective and what you could / should do
    • Media Frenzy
    • An Elliott Wealth Perspective
    ]]>     Season 2 - Episode 7: Volatility Is Back Christopher Calandra, SIMPLY FINANCIAL 00:14:48 Chris explains the market's current situation and gives advice on what you could or should do because of it. Chris explains the market's current situation and gives advice on what you could or should do because of it. economy, financial planner, market volatility, investing, elliott wealth, elliott wealth management, finanical planning false full 7 2     http://www.blogtalkradio.com/simplyfinancial/2018/02/06/season-2--episode-6-eas--lauren-forgione--president-ff-concrete-company Season 2 - Episode 6: Interview with Lauren Forgione - President F&F Concrete Company Tue, 6 Feb 2018 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Lauren Forgione, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-6-interview-with-lauren-forgione-president-ff-concrete-company-KKOWBtwr Season 2 - Episode 6: Interview with Lauren Forgione - President F&F Concrete Company SIMPLY FINANCIAL, Lauren Forgione, Christopher Calandra 00:29:55 A perspective from a female CEO fulfilling her destiny as a third generation leader. A perspective from a female CEO fulfilling her destiny as a third generation leader. elliott wealth management, financial services, financial planning, wealth management, simply financial false full 6 2 http://www.blogtalkradio.com/simplyfinancial/2018/01/30/season-2--episode-5-portfolio-rebalancing-in-todays-market Season 2 - Episode 5: Portfolio Rebalancing in Today's Market Topics Discussed:

    • What is rebalancing, 
    • how important is it, 
    • How do I rebalance, 
    • What are some of the caveats to rebalancing
    ]]>     Tue, 30 Jan 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-5-portfolio-rebalancing-in-todays-market-QFsiThah Topics Discussed:

    • What is rebalancing, 
    • how important is it, 
    • How do I rebalance, 
    • What are some of the caveats to rebalancing
    ]]>     Season 2 - Episode 5: Portfolio Rebalancing in Today's Market Christopher Calandra, SIMPLY FINANCIAL 00:21:44 The importance of portfolio rebalancing in today's market. The importance of portfolio rebalancing in today's market. financial services, financial planning, elliott wealth management, wealth management, investing, simply financial false full 5 2     http://www.blogtalkradio.com/simplyfinancial/2018/01/23/season-2--episode-4-looking-ahead-to-2018 Season 2 - Episode 4: Looking Ahead To 2018 Topics Discussed:

    • 2017 in Review-Stocks
    •  Bonds
    • Lack of volatility
    • Economy
    • Transitioning into 2018 – “Proceed with Caution” 
    • Interest rate changes
    • Tax Reform
    • Stock Market Volatility
    • Economic Growth
    ]]>     Tue, 23 Jan 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-4-looking-ahead-to-2018-yeDPGOyi Topics Discussed:

    • 2017 in Review-Stocks
    •  Bonds
    • Lack of volatility
    • Economy
    • Transitioning into 2018 – “Proceed with Caution” 
    • Interest rate changes
    • Tax Reform
    • Stock Market Volatility
    • Economic Growth
    ]]>     Season 2 - Episode 4: Looking Ahead To 2018 Christopher Calandra, SIMPLY FINANCIAL 00:17:30 Chris gives an overview of 2017 and discusses what 2018 is looking like. Chris gives an overview of 2017 and discusses what 2018 is looking like. college savings, economy, financial services, simply financial, elliott wealth management, retirement, elliott wealth, wealth management, financial planning, insurance false full 4 2     http://www.blogtalkradio.com/simplyfinancial/2018/01/16/season-2--episode-3-eis--cyber-security-with-charles-ruiz Season 2 - Episode 3: Cyber Security With Charles Ruiz Guest: Charles Ruiz, president at Bethel IT Services

    Topics discussed:

    • The basics in Cyber Security
    • Malware-what is it and how is it dangerous?
    • Passwords
    • Encryption
    • Pop ups
    • WiFi-best practices
    • Scams
    • Remote access
    • Virus avoidance
    ]]>     Tue, 16 Jan 2018 12:00:00 +0000 dconti@elliottwealth.com (Charles Ruiz, Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-3-cyber-security-with-charles-ruiz-JCEejPpS Guest: Charles Ruiz, president at Bethel IT Services

    Topics discussed:

    • The basics in Cyber Security
    • Malware-what is it and how is it dangerous?
    • Passwords
    • Encryption
    • Pop ups
    • WiFi-best practices
    • Scams
    • Remote access
    • Virus avoidance
    ]]>     Season 2 - Episode 3: Cyber Security With Charles Ruiz Charles Ruiz, Christopher Calandra, SIMPLY FINANCIAL 00:40:19 Chris interviews Charles Ruiz, president at Bethel IT Services, about the importance of Cyber Security. Chris interviews Charles Ruiz, president at Bethel IT Services, about the importance of Cyber Security. protection, financial services, wealth management, cyber security, financial planning, elliott wealth management, scams, cyber safety, simply financial, virus false full 3 2     http://www.blogtalkradio.com/simplyfinancial/2018/01/09/season-2--episode-2-eas-journey-of-a-millennial-with-katherine-dumeer Season 2 - Episode 2: Journey Of A Millennial With Katherine Dumeer Guest: Katherine Dumeer

    Topics include:

    1. Financial lessons growing up
    2. Current thoughts on money 
    3. Decision to change jobs 
    4. Saving, spending and splurging
    ]]>     Tue, 9 Jan 2018 12:00:00 +0000 dconti@elliottwealth.com (Katherine Dumeer, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-2-episode-2-journey-of-a-millennial-with-katherine-dumeer-yfZJAGkY Guest: Katherine Dumeer

    Topics include:

    1. Financial lessons growing up
    2. Current thoughts on money 
    3. Decision to change jobs 
    4. Saving, spending and splurging
    ]]>     Season 2 - Episode 2: Journey Of A Millennial With Katherine Dumeer Katherine Dumeer, SIMPLY FINANCIAL, Christopher Calandra 00:35:07 Chris interviews Special Guest Katherine Dumeer, a millennial in the work force. Chris interviews Special Guest Katherine Dumeer, a millennial in the work force. college savings, retirement, elliott wealth, careers, financial services, millennials, elliott wealth management, simply financial, aspirations, insurance, wealth management, financial planning false full 2 2     http://www.blogtalkradio.com/simplyfinancial/2018/01/02/season-2--episode-1-marriage-a-poverty-antidote Season 2 - Episode 1: Marriage, A Poverty Antidote Tue, 2 Jan 2018 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-2-episode-1-marriage-a-poverty-antidote-FM1IN4U7 Season 2 - Episode 1: Marriage, A Poverty Antidote Christopher Calandra, SIMPLY FINANCIAL 00:13:29 Chris explains why marriage is good economics Chris explains why marriage is good economics marriage, elliott wealth management, financial planning, financial services, simply financial, wealth management false full 1 2 http://www.blogtalkradio.com/simplyfinancial/2017/12/26/season-1--episode-19-book-recommendations-with-rosmarie-fischer Season 1 - Episode 19: Book Recommendations With Rosmarie Fischer Guest: Rosemarie Fischer, Estate Planning Attorney, Mother, Business Co-owner

    Topics include:

    1. Book reviews
    2. Impactful favorites
    3. Business recommendations
    ]]>     Tue, 26 Dec 2017 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Rosemarie Fischer, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-19-book-recommendations-with-rosmarie-fischer-Bm5Bcj_Z Guest: Rosemarie Fischer, Estate Planning Attorney, Mother, Business Co-owner

    Topics include:

    1. Book reviews
    2. Impactful favorites
    3. Business recommendations
    ]]>     Season 1 - Episode 19: Book Recommendations With Rosmarie Fischer Christopher Calandra, Rosemarie Fischer, SIMPLY FINANCIAL 00:36:48 Chris interviews special guest Rosemarie Fischer, a super mom, estate planning attorney & business co-owner. Chris interviews special guest Rosemarie Fischer, a super mom, estate planning attorney & business co-owner. elliott wealth management, financial planning, wealth management, financial services, simply financial, estate planning false full 19 1     http://www.blogtalkradio.com/simplyfinancial/2017/12/19/season-1--episode-18-eas--the-leones--are-millennials-misunderstood Season 1 - Episode 18: Are Millennials Misunderstood? Guests: Courtney & Paul Leones, Millennial couple

    Topics include: 

    1. Millennial spending, dreams, and concerns
    2. Early lesson: pay yourself first
    3. Establishing good habits
    4. Successes and mistakes along the way
    ]]>     Tue, 19 Dec 2017 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Paul Leone, Courtney Leone) https://simply-financial.simplecast.com/episodes/season-1-episode-18-are-millennials-misunderstood-HtlPa_tG Guests: Courtney & Paul Leones, Millennial couple

    Topics include: 

    1. Millennial spending, dreams, and concerns
    2. Early lesson: pay yourself first
    3. Establishing good habits
    4. Successes and mistakes along the way
    ]]>     Season 1 - Episode 18: Are Millennials Misunderstood? Christopher Calandra, SIMPLY FINANCIAL, Paul Leone, Courtney Leone 00:32:47 Chris interviews millennial couple, Courtney & Paul Leones on their financial perspective and story. Chris interviews millennial couple, Courtney & Paul Leones on their financial perspective and story. elliott wealth management, simply financial, financial planning, millennial, financial services, wealth management false full 18 1     http://www.blogtalkradio.com/simplyfinancial/2017/12/12/season-1--episode-17-eis--do-millennials-deserve-their-reputation Season 1 - Episode 17: Do Millennials Deserve Their Reputation? Guest: Marcia LaReau, Career Strategist at Forward Motion Careers

    Topics include:

    1. Who are Millennials
    2. What is the negative reputation
    3. Technology with the millennials
    4. Misconceptions
    5. Motivators; student debt
    6. Millennials being misunderstood
       
    ]]>     Tue, 12 Dec 2017 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Marcia LaReau) https://simply-financial.simplecast.com/episodes/season-1-episode-17-do-millennials-deserve-their-reputation-JdpA963B Guest: Marcia LaReau, Career Strategist at Forward Motion Careers

    Topics include:

    1. Who are Millennials
    2. What is the negative reputation
    3. Technology with the millennials
    4. Misconceptions
    5. Motivators; student debt
    6. Millennials being misunderstood
       
    ]]>     Season 1 - Episode 17: Do Millennials Deserve Their Reputation? Christopher Calandra, SIMPLY FINANCIAL, Marcia LaReau 00:33:38 An expert interview with career strategist, Marcia LaReau about millennials. An expert interview with career strategist, Marcia LaReau about millennials. millennial, financial planning, simply financial, wealth management, elliott wealth management, financial services false full 17 1     http://www.blogtalkradio.com/simplyfinancial/2017/12/05/season-1--episode-16-financial-goal-setting-with-dr-bridget-cooper Season 1 - Episode 16: Financial Goal Setting with Dr. Bridget Cooper Guest: Dr. Bridget Cooper, Executive Coach & Leadership Consultant

    Topics include:

    1. Financial Goal setting
    2. Prioritization;
    3. Focus;
    4. Expression of values;
    5. How someone spends their time and money is very telling;
    6. Decisions you make are related to control and safety;
    7. How to set up goals for achievement, including buy in from key players
    ]]>     Tue, 5 Dec 2017 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Bridget Cooper, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-16-financial-goal-setting-with-dr-bridget-cooper-4qCVF0gC Guest: Dr. Bridget Cooper, Executive Coach & Leadership Consultant

    Topics include:

    1. Financial Goal setting
    2. Prioritization;
    3. Focus;
    4. Expression of values;
    5. How someone spends their time and money is very telling;
    6. Decisions you make are related to control and safety;
    7. How to set up goals for achievement, including buy in from key players
    ]]>     Season 1 - Episode 16: Financial Goal Setting with Dr. Bridget Cooper Christopher Calandra, Bridget Cooper, SIMPLY FINANCIAL 00:32:43 Expert Interview Series Bridget Cooper is an experienced and dynamic speaker, facilitator, executive coach, and leadership consultant.   “Don’t compare your insides to someone else’s outsides”- Dr. Bridget’s caution of social media. Her drive is to help people to be passionate about their work and to reduce unproductive conflict so that they will propel their organizations toward success, create healthy work climates, strong and positive working relationships, and happier clients and customers. The bestselling author of 5 books: Feed The Need, Stuck U., Feed the Need (Teen Edition), Power Play & most recently, Little Landslides, Dr. B brings her down-to-earth insights and action plans to clients and audiences, facilitating powerful change and transformations in work and life satisfaction.   Expert Interview Series Bridget Cooper is an experienced and dynamic speaker, facilitator, executive coach, and leadership consultant.   “Don’t compare your insides to someone else’s outsides”- Dr. Bridget’s caution of social media. Her drive is to help people to be passionate about their work and to reduce unproductive conflict so that they will propel their organizations toward success, create healthy work climates, strong and positive working relationships, and happier clients and customers. The bestselling author of 5 books: Feed The Need, Stuck U., Feed the Need (Teen Edition), Power Play & most recently, Little Landslides, Dr. B brings her down-to-earth insights and action plans to clients and audiences, facilitating powerful change and transformations in work and life satisfaction.   simply financial, elliott wealth management, financial services, financial planning, wealth management false full 16 1     http://www.blogtalkradio.com/simplyfinancial/2017/11/28/season-1--episode-15-cracking-the-career-code-with-marcia-lareau Season 1 - Episode 15: Cracking The Career Code With Marcia LaReau Guest: Marcia LaReau

    Everyday Interview Series

    Topics include:

    1. Global Jobs Crisis
    2. Millennials dominating the workforce
    3. The long-term strategic career plan
    4. Networking and collaboration
    5. Preparing for the workforce
    ]]>     Tue, 28 Nov 2017 12:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, Marcia LaReau, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-1-episode-15-cracking-the-career-code-with-marcia-lareau-8HsMgWuJ Guest: Marcia LaReau

    Everyday Interview Series

    Topics include:

    1. Global Jobs Crisis
    2. Millennials dominating the workforce
    3. The long-term strategic career plan
    4. Networking and collaboration
    5. Preparing for the workforce
    ]]>     Season 1 - Episode 15: Cracking The Career Code With Marcia LaReau SIMPLY FINANCIAL, Marcia LaReau, Christopher Calandra 00:31:38 Career Strategist Marcia LaReau discusses career planning, global jobs crisis and some strategies that work for managing your own career. Career Strategist Marcia LaReau discusses career planning, global jobs crisis and some strategies that work for managing your own career. elliott wealth management, simply financial, wealth management, financial planning, financial services false full 15 1     http://www.blogtalkradio.com/simplyfinancial/2017/11/21/season-1--episode-14-the-four-stages-of-retirement Season 1 - Episode 14: The FOUR Stages of Retirement The Four Stages:

    1. Pre-Retirement
    2. Early Retirement
    3. Final Retirement
    4. Full Retirement

    Topics include:

    • 7 Complex issues to consider; 
    • Planning for the long-term; 
    • Preparing for change

    “A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” - Chris Calandra

    ]]>     Tue, 21 Nov 2017 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-14-the-four-stages-of-retirement-JkBWiFcZ The Four Stages:

    1. Pre-Retirement
    2. Early Retirement
    3. Final Retirement
    4. Full Retirement

    Topics include:

    • 7 Complex issues to consider; 
    • Planning for the long-term; 
    • Preparing for change

    “A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” - Chris Calandra

    ]]>     Season 1 - Episode 14: The FOUR Stages of Retirement Christopher Calandra, SIMPLY FINANCIAL 00:18:57 Chris covers the phases of retirement to lead you to success in your inevitable financial future. Chris covers the phases of retirement to lead you to success in your inevitable financial future. wealth management, retirement planning, simply financial, financial planning, retirement, elliott wealth management, financial services false full 14 1     http://www.blogtalkradio.com/simplyfinancial/2017/11/14/season-1--episode-13-marianne-esposito-retired-exec--att Season 1 - Episode 13: Marianne Esposito, Retired Exec - AT&T Guest: Marianne Esposito

    Topics include: 

    1. Marianne's background and career path
    2. Experience as a female executive
    3. How to retire at a young age
    4. Rules for managing money
    5. Advice, financial goals, mistakes, splurging
    ]]>     Tue, 14 Nov 2017 12:00:00 +0000 dconti@elliottwealth.com (Marianne Esposito, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-1-episode-13-marianne-esposito-retired-exec-at-t-_FmAYX3w Guest: Marianne Esposito

    Topics include: 

    1. Marianne's background and career path
    2. Experience as a female executive
    3. How to retire at a young age
    4. Rules for managing money
    5. Advice, financial goals, mistakes, splurging
    ]]>     Season 1 - Episode 13: Marianne Esposito, Retired Exec - AT&T Marianne Esposito, SIMPLY FINANCIAL, Christopher Calandra 00:27:37 Chris interviews Marianne Esposito about her journey as a female executive led to financial success. Chris interviews Marianne Esposito about her journey as a female executive led to financial success. simply financial, elliott wealth management, wealth management, financial planning, financial services false full 13 1     http://www.blogtalkradio.com/simplyfinancial/2017/11/07/season-1--episode-12-importance-of-and-uses-for-core-values Season 1 - Episode 12: Importance of and Uses for Core Values Core Values include: 

    • Partnership
    • Integrity
    • Accountability
    • Innovation
    • Balanced

    Topics include

    1. Who we are and what we do
    2. How our core values shape our everyday operations
    3. How you can create your own core values to optimize success
    ]]>     Tue, 7 Nov 2017 12:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-12-importance-of-and-uses-for-core-values-SAb4qm_s Core Values include: 

    • Partnership
    • Integrity
    • Accountability
    • Innovation
    • Balanced

    Topics include

    1. Who we are and what we do
    2. How our core values shape our everyday operations
    3. How you can create your own core values to optimize success
    ]]>     Season 1 - Episode 12: Importance of and Uses for Core Values Christopher Calandra, SIMPLY FINANCIAL 00:24:59 Chris Discusses the importance of Core Values & how they shape his business everyday. Chris Discusses the importance of Core Values & how they shape his business everyday. elliott wealth management, financial services, simply financial, wealth management, financial planning false full 12 1     http://www.blogtalkradio.com/simplyfinancial/2017/10/31/season-1--episode-11-basics-in-estate-planning-with-eric-millhorn Season 1 - Episode 11: Basics in Estate Planning with Eric Millhorn Guest: Eric Millhorn, Attorney and Partner at Millhorn Elder Law Planning Group LLC

     www.elliottwealth.com
     

    ]]>     Tue, 31 Oct 2017 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Eric Millhorn, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-11-basics-in-estate-planning-with-eric-millhorn-roXvwbjM Guest: Eric Millhorn, Attorney and Partner at Millhorn Elder Law Planning Group LLC

     www.elliottwealth.com
     

    ]]>     Season 1 - Episode 11: Basics in Estate Planning with Eric Millhorn Christopher Calandra, Eric Millhorn, SIMPLY FINANCIAL 00:30:01 In this episode, Chris interviews attorney Eric Millhorn about basics in estate planning. They cover a range of topics including the difference between getting a will & creating an estate plan. Who should have an estate plan? What are the basic “must haves” for everyone? What are the downsides of not doing an estate plan? Why don't people do estate plans? How do you choose an attorney for estate planning? When is it too late to do estate planning? They also touch upon beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance and more. In this episode, Chris interviews attorney Eric Millhorn about basics in estate planning. They cover a range of topics including the difference between getting a will & creating an estate plan. Who should have an estate plan? What are the basic “must haves” for everyone? What are the downsides of not doing an estate plan? Why don't people do estate plans? How do you choose an attorney for estate planning? When is it too late to do estate planning? They also touch upon beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance and more. invest, millhorn elder law, planning, saving, financial services, financial planning, elliott wealth management, investing, attorney, estate, estate plan, goals, wealth management, investment, simply financial, estate planning false full 11 1     http://www.blogtalkradio.com/simplyfinancial/2017/10/24/season-1--episode-10-expert-interview-series-with-lindy-brock Season 1 - Episode 10: Expert Interview Series With Lindy Brock Tue, 24 Oct 2017 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL, Lindy Brock) https://simply-financial.simplecast.com/episodes/season-1-episode-10-expert-interview-series-with-lindy-brock-yAnMAMPH Season 1 - Episode 10: Expert Interview Series With Lindy Brock Christopher Calandra, SIMPLY FINANCIAL, Lindy Brock 00:25:49 Your Wealth Manager Unveiled - Lindy asks Chris 20 questions Your Wealth Manager Unveiled - Lindy asks Chris 20 questions financial services, wealth management, financial planning, simply financial, elliott wealth management false full 10 1 http://www.blogtalkradio.com/simplyfinancial/2017/10/17/season-1--episode-9-finding-the-right-financial-advisor-with-ann-babiarz Season 1 - Episode 9: Finding The Right Financial Advisor With Ann Babiarz Guest: Ann Babiarz; Founder of Ann Babiarz, LLC Finance and Investing Mastermind Group

    Topics include:

    1. Insights
    2. Lessons
    3. Struggles
    4. Perseverance
    ]]>     Tue, 17 Oct 2017 11:00:00 +0000 dconti@elliottwealth.com (Christopher Calandra, Ann Babiarz, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-9-finding-the-right-financial-advisor-with-ann-babiarz-w_Cz0XJn Guest: Ann Babiarz; Founder of Ann Babiarz, LLC Finance and Investing Mastermind Group

    Topics include:

    1. Insights
    2. Lessons
    3. Struggles
    4. Perseverance
    ]]>     Season 1 - Episode 9: Finding The Right Financial Advisor With Ann Babiarz Christopher Calandra, Ann Babiarz, SIMPLY FINANCIAL 00:32:27 Chris interviews Ann Babiarz, founder of Ann Babiarz, LLC Finance and Investing Mastermind Group. They go over what people need to look for when looking for a financial advisor. Chris interviews Ann Babiarz, founder of Ann Babiarz, LLC Finance and Investing Mastermind Group. They go over what people need to look for when looking for a financial advisor. financial planning, elliott wealth management, financial services, wealth management, simply financial false full 9 1     http://www.blogtalkradio.com/simplyfinancial/2017/10/10/season-1--episode-8-everyday-american-series--joe-eddy Season 1 - Episode 8: Everyday American Series - Joe Eddy Guest: Joseph Eddy; Retired small business owner, Architect and Entrepreneur

    Topics include: 

    1. Insights on retiring, moving and persevering through change
    2. Planning future financial decisions and making difficult choices
    3. Lessons learned, advice for millennials, the rewards of being charitable
    ]]>     Tue, 10 Oct 2017 11:00:00 +0000 dconti@elliottwealth.com (Joseph Eddy, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-8-everyday-american-series-joe-eddy-WJCOs6ee Guest: Joseph Eddy; Retired small business owner, Architect and Entrepreneur

    Topics include: 

    1. Insights on retiring, moving and persevering through change
    2. Planning future financial decisions and making difficult choices
    3. Lessons learned, advice for millennials, the rewards of being charitable
    ]]>     Season 1 - Episode 8: Everyday American Series - Joe Eddy Joseph Eddy, SIMPLY FINANCIAL 00:30:36 Chris interviews Joseph Eddy a retired small business owner, architect & entrepreneur on his plans for the future & the lessons he's learned. Chris interviews Joseph Eddy a retired small business owner, architect & entrepreneur on his plans for the future & the lessons he's learned. financial services, financial planning, simply financial, wealth management, elliott wealth management false full 8 1     http://www.blogtalkradio.com/simplyfinancial/2017/10/03/season-1--episode-7-identity-theft--the-equifax-breach Season 1 - Episode 7: Identity Theft - The EQUIFAX Breach Guest: Brian Thompson; The Thompson Agency, Inc.

    Topics include:

    1. Impact of the Equifax breach
    2. Who should be concerned and what to do
    3. Identity theft monitoring, education, and resources for protection 
    ]]>     Tue, 3 Oct 2017 11:00:00 +0000 dconti@elliottwealth.com (Brian Thompson, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-7-identity-theft-the-equifax-breach-EW8ehpKl Guest: Brian Thompson; The Thompson Agency, Inc.

    Topics include:

    1. Impact of the Equifax breach
    2. Who should be concerned and what to do
    3. Identity theft monitoring, education, and resources for protection 
    ]]>     Season 1 - Episode 7: Identity Theft - The EQUIFAX Breach Brian Thompson, SIMPLY FINANCIAL 00:38:38 Chris interviews Sales VP, Brian Thompson of the Thompson Agency on the Equifax Breach. Chris interviews Sales VP, Brian Thompson of the Thompson Agency on the Equifax Breach. wealth management, simply financial, elliott wealth management, financial planning, financial services false full 7 1     http://www.blogtalkradio.com/simplyfinancial/2017/09/26/season-1--episode-6-everyday-americans-series-with-david-famiglietti Season 1 - Episode 6: Everyday Americans Series With David Famiglietti Guest: David Famigletti, President of New Frontier Armory

    Topics include:

    1. Insights, lessons, struggles and stories of perseverance
    2. Role Models, unconventional pathways, leadership, learning and goals
    3. Identifying opportunities & marketplaces, millennial viewpoints, employment trends
    ]]>     Tue, 26 Sep 2017 11:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL, David Famigletti) https://simply-financial.simplecast.com/episodes/season-1-episode-6-everyday-americans-series-with-david-famiglietti-2y2jipdk Guest: David Famigletti, President of New Frontier Armory

    Topics include:

    1. Insights, lessons, struggles and stories of perseverance
    2. Role Models, unconventional pathways, leadership, learning and goals
    3. Identifying opportunities & marketplaces, millennial viewpoints, employment trends
    ]]>     Season 1 - Episode 6: Everyday Americans Series With David Famiglietti SIMPLY FINANCIAL, David Famigletti 00:41:35 Chris interviews business owner, David Famiglietti, on his insights, lessons, struggles, and perseverance that comprise his journey to success. Chris interviews business owner, David Famiglietti, on his insights, lessons, struggles, and perseverance that comprise his journey to success. financial services, wealth management, financial planning, simply financial, elliott wealth management false full 6 1     http://www.blogtalkradio.com/simplyfinancial/2017/09/19/season-1--episode-5-creating-a-balance-sheet Season 1 - Episode 5: Creating a Balance Sheet Tue, 19 Sep 2017 10:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-5-creating-a-balance-sheet-qs1vDHiD Season 1 - Episode 5: Creating a Balance Sheet SIMPLY FINANCIAL 00:20:41 Chris goes over the importance of creating a balance sheet. The Effective Personal Financial Tool. Chris goes over the importance of creating a balance sheet. The Effective Personal Financial Tool. financial services, simply financial, wealth management, financial planning, elliott wealth management false full 5 1 http://www.blogtalkradio.com/simplyfinancial/2017/09/12/season-1--episode-4-is-your-investment-strategy-on-track Season 1 - Episode 4: Is Your Financial Strategy on Track? Topics include:

    1. Why you need a financial strategy
    2. How to focus your financial goals
    3. How a financial planner can help
    4. How to monitor your strategy
    ]]>     Tue, 12 Sep 2017 10:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-4-is-your-financial-strategy-on-track-oyhXFP53 Topics include:

    1. Why you need a financial strategy
    2. How to focus your financial goals
    3. How a financial planner can help
    4. How to monitor your strategy
    ]]>     Season 1 - Episode 4: Is Your Financial Strategy on Track? SIMPLY FINANCIAL 00:19:27 Chris asks the question "Is your financial strategy on track?" Get thinking about what you can do to really get on top of your financial planning. Chris asks the question "Is your financial strategy on track?" Get thinking about what you can do to really get on top of your financial planning. simply financial, financial services, financial planning, wealth management, elliott wealth management false full 4 1     http://www.blogtalkradio.com/simplyfinancial/2017/09/05/season-1--episode-3-untold-economic-growth-story Season 1 - Episode 3: The Untold Economic Growth Story Topics:

    1. Unemployment
    2. Consumer Confidence Improving
    3. Economic Growth Accelerating
    ]]>     Tue, 5 Sep 2017 15:00:00 +0000 dconti@elliottwealth.com (SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-3-the-untold-economic-growth-story-wp6nI1d0 Topics:

    1. Unemployment
    2. Consumer Confidence Improving
    3. Economic Growth Accelerating
    ]]>     Season 1 - Episode 3: The Untold Economic Growth Story SIMPLY FINANCIAL 00:17:05 The Untold and Overlooked Economic Growth & Optimism Story The Untold and Overlooked Economic Growth & Optimism Story wealth management, simply financial, financial services, financial planning, elliott wealth management false full 3 1     http://www.blogtalkradio.com/simplyfinancial/2017/08/18/season-1--episode-2-what-is-a-cfp Season 1 - Episode 2: What is a CFP? Guest: Lindy Brock, Associate Advisor

    ]]>     Fri, 18 Aug 2017 16:00:00 +0000 dconti@elliottwealth.com (Lindy Brock, SIMPLY FINANCIAL, Christopher Calandra) https://simply-financial.simplecast.com/episodes/season-1-episode-2-what-is-a-cfp-Wyms2yYb Guest: Lindy Brock, Associate Advisor

    ]]>     Season 1 - Episode 2: What is a CFP? Lindy Brock, SIMPLY FINANCIAL, Christopher Calandra 00:35:17 Chris & special guest Lindy Brock discuss the pros of investing your money with a Certified Financial Planner. Chris & special guest Lindy Brock discuss the pros of investing your money with a Certified Financial Planner. cfp, certified financial planner, wealth management, financial services, financial advisor, financial planning, elliott wealth, simply financial, elliott wealth management false full 2 1     http://www.blogtalkradio.com/simplyfinancial/2017/08/07/season-1--episode-1-simply-financial-economic-update-1 Season 1 - Episode 1: 2017 Mid Economic Update Mon, 7 Aug 2017 19:30:00 +0000 dconti@elliottwealth.com (Christopher Calandra, SIMPLY FINANCIAL) https://simply-financial.simplecast.com/episodes/season-1-episode-1-2017-mid-economic-update-P_AnaHDF Season 1 - Episode 1: 2017 Mid Economic Update Christopher Calandra, SIMPLY FINANCIAL 00:25:26 Simply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ. Simply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ. personal finance, invest, wealth management, retirement planning, economy, saving, financial services, stocks, debt management, tax planning, estate planner, college savings, investing, retirement, estate, stock market, elliott wealth management, financial planning, millennials, tax, debt, investment, economic update, estate planning false full 1 1