Simply Financial - Exvadio Networkhttps://www.spreaker.com/podcast/simply-financial-exvadio-network--3203769enBusinessCopyright Exvadiohttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1a27ef81ea359af739fc4c6be1c6587e.jpgSimply Financial - Exvadio Networkhttps://www.spreaker.com/podcast/simply-financial-exvadio-network--3203769Tue, 14 Jul 2026 13:23:46 +0000ExvadioExvadioinfo@exvadio.comComprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth.trueepisodic2026 Mid-Year Economic Updatehttps://www.spreaker.com/episode/2026-mid-year-economic-update--72967245 Advisor – Elliott Wealth Management Services ]]>5f2900d3-5de4-4590-8752-229c1f52a108Tue, 14 Jul 2026 12:00:00 +0000ExvadioCo-host Brett DiPasquale AIF®, BFA® Advisor – Elliott Wealth Management Services  Advisor – Elliott Wealth Management Services ]]>1605advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,inflation,investing,market,markets,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse1028fullThe Ticking Time Bomb In Your 401Khttps://www.spreaker.com/episode/the-ticking-time-bomb-in-your-401k--72853721https://nypost.com/2026/06/13/business/beware-the-ticking-time-bomb-hiding-in-your-401k/]]>f7109399-1c55-4af0-ade4-e67680cd157dTue, 07 Jul 2026 12:00:00 +0000ExvadioSource: https://url.emailprotection.link/?blcfU9lILlH4xXglgDrRbnUOTJwAHsZBYJRyxGGk4CfD0_Kx9XK9CQhtrTufF1o9BucJ2yhCaOGTz43RUwCybb8MQFMpMSHMg8h0a42B_r_xdr4utNMuPysXdtRe8Tcdl-2c8pXTlv8-aqcIN_OI4i6o_BGOpMlc1njAR_LZ977M~https://nypost.com/2026/06/13/business/beware-the-ticking-time-bomb-hiding-in-your-401k/]]>537401k,advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,required minimum distribution,retirement,retirement plan,retirement planning,rmd,saving,small businessfalse1027fullRanking the States: America's Economic Best and Worsthttps://www.spreaker.com/episode/ranking-the-states-america-s-economic-best-and-worst--72756536576f0407-6e5b-463e-8999-a66888a222daTue, 30 Jun 2026 12:00:00 +0000ExvadioReference: https://www.zerohedge.com/economics/which-states-are-leading-americas-economy446advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse1026fullStock Splits: More Shares, Same Pizzahttps://www.spreaker.com/episode/stock-splits-more-shares-same-pizza--726492187c6a97c8-c810-422c-9ac7-4d54193ee75fTue, 23 Jun 2026 12:00:00 +0000ExvadioLearn how stock splits increase the number of shares without changing a company's value, and why businesses use them to attract investors and improve accessibility.513advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,reverse stock split,saving,small business,splitting stock,stock splitfalse1025full4 Major Retirement Risks - Podcast Replayhttps://www.spreaker.com/episode/4-major-retirement-risks-podcast-replay--72548684
  • Longevity
  • Inflation
  • Interest Rates
  • Liquidity
    • ]]>    15ac35e0-6bd8-444f-ba84-46b24cc1476aTue, 16 Jun 2026 12:00:00 +0000Exvadio4 Retirement Risks - Longevity - Inflation - Interest Rates - Liquidity
  • Longevity
  • Inflation
  • Interest Rates
  • Liquidity
    • ]]>    753advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,prepare,pre-retiree,retirement,retirement plan,retirement planning,risk,saving,small businessfalse1024full    Major Indexes Explained - The NASDAQ - Part 3https://www.spreaker.com/episode/major-indexes-explained-the-nasdaq-part-3--724357668a862048-f954-4cbd-8b75-cd75cc7f2491Tue, 09 Jun 2026 12:00:00 +0000ExvadioPart 3 of 3502advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,nasdaq,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse1023fullMajor Indexes Explained - The S&P 500 - Part 2https://www.spreaker.com/episode/major-indexes-explained-the-s-p-500-part-2--72295146f0a63564-4331-471b-8f6d-2ef600d13d2eTue, 02 Jun 2026 12:00:00 +0000ExvadioPart 2 of 3515advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,s&p 500false1022fullMajor Indexes Explained - The Dow - Part 1https://www.spreaker.com/episode/major-indexes-explained-the-dow-part-1--72167735684237c2-5956-4013-87ed-af07730d55afTue, 26 May 2026 12:00:00 +0000ExvadioPart 1 of 3470advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse1021fullAre You Ignoring This Retirement Risk?https://www.spreaker.com/episode/are-you-ignoring-this-retirement-risk--720683497ee6a254-1917-4dc5-9a89-02d22f91adb7Tue, 19 May 2026 12:00:00 +0000ExvadioThere is a retirement risk that not many people think about & it could quietly derail your retirement plan. Learn what it is & how to mitigate against it in this episode.655advice,bear market,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse1020fullWhat’s Your Definition of Rich? – Podcast Replayhttps://www.spreaker.com/episode/what-s-your-definition-of-rich-podcast-replay--7197512164b83844-ec50-466e-86b4-a24fe73acd8dTue, 12 May 2026 12:00:00 +0000ExvadioThis is a Podcast Replay891advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,rich,saving,small businessfalse1019fullHaving Tax Awareness When Saving For Retirementhttps://www.spreaker.com/episode/having-tax-awareness-when-saving-for-retirement--71875017a9481d57-d2e0-41d4-904c-fd21abfaf752Tue, 05 May 2026 12:00:00 +0000ExvadioSpecial Guest Host: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management Services  654401k,advice,business owner,economy,finance,financial planning,financial security,financial stability,investing,ira,life insurance,market,millennial,personal finance,retirement,retirement plan,retirement planning,roth,saving,small businessfalse1018fullHow To Choose Who You Leave Money Tohttps://www.spreaker.com/episode/how-to-choose-who-you-leave-money-to--71704512c3530d7e-2e22-43cd-892b-85013d70b124Tue, 28 Apr 2026 12:00:00 +0000ExvadioChoosing who inherits your money is one of the most important and emotional financial decisions you’ll ever make. Listen as we break down how to think through beneficiaries and help strengthen your estate plan.662advice,business owner,debt,economy,entrepreneur,estate,estate plan,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse1017fullTax Burden in America: Who Pays What?https://www.spreaker.com/episode/tax-burden-in-america-who-pays-what--7151860829596793-e168-4747-aa00-d9501ac771a0Tue, 21 Apr 2026 12:00:00 +0000ExvadioWho really pays for America? Listen to this episode as we break down exactly how the tax burden is split across income brackets and what the data actually shows.411advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,taxfalse1016fullUnclaimed Property - The Financial Lost & Found – Podcast Replayhttps://www.spreaker.com/episode/unclaimed-property-the-financial-lost-found-podcast-replay--71315114776c2f23-9b97-4bf3-940a-7bb20fe42319Tue, 14 Apr 2026 12:00:00 +0000ExvadioThis is a podcast replay Source links: Unclaimed.org Ctbiglist.com Fltreasurehunt.org301advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,unclaimed propertyfalse1015fullThe Concept Of A Financial Teamhttps://www.spreaker.com/episode/the-concept-of-a-financial-team--711562506d105adf-e814-4fb7-aa7b-022a1bf01254Tue, 07 Apr 2026 12:00:00 +0000ExvadioFeaturing Special Guest Host: Brett DiPasquale AIF® BFA® Financial Advisor at Elliott Wealth Management Services777advice,business owner,cpa,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse1014fullGeopolitics & Market Signals in 2026https://www.spreaker.com/episode/geopolitics-market-signals-in-2026--71026014Rate & review the Simply Financial Podcast on ITunes Special Guest Host: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management Services]]>72128b98-2010-40a4-97a4-1d5a033aca4aTue, 31 Mar 2026 19:30:58 +0000Exvadiohttps://bit.ly/2BDO5o2 Special Guest Host: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management ServicesRate & review the Simply Financial Podcast on ITunes Special Guest Host: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management Services]]>844advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,iran,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse1013fullContext Matters: A Closer Look at Retirement Savings Datahttps://www.spreaker.com/episode/context-matters-a-closer-look-at-retirement-savings-data--70850176Rate & review the Simply Financial Podcast on ITunes]]>7a31d1e1-3301-4ad1-8157-965e834e366eTue, 24 Mar 2026 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>666advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse1012fullWhy Long Term Investing Is Great Financial Planninghttps://www.spreaker.com/episode/why-long-term-investing-is-great-financial-planning--70685433Rate & review the Simply Financial Podcast on ITunes]]>a1ef59fd-c952-4eaa-8197-64a0522efda5Tue, 17 Mar 2026 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>383advice,bear market,bull market,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse1011fullThe 4 Red Flags That Get You Auditedhttps://www.spreaker.com/episode/the-4-red-flags-that-get-you-audited--70566076Rate & review the Simply Financial Podcast on ITunes]]>4d6a6348-00be-4648-8cec-f1b1920214efTue, 10 Mar 2026 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>670advice,audit,business owner,economy,finance,financial planning,financial security,financial stability,investing,irs,irs audit,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,taxfalse1010fullThe Federal Reserve & How It Works – Podcast Replayhttps://www.spreaker.com/episode/the-federal-reserve-how-it-works-podcast-replay--70407295Rate & review the Simply Financial Podcast on ITunes This is a pocast replay]]>1f77a3d8-ed17-4345-905b-558edefcd013Tue, 03 Mar 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2 This is a pocast replayRate & review the Simply Financial Podcast on ITunes This is a pocast replay]]>722false109fullWhat We Are Hearing in 2026 - Part 2https://www.spreaker.com/episode/what-we-are-hearing-in-2026-part-2--70248962Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest - Brett DiPasquale AIF® BFA®  
    Advisor – Elliott Wealth Management Services]]>    04054c98-6437-44a2-9b2b-4352ed1a482cTue, 24 Feb 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Featuring Special Guest - Brett DiPasquale AIF® BFA®   Advisor – Elliott Wealth Management ServicesRate & review the Simply Financial Podcast on ITunesFeaturing Special Guest - Brett DiPasquale AIF® BFA®  
    Advisor – Elliott Wealth Management Services]]>    700advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse108full    What We've Heard in 2026https://www.spreaker.com/episode/what-we-ve-heard-in-2026--70097519Rate & review the Simply Financial Podcast on ITunes]]>9fe83693-e129-442c-b7f5-235f2e8c5c30Tue, 17 Feb 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>945advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse107fullThe Subscription Detox Challengehttps://www.spreaker.com/episode/the-subscription-detox-challenge--69950984Rate & review the Simply Financial Podcast on ITunes]]>f1b9a5f7-c25d-4fa6-bff6-79b5cb75cda5Tue, 10 Feb 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>325advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,subscriptionsfalse106fullThe January Effecthttps://www.spreaker.com/episode/the-january-effect--69759848Rate & review the Simply Financial Podcast on ITunesSpecial Guest Host: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management Services]]>d1da4877-4820-4299-bf03-b2eec372e40cTue, 03 Feb 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Special Guest Host: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management ServicesRate & review the Simply Financial Podcast on ITunesSpecial Guest Host: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management Services]]>256advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse105fullTop 5 Benefits Of A Financial Plan - Podcast Replayhttps://www.spreaker.com/episode/top-5-benefits-of-a-financial-plan-podcast-replay--69620472Rate & review the Simply Financial Podcast on ITunes
    Podcast Replay]]>    e9d6d173-52ad-4416-a813-fd0f4a451151Tue, 27 Jan 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2 Podcast ReplayRate & review the Simply Financial Podcast on ITunes
    Podcast Replay]]>    844advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse104full    2026 Economic Updatehttps://www.spreaker.com/episode/2026-economic-update--69518324Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest: Brett DiPasquale, AIF® BFA®
    Advisor at Elliott Wealth Management Services]]>    c5ba0981-f15b-44ad-b122-9b520c5a535aTue, 20 Jan 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Featuring Special Guest: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management ServicesRate & review the Simply Financial Podcast on ITunesFeaturing Special Guest: Brett DiPasquale, AIF® BFA®
    Advisor at Elliott Wealth Management Services]]>    1825advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse103full    Buy Now, Pay Later - What to Knowhttps://www.spreaker.com/episode/buy-now-pay-later-what-to-know--69419459Rate & review the Simply Financial Podcast on ITunes]]>712a4165-6e48-4085-9982-3d10684e8775Tue, 13 Jan 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>409advice,business owner,buy now pay later,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,financing,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse102fullTapping The Equity In Your Home – Podcast Replayhttps://www.spreaker.com/episode/tapping-the-equity-in-your-home-podcast-replay--69323181Rate & review the Simply Financial Podcast on ITunes]]>7c2bda10-1179-41d9-85d2-46c75088ffb2Tue, 06 Jan 2026 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>996advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,heloc,home equity,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse101fullBook Review With Brett DiPasqualehttps://www.spreaker.com/episode/book-review-with-brett-dipasquale--69250371Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management Services]]>6f0c6d51-822c-4f96-a3cf-cb324dbdef7eTue, 30 Dec 2025 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Special Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management ServicesRate & review the Simply Financial Podcast on ITunesSpecial Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management Services]]>1364advice,book review,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse952fullThe 3 S's - Podcast Replayhttps://www.spreaker.com/episode/the-3-s-s-podcast-replay--69181912Rate & review the Simply Financial Podcast on ITunes]]>f17db1a0-6767-461e-bcff-1d6ae7dc767fTue, 23 Dec 2025 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>885advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,sharing,small businessfalse951full7 Wealth Building Rules Everyone Should Know - Podcast Replayhttps://www.spreaker.com/episode/7-wealth-building-rules-everyone-should-know-podcast-replay--69075838Rate & review the Simply Financial Podcast on ITunesLink to the original episodeBuilt With Solid Gold Podcast ChannelTopics 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
    ]]>    65711557-005f-4d73-9d1c-4ede4f6319c0Tue, 16 Dec 2025 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2https://www.youtube.com/watch?v=vWraFJaxUWghttps://www.youtube.com/@BuiltWithSolidGoldTopics Discussed:  - Why real estate complements stocks, bonds, and retirement accounts - How to set clear, actionable wealth goals - Why...Rate & review the Simply Financial Podcast on ITunesLink to the original episodeBuilt With Solid Gold Podcast ChannelTopics 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
    ]]>    4209advice,built with solid gold,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,real estate,retirement,retirement plan,retirement planning,saving,small businessfalse950full    Retirement Shouldn't Be Guessing Gamehttps://www.spreaker.com/episode/retirement-shouldn-t-be-guessing-game--68958949Rate & review the Simply Financial Podcast on ITunesSource of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html]]>3eba0a15-4987-41dc-9a40-911f16c6e72fTue, 09 Dec 2025 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Source of Topic info: https://url.emailprotection.link/?bvDxUTecdx7rEsEwv8aOw4uB8Jy0eYv_lX7PILdWaBASgxdX-wf6KuCU0HCeBu07q18JdWOvlorU8RCnLw8aLPTGqmGz8y4P3OkTLiqYFTObDWoB_en36yzIy1LFdkVeJi-2Z0PYG6LDKN8xaf9TVWEzrGCPgUEl6xgE9jFfOd0k~Rate & review the Simply Financial Podcast on ITunesSource of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html]]>484advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse949full7 Steps to Staying Financially Fit - Podcast Replayhttps://www.spreaker.com/episode/7-steps-to-staying-financially-fit-podcast-replay--68831623Rate & review the Simply Financial Podcast on ITunesTaken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips1. Understand Your Assets & Liabilities2.  Assess Your Goals3. Check Your Credit Reports4. Name Your Beneficiaries5. Manage Your Taxes6. Check If Your Investments And Goals Align7. Determine If You Have The Right Insurance]]>8947ca72-4b59-41e3-bb58-2b2b76f61ab3Tue, 02 Dec 2025 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips1. Understand Your Assets & Liabilities2.  Assess Your Goals3. Check Your Credit Reports4. Name...Rate & review the Simply Financial Podcast on ITunesTaken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips1. Understand Your Assets & Liabilities2.  Assess Your Goals3. Check Your Credit Reports4. Name Your Beneficiaries5. Manage Your Taxes6. Check If Your Investments And Goals Align7. 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ITunes]]>af3c23b0-8a10-4a59-bb22-83fa47213fceTue, 03 Jun 2025 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>411advice,bear market,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse922fullhttps://www.youtube.com/watch?v=NRA8Fk7XnVUhttps://www.spreaker.com/episode/https-www-youtube-com-watch-v-nra8fk7xnvu--66292583Rate & review the Simply Financial Podcast on ITunes]]>d8486f9d-ee9a-462c-b74f-9aa26a6b702fTue, 27 May 2025 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>413advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement 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ITunesWith Special Guest: Victoria Barth]]>0ecd3ea5-5cfb-4dc4-a5e8-7c41a8b67672Tue, 11 Feb 2025 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Guest: Victoria BarthRate & review the Simply Financial Podcast on ITunesWith Special Guest: Victoria Barth]]>944advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse96fullMarriage: A Poverty Antidotehttps://www.spreaker.com/episode/marriage-a-poverty-antidote--64187138Rate & review the Simply Financial Podcast on ITunesThis is a Podcast Replay]]>b0fcfe1b-b86a-47f2-ac20-6f849e315faeTue, 04 Feb 2025 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2This is a Podcast ReplayRate & review the Simply Financial Podcast on ITunesThis is a Podcast Replay]]>704advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial 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13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2This is part 2 of a 2 part series.Rate & review the Simply Financial Podcast on ITunesThis is part 2 of a 2 part series.]]>1921advice,business owner,debt,economy,entrepreneur,federal spending,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse93full2025 January Economic Update - Part 1https://www.spreaker.com/episode/2025-january-economic-update-part-1--63686550Rate & review the Simply Financial Podcast on ITunesThis is part 1 of a 2 part series. Listen to our next episode with special guest & advisor, Brett DiPasquale, BFA.]]>a80dda1e-0091-4861-b9aa-64a4487bcba7Tue, 14 Jan 2025 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2This is part 1 of a 2 part series. Listen to our next episode with special guest & advisor, Brett DiPasquale, BFA.Rate & review the Simply Financial Podcast on ITunesThis is part 1 of a 2 part series. Listen to our next episode with special guest & advisor, Brett DiPasquale, BFA.]]>1758advice,business owner,debt,economy,entrepreneur,federal spending,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse92fullS.M.A.R.T. 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finance,retirement,retirement plan,retirement planning,saving,small businessfalse848fullThe Homebuying Headache For Young Adultshttps://www.spreaker.com/episode/the-homebuying-headache-for-young-adults--62813037Rate & review the Simply Financial Podcast on ITunesEpisode mention: S8E13 This Economic Policy Needs To Be Addressed]]>452ff948-3b48-4454-bd8d-21cf671926dfTue, 19 Nov 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2https://www.youtube.com/watch?v=piMy-J54VyA&list=PL5lBCw7vr9yZA3BVYNGjaztdkd1ETgAY2&index=13Rate & review the Simply Financial Podcast on ITunesEpisode mention: S8E13 This Economic Policy Needs To Be Addressed]]>511advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,first time home buyer,homebuying,investing,market,millennial,personal finance,purchasing a home,retirement,retirement plan,retirement planning,saving,small businessfalse847fullPost Election Reactions: What The 2024 Election Might Mean for the 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the Simply Financial Podcast on ITunesSpecial Guest: Chris GalizioPortfolio Manager – Fidelity & Executive Producer of the movie “Money Game”]]>dd3c9ca2-90de-405b-bdd9-e6f861160af4Tue, 05 Nov 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Special Guest: Chris GalizioPortfolio Manager – Fidelity & Executive Producer of the movie “Money Game”Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Chris GalizioPortfolio Manager – Fidelity & Executive Producer of the movie “Money Game”]]>1877advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,money game,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse845fullSurviving the Storm: Hazard Insurance in a Changing Climate – Part 2https://www.spreaker.com/episode/surviving-the-storm-hazard-insurance-in-a-changing-climate-part-2--62541540Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Steven HuntPrincipal – Thomas Fahy Insurance AgencyWebsite: Fahyinsurance.com]]>b6253cb7-4054-4221-be86-6c57182dcd6eTue, 29 Oct 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Special Guest: Steven HuntPrincipal – Thomas Fahy Insurance AgencyWebsite: Fahyinsurance.comRate & review the Simply Financial Podcast on ITunesSpecial Guest: Steven HuntPrincipal – Thomas Fahy Insurance AgencyWebsite: Fahyinsurance.com]]>1876advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,hazard insurance,investing,market,millennial,personal finance,property insurance,retirement,retirement plan,retirement planning,saving,small businessfalse844fullSurviving the Storm: Hazard Insurance in a Changing Climatehttps://www.spreaker.com/episode/surviving-the-storm-hazard-insurance-in-a-changing-climate--62462347Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Steven Hunt
    Principal – Thomas Fahy Insurance Agency]]>    e6dc02da-4f37-43ce-9761-88fffda148aeTue, 22 Oct 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Guest: Steven Hunt Principal – Thomas Fahy Insurance AgencyRate & review the Simply Financial Podcast on ITunesWith Special Guest: Steven Hunt
    Principal – Thomas Fahy Insurance Agency]]>    1960advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,hazard insurance,investing,market,millennial,personal finance,property insurance,retirement,retirement plan,retirement planning,saving,small businessfalse843full    The Gap Grows - Social Security’s Struggle To Match Rising Costshttps://www.spreaker.com/episode/the-gap-grows-social-security-s-struggle-to-match-rising-costs--62372766Rate & review the Simply Financial Podcast on ITunesSource: https://www.cnn.com/2024/10/10/politics/social-security-cola-increase/index.html]]>4a6f6e53-4d48-471f-a1d0-185b2d8892fdTue, 15 Oct 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Source: https://www.cnn.com/2024/10/10/politics/social-security-cola-increase/index.htmlRate & review the Simply Financial Podcast on ITunesSource: https://www.cnn.com/2024/10/10/politics/social-security-cola-increase/index.html]]>324advice,business owner,cost of living,debt,economy,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,social securityfalse841fullAvoid This Costly Mistake When Investinghttps://www.spreaker.com/episode/avoid-this-costly-mistake-when-investing--62284209Rate & review the Simply Financial Podcast on ITuneshttps://www.advisorhub.com/resources/rollover-mistake/]]>07a70b27-70db-4d66-8d7d-8f78d5c1ef17Tue, 08 Oct 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2https://www.advisorhub.com/resources/rollover-mistake/Rate & review the Simply Financial Podcast on ITuneshttps://www.advisorhub.com/resources/rollover-mistake/]]>518false841fullFinding The Benchmark For Your 401K Balancehttps://www.spreaker.com/episode/finding-the-benchmark-for-your-401k-balance--62178319Rate & review the Simply Financial Podcast on ITunesRecord number of Americans dipped into their 401(K) last year for financial emergencies - with 40% withdrawing from retirement savings to avoid foreclosure | Daily Mail OnlineHow much the average person at every age has in their 401(K) - how do your savings compare? | Daily Mail Online]]>bf93ab3f-4a3b-451f-9af1-92fd646d6291Tue, 01 Oct 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2https://www.dailymail.co.uk/yourmoney/401k/article-13183137/401K-financial-emergencies.htmlhttps://www.dailymail.co.uk/yourmoney/401k/article-13830391/401k-retirement-savings-age-compare.htmlRate & review the Simply Financial Podcast on ITunesRecord number of Americans dipped into their 401(K) last year for financial emergencies - with 40% withdrawing from retirement savings to avoid foreclosure | Daily Mail OnlineHow much the average person at every age has in their 401(K) - how do your savings compare? | Daily Mail Online]]>534401k,advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse840fullReacting To The Fed Cutting Interest Rateshttps://www.spreaker.com/episode/reacting-to-the-fed-cutting-interest-rates--62090044Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Lindy Brock]]>ba44df33-0021-4baf-ab9d-5fd62082eb07Tue, 24 Sep 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Guest: Lindy BrockRate & review the Simply Financial Podcast on ITunesWith Special Guest: Lindy Brock]]>1356advice,business owner,debt,economy,entrepreneur,federal reserve,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse839fullUnderstanding Recent Real Estate Commission Rule Changeshttps://www.spreaker.com/episode/understanding-recent-real-estate-commission-rule-changes--61932881Rate & review the Simply Financial Podcast on ITunes]]>fcf562d1-822e-4d41-a44c-9cfa5b6ac1b6Tue, 17 Sep 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>595advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,real estate,retirement,retirement plan,retirement planning,saving,small businessfalse838fullStart Planning Now - Don’t Fall Short In Your Retirementhttps://www.spreaker.com/episode/start-planning-now-don-t-fall-short-in-your-retirement--61323314Rate & review the Simply Financial Podcast on ITunesSource: 79% of Americans who make this one move won't run out of money in retirement]]>a35d9c1a-8976-416b-89be-35daab1155c6Tue, 10 Sep 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Source: https://url.emailprotection.link/?bRiAOGZjGlodZTAlsl4CYKbMORmboOp_8TZU5jPs8MbBb_2qELLDEl_HVJgTtux7uBQx7qZ-NA5AdD7Jw1eFh7yxqY6RWrBoPZPwJcUA4ccF4XKtxLK_ez0cY4bpPjYeaaf1-rgOZ2mItd7OAZLdwooPD4rbu6RTS8z6eX6R9Qg7VVfLN4uh0oiTEpy7...Rate & review the Simply Financial Podcast on ITunesSource: 79% of Americans who make this one move won't run out of money in retirement]]>545advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse837fullLeading With Purposehttps://www.spreaker.com/episode/leading-with-purpose--61250972Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest, Dr. Kevin McGarryCheck out his book: Lead With Purpose]]>a6110aaa-d0c3-4da2-a62e-a1eb97075ebeTue, 03 Sep 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Featuring Special Guest, Dr. Kevin McGarryCheck out his book:...Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest, Dr. Kevin McGarryCheck out his book: Lead With Purpose]]>1814advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,leadership,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse836fullLabor Data Drama: Incompetence or Political Spin?https://www.spreaker.com/episode/labor-data-drama-incompetence-or-political-spin--61169326Rate & review the Simply Financial Podcast on ITunes]]>c18c1b4d-40bd-4f20-9cad-8cbc51005f07Tue, 27 Aug 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>622advice,biden administration,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse835fullUnderstanding Market Volatilityhttps://www.spreaker.com/episode/understanding-market-volatility--610912446a25b581-9b43-4fb6-ae4a-17c9591be9b2Tue, 20 Aug 2024 12:00:00 +0000ExvadioMarket 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...575advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,market volatility,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse834fullAre We Actually in A Recession?https://www.spreaker.com/episode/are-we-actually-in-a-recession--61012932Rate & review the Simply Financial Podcast on ITunes]]>a6aa867c-eac1-4f43-aa39-ddf40fc0b0e7Tue, 13 Aug 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>907advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse833fullAn End of an Era - Personal Checkshttps://www.spreaker.com/episode/an-end-of-an-era-personal-checks--60936373Rate & review the Simply Financial Podcast on ITunes]]>a88a6dff-b0cb-4a07-bf4b-be5d05b9a159Tue, 06 Aug 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>469advice,bank check,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal check,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse832fullBreaking Down The Latest Unemployment Numbershttps://www.spreaker.com/episode/breaking-down-the-latest-unemployment-numbers--60861861Rate & review the Simply Financial Podcast on ITunes]]>1ca0bc8b-203c-49b1-9d4d-00e0090995a0Tue, 30 Jul 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>734advice,business owner,debt,economy,employment,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,unemploymentfalse831full2024 Mid-Year Economic Update – Part 2https://www.spreaker.com/episode/2024-mid-year-economic-update-part-2--67022344Rate & review the Simply Financial Podcast on ITunesIf you missed Part 1, you can find it here: https://www.youtube.com/watch?v=fDzmK9Nx_74]]>aa55aed6-7909-4b08-9b4f-24d045089644Tue, 23 Jul 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2If you missed Part 1, you can find it here: https://www.youtube.com/watch?v=fDzmK9Nx_74Rate & review the Simply Financial Podcast on ITunesIf you missed Part 1, you can find it here: https://www.youtube.com/watch?v=fDzmK9Nx_74]]>1666advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse829fullThe Petrodollar and what it means for the UShttps://www.spreaker.com/episode/the-petrodollar-and-what-it-means-for-the-us--60776359Rate & review the Simply Financial Podcast on ITunes]]>41e6af21-7fc0-4076-b9a8-a586ff8c47c4Tue, 23 Jul 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>495advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,oil,personal finance,petrodollar,retirement,retirement plan,retirement planning,saving,small business,us dollarfalse830full2024 Mid-Year Economic Update – Part 2https://www.spreaker.com/episode/2024-mid-year-economic-update-part-2--60705815Rate & review the Simply Financial Podcast on ITunesClick here for a PDF of the presentationClick here to view Part 1]]>3735195f-c12a-4e31-9f2d-1b0bd83d6da2Tue, 16 Jul 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2https://static.twentyoverten.com/5e96165b90c2bc75e3bf568f/7X19YM91g5E/July-2024-Economic-Update.pdfhttps://www.youtube.com/watch?v=fDzmK9Nx_74Rate & review the Simply Financial Podcast on ITunesClick here for a PDF of the presentationClick here to view Part 1]]>1666advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse829full2024 Mid-Year Economic Update – Part 1https://www.spreaker.com/episode/2024-mid-year-economic-update-part-1--60641952Rate & review the Simply Financial Podcast on ITunesClick here for a pdf of the presentation]]>e137ecc8-5fdf-4676-a463-83eb33321889Tue, 09 Jul 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2https://static.twentyoverten.com/5e96165b90c2bc75e3bf568f/7X19YM91g5E/July-2024-Economic-Update.pdfRate & review the Simply Financial Podcast on ITunesClick here for a pdf of the presentation]]>2080advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse828fullShave Up To 7 Years Off Your 30 Year Mortgage With This Easy Changehttps://www.spreaker.com/episode/shave-up-to-7-years-off-your-30-year-mortgage-with-this-easy-change--60577378Rate & review the Simply Financial Podcast on ITunes]]>894f35ef-07c1-4df3-a85d-76b285c0eb41Tue, 02 Jul 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>35530 year mortgage,advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse827fullWhy You Should Make A Balance Sheethttps://www.spreaker.com/episode/why-you-should-make-a-balance-sheet--60502291Rate & review the Simply Financial Podcast on ITunesThis is a rerun of Season 1 Episode 5]]>03f6a874-b2da-4f72-ae1a-60a1139bb45fTue, 25 Jun 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2This is a rerun of Season 1 Episode 5Rate & review the Simply Financial Podcast on ITunesThis is a rerun of Season 1 Episode 5]]>1231advice,balance sheet,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse826fullHow Many Streams of Income Makes A Millionaire?https://www.spreaker.com/episode/how-many-streams-of-income-makes-a-millionaire--60422671Rate & review the Simply Financial Podcast on ITunes]]>e244b0e6-7732-48f7-859f-35a783ad89a7Tue, 18 Jun 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>320advice,business owner,economy,finance,financial planning,financial security,financial stability,income,income streams,investing,market,millennial,millionaire,multiple streams of income,personal finance,retirement,retirement planning,saving,small business,streams of incomefalse825fullGDP Growth Update For Q1 2024https://www.spreaker.com/episode/gdp-growth-update-for-q1-2024--60349334Rate & review the Simply Financial Podcast on ITunes]]>075ee49c-cb5f-4f3e-8413-7a38a24c9085Tue, 11 Jun 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>471advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,gross domestic product,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse824fullUnderstanding Inflation, Fed Policy, & Interest Rates in 2024 – Part 2https://www.spreaker.com/episode/understanding-inflation-fed-policy-interest-rates-in-2024-part-2--60273210Rate & review the Simply Financial Podcast on ITunes]]>5af58d74-a82c-405d-8bdc-220b051d0d01Tue, 04 Jun 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>1464advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse823fullHousehold Net Worth & Why Americans Are In A Sour Moodhttps://www.spreaker.com/episode/household-net-worth-why-americans-are-in-a-sour-mood--60197102Rate & review the Simply Financial Podcast on ITunes]]>8342d521-c1ad-4d37-967d-effaa53408c3Tue, 28 May 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>612advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,net worth,personal finance,presidency,retirement,retirement plan,retirement planning,saving,small businessfalse822fullUnderstanding Inflation, Fed Policy, & Interest Rates in 2024https://www.spreaker.com/episode/understanding-inflation-fed-policy-interest-rates-in-2024--60111278Rate & review the Simply Financial Podcast on ITunes]]>50dfed3e-256c-4ed2-8fed-2629c9557052Tue, 21 May 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>794advice,business owner,economy,federal policy,federal reserve,finance,financial planning,financial security,financial stability,inflation,interest rates,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse821fullWhat Did Americans Pay In Federal Income Taxeshttps://www.spreaker.com/episode/what-did-americans-pay-in-federal-income-taxes--60024373Rate & review the Simply Financial Podcast on ITunes]]>cb56df47-e560-4536-b684-598002ae54e2Tue, 14 May 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>715advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,income tax,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,taxesfalse820fullHow Much Income Do You Need To Make In The Top 1%https://www.spreaker.com/episode/how-much-income-do-you-need-to-make-in-the-top-1--59897362Rate & review the Simply Financial Podcast on ITunes]]>025c036f-a6c8-435d-a280-08905043b6e8Tue, 07 May 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>4081%,advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,income,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,wealthfalse819fullWhat Net Worth Do You Need To Be In The 1%https://www.spreaker.com/episode/what-net-worth-do-you-need-to-be-in-the-1--59728317Rate & review the Simply Financial Podcast on ITunes]]>a3fab8b5-92de-4c10-948b-7294afd16f3aTue, 30 Apr 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>5581%,advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,net worth,personal finance,retirement,retirement plan,retirement planning,saving,small business,wealthfalse818full5 Things To Think About When Choosing A Charityhttps://www.spreaker.com/episode/5-things-to-think-about-when-choosing-a-charity--59614430Rate & review the Simply Financial Podcast on ITunes]]>c293c907-1739-4f58-ba35-b7b6a91ac27cTue, 23 Apr 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>557advice,business owner,charitable giving,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse817fullStress & Moneyhttps://www.spreaker.com/episode/stress-money--59486593Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Travis ParryMaketimeinstitute.com]]>67334c67-c643-4279-b3cd-8145f89347f6Tue, 16 Apr 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Guest: Travis ParryMaketimeinstitute.comRate & review the Simply Financial Podcast on ITunesWith Special Guest: Travis ParryMaketimeinstitute.com]]>2491advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,stress,stress managementfalse816full5 Retirement Stats to Avoidhttps://www.spreaker.com/episode/5-retirement-stats-to-avoid--59364514Rate & review the Simply Financial Podcast on ITunes]]>3a65476e-f1ec-4335-b07b-8dd6e5e88de1Tue, 09 Apr 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>954advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse815fullIs The Job Market As Good As They Say?https://www.spreaker.com/episode/is-the-job-market-as-good-as-they-say--59260566Rate & review the Simply Financial Podcast on ITunes]]>4f9b7c9c-62f0-4cc1-9408-40d8a3400e0bTue, 02 Apr 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>626advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,job market,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse814fullThis Economic Policy Issue NEEDS to be Addressedhttps://www.spreaker.com/episode/this-economic-policy-issue-needs-to-be-addressed--59179574Rate & review the Simply Financial Podcast on ITunes]]>4fb461f1-063e-4f00-8a62-c8df4e16a11cTue, 26 Mar 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>531advice,business owner,buying a home,debt,economy,finance,financial planning,financial security,financial stability,home buying,homes,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse813fullInflation on Your Plate – Explaining High Food Priceshttps://www.spreaker.com/episode/inflation-on-your-plate-explaining-high-food-prices--59100011Rate & review the Simply Financial Podcast on ITunes]]>28e072d6-30e0-4fc5-acc0-dc1c7e3593b6Tue, 19 Mar 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>499advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,food prices,grocery,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse812fullMarket Response: Fed Rate Hikes Endhttps://www.spreaker.com/episode/market-response-fed-rate-hikes-end--59015501Rate & review the Simply Financial Podcast on ITunes]]>2d03667f-557a-4b00-8544-8ee0054ef9dcTue, 12 Mar 2024 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>469advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse811fullLooking Back - Economic Growth in 2023https://www.spreaker.com/episode/looking-back-economic-growth-in-2023--58931680Rate & review the Simply Financial Podcast on ITunes]]>4e04f6c6-867c-46ff-9a5c-518935243d43Tue, 05 Mar 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>8252023 economy,advice,business owner,debt,economic growth,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse810fullHow Our National Debt Affects Interest Rateshttps://www.spreaker.com/episode/how-our-national-debt-affects-interest-rates--58849559Rate & review the Simply Financial Podcast on ITunesSupporting Data Source: https://fred.stlouisfed.org/series/A091RC1Q027SBEA]]>23ed585b-c7cb-4ede-9b5c-eaf10c15037aTue, 27 Feb 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Supporting Data Source: https://fred.stlouisfed.org/series/A091RC1Q027SBEARate & review the Simply Financial Podcast on ITunesSupporting Data Source: https://fred.stlouisfed.org/series/A091RC1Q027SBEA]]>599advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,national debt,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse89fullBehavioral Finance Basics - Part 2https://www.spreaker.com/episode/behavioral-finance-basics-part-2--58750246Rate & review the Simply Financial Podcast on ITunes]]>406903d5-f9b1-48cc-8b62-bca773b0a293Tue, 20 Feb 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>574advice,ambiguity aversion,business owner,debt,economy,finance,financial planning,financial security,financial stability,herding,investing,market,millennial,myopic loss aversion,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse88fullBehavioral Finance Basics – Part 1https://www.spreaker.com/episode/behavioral-finance-basics-part-1--58673184Rate & review the Simply Financial Podcast on ITunesPart 1 of 2]]>3190f42b-e43c-4809-9da4-4540d5cc5b2eTue, 13 Feb 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Part 1 of 2Rate & review the Simply Financial Podcast on ITunesPart 1 of 2]]>916advice,anchoring,business owner,confirmation bias,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse87fullThe Power of the Consumerhttps://www.spreaker.com/episode/the-power-of-the-consumer--58585588Rate & review the Simply Financial Podcast on ITunes]]>e3a5b899-da74-486c-807d-2ab9db6301c7Tue, 06 Feb 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>273advice,business owner,consumer spending,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse86full2024 Economic Update With Marshall Rosen – Part 2https://www.spreaker.com/episode/2024-economic-update-with-marshall-rosen-part-2--58500119Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Marshall Rosen LUTCFPartner & Chief Operating Officer at Creative Financial Network]]>dd07b39f-3bcf-41ae-bb02-f0057ba6916aTue, 30 Jan 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Guest: Marshall Rosen LUTCFPartner & Chief Operating Officer at Creative Financial NetworkRate & review the Simply Financial Podcast on ITunesWith Special Guest: Marshall Rosen LUTCFPartner & Chief Operating Officer at Creative Financial Network]]>1976advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,soft landingfalse85full2024 Economic Update Part 1 With Jordan Jacksonhttps://www.spreaker.com/episode/2024-economic-update-part-1-with-jordan-jackson--58415630Rate & review the Simply Financial Podcast on ITunesWith Special Gust: Jordan Jackson – Global Market Strategist for JP Morgan.]]>66bae45a-18f2-460b-811e-f747bdd039feTue, 23 Jan 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Gust: Jordan Jackson – Global Market Strategist for JP Morgan.Rate & review the Simply Financial Podcast on ITunesWith Special Gust: Jordan Jackson – Global Market Strategist for JP Morgan.]]>2448advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,jordan jackson,jp morgan,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse84fullMortgage Insights You Should Knowhttps://www.spreaker.com/episode/mortgage-insights-you-should-know--58319110Rate & review the Simply Financial Podcast on ITunes]]>58919882-28db-4775-8eb4-374723908d7cTue, 16 Jan 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>581advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,refinancing mortgage,retirement,retirement plan,retirement planning,saving,small businessfalse83fullInterview With A Financial Experthttps://www.spreaker.com/episode/interview-with-a-financial-expert--58239590Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Marshall Rosen LUTCFFinancial Advisor, Partner, Chief Operating Officer - Creative Financial Network]]>5d67b939-0cfa-44a1-a703-05e04e7d8c0dTue, 09 Jan 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Special Guest: Marshall Rosen LUTCFFinancial Advisor, Partner, Chief Operating Officer - Creative Financial NetworkRate & review the Simply Financial Podcast on ITunesSpecial Guest: Marshall Rosen LUTCFFinancial Advisor, Partner, Chief Operating Officer - Creative Financial Network]]>1827advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse82fullAll About Bank Rateshttps://www.spreaker.com/episode/all-about-bank-rates--58171898Rate & review the Simply Financial Podcast on ITunes]]>05b4ed1c-e6a7-4109-a05c-437c2bb98178Tue, 02 Jan 2024 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>356advice,bank cds,bank rate,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse81fullMoney and Life - An Advisor's Perspectivehttps://www.spreaker.com/episode/money-and-life-an-advisor-s-perspective--58121155Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Brett DePasquale BFA®VP of Advisor Development at Creative Financial Network]]>33f8ca9c-adae-477f-b183-17b51b529c70Tue, 26 Dec 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Special Guest: Brett DePasquale BFA®VP of Advisor Development at Creative Financial NetworkRate & review the Simply Financial Podcast on ITunesSpecial Guest: Brett DePasquale BFA®VP of Advisor Development at Creative Financial Network]]>2038advice,business owner,debt,economy,entrepreneur,finance,financial advisor,financial planner,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse752fullWhat is the Federal Reserve Planning To do?https://www.spreaker.com/episode/what-is-the-federal-reserve-planning-to-do--58058135Rate & review the Simply Financial Podcast on ITunes]]>5cf73889-b405-44d5-b9cf-1b25d98772faTue, 19 Dec 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>487advice,business owner,debt,economy,entrepreneur,federal reserve,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse751fullUnveiling New 2024 Retirement Account Contribution Limitshttps://www.spreaker.com/episode/unveiling-new-2024-retirement-account-contribution-limits--57984052Rate & review the Simply Financial Podcast on ITunes]]>722d63af-45d0-449a-a351-d1c263cad264Tue, 12 Dec 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>313401k,advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse750fullDon't Despair Invest For The Long Termhttps://www.spreaker.com/episode/don-t-despair-invest-for-the-long-term--57917462Rate & review the Simply Financial Podcast on ITunes]]>932b86a7-ffa8-46d7-b85a-efdd5efd7a10Tue, 05 Dec 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>460advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse749fullMore Money For You - Social Security Benefits Are Increasing Again!https://www.spreaker.com/episode/more-money-for-you-social-security-benefits-are-increasing-again--57829892Rate & review the Simply Financial Podcast on ITunes]]>81405d83-7a15-41f5-bd9c-4814ce6eccb8Tue, 28 Nov 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>304advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,social securityfalse748fullBe On Your Guard - Protect Yourself Against Scamshttps://www.spreaker.com/episode/be-on-your-guard-protect-yourself-against-scams--57747959Rate & review the Simply Financial Podcast on ITunes]]>de3e421e-d26a-44f3-80c8-b02ef4c033c3Tue, 21 Nov 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>652advice,business owner,cyber security,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,scams,small businessfalse747fullThe Same Old Bear Markethttps://www.spreaker.com/episode/the-same-old-bear-market--57629524Rate & review the Simply Financial Podcast on ITunes]]>6998c3dd-516e-4222-bc7d-d1e025a011dcTue, 14 Nov 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>420advice,bear market,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse746fullTaming Inflation With The Current Economyhttps://www.spreaker.com/episode/taming-inflation-with-the-current-economy--57542961Rate & review the Simply Financial Podcast on ITunesLink 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]]>c503f3d3-4727-4fa8-9112-bf418d720d02Tue, 07 Nov 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Link 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=widgetRate & review the Simply Financial Podcast on ITunesLink 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]]>626advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse745fullThe Journey To Retirementhttps://www.spreaker.com/episode/the-journey-to-retirement--57456669Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Bill Downes]]>d71c631e-309f-4d57-842a-a009e12229aaTue, 31 Oct 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Special Guest: Bill DownesRate & review the Simply Financial Podcast on ITunesSpecial Guest: Bill Downes]]>1775advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse744fullThe 3 Phases Of Retirementhttps://www.spreaker.com/episode/the-3-phases-of-retirement--57366723Rate & review the Simply Financial Podcast on ITunes]]>330216a4-3c9c-4457-b972-7e6c1603bedeTue, 24 Oct 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>603advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retiree,retirement,retirement plan,retirement planning,saving,small businessfalse743fullSocial Security Is In Troublehttps://www.spreaker.com/episode/social-security-is-in-trouble--57269555Rate & review the Simply Financial Podcast on ITunes]]>dcfb5e1a-18ef-4e75-a74b-8daa72c27408Tue, 17 Oct 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>906advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,social securityfalse742fullThe State Of The Mortgage Markethttps://www.spreaker.com/episode/the-state-of-the-mortgage-market--57177983Rate & review the Simply Financial Podcast on ITunes]]>b4853ecf-a567-4576-bc45-b57b6d588aadTue, 10 Oct 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>676advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,home buying,investing,loans,market,millennial,personal finance,realtor,retirement,retirement plan,retirement planning,saving,small businessfalse741fullWhat To Know Before Buying A 2nd Homehttps://www.spreaker.com/episode/what-to-know-before-buying-a-2nd-home--57044522Rate & review the Simply Financial Podcast on ITunes]]>b7bd040e-408f-4ade-bd4a-dc5f7881f320Tue, 03 Oct 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>8472nd home,advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,investment home,market,millennial,personal finance,recreational home,retirement,retirement plan,retirement planning,saving,small businessfalse740fullOptimizing Social Security Benefits: Now or Later?https://www.spreaker.com/episode/optimizing-social-security-benefits-now-or-later--56941333Rate & review the Simply Financial Podcast on ITunes]]>e5efd35f-9d2c-428a-8f9e-7e9c12e7541dTue, 26 Sep 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>698advice,break even analysis,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,social securityfalse739fullRetirement Readiness: Are You Prepared?https://www.spreaker.com/episode/retirement-readiness-are-you-prepared--56853123Rate & review the Simply Financial Podcast on ITunes]]>9754df20-a4cf-46cc-bbd4-accaf5c19030Tue, 19 Sep 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>383advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse738fullUnderstanding Opportunity Zoneshttps://www.spreaker.com/episode/understanding-opportunity-zones--56775315Rate & review the Simply Financial Podcast on ITunes]]>a15384e5-3fbd-45cf-bd5f-f4afe99f7189Tue, 12 Sep 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>543advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,opportunity zones,personal finance,qualified opportunity fund,retirement,retirement plan,retirement planning,revitalization,saving,small businessfalse737fullWhat To Know About Estimated Tax Paymentshttps://www.spreaker.com/episode/what-to-know-about-estimated-tax-payments--56698437Rate & review the Simply Financial Podcast on ITunes]]>2fe826db-8a63-41ba-a1d1-5513755103f1Tue, 05 Sep 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>466advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse736fullAre Gen Xers Prepared For Retirement?https://www.spreaker.com/episode/are-gen-xers-prepared-for-retirement--56625073Rate & review the Simply Financial Podcast on ITunes]]>fe59b71a-95ac-48fc-a7e4-d68fbfaa1186Tue, 29 Aug 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>662advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,generation x,gen x,investing,market,millennial,personal finance,retire,retirement,retirement plan,retirement planning,saving,small businessfalse735fullStudent Debt Reality Check - A New Perspectivehttps://www.spreaker.com/episode/student-debt-reality-check-a-new-perspective--56554092Rate & review the Simply Financial Podcast on ITunes]]>591cdb23-8361-4351-a02e-94f7fcebeff0Tue, 22 Aug 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>593advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,student debt crisisfalse734fullProtecting Your Retirement in Divorce With QDROshttps://www.spreaker.com/episode/protecting-your-retirement-in-divorce-with-qdros--56476171Rate & review the Simply Financial Podcast on ITunes]]>5275de90-a999-4e45-848e-16fdd329390cTue, 15 Aug 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>458advice,business owner,divorce,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,protect,qdro,qualified domestic relations o,retirement,retirement plan,retirement planning,saving,small businessfalse733fullPodcast Powerhouses - Exploring Popular Showshttps://www.spreaker.com/episode/podcast-powerhouses-exploring-popular-shows--56402678Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Lindy BrockAssociate Advisor at Elliott Wealth Management Services]]>ae7e2bf5-3bf7-4bbe-bb89-3f6c98cea295Tue, 08 Aug 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Guest: Lindy BrockAssociate Advisor at Elliott Wealth Management ServicesRate & review the Simply Financial Podcast on ITunesWith Special Guest: Lindy BrockAssociate Advisor at Elliott Wealth Management Services]]>1558advice,business,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal development,personal finance,podcasts,retirement,retirement plan,retirement planning,saving,small businessfalse732fullConverting 529 Money To A Roth IRAhttps://www.spreaker.com/episode/converting-529-money-to-a-roth-ira--56335206Rate & review the Simply Financial Podcast on ITunes]]>0459ac46-ab1a-4bd4-87b3-3b4d988b6503Tue, 01 Aug 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>482529,529 college plan,529 plan,advice,business owner,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,secure act,small businessfalse731full2023 Mid-Year Economic Update – Part 2https://www.spreaker.com/episode/2023-mid-year-economic-update-part-2--56211418Rate & review the Simply Financial Podcast on ITunes]]>4d6cbe42-8dbe-44c8-bd66-82aa6c455901Tue, 25 Jul 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>20082023,2023 economy,advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse730full2023 Mid-Year Economic Update – Part 1https://www.spreaker.com/episode/2023-mid-year-economic-update-part-1--56137779Rate & review the Simply Financial Podcast on ITunesWith Special Guest:Jordan Jackson
    VP & Global Market Strategist
    JP Morgan]]>    18c0de2b-93c5-4885-874e-c861b68252d2Tue, 18 Jul 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Guest:Jordan Jackson VP & Global Market Strategist JP MorganRate & review the Simply Financial Podcast on ITunesWith Special Guest:Jordan Jackson
    VP & Global Market Strategist
    JP Morgan]]>    26782023,2023 economy,advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,jp morgan,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse729full    Understanding Liquidity - Why Liquid Net Worth Mattershttps://www.spreaker.com/episode/understanding-liquidity-why-liquid-net-worth-matters--56061265Rate & review the Simply Financial Podcast on ITunesPrevious Episodes Mentioned: Keep Score With A Net Worth StatementTaking Control With A Net Worth Statement]]>3c9d4ed2-acb3-47ab-a784-b2d067d5d0faTue, 11 Jul 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Previous Episodes Mentioned: https://simply-financial.simplecast.com/episodes/keep-score-with-a-net-worth-statementhttps://simply-financial.simplecast.com/episodes/taking-control-with-a-net-worth-statementRate & review the Simply Financial Podcast on ITunesPrevious Episodes Mentioned: Keep Score With A Net Worth StatementTaking Control With A Net Worth Statement]]>399advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,liquidity,liquid net worth,market,millennial,net worth,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse728fullBackdoor Roth IRAs - Retirement Savings For High Earnershttps://www.spreaker.com/episode/backdoor-roth-iras-retirement-savings-for-high-earners--55993444Rate & review the Simply Financial Podcast on ITunes]]>d664fbcc-5808-4a4b-a92c-405fde916de7Tue, 04 Jul 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>477advice,backdoor roth ira,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,ira,market,millennial,personal finance,retirement,retirement plan,retirement planning,roth ira,saving,small businessfalse727fullInflation Rate Is Slowing Downhttps://www.spreaker.com/episode/inflation-rate-is-slowing-down--55256571Rate & review the Simply Financial Podcast on ITunesThe Raw Naked Truth Podcast Original episode: Ep 237 Wallet Watch - 6.13.23Podcast Host: Eric LopkinCheck Eric’s show out on Spreaker - https://www.spreaker.com/show/raw-naked-truth-exvadio-network]]>a90baf6d-de3d-4125-9f1c-f3f8b9654c46Tue, 27 Jun 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2The Raw Naked Truth Podcast Original episode: https://www.spreaker.com/user/exvadio/ep-237-wallet-watch-6-13-23?utm_campaign=episode-title&utm_medium=app&utm_source=widgetPodcast Host: Eric LopkinCheck Eric’s show out on...Rate & review the Simply Financial Podcast on ITunesThe Raw Naked Truth Podcast Original episode: Ep 237 Wallet Watch - 6.13.23Podcast Host: Eric LopkinCheck Eric’s show out on Spreaker - https://www.spreaker.com/show/raw-naked-truth-exvadio-network]]>1555advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,the fedfalse726fullThe Latest on Inflation & Interest Rateshttps://www.spreaker.com/episode/the-latest-on-inflation-interest-rates--54550344Rate & review the Simply Financial Podcast on ITunes]]>2d183e03-b522-4287-9ab9-7678b35603a8Tue, 20 Jun 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>692advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,inflation,interest,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse725fullMid-Year Book Review With Heather Oglehttps://www.spreaker.com/episode/mid-year-book-review-with-heather-ogle--54347904Rate & review the Simply Financial Podcast on ITunesPsychological 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
    ]]>    4115efcf-b90e-412a-972e-d89a502af67eTue, 13 Jun 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Psychological 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...Rate & review the Simply Financial Podcast on ITunesPsychological 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
    ]]>    2369advice,book review,books,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse724full    Moving From Corporate To Entrepreneurhttps://www.spreaker.com/episode/moving-from-corporate-to-entrepreneur--54112496Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Leonard OrlacchioClient of Elliott Wealth Management Services]]>2675c8bc-cf5e-4790-bb04-8cc9f629307dTue, 06 Jun 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2With Special Guest: Leonard OrlacchioClient of Elliott Wealth Management ServicesRate & review the Simply Financial Podcast on ITunesWith Special Guest: Leonard OrlacchioClient of Elliott Wealth Management Services]]>1647advice,business owner,career,change,corporate,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse723fullThe Psychology Of Money – The Science Of Money Part 3https://www.spreaker.com/episode/the-psychology-of-money-the-science-of-money-part-3--54040873
  • 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=YBSpnzfONYUIf 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]]>    c6909400-835f-4423-b04a-25eae8db971fTue, 30 May 2023 12:00:00 +0000ExvadioWant to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealthPart 3 of 3 In The Science of Money Series Discussion Topics Include: - Herd Mentality - Fear of Missing Out (FOMO) - The Law Of Reciprocity - Endowment...
  • 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=YBSpnzfONYUIf 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]]>    1006advice,business owner,economy,emotional investing,endowment effect,fear of missing out,finance,financial planning,financial security,financial stability,investing,law of reciprocity,market,millennial,personal finance,retirement,retirement planning,saving,science,small businessfalse722full    Financial Experimentation – The Science Of Money Part 2https://www.spreaker.com/episode/financial-experimentation-the-science-of-money-part-2--53969680https://elliottwealth.com/wealthPart 2 of 3 In The Science of Money SeriesDiscussion 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=YBSpnzfONYUStay Tuned for Part 2 on the Psychology of MoneyRate & review the Simply Financial Podcast on ITunes]]>    b18e0a89-709e-4ac1-ace8-cd45fe6e0b75Tue, 23 May 2023 12:00:00 +0000ExvadioWant to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealthPart 2 of 3 In The Science of Money SeriesDiscussion Topics Include: - Net Worth Statement - Retirement Income Planning - Monte Carlo Simulation If you...https://elliottwealth.com/wealthPart 2 of 3 In The Science of Money SeriesDiscussion 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=YBSpnzfONYUStay Tuned for Part 2 on the Psychology of MoneyRate & review the Simply Financial Podcast on ITunes]]>    850advice,business owner,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,monte carlo simulation,net worth,personal finance,retirement,retirement income planning,retirement plan,retirement planning,saving,science,small businessfalse721full    Money Math – The Science Of Money Part 1https://www.spreaker.com/episode/money-math-the-science-of-money-part-1--53888300Rate & review the Simply Financial Podcast on ITunesFind The 7 Wealth Building Rules Article HerePart 1 of 3 In The Science of Money SeriesDiscussion Topics Include:
    • Standard Deviation
    • The 4% Rule
    • Compound Interest
    • The Rule of 72
    ]]>    ba8505b7-75e6-43db-929a-888a0d19279dTue, 16 May 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2https://elliottwealth.com/wealthPart 1 of 3 In The Science of Money SeriesDiscussion Topics Include: - Standard Deviation - The 4% Rule - Compound Interest - The Rule of 72 Rate & review the Simply Financial Podcast on ITunesFind The 7 Wealth Building Rules Article HerePart 1 of 3 In The Science of Money SeriesDiscussion Topics Include:
    • Standard Deviation
    • The 4% Rule
    • Compound Interest
    • The Rule of 72
    ]]>    1169advice,bell curve,business owner,economy,finance,financial planning,financial security,financial stability,investing,managing risk,market,math,millennial,personal finance,retirement,retirement planning,risk,saving,science,small businessfalse720full    The Best States For Retirementhttps://www.spreaker.com/episode/the-best-states-for-retirement--53790497Rate & review the Simply Financial Podcast on ITunes]]>be706c77-2e39-4d77-9d5f-35d1111f8c10Tue, 09 May 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>614advice,business owner,economy,finance,financial planning,financial security,financial stability,healthcare,investing,market,millennial,personal finance,retire,retiree,retirement,retirement plan,retirement planning,saving,small business,tax savingsfalse719fullWays Your Kids Can Earn Moneyhttps://www.spreaker.com/episode/ways-your-kids-can-earn-money--53716068Rate & review the Simply Financial Podcast on ITunes]]>f0b1165f-cf58-4278-a451-1fa5585fafc7Tue, 02 May 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>500advice,business owner,earning money,economy,family,finance,financial planning,financial security,financial stability,hustle,income,investing,kids,market,millennial,personal finance,retirement,retirement planning,saving,small businessfalse718fullStress & Moneyhttps://www.spreaker.com/episode/stress-money--53640734Rate & review the Simply Financial Podcast on ITunes]]>8de4214c-572b-4ab6-b5e6-86544b922073Tue, 25 Apr 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>785advice,anxiety,business owner,debt,economy,finance,financial planning,financial security,financial stability,financial stress,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,stressfalse717fullInflation Update – The Trend Is Your Friendhttps://www.spreaker.com/episode/inflation-update-the-trend-is-your-friend--53570090Rate & review the Simply Financial Podcast on ITunes]]>9e8dc299-f062-4e10-af71-963a6162cf03Tue, 18 Apr 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>509advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse716fullThe Importance Of Connecting With Your Clients - Podcast Replayhttps://www.spreaker.com/episode/the-importance-of-connecting-with-your-clients-podcast-replay--53501879Rate & review the Simply Financial Podcast on ITunesHere 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=1LdXfZtPAnwYour Life. Your Legacy. Podcast – YouTube Channel]]>    cfca1807-2ad0-4fa9-8d17-f2de290c1a23Tue, 11 Apr 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Here 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...Rate & review the Simply Financial Podcast on ITunesHere 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=1LdXfZtPAnwYour Life. Your Legacy. Podcast – YouTube Channel]]>    1579advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse715full    State Of The Housing Markethttps://www.spreaker.com/episode/state-of-the-housing-market--53439142Rate & review the Simply Financial Podcast on ITunes]]>9708e5a7-81e3-42ba-909f-c68c6b4b829aTue, 04 Apr 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>623advice,business owner,buying a house,economy,finance,financial planning,financial security,financial stability,home owner,housing market,investing,market,millennial,personal finance,real estate,retirement,retirement plan,retirement planning,saving,small businessfalse714fullBank CDs: From Forgotten To Favorablehttps://www.spreaker.com/episode/bank-cds-from-forgotten-to-favorable--53365170Rate & review the Simply Financial Podcast on ITunes]]>78f7b426-08c1-4fb8-a87c-145688669175Tue, 28 Mar 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>386advice,bank cd,business owner,certificate of deposit,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse713fullThe Collapse Of Silicon Valley Bank - Podcast Replayhttps://www.spreaker.com/episode/the-collapse-of-silicon-valley-bank-podcast-replay--53281533Rate & review the Simply Financial Podcast on ITunesOriginal Show: https://www.spreaker.com/user/exvadio/ep-194-wallet-watch-looks-at-the-banks-3]]>7f470a8f-5edc-448b-bb6b-9564df890df6Tue, 21 Mar 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Original Show: https://www.spreaker.com/user/exvadio/ep-194-wallet-watch-looks-at-the-banks-3Rate & review the Simply Financial Podcast on ITunesOriginal Show: https://www.spreaker.com/user/exvadio/ep-194-wallet-watch-looks-at-the-banks-3]]>1728advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,risk management,saving,silicon valley bank collapse,small businessfalse712fullThe US Savings Rate Suckshttps://www.spreaker.com/episode/the-us-savings-rate-sucks--53193876Rate & review the Simply Financial Podcast on ITunesIf you want to hear more about this topic, listen to: “Breaking The Cycle Of Living Paycheck To Paycheck”]]>3d58e328-adb3-4ac7-828e-535f673015d2Tue, 14 Mar 2023 12:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2If you want to hear more about this topic, listen to: “https://www.youtube.com/watch?v=vPpiwwrqAfs”Rate & review the Simply Financial Podcast on ITunesIf you want to hear more about this topic, listen to: “Breaking The Cycle Of Living Paycheck To Paycheck”]]>938advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,paycheck to paycheck,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse711fullBreaking The Cycle Of Living Paycheck To Paycheckhttps://www.spreaker.com/episode/breaking-the-cycle-of-living-paycheck-to-paycheck--53121049Rate & review the Simply Financial Podcast on ITunes]]>004b89f2-1904-458b-8c8f-58d0e1a26272Tue, 07 Mar 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>643advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse710fullCollege Conversations: Things Parents Should Considerhttps://www.spreaker.com/episode/college-conversations-things-parents-should-consider--52876733Rate & review the Simply Financial Podcast on ITunes]]>8a1b4b73-1e05-4460-9e54-75988562737bTue, 28 Feb 2023 13:00:00 +0000Exvadiohttps://bit.ly/2BDO5o2Rate & review the Simply Financial Podcast on ITunes]]>1520advice,business owner,debt,economy,education,finance,financial aid,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,studentsfalse79fullSocial Security - Testhttps://www.spreaker.com/episode/social-security-test--52801299c7458e67-7aee-47bb-ac89-ef8d65b8033bTue, 21 Feb 2023 13:00:00 +0000ExvadioHere 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:...802advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retire,retirement,retirement plan,retirement planning,saving,small business,social securityfalse78fullSigns That It’s Time To Change Financial Advisorshttps://www.spreaker.com/episode/signs-that-it-s-time-to-change-financial-advisors--527267996f91b255-9ae6-4808-b122-4d0bac9e865aTue, 14 Feb 2023 13:00:00 +0000ExvadioAre you happy with your current financial advisor? Here are a few signs you should look for when thinking about your advisor.579advice,advisor,business owner,debt,economy,entrepreneur,finance,financial advisor,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse67full2022 GDP Updatehttps://www.spreaker.com/episode/2022-gdp-update--526595806be5482e-8578-4b9a-979a-ccefb852cbc2Tue, 07 Feb 2023 13:00:00 +0000ExvadioThe numbers are in! Here is a quick update on 2022’s total GDP growth.4902022,advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,gross domestic product,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse66fullInflation & The Fed – Dreaming Of A Soft Landinghttps://www.spreaker.com/episode/inflation-the-fed-dreaming-of-a-soft-landing--52593766751ab6f7-987c-4e34-888a-cabb8f163412Tue, 31 Jan 2023 13:00:00 +0000ExvadioThe 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.”442advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,soft landing,the fedfalse65fullThe SECURE ACT 2.0https://www.spreaker.com/episode/the-secure-act-2-0--5252857709f079ec-2a58-4681-95ee-c5b619dd454dTue, 24 Jan 2023 13:00:00 +0000ExvadioIn 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!780403b,advice,business owner,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,required minimum distribution,retirement,retirement planning,rmd,saving,secure act,small business,student loanfalse64full2023 Economic Outlook Part 2https://www.spreaker.com/episode/2023-economic-outlook-part-2--52462339f520b709-10f0-4ce2-af6d-572db9624d6aTue, 17 Jan 2023 13:00:00 +0000ExvadioChris 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.17052023,advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse63full2023 Economic Outlook Part 1https://www.spreaker.com/episode/2023-economic-outlook-part-1--524009517e833fa5-853c-4ab7-a494-6f8daa95fee9Tue, 10 Jan 2023 13:00:00 +0000ExvadioChris 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.32742023,advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse62fullRoth IRA For Your Kids!https://www.spreaker.com/episode/roth-ira-for-your-kids--52341906517d91b6-befc-4e4c-93e9-c64a83cb8d3dTue, 03 Jan 2023 13:00:00 +0000ExvadioDid 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!575advice,business owner,debt,economy,family,finance,financial planning,financial security,financial stability,guardian roth ira,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,roth ira,saving,small businessfalse61fullBook Review With Eric Lopkinhttps://www.spreaker.com/episode/book-review-with-eric-lopkin--522891784054aa1f-2e04-422d-9d25-d958ce325306Tue, 27 Dec 2022 13:00:00 +0000ExvadioChris talks books with special guest Eric Lopkin. Listen in to hear about what books may be right for you!1953false652fullInflation Seems To Be Cooling Downhttps://www.spreaker.com/episode/inflation-seems-to-be-cooling-down--5223649380a7967f-b9dc-432d-be2b-bb0b6f8c9329Tue, 20 Dec 2022 13:00:00 +0000ExvadioInflation 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.646advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,the fedfalse651fullHow To Choose The Right Credit Cardhttps://www.spreaker.com/episode/how-to-choose-the-right-credit-card--521739601dd4bca0-23c0-45a8-8568-787b468f5776Tue, 13 Dec 2022 13:00:00 +0000ExvadioLooking 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.811advice,business owner,credit,credit card,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,rewards,saving,small businessfalse650fullHow To Freeze Your Credithttps://www.spreaker.com/episode/how-to-freeze-your-credit--52109320a140aaa5-b9ad-4767-a937-76195cfb6a12Tue, 06 Dec 2022 13:00:00 +0000ExvadioThere 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!429advice,business owner,credit,credit card,debt,economy,finance,financial planning,financial security,financial stability,identity theft,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse649fullHealth & Moneyhttps://www.spreaker.com/episode/health-money--52044133deee739a-21bf-4e80-868e-6e63883ff638Tue, 29 Nov 2022 13:00:00 +0000ExvadioPlanning 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.1720advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,fitness,health,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse648fullThoughts On The Midterm Election – Broadcast Replayhttps://www.spreaker.com/episode/thoughts-on-the-midterm-election-broadcast-replay--51979479a7caeb5d-b76d-413a-81aa-f7f7c9ce5400Tue, 22 Nov 2022 13:00:00 +0000ExvadioChris Calandra and Bill Manegio, CFA, CIMA® from JP Morgan, discuss their thoughts on the 2022 Midterm Election and provide a brief update on the current market environment, geopolitical risks, & other related topics.2781advice,business owner,consumer confidence,democrat,economy,finance,financial security,financial stability,geopolitical risks,inflation,interest rates,investing,market,midterm elections,millennial,personal finance,retirement,retirement planning,saving,small businessfalse647fullEverything Is Going To Be Alright – Podcast Replayhttps://www.spreaker.com/episode/everything-is-going-to-be-alright-podcast-replay--51897983dbc935e6-aa72-439b-8401-d9f425c577fcTue, 15 Nov 2022 13:00:00 +0000ExvadioChris 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...1916advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse646fullSocial Security Benefits Going Up!https://www.spreaker.com/episode/social-security-benefits-going-up--5182430293caef58-0aab-4af2-8887-5ea6998ea92cTue, 08 Nov 2022 13:00:00 +0000ExvadioAs 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.350advice,benefits,business owner,debt,economy,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,social securityfalse645fullThe Recession Question - Q3 2022 Updatehttps://www.spreaker.com/episode/the-recession-question-q3-2022-update--51748054bc2ef77d-780d-4284-8fb7-5387470e5c15Tue, 01 Nov 2022 12:00:00 +0000ExvadioThe Q3 2022 GDP numbers are in and they are looking good! Learn more in this episode of the Simply Financial Podcast.346advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalse644fullInflation & Everything It Affectshttps://www.spreaker.com/episode/inflation-everything-it-affects--51681867d0ad7335-5d95-4f34-b96c-42ed9b991e50Tue, 25 Oct 2022 12:00:00 +0000ExvadioAlmost 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.573advice,business,business owner,debt,economy,expensive,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalse643fullOctober 2022 Economic Updatehttps://www.spreaker.com/episode/october-2022-economic-update--51608102475390d2-ea6e-4de7-b084-41511bd712beTue, 18 Oct 2022 12:00:00 +0000Exvadio2022 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.2232advice,bear market,bonds,business owner,economy,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,stocksfalse642fullMake More Money With Online Bankshttps://www.spreaker.com/episode/make-more-money-with-online-banks--51536349938c760c-c24f-4ceb-b481-773441efb479Tue, 11 Oct 2022 12:00:00 +0000ExvadioSince 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!454advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,online bank,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullThe Rule Of 72https://www.spreaker.com/episode/the-rule-of-72--51464743d4a3098d-e2e8-46f6-ab6a-4fc58dc96a25Tue, 04 Oct 2022 12:00:00 +0000ExvadioThis simple calculation can help you figure out how long it will take to double your money with a specific interest rate!252advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,rule of 72,saving,small businessfalsefullTaking Control With A Net Worth Statementhttps://www.spreaker.com/episode/taking-control-with-a-net-worth-statement--513951976404a056-de02-465c-a1de-7d18675428adTue, 27 Sep 2022 12:00:00 +0000ExvadioThe 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.1424advice,business owner,control,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,net worth,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullKeep Score With A Net Worth Statementhttps://www.spreaker.com/episode/keep-score-with-a-net-worth-statement--513189251a5de4f9-785d-4bc0-ace5-106a9349c29aTue, 20 Sep 2022 12:00:00 +0000ExvadioHow 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.1080advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,net worth,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullStay Organized & Be Proactive With Life Insurancehttps://www.spreaker.com/episode/stay-organized-be-proactive-with-life-insurance--512415031ab131cf-6bcd-4d76-8a69-d0d91fbff31eTue, 13 Sep 2022 12:00:00 +0000ExvadioBecause 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.500advice,business owner,economy,family,finance,financial planning,financial security,financial stability,husband,investing,life insurance,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,wifefalsefullShould You Have Life Insurance?https://www.spreaker.com/episode/should-you-have-life-insurance--51159765c5fffd35-7097-4730-978c-a93dc3b3250cTue, 06 Sep 2022 12:00:00 +0000ExvadioLife 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.645advice,business owner,economy,family,finance,financial planning,financial security,financial stability,husband,investing,life insurance,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,wifefalsefullHard Work Pays Offhttps://www.spreaker.com/episode/hard-work-pays-off--5107809693917b02-66cc-4bed-ba76-a79b718a7083Tue, 30 Aug 2022 12:00:00 +0000ExvadioListen 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.2283advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullWhat Is An Individual 401k?https://www.spreaker.com/episode/what-is-an-individual-401k--510053430f6c25a4-30ea-4fc5-a03a-2a2dd7ed9793Tue, 23 Aug 2022 12:00:00 +0000ExvadioAn 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.1244401k,advice,business owner,economy,finance,financial planning,financial security,financial stability,individual 401k,individual k,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,solo kfalsefullBogus Attitudes About Debthttps://www.spreaker.com/episode/bogus-attitudes-about-debt--50928846f2a88c18-dcf0-4a0e-9e0d-f5d5cd281879Tue, 16 Aug 2022 12:00:00 +0000ExvadioDon’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.1237advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullA Fulfilling Retirement – Everyday American Serieshttps://www.spreaker.com/episode/a-fulfilling-retirement-everyday-american-series--50861838a5fd2b4b-4d7e-43ef-bc2d-95d4ff000601Tue, 09 Aug 2022 12:00:00 +0000ExvadioChris 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.1731advice,business owner,dragon boat,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,sparta70,staying active,the villagesfalsefullThe Recession Questionhttps://www.spreaker.com/episode/the-recession-question--507882357dd7727c-8f12-4735-917b-36e7e90f9a4bTue, 02 Aug 2022 12:00:00 +0000ExvadioEveryone 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.8872022,advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,q2,retirement,retirement plan,retirement planning,saving,second quarter,small businessfalsefullJuly 2022 Mid-Year Economic Update Webinarhttps://www.spreaker.com/episode/july-2022-mid-year-economic-update-webinar--507149910f24f226-7213-46d0-8acd-721a1ebe5f3aTue, 26 Jul 2022 12:00:00 +0000ExvadioWe 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...2055advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefull5 Ways To Increase Your Cybersecurityhttps://www.spreaker.com/episode/5-ways-to-increase-your-cybersecurity--50645492697321be-9259-48a7-a078-2d21d6dc1023Tue, 19 Jul 2022 12:00:00 +0000ExvadioCybersecurity is vital to protecting any information we put online. Here’s a few basic ways to make sure your cybersecurity is top notch!726advice,business owner,cybersecurity,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,online,password,personal finance,protect,retirement,retirement plan,retirement planning,saving,small businessfalsefullThe Future Is Now!https://www.spreaker.com/episode/the-future-is-now--505462497935b2fc-d228-4381-9901-5a1ab75aec08Tue, 12 Jul 2022 12:00:00 +0000ExvadioWhen 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.1224adversity,advice,business owner,challenge,economy,finance,financial planning,financial security,financial stability,innovation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,technologyfalsefullThe Wall Of Worry In Our Economyhttps://www.spreaker.com/episode/the-wall-of-worry-in-our-economy--50468474e3ab436f-4de9-4e14-9790-a82e0e6ea8e2Tue, 05 Jul 2022 12:00:00 +0000ExvadioFaith 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.624advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullA Very Picky Job Markethttps://www.spreaker.com/episode/a-very-picky-job-market--5039042611f8a04b-f978-4d56-ac88-93f930636f24Tue, 28 Jun 2022 12:00:00 +0000ExvadioThe state of the job market in 2022 is unprecedented. In this episode, Chris talks over its complexities with career strategist, Dr. Marcia Lareau.2254advice,business owner,career,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,job market,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullWaiting Is Problematic – Multifamily AP360 Replayhttps://www.spreaker.com/episode/waiting-is-problematic-multifamily-ap360-replay--50276647972894d8-c6a0-4b89-ae5f-bebed6ba7a8aTue, 21 Jun 2022 12:00:00 +0000ExvadioReal 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.1241advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,multifamily,personal finance,real estate,retirement,retirement plan,retirement planning,saving,small businessfalsefullAmericans Are Worried About This Economyhttps://www.spreaker.com/episode/americans-are-worried-about-this-economy--50199686e39f87e0-7d01-4123-a1d2-9e7da5ad4b81Tue, 14 Jun 2022 12:00:00 +0000ExvadioThe 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.444advice,biden,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullDon’t Believe These Toxic Money Beliefs - Part 3https://www.spreaker.com/episode/don-t-believe-these-toxic-money-beliefs-part-3--501043695997c92d-c6cb-4cbc-9ad7-517d994f99dfTue, 07 Jun 2022 12:00:00 +0000ExvadioChris 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.1510advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,mindset,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullDon’t Believe These Toxic Money Beliefs - Part 2https://www.spreaker.com/episode/don-t-believe-these-toxic-money-beliefs-part-2--50009825c3edb3a1-4cb9-4670-b94b-a1ff7299ba0fTue, 31 May 2022 12:00:00 +0000ExvadioChris 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.1668advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,mindset,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullDon’t Believe These Toxic Money Beliefs - Part 1https://www.spreaker.com/episode/don-t-believe-these-toxic-money-beliefs-part-1--49922156599e6e52-239d-4a59-914a-a78e1cfd3abeTue, 24 May 2022 12:00:00 +0000ExvadioChris 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.1836advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,mindset,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefull5 RMD Planning Ideashttps://www.spreaker.com/episode/5-rmd-planning-ideas--49829713db3a139f-cc6e-467b-b209-f5f55440fca1Tue, 17 May 2022 12:00:00 +0000ExvadioRMDs 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.1860advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,required minimum distributions,retirement,retirement plan,retirement planning,rmd,saving,small businessfalsefullLiving Paycheck To Paycheckhttps://www.spreaker.com/episode/living-paycheck-to-paycheck--49740903f019c6cd-0d82-4a00-85dc-27de88caea8fTue, 10 May 2022 12:00:00 +0000ExvadioThe 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.680advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullFinancial Spring Cleaninghttps://www.spreaker.com/episode/financial-spring-cleaning--49639820d608dcbe-225a-4455-9011-13dc8a111112Tue, 03 May 2022 12:00:00 +0000ExvadioSpring 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.853advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,organization,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullThe Warrior Entrepreneurhttps://www.spreaker.com/episode/the-warrior-entrepreneur--495569804e2e97e9-770f-4c9c-adbb-e94b4c584ab3Tue, 26 Apr 2022 12:00:00 +0000ExvadioChris interviews entrepreneur, author, former fire fighter and US Marine Veteran, Zachary Green, about his take on what it takes to be a successful entrepreneur.1887adapt,advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,grit,investing,market,millennial,personal finance,resilience,retirement,retirement plan,retirement planning,saving,small businessfalsefullWhat Is Happening In This Economy?https://www.spreaker.com/episode/what-is-happening-in-this-economy--49477807428da1bd-f9db-4ffb-bc16-5ed281280fadTue, 19 Apr 2022 12:00:00 +0000ExvadioThe 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...1544advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullApril 2022 Economic Update Webinar Replayhttps://www.spreaker.com/episode/april-2022-economic-update-webinar-replay--4941044675e44fe8-42ba-4e16-b763-37351ef510afTue, 12 Apr 2022 12:00:00 +0000ExvadioWhat comes next? This year has brought us conflict in Europe, heightened inflation fears, and Federal Reserve Policy. Listen to this Economic update webinar replay.2397advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullTwo Years After COVID-19 Beganhttps://www.spreaker.com/episode/two-years-after-covid-19-began--49326828e55c8c7f-2a77-452b-ad0f-d33911c9b321Tue, 05 Apr 2022 12:00:00 +0000ExvadioThe 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.359advice,business owner,covid-19,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullAn Unusual Job Markethttps://www.spreaker.com/episode/an-unusual-job-market--4923672555289aca-5fa8-438d-a095-d73c579e7675Tue, 29 Mar 2022 12:00:00 +0000ExvadioAfter 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.696advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,job market,labor shortage,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullTax Deduction Versus Tax Credithttps://www.spreaker.com/episode/tax-deduction-versus-tax-credit--49149298f48e2bf2-b702-4ec4-b0a1-77b6a112a9fdTue, 22 Mar 2022 12:00:00 +0000ExvadioLearn the difference between tax deductions & tax credits!390advice,business owner,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,tax credit,tax deduction,taxes,tax planningfalsefullStandardized Versus Itemized Deductionshttps://www.spreaker.com/episode/standardized-versus-itemized-deductions--49067452062666b9-20dc-4a88-8076-c5a431bd7f3bTue, 15 Mar 2022 12:00:00 +0000ExvadioLearn the difference between Standardized Deductions or Itemized deductions when filing for taxes.430advice,business owner,economy,finance,financial planning,financial security,financial stability,investing,itemized deduction,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,standard deduction,standardized deduction,tax filingfalsefullPotential Economic Trouble – A Decline In Consumer Sentiment Indexhttps://www.spreaker.com/episode/potential-economic-trouble-a-decline-in-consumer-sentiment-index--4899136645d776ba-6700-4927-8eb5-ceec6e6a4d0bTue, 08 Mar 2022 13:00:00 +0000ExvadioThere 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.272advice,business owner,consumer sentiment index,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,stock marketfalsefullWomen in Business – Paving A Path To Successhttps://www.spreaker.com/episode/women-in-business-paving-a-path-to-success--489086869417b6a7-01eb-4b08-ac0e-29a1d352cb5fTue, 01 Mar 2022 13:00:00 +0000ExvadioAs 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.1965advice,business,business owner,career,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,success,womenfalsefullThings To Know About ETFshttps://www.spreaker.com/episode/things-to-know-about-etfs--48829354738c148f-deb7-486b-b392-689e769e7ffbTue, 22 Feb 2022 13:00:00 +0000ExvadioLearn about what ETFs are and how they can be an choice for some investors to invest in.475advice,business owner,debt,economy,entrepreneur,etfs,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullA Deeper Dive Into The 4% Rulehttps://www.spreaker.com/episode/a-deeper-dive-into-the-4-rule--487403895b13e2cf-ccd5-41b6-9ae6-babf8a86627fTue, 15 Feb 2022 13:00:00 +0000ExvadioA 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.16034% rule,advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullThe 4% Rulehttps://www.spreaker.com/episode/the-4-rule--4864117994c96afa-c2a1-47d6-8d3d-4a0001d8fb39Tue, 08 Feb 2022 13:00:00 +0000ExvadioLearn what the 4% rule is and how it is a helpful guideline for planning for your retirement.422advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,interest,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,the 4% rulefalsefullGetting Pay Back – Navient’s Student Loan Settlementhttps://www.spreaker.com/episode/getting-pay-back-navient-s-student-loan-settlement--48537828914a7e73-4d52-49c8-857a-59d6921c9c6eTue, 01 Feb 2022 13:00:00 +0000ExvadioFederal 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.365advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullKeeping An Eye On The Job Markethttps://www.spreaker.com/episode/keeping-an-eye-on-the-job-market--48437183ba9b444f-607e-45e6-a96f-1e07be663306Tue, 25 Jan 2022 13:00:00 +0000ExvadioThe 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 2022.525advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,job market,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullInflation – The Highest Increase Since 1982https://www.spreaker.com/episode/inflation-the-highest-increase-since-1982--483461481f7e7b59-83c2-45af-b3ee-8ee3a6b44eb5Tue, 18 Jan 2022 13:00:00 +0000ExvadioThe 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.336advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullFinancial Goal Setting For 2022https://www.spreaker.com/episode/financial-goal-setting-for-2022--482497288cf3ef7f-82d9-42ce-9d88-ff97b708f572Tue, 11 Jan 2022 13:00:00 +0000ExvadioThe 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!944advice,business owner,debt,economy,finance,financial goals,financial planning,financial security,financial stability,goals,goal setting,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullThe Top Economic Story Of 2021https://www.spreaker.com/episode/the-top-economic-story-of-2021--4816297236a0df66-dc73-4097-b7c4-76ba78021191Tue, 04 Jan 2022 13:00:00 +0000Exvadio2021 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 2021.702advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,pandemic,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullBook Review With Maryanne Moffohttps://www.spreaker.com/episode/book-review-with-maryanne-moffo--480846357b30489a-5dc9-47ba-93bc-f3197c948b8bTue, 28 Dec 2021 13:00:00 +0000ExvadioChris talks books with special guest Maryanne Moffo. Listen in to hear about what books may be right for you!1474falsefullChoosing A Beneficiary For Your IRA Or 401khttps://www.spreaker.com/episode/choosing-a-beneficiary-for-your-ira-or-401k--480103291d19dc68-74d8-4aee-8c8d-c228b1ac8bebTue, 21 Dec 2021 13:00:00 +0000ExvadioNot 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.531401k,advice,beneficiary,business owner,economy,finance,financial planning,financial security,financial stability,investing,ira,market,millennial,personal finance,retirement,retirement account,retirement plan,retirement planning,saving,small businessfalsefullPlanning For Healthcare In Retirementhttps://www.spreaker.com/episode/planning-for-healthcare-in-retirement--47917247b86b6136-ae7a-4e5c-9627-e58a3b845c34Tue, 14 Dec 2021 13:00:00 +0000ExvadioHealthcare 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 series1842advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,healthcare,investing,market,millennial,nationwide,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullWomen In Retirementhttps://www.spreaker.com/episode/women-in-retirement--478192053d44dc44-656f-4bee-9df0-15fdcb4f5d99Tue, 07 Dec 2021 13:00:00 +0000ExvadioRetirement 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.1871advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,woman,womenfalsefullSocial Security A Choice Of A Lifetimehttps://www.spreaker.com/episode/social-security-a-choice-of-a-lifetime--477199220f305272-a325-40a3-8924-c7049c1857c4Tue, 30 Nov 2021 13:00:00 +0000ExvadioSocial 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.2333advice,benefits,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,social securityfalsefullYear End Updatehttps://www.spreaker.com/episode/year-end-update--47619898306894db-9196-4ba4-9cd1-7a699ec685e1Tue, 23 Nov 2021 13:00:00 +0000ExvadioListen to this year-end economic update as well as some tax planning strategies for the end of 2021.2624advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,saving money,small business,tax planningfalsefullPicking An Executorhttps://www.spreaker.com/episode/picking-an-executor--475022076db84dc5-94a0-4ba9-b58e-3a4a41e7178fTue, 16 Nov 2021 13:00:00 +0000ExvadioChoosing 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.344advice,business owner,debt,economy,entrepreneur,executor,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,willfalsefullHealth Savings Accounts (HSAs) & How They Fit Into A Tax Efficient Retirement Income Planhttps://www.spreaker.com/episode/health-savings-accounts-hsas-how-they-fit-into-a-tax-efficient-retirement-income-plan--47390782e086bc00-c0c7-4d29-8119-44b31260ed73Tue, 09 Nov 2021 13:00:00 +0000ExvadioHealth 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...1757advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,health savings account,hsa,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullRoth IRAs & How They Fit Into A Tax Efficient Retirement Income Planhttps://www.spreaker.com/episode/roth-iras-how-they-fit-into-a-tax-efficient-retirement-income-plan--47273132c9aa2662-0045-4005-8b4d-f520ee0dd188Tue, 02 Nov 2021 12:00:00 +0000ExvadioPlanning for Retirement can be tricky at times because of taxes. Learn how Roth IRAs can fit into a tax efficient retirement income plan.2207advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,roth ira,saving,small business,tax efficientfalsefullTax Efficient Retirement Income Planninghttps://www.spreaker.com/episode/tax-efficient-retirement-income-planning--47161048d0fa5332-ba3a-4ee4-83ab-9fcfb0a76220Tue, 26 Oct 2021 12:00:00 +0000ExvadioChris 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.2057advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullSocial Security Benefits On the Risehttps://www.spreaker.com/episode/social-security-benefits-on-the-rise--470449094148ddb9-15b9-4d27-8c9d-e19997402cdcTue, 19 Oct 2021 12:00:00 +0000ExvadioDue 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 1982.389advice,business owner,cost of living adjustment,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,social securityfalsefullLiving Beneath Your Meanshttps://www.spreaker.com/episode/living-beneath-your-means--469373909860a102-2143-46e5-b8ba-2d433b427969Tue, 12 Oct 2021 12:00:00 +0000ExvadioSuccessful 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.2083advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullAn Update On Potential Tax Law Changeshttps://www.spreaker.com/episode/an-update-on-potential-tax-law-changes--468298649d2b9e9f-daa8-4685-874b-d576819f2548Tue, 05 Oct 2021 12:00:00 +0000ExvadioIn continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur.728advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,tax planningfalsefullEvery Adult Should Have A Willhttps://www.spreaker.com/episode/every-adult-should-have-a-will--467242637fceda27-c5a1-4955-929c-c24a3b3e02baTue, 28 Sep 2021 12:00:00 +0000ExvadioIf 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.564advice,attorney,business owner,economy,family,finance,financial planning,financial security,financial stability,investing,market,millennial,online will,personal finance,retirement,retirement plan,retirement planning,saving,small business,willfalsefullThe Benefits Of Living Debt Freehttps://www.spreaker.com/episode/the-benefits-of-living-debt-free--466174518feccef7-cfe8-4d6d-a6f9-d10ffa7af781Tue, 21 Sep 2021 12:00:00 +0000ExvadioDebt 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.1075advice,business owner,car payment,debt,debt free,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullWhat is Debt To Income Ratio - DTIhttps://www.spreaker.com/episode/what-is-debt-to-income-ratio-dti--4650884429c20ca1-8d18-44d8-a12e-8c62ffaadf5eTue, 14 Sep 2021 04:00:00 +0000ExvadioDebt 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.601advice,business owner,debt,dit,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullAre You In The American Middle Class?https://www.spreaker.com/episode/are-you-in-the-american-middle-class--46412171b07b0978-f505-4975-bd5e-6ee21c484a7cTue, 07 Sep 2021 12:00:00 +0000ExvadioIdentifying 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.788advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,middle class,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefull4 Things To Consider Before Buying An Investment Propertyhttps://www.spreaker.com/episode/4-things-to-consider-before-buying-an-investment-property--4631239657780745-7f4a-44c3-9c97-24abceabd74eTue, 31 Aug 2021 12:00:00 +0000ExvadioBuying an investment property can be complex & knowing these four considerations before you buy can help you in the long run.716advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,real estate,real estate investing,retirement,retirement plan,retirement planning,saving,small businessfalsefull7 Money Saving Tips To Be A Successful Saverhttps://www.spreaker.com/episode/7-money-saving-tips-to-be-a-successful-saver--46216930d112b97c-8ed4-423d-8c46-b140ba9bb437Tue, 24 Aug 2021 12:00:00 +0000ExvadioFollow these 7 money saving tips to help you become a successful saver in your day to day life.646advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,saving money,small businessfalsefullBasic Cybersecurity Safeguardshttps://www.spreaker.com/episode/basic-cybersecurity-safeguards--46127095a21773f7-ad10-421c-a2e9-c44b269fb1eeTue, 17 Aug 2021 12:00:00 +0000ExvadioIt’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.920advice,business owner,cyber security,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,protection,retirement,retirement plan,retirement planning,saving,secure,small businessfalsefull4 Major Retirement Riskshttps://www.spreaker.com/episode/4-major-retirement-risks--460376068847145e-ae20-4f3c-8418-9b0a8196d992Tue, 10 Aug 2021 12:00:00 +0000ExvadioThere 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!734advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,prepare,pre-retiree,retirement,retirement plan,retirement planning,risk,saving,small businessfalsefullUnclaimed Property – The Financial Lost & Foundhttps://www.spreaker.com/episode/unclaimed-property-the-financial-lost-found--45949825138e7c9b-fdce-4c0a-9adb-3655ccf628ffTue, 03 Aug 2021 12:00:00 +0000ExvadioDid 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!283advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,unclaimed propertyfalsefullBreaking Down The Mid-Year Economic Updatehttps://www.spreaker.com/episode/breaking-down-the-mid-year-economic-update--45857566932b0c7a-14ea-484c-aa7f-0efb1dbb4919Tue, 27 Jul 2021 12:00:00 +0000ExvadioWe’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.1757advice,business owner,debt,economic outlook,economy,entrepreneur,finance,financial advisor,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefull2021 Mid Year Economic Updatehttps://www.spreaker.com/episode/2021-mid-year-economic-update--457700348fbfed40-e5dc-4ba2-88b0-62980d623145Tue, 20 Jul 2021 12:00:00 +0000ExvadioWill 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.2159advice,business owner,economic outlook,economy,finance,financial planning,financial security,financial stability,housing market,investing,market,millennial,personal finance,real estate market,retirement,retirement plan,retirement planning,saving,small business,stock marketfalsefull4 Drivers For The 2021 Real Estate Markethttps://www.spreaker.com/episode/4-drivers-for-the-2021-real-estate-market--45674733a810a4d7-ef7e-42e3-a73f-a57d8ebf4eefTue, 13 Jul 2021 04:00:00 +0000ExvadioWith 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.843advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,housing market,investing,market,millennial,personal finance,real estate,real estate market,retirement,retirement plan,retirement planning,saving,small businessfalsefullExploring An Investor’s Perspective - The 2021 Real Estate Markethttps://www.spreaker.com/episode/exploring-an-investor-s-perspective-the-2021-real-estate-market--45594429d970f347-d2c8-4bc2-ad39-adeabf2622a0Tue, 06 Jul 2021 12:00:00 +0000ExvadioChris discusses the 2021 real estate market at a macro level with multifamily real estate investor, Jason Yarusi.1928advice,business owner,economy,finance,financial planning,financial security,financial stability,housing market,investing,market,millennial,multifamily real estate,multifamily real estate invest,personal finance,real estate,retirement,retirement plan,retirement planning,saving,small businessfalsefullAdapt Your Thinking - Manage Your Personal Finances Betterhttps://www.spreaker.com/episode/adapt-your-thinking-manage-your-personal-finances-better--45492666f1d6c41f-cfca-4108-8326-2f8822bba098Tue, 29 Jun 2021 12:00:00 +0000ExvadioTo 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.1519advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullDisability Planning – Speaking With A Specialisthttps://www.spreaker.com/episode/disability-planning-speaking-with-a-specialist--453965564007f270-8290-4fae-acb3-36751c1741b4Tue, 22 Jun 2021 12:00:00 +0000ExvadioNo 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...1685advice,attorney,business owner,debt,economy,elder law,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullShining A Spotlight Student Loan Debthttps://www.spreaker.com/episode/shining-a-spotlight-student-loan-debt--45309383a30870ce-8dcb-41a1-b9a1-f6fb2124be3aTue, 15 Jun 2021 12:00:00 +0000ExvadioBuyer 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.383advice,business owner,college debt,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,student loan debt,student loansfalsefullHow To Simplify Your Financial Life Before Retirementhttps://www.spreaker.com/episode/how-to-simplify-your-financial-life-before-retirement--45214058c20e0b7c-528c-4733-9daa-402d49af2e6aTue, 08 Jun 2021 12:00:00 +0000ExvadioAs retirement draws near, life can get really complex. That’s why it’s so important to earn how to simplify as much as you can, especially when your finances are involved.836advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullBeing A CFO At Homehttps://www.spreaker.com/episode/being-a-cfo-at-home--4512092475ff07f9-8651-434d-83b8-1bac1edda7a9Tue, 01 Jun 2021 12:00:00 +0000ExvadioChris 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.1983advice,business owner,cfo,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefull3 Concerning Data Points – An Economic Updatehttps://www.spreaker.com/episode/3-concerning-data-points-an-economic-update--45034183174fd3ce-915c-4237-81f5-3f2e1077ca8cTue, 25 May 2021 12:00:00 +0000ExvadioCovid-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.740advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullIs The Real Estate Market In A Bubble?https://www.spreaker.com/episode/is-the-real-estate-market-in-a-bubble--44891111bb881328-e42b-4e34-ba8e-da6091d7ba96Tue, 18 May 2021 12:00:00 +0000ExvadioThe 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.1895advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,real estate,real estate market,retirement,retirement plan,retirement planning,saving,small businessfalsefullSupply & Demand In The Housing Markethttps://www.spreaker.com/episode/supply-demand-in-the-housing-market--447525472c0f5af4-ca55-41f9-849c-24bab3a25d6cTue, 11 May 2021 12:00:00 +0000ExvadioChris interviews realtor Dana Flanagan on what’s going on in the current housing market & how supply & demand plays into it all.2036advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,real estate,real estate market,retirement,retirement plan,retirement planning,saving,small businessfalsefull6 Surprising Retirement Facts No One Tells You Abouthttps://www.spreaker.com/episode/6-surprising-retirement-facts-no-one-tells-you-about--44623133f7c63df1-37e6-430e-a85c-bcaf563bf5e6Tue, 04 May 2021 12:00:00 +0000ExvadioRetirement is different for everybody but it does have some common surprises most people will end up dealing with. Don’t be caught off guard!742advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullJobs Are Boominghttps://www.spreaker.com/episode/jobs-are-booming--44509559254fb650-4469-47aa-9b61-c8c6c6613004Tue, 27 Apr 2021 12:00:00 +0000ExvadioToday’s job market is growing at a fast rate considering the hole that COVID-19 dug it in in 2020.259advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,growth,investing,job market,jobs,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullRetirement Mentality - Think Sensible, Not Frugalhttps://www.spreaker.com/episode/retirement-mentality-think-sensible-not-frugal--44406014189e1dce-f145-4701-995e-15148a82a696Tue, 20 Apr 2021 12:00:00 +0000ExvadioChris talks to recent retiree, Thomas Macbeth, about how events in his life led up to this point where he’s finally retired.1938advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullHigher Taxes Are On The Wayhttps://www.spreaker.com/episode/higher-taxes-are-on-the-way--443163537fe503dd-1566-4c87-a024-34fc468bf4f0Tue, 13 Apr 2021 12:00:00 +0000ExvadioWith 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.558advice,biden,biden administration,business owner,economy,finance,financial planning,financial security,financial stability,government spending,investing,market,millennial,personal finance,retirement,retirement planning,saving,small business,tax,tax planningfalsefullIRS Tax Deadline Extended!https://www.spreaker.com/episode/irs-tax-deadline-extended--4421840350467e46-ba08-4341-be85-ec58468e08fdTue, 06 Apr 2021 12:00:00 +0000ExvadioThe 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.253advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,irs,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullPotential Tax Law Changes Proposed By The New Biden Administrationhttps://www.spreaker.com/episode/potential-tax-law-changes-proposed-by-the-new-biden-administration--44114152c4d10f4d-dc90-4e18-abb1-528e938c0135Tue, 30 Mar 2021 12:00:00 +0000ExvadioThere 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...1415advice,biden,biden administration,business owner,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,tax,tax planningfalsefullInflation Returns?https://www.spreaker.com/episode/inflation-returns--4401545024e5025e-de92-4e57-a519-061b47c71703Tue, 23 Mar 2021 12:00:00 +0000ExvadioChris goes into some depth on whether inflation may or may not return. It is definitely something we need to watch out for.589inflationfalsefullIs Search Engine Optimization Important?https://www.spreaker.com/episode/is-search-engine-optimization-important--43916098a0a49436-19ff-4ef3-8d0f-a1b8fc0f6d80Tue, 16 Mar 2021 12:00:00 +0000ExvadioIn 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...1824advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,search engine optimization,seo,small businessfalsefull8 Ways To Set & Achieve Your Goalshttps://www.spreaker.com/episode/8-ways-to-set-achieve-your-goals--43808667714e7b4e-9daa-41f2-92a4-1da4127c0d0cTue, 09 Mar 2021 13:00:00 +0000ExvadioOne 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!678advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,goals,goal setting,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullElections Have Consequenceshttps://www.spreaker.com/episode/elections-have-consequences--43703541930c609e-55e6-4f58-9955-030a27636efbTue, 02 Mar 2021 13:00:00 +0000ExvadioEvery 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.1051advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullSaving Money With Solarhttps://www.spreaker.com/episode/saving-money-with-solar--43599964a318d32f-a1c4-4c9e-83e1-108b9f3ce3cbTue, 23 Feb 2021 13:00:00 +0000ExvadioSaving 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...1337advice,business owner,debt,economy,finance,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,saving money,small business,solar,solar powerfalsefullWhat’s Your Definition of Rich?https://www.spreaker.com/episode/what-s-your-definition-of-rich--43491670e8b5192f-0503-487c-bf0d-402be601df7aTue, 16 Feb 2021 13:00:00 +0000ExvadioI 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.872advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,rich,saving,small businessfalsefullLearning From Experience – A Business Owner’s Journeyhttps://www.spreaker.com/episode/learning-from-experience-a-business-owner-s-journey--43365557d8afd3fd-7b54-4b22-916f-9045b9e787e1Tue, 09 Feb 2021 13:00:00 +0000ExvadioRunning 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.2027advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,key performance indicator,kpi,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullTapping Equity In Your Homehttps://www.spreaker.com/episode/tapping-equity-in-your-home--43247253dc42b923-29c7-4b81-a777-d3b8a38ea299Tue, 02 Feb 2021 13:00:00 +0000ExvadioExplore the pros & cons of using a home equity line of credit or HELOC.1011advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,heloc,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullWhat is Permanent Life Insurance?https://www.spreaker.com/episode/what-is-permanent-life-insurance--43125184363456c2-92b6-4786-9e10-f35b03a29cdbTue, 26 Jan 2021 13:00:00 +0000ExvadioLife 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.887advice,business owner,debt,economy,family,finance,financial planning,financial security,financial stability,investing,life insurance,market,millennial,permanent life insurance,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullWhat is Term Life Insurance?https://www.spreaker.com/episode/what-is-term-life-insurance--43008117549b2451-5dfa-48f9-9fec-42f8a829506fTue, 19 Jan 2021 13:00:00 +0000ExvadioLife insurance is vital to protect your spouse, children, or business. This episode explains the benefits, drawbacks, & details of term life insurance is.1154advice,business owner,debt,economy,entrepreneur,family,finance,financial planning,financial security,financial stability,investing,life insurance,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullA Look Ahead to 2021https://www.spreaker.com/episode/a-look-ahead-to-2021--42899664a5863c9c-da1f-4b5d-906c-96da38fccc29Tue, 12 Jan 2021 13:00:00 +0000ExvadioChris & retired CFP® Dean Nicholson discuss the current state of the market & economy, where its trending, & what Is affecting it.1890advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businesstruefullHow Important Is End of Life Planning?https://www.spreaker.com/episode/how-important-is-end-of-life-planning--42798182030b3d96-793c-4010-85b5-baa2c8da34b4Tue, 05 Jan 2021 13:00:00 +0000ExvadioIn 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...606advice,business owner,debt,economy,entrepreneur,finance,financial planning,financial security,financial stability,investing,living will,market,millennial,personal finance,power of attorney,retirement,retirement plan,retirement planning,saving,small businessfalsefullBook Review With Ava Craytonhttps://www.spreaker.com/episode/book-review-with-ava-crayton--42705379675a70ff-bc6a-4968-90b7-d00c6d27ec36Tue, 29 Dec 2020 13:00:00 +0000ExvadioChris talks books with special guest Ava Crayton. Listen in to hear about what books may be right for you!2802book recommendation,book review,booksfalsefullTalk Money To Your Kidshttps://www.spreaker.com/episode/talk-money-to-your-kids--426117442b01ef4d-70f7-48d5-a982-bbafc456ed71Tue, 22 Dec 2020 13:00:00 +0000ExvadioIn 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.3451advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,parents,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullWhat Entrepreneurs NEED to Knowhttps://www.spreaker.com/episode/what-entrepreneurs-need-to-know--424990679b7bb0b5-99bb-4c83-9b93-adb00761c584Tue, 15 Dec 2020 13:00:00 +0000ExvadioGrowing 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...1927advice,business owner,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefull7 Steps to Staying Financially Fithttps://www.spreaker.com/episode/7-steps-to-staying-financially-fit--42378282fd0a33fd-46b7-454c-80cd-f3957b31ff0eTue, 08 Dec 2020 13:00:00 +0000ExvadioHere 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.842advice,credit report,credit score,debt,entrepreneur,finance,financial planning,financial security,financial stability,inflation,investing,liability,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullUnderstanding Financial Statements For Your Small Businesshttps://www.spreaker.com/episode/understanding-financial-statements-for-your-small-business--42257987c356c2bd-fd7a-4b7f-90fb-d58f7dd87d1aTue, 01 Dec 2020 13:00:00 +0000ExvadioChristopher 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...1035accounting,advice,balance sheet,debt,entrepreneur,finance,financial planning,financial security,financial stability,financial statements,inflation,investing,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small businessfalsefullSumming Up The US Economyhttps://www.spreaker.com/episode/summing-up-the-us-economy--42140617bfdee99e-9307-4832-99ac-a47aa5b06790Tue, 24 Nov 2020 13:00:00 +0000ExvadioChristopher 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.1407advice,ben bernanke,debt,federal reserve,finance,financial planning,financial security,financial stability,inflation,investing,janet yellen,market,millennial,personal finance,retirement,retirement plan,retirement planning,saving,small business,tinafalsefullThe Truth About US National Debthttps://www.spreaker.com/episode/the-truth-about-us-national-debt--420193790e74b79d-22a0-49c3-b1b8-a4e8dd17d187Tue, 17 Nov 2020 13:00:00 +0000ExvadioThere 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.743advice,debt,economy,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,national debt,personal finance,professional,retirement,retirement plan,retirement planning,saving,small businessfalsefullThere Is No Alternative – The TINA Effect In Today’s Marketshttps://www.spreaker.com/episode/there-is-no-alternative-the-tina-effect-in-today-s-markets--418999613e2495e2-27f2-4f38-b9b9-ba878b5f056dTue, 10 Nov 2020 13:00:00 +0000Exvadio“There Is No Alternative” or TINA for short, is a phrase that may explain the recent behaviors in today’s markets.428advice,debt,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,market,millennial,personal finance,professional,retirement,retirement plan,retirement planning,saving,small business,spending,tinafalsefull5 Signs That Indicate You're Ready To Retirehttps://www.spreaker.com/episode/5-signs-that-indicate-you-re-ready-to-retire--41773611d72880be-1ba2-48f5-af44-857da7090c2cTue, 03 Nov 2020 13:00:00 +0000ExvadioRetirement 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.767advice,debt,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,millennial,money,personal finance,professional,retire,retirement,retirement plan,retirement planning,saving,small business,spendingfalsefullThe Truth Behind The 2020 Electionhttps://www.spreaker.com/episode/the-truth-behind-the-2020-election--41715407344044be-e7c1-47f1-9ef8-44f11e7cb9b2Fri, 30 Oct 2020 12:00:00 +0000ExvadioElection 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...1351advice,debt,economy,finance,financial planning,financial security,financial stability,insurance plan,investing,investment planning,investments,millennial,personal finance,presidency,real estate,retirement,retirement plan,retirement planning,risk,savingfalsefullFinally Some Optimism – An Update On Small Businesshttps://www.spreaker.com/episode/finally-some-optimism-an-update-on-small-business--416617281d23e279-1af4-4f95-9fc6-ea095534324eTue, 27 Oct 2020 12:00:00 +0000ExvadioChris 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...491advice,debt,entrepreneur,estate planning,finance,financial plan,financial planning,financial security,financial stability,investing,millennial,money,personal finance,professional,retirement,retirement plan,retirement planning,saving,small business,spendingfalsefullSmall Business Talk – Do’s & Don’tshttps://www.spreaker.com/episode/small-business-talk-do-s-don-ts--415512326bd97c22-3c41-4a1c-90c8-72a985d2b80aTue, 20 Oct 2020 12:00:00 +0000ExvadioThere 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...1569advice,debt,entrepreneur,estate planning,finance,financial plan,financial planning,financial security,financial stability,investing,millennial,money,personal finance,professional,retirement,retirement plan,retirement planning,saving,small business,spendingfalsefullOvercoming The Fear Mindsethttps://www.spreaker.com/episode/overcoming-the-fear-mindset--41437786408dd3d5-3593-4120-8b22-69163f4bb868Tue, 13 Oct 2020 12:00:00 +0000ExvadioThis 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...2155advice,debt,entrepreneur,fear,finance,financial plan,financial planning,financial security,financial stability,investing,millennial,money,motivation,personal finance,professional,retirement,retirement plan,retirement planning,saving,spendingfalsefull2020 Year End Tax Planning Workshophttps://www.spreaker.com/episode/2020-year-end-tax-planning-workshop--41324163eba61f91-5e38-43b2-ae8d-d9339a64701fTue, 06 Oct 2020 12:00:02 +0000ExvadioChris hosts a webinar that details some need to know tax planning information for the end of 2020.2634advice,debt,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,millennial,money,personal finance,professional,retirement,retirement plan,retirement planning,saving,spending,tax,tax planningfalsefullThe Truth About Money & Happinesshttps://www.spreaker.com/episode/the-truth-about-money-happiness--4120494447f85020-3cd6-4a81-89b3-29322de788c9Tue, 29 Sep 2020 12:00:10 +0000ExvadioMoney 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.2630advice,debt,entrepreneur,estate planning,finance,financial plan,financial planning,financial security,financial stability,happiness,investing,millennial,money,personal finance,professional,retirement,retirement plan,retirement planning,saving,spendingfalsefullCredit Cards Vs Debit Cardshttps://www.spreaker.com/episode/credit-cards-vs-debit-cards--410606618b6636c5-a97e-4c30-8c58-9bfad4ea7402Tue, 22 Sep 2020 12:00:15 +0000ExvadioWhat 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.987advice,credit,credit card,debit,debit card,debt,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,millennial,personal finance,professional,retirement,retirement plan,retirement planning,savingfalsefullHow To Be Productivehttps://www.spreaker.com/episode/how-to-be-productive--4091263170c3bc91-ab87-46a7-91e1-ad77e9f4faa2Tue, 15 Sep 2020 12:00:25 +0000ExvadioBeing 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...1540advice,debt,efficiency,entrepreneur,finance,financial plan,financial planning,financial security,financial stability,investing,millennial,money,personal finance,productive,professional,retirement,retirement plan,retirement planning,saving,spendingfalsefullThe Federal Reserve – How It Workshttps://www.spreaker.com/episode/the-federal-reserve-how-it-works--407727619e80414b-6534-46ea-ae1c-383e819f30daTue, 08 Sep 2020 12:00:40 +0000ExvadioWhat 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.749advice,debt,estate planning,federal reserve,finance,financial plan,financial planning,financial security,financial stability,investing,millennial,money,personal finance,professional,retirement,retirement plan,retirement planning,saving,spending,the fedfalsefullMotivating Millennials To Invest In Their Futureshttps://www.spreaker.com/episode/motivating-millennials-to-invest-in-their-futures--40633948d6e95907-a502-45b8-a3b6-f1037328e3e4Tue, 01 Sep 2020 12:00:40 +0000ExvadioChris 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.1851advice,debt,entrepreneur,finance,financial planning,financial security,financial stability,insurance plan,investing,investment planning,investments,millennial,money dials,personal finance,real estate,retirement,retirement plan,retirement planning,risk,savingfalsefullCoronavirus America - The 2020 Economy Part 2https://www.spreaker.com/episode/coronavirus-america-the-2020-economy-part-2--40484907d4ebb0be-76d4-4d92-a071-e43d64573edbTue, 25 Aug 2020 12:00:12 +0000ExvadioThis 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...2550advice,cfa,chartered financial analyst,economy,federal reserve,finance,financial planning,financial security,financial stability,first trust,inflation,investing,investments,millennial,personal finance,real estate,retirement,retirement planning,risk,savingfalsefullCoronavirus America - The 2020 Economy Part 1https://www.spreaker.com/episode/coronavirus-america-the-2020-economy-part-1--40383004c62a4183-1511-4539-a7be-9667ad03ca34Tue, 18 Aug 2020 12:00:01 +0000ExvadioThis 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,...2719advice,cfa,chartered financial analyst,corona virus,economy,finance,financial planning,financial security,financial stability,first trust,investing,investment planning,investments,millennial,personal finance,real estate,retirement,retirement planning,risk,savingfalsefullBenefits Of Pre-Tax Contributionshttps://www.spreaker.com/episode/benefits-of-pre-tax-contributions--40264882b4b79ee3-77fe-4d00-8684-bbb075de2263Tue, 11 Aug 2020 12:00:07 +0000ExvadioChris 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.647401k,403b,457,advice,debt,economy,financial planning,financial stability,investing,investment planning,investments,leadership,millennial,personal finance,retirement,retirement plan,retirement planning,roth ira,saving,simple irafalsefullMiddle Class Money Strategieshttps://www.spreaker.com/episode/middle-class-money-strategies--40138366d8dcbe37-1b69-4803-b044-706e0f71a957Tue, 04 Aug 2020 12:00:20 +0000ExvadioChris 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.2540advice,debt,finance,financial plan,financial planning,financial security,financial stability,insurance plan,investing,investment planning,investments,middle class,personal finance,professional,retirement,retirement plan,retirement planning,risk,saving,spendingfalsefull2020 Mid-Year Economic Updatehttps://www.spreaker.com/episode/2020-mid-year-economic-update--400146775bc81973-52d1-4fff-8789-19621f0aa4aeTue, 28 Jul 2020 12:00:08 +0000ExvadioChris 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.2308advice,bonds,debt,economy,financial planning,financial stability,investing,investment planning,investments,leadership,millennial,money,personal finance,professional,q2,retirement,retirement plan,retirement planning,saving,spendingfalsefullTop 5 Benefits Of A Financial Planhttps://www.spreaker.com/episode/top-5-benefits-of-a-financial-plan--39880840764f1e22-9bef-4a54-91a0-940bde240f2aTue, 21 Jul 2020 12:00:25 +0000ExvadioThere 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.834advice,debt,finance,financial plan,financial planning,financial security,financial stability,insurance plan,investing,investment planning,investments,money,personal finance,professional,retirement,retirement plan,retirement planning,risk,saving,spendingfalsefullAmerica's Parachute: FDIC & SIPChttps://www.spreaker.com/episode/america-s-parachute-fdic-sipc--3969818200d120db-506e-47c3-981d-506577581360Tue, 14 Jul 2020 12:00:02 +0000ExvadioLearn 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...387advice,bank,debt,fdic,financial planning,financial stability,insurance plan,investing,investment planning,investments,money,personal finance,professional,retirement,retirement plan,retirement planning,risk,saving,sipc,spendingfalsefullBetting On Yourselfhttps://www.spreaker.com/episode/betting-on-yourself--3705545163e828d5-e469-4c1f-89d3-423880dcacb7Tue, 07 Jul 2020 12:00:02 +0000ExvadioRisks 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...1897confidence,elliott wealth management,financial planning,invest,investing,investment,personal finance,risk,smart risk,success,wealth managementfalsefullBuilding a Financial Plan in 10 Stepshttps://www.spreaker.com/episode/building-a-financial-plan-in-10-steps--3489521249e4719f-d695-480f-8f50-166c55971ec8Tue, 30 Jun 2020 12:00:11 +0000ExvadioSet 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.1105advice,financial planning,financial stability,money,personal finance,professional,retire,retirement,retirement plan,retirement planning,retiring,saving,social security,spendingfalsefullEmergency Fund - A Financial Lifesaverhttps://www.spreaker.com/episode/emergency-fund-a-financial-lifesaver--32625093adc9b90f-86dd-46f7-8482-313f5324b949Tue, 23 Jun 2020 12:00:22 +0000ExvadioHaving 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...975advice,financial planning,financial stability,money,personal finance,professional,retirement,retirement plan,retirement planning,saving,social security,spendingfalsefullLeadership & Millennialshttps://www.spreaker.com/episode/leadership-millennials--31124136a40c90ae-d68e-49d4-9c52-727e2f69aa85Tue, 16 Jun 2020 12:00:16 +0000ExvadioMillennials 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...2096advice,emergency fund,financial stability,investment planning,investments,leadership,millennial,money,professional,recession,spendingfalsefullWelcome to Simply Financialhttps://www.spreaker.com/episode/welcome-to-simply-financial--311241343c91d879-6a61-4793-8dde-44b480c03cf9Tue, 09 Jun 2020 12:13:55 +0000ExvadioWelcome 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...50debt,economy,estate planning,financial planning,investing,personal finance,retirement,retirement plan,retirement planning,savingfalsefullSocial Security - When to Starthttps://www.spreaker.com/episode/social-security-when-to-start--31124137e2ea518c-720f-4831-8b5f-d8b5a913266bTue, 09 Jun 2020 12:00:12 +0000ExvadioIs 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...765advice,financial planning,financial stability,money,personal finance,professional,retirement,retirement plan,retirement planning,saving,social security,spendingfalsefullSocial Security - When to Starthttps://www.spreaker.com/episode/social-security-when-to-start--29998772http://www.blogtalkradio.com/simplyfinancial/2020/06/09/social-security--when-to-startTue, 09 Jun 2020 12:00:00 +0000ExvadioIs 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...765advice,financial planning,personal finance,professional,retirementfalsefullBenefiting America with Social Securityhttps://www.spreaker.com/episode/benefiting-america-with-social-security--289069331c069cc3-fe24-43d0-900a-7d974e9063fcTue, 02 Jun 2020 12:22:55 +0000ExvadioChris 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.540advice,debt,economy,emergency fund,estate planning,financial planning,financial stability,investing,investment planning,investments,money,personal finance,professional,recession,retirement,retirement plan,retirement planning,saving,social security,spendingfalsefullSocial Security Basicshttps://www.spreaker.com/episode/social-security-basics--29998773http://www.blogtalkradio.com/simplyfinancial/2020/06/02/social-security-basicsTue, 02 Jun 2020 12:00:00 +0000ExvadioChris 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. 540advice,financial planning,investment planning,investments,personal financefalsefullBenefiting America with Social Securityhttps://www.spreaker.com/episode/benefiting-america-with-social-security--28890850http://www.blogtalkradio.com/simplyfinancial/2020/06/02/benefiting-america-with-social-securityTue, 02 Jun 2020 12:00:00 +0000ExvadioChris 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. 540advice,financial planning,investment planning,investments,personal financefalsefullAn Account of Personal Disciplinehttps://www.spreaker.com/episode/an-account-of-personal-discipline--28352652http://www.blogtalkradio.com/simplyfinancial/2020/05/26/an-account-of-personal-disciplineTue, 26 May 2020 12:00:00 +0000ExvadioChris 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.1585financial planning,investment planning,investments,millennial,personal financefalsefullResilience When It Matters Mosthttps://www.spreaker.com/episode/resilience-when-it-matters-most--27755805http://www.blogtalkradio.com/simplyfinancial/2020/05/19/resilience-when-it-matters-mostTue, 19 May 2020 12:00:00 +0000ExvadioThe 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.1790advice,financial planning,investment planning,investments,personal financefalsefullDollar Cost Averaginghttps://www.spreaker.com/episode/dollar-cost-averaging--27153736http://www.blogtalkradio.com/simplyfinancial/2020/05/12/dollar-cost-averagingTue, 12 May 2020 12:00:00 +0000ExvadioGiven the current situation in the markets driven by the pandemic, Chris clarifies how the use of Dollar Cost Averaging is a useful investment strategy to defend investors against market volatility.361advice,financial planning,investment planning,investments,personal financefalsefullToday's Pandemic Versus Tomorrows Economyhttps://www.spreaker.com/episode/today-s-pandemic-versus-tomorrows-economy--26761449http://www.blogtalkradio.com/simplyfinancial/2020/05/05/todays-pandemic-versus-tomorrows-economyTue, 05 May 2020 12:00:00 +0000ExvadioChris 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...1991advice,financial planning,investment planning,investments,personal financefalsefullQ1 2020 Investor Update Webinar Specialhttps://www.spreaker.com/episode/q1-2020-investor-update-webinar-special--26346793http://www.blogtalkradio.com/simplyfinancial/2020/04/29/q1-2020-investor-update-webinar-specialWed, 29 Apr 2020 12:00:00 +0000ExvadioIn 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. 2912advice,financial planning,investment planning,investments,personal financefalsefullUS Government CARES Acthttps://www.spreaker.com/episode/us-government-cares-act--26272743http://www.blogtalkradio.com/simplyfinancial/2020/04/28/us-government-cares-actTue, 28 Apr 2020 12:00:00 +0000ExvadioDue 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.493advice,financial planning,investment planning,investments,personal financefalsefullA Teacher’s Perspective With Harriett Alfredhttps://www.spreaker.com/episode/a-teacher-s-perspective-with-harriett-alfred--25842661http://www.blogtalkradio.com/simplyfinancial/2020/04/21/a-teachers-perspective-with-harriett-alfredTue, 21 Apr 2020 12:00:00 +0000ExvadioChris 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...1844community,financial planning,investment planning,investments,personal financefalsefull3 Tips for Healthy Money Relationshttps://www.spreaker.com/episode/3-tips-for-healthy-money-relations--25489860http://www.blogtalkradio.com/simplyfinancial/2020/04/14/3-tips-for-healthy-money-relationsTue, 14 Apr 2020 12:00:00 +0000ExvadioChris 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...868community,financial planning,investment planning,investments,personal financefalsefull6-Minute Marginal Tax Rateshttps://www.spreaker.com/episode/6-minute-marginal-tax-rates--24921730http://www.blogtalkradio.com/simplyfinancial/2020/04/07/6-minute-marginal-tax-ratesTue, 07 Apr 2020 12:00:00 +0000ExvadioDetermining 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...480advice,financial planning,investment planning,investments,personal financefalsefullEveryday American Series- Teddy Cumminshttps://www.spreaker.com/episode/everyday-american-series-teddy-cummins--24673712http://www.blogtalkradio.com/simplyfinancial/2020/03/31/everyday-american-series-teddy-cumminsTue, 31 Mar 2020 12:00:00 +0000ExvadioHow has your life shaped your views on money, saving and debt? Chris Interviews Teddy Cummins about his life. TThey discuss what Teddy has learned Aabout money over the years. He also talks about his change of perception regarding debt. The way in...2677community,financial planning,investment planning,investments,personal financefalsefull10 Questions to Ask When Interviewing a Financial Advisor - Part 2https://www.spreaker.com/episode/10-questions-to-ask-when-interviewing-a-financial-advisor-part-2--26840684http://www.blogtalkradio.com/simplyfinancial/2020/03/24/10-questions-to-ask-when-interviewing-a-financial-advisor--part-2Tue, 24 Mar 2020 12:00:00 +0000ExvadioChris 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...2157financial advisor,financial planner,financial planning,goal planning,holisticfalsefull10 Questions to ask when interviewing a Financial Advisor- part 2https://www.spreaker.com/episode/10-questions-to-ask-when-interviewing-a-financial-advisor-part-2--24247001http://www.blogtalkradio.com/simplyfinancial/2020/03/24/10-questions-to-ask-when-interviewing-a-financial-advisor-part-2Tue, 24 Mar 2020 12:00:00 +0000ExvadioInterviewing 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.2157financial advisor,financial planner,financial planning,goal planning,holisticfalsefull10 Questions to Ask When Interviewing a Financial Advisor - Part 1https://www.spreaker.com/episode/10-questions-to-ask-when-interviewing-a-financial-advisor-part-1--26840683
    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.]]>    http://www.blogtalkradio.com/simplyfinancial/2020/03/17/10-questions-to-ask-when-interviewing-a-financial-advisor--part-1Tue, 17 Mar 2020 11:00:00 +0000Exvadio“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...
    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.]]>    2039community,financial advisor,financial planner,financial planning,personal financefalsefull    10 Questions to ask when interviewing a Financial Advisor- Part 1https://www.spreaker.com/episode/10-questions-to-ask-when-interviewing-a-financial-advisor-part-1--23974121
    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.]]>    http://www.blogtalkradio.com/simplyfinancial/2020/03/17/10-questions-to-ask-when-interviewing-a-financial-advisor-part-1Tue, 17 Mar 2020 11:00:00 +0000Exvadio“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...
    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.]]>    2039community,financial advisor,financial planner,financial planning,personal financefalsefull    Season 4 - Episode 8: Robocalls - A Pain in the Blankhttps://www.spreaker.com/episode/season-4-episode-8-robocalls-a-pain-in-the-blank--26840700http://www.blogtalkradio.com/simplyfinancial/2020/03/10/season-4--episode-8-robocalls--a-pain-in-the-blankTue, 10 Mar 2020 11:00:00 +0000ExvadioChris’s take on the 2019 TRACED Act7792019 traced act,consumer protection,do not call registry,robocalls,traced actfalsefullRobocalls- A Pain in the Blankhttps://www.spreaker.com/episode/robocalls-a-pain-in-the-blank--23709480
    Chris breaks down the 2019 TRACED Act which is intended to protect consumers from unauthenticated numbers; In other words, to stop Robocalls. 6 major points of the act are outlined so you can understand them. Chris also gives you some helpful tips on protecting yourself from unwanted calls that are a pain in the @#$%&! ]]>    http://www.blogtalkradio.com/simplyfinancial/2020/03/10/robocalls-a-pain-in-the-blankTue, 10 Mar 2020 11:00:00 +0000Exvadio“The TRACED Act is intended to go after the bad actors”~Christopher Calandra Chris breaks down the 2019 TRACED Act which is intended to protect consumers from unauthenticated numbers; In other words, to stop Robocalls. 6 major points of the act are...
    Chris breaks down the 2019 TRACED Act which is intended to protect consumers from unauthenticated numbers; In other words, to stop Robocalls. 6 major points of the act are outlined so you can understand them. Chris also gives you some helpful tips on protecting yourself from unwanted calls that are a pain in the @#$%&! ]]>    7792019 traced act,consumer protection,do not call registry,robocalls,traced actfalsefull    Season 4 - Episode 7: 2019 SECURE Act Explainedhttps://www.spreaker.com/episode/season-4-episode-7-2019-secure-act-explained--26840703
     Chris’s quick Top 10 things to know about the 2019 SECURE Act.

    Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2020/03/03/season-4--episode-7-2019-secure-act-explainedTue, 03 Mar 2020 12:00:00 +0000Exvadio“Goodbye Stretch IRA’s…Hello eligible designated beneficiaries”  Chris’s quick Top 10 things to know about the 2019 SECURE Act. Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age...
     Chris’s quick Top 10 things to know about the 2019 SECURE Act.

    Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.

     ]]>    6812019 secure act,financial goals,financial planning,goal setting,secure actfalsefull    2019 SECURE Act explainedhttps://www.spreaker.com/episode/2019-secure-act-explained--23426224
     Chris’s quick Top 10 things to know about the 2019 SECURE Act.

    Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2020/03/03/2019-secure-act-explainedTue, 03 Mar 2020 12:00:00 +0000Exvadio“Goodbye Stretch IRA’s…Hello eligible designated beneficiaries”  Chris’s quick Top 10 things to know about the 2019 SECURE Act. Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age...
     Chris’s quick Top 10 things to know about the 2019 SECURE Act.

    Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.

     ]]>    6812019 secure act,financial goals,financial planning,goal setting,secure actfalsefull    Season 4 - Episode 7: 2019 SECURE Act Explained - TRAILERhttps://www.spreaker.com/episode/season-4-episode-7-2019-secure-act-explained-trailer--26840694http://www.blogtalkradio.com/simplyfinancial/2020/03/02/season-4--episode-7-2019-secure-act-explained--trailerMon, 02 Mar 2020 15:00:00 +0000ExvadioChris’s quick Top 10 things to know about the 2019 SECURE Act2102019 secure act,financial goals,financial planning,goal setting,secure actfalsefull2019 SECURE Act explained-TRAILERhttps://www.spreaker.com/episode/2019-secure-act-explained-trailer--23394977
     Chris’s quick Top 10 things to know about the 2019 SECURE Act.

    Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.]]>    http://www.blogtalkradio.com/simplyfinancial/2020/03/02/2019-secure-act-explained-trailerMon, 02 Mar 2020 15:00:00 +0000Exvadio“Goodbye Stretch IRA’s…Hello eligible designated beneficiaries”  Chris’s quick Top 10 things to know about the 2019 SECURE Act. Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age...
     Chris’s quick Top 10 things to know about the 2019 SECURE Act.

    Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.]]>    2102019 secure act,financial goals,financial planning,goal setting,secure actfalsefull    Season 4 - Episode 6: The Coronavirus Drives A Market Sell-Offhttps://www.spreaker.com/episode/season-4-episode-6-the-coronavirus-drives-a-market-sell-off--26840689
    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”~CHRISTOPHER CALANDRA; CERTIFIED FINANCIAL PLANNER ™

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2020/02/26/season-4--episode-6-the-coronavirus-drives-a-market-sell-offWed, 26 Feb 2020 19:00:00 +0000ExvadioThe 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...
    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”~CHRISTOPHER CALANDRA; CERTIFIED FINANCIAL PLANNER ™

     ]]>    854coronavirus,diversified,investments,market sell-off,rebalancefalsefull    The Coronavirus drives a market sell-offhttps://www.spreaker.com/episode/the-coronavirus-drives-a-market-sell-off--23221991
    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”~CHRISTOPHER CALANDRA; CERTIFIED FINANCIAL PLANNER ™

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2020/02/26/the-coronavirus-drives-a-market-sell-offWed, 26 Feb 2020 19:00:00 +0000ExvadioThe 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...
    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”~CHRISTOPHER CALANDRA; CERTIFIED FINANCIAL PLANNER ™

     ]]>    854coronavirus,diversified,investments,market sell-off,rebalancefalsefull    Season 4 - Episode 5: Black History Month With Gil Cody (Part 2)https://www.spreaker.com/episode/season-4-episode-5-black-history-month-with-gil-cody-part-2--26840686http://www.blogtalkradio.com/simplyfinancial/2020/02/25/season-4--episode-5-black-history-month-with-gil-cody-part-2Tue, 25 Feb 2020 12:00:00 +0000ExvadioThis is the second of a two-part Everyday American- Black History Month Series. Gil Cody is a retired Army veteran of 26 years and an Everyday American.2231african american,black history,financial goals,financial literacy,veteranfalsefullEveryday American- Black History Month Series- Gil Codyhttps://www.spreaker.com/episode/everyday-american-black-history-month-series-gil-cody--23170027
    What we discuss with Gil:
    Multigenerational money values.Setting up children to be financially successful.Marriage and Money GuidelinesHis career in the army.His views on paying for financial advice.]]>    http://www.blogtalkradio.com/simplyfinancial/2020/02/25/everyday-american-black-history-month-series-gil-codyTue, 25 Feb 2020 12:00:00 +0000ExvadioThis is the second of a two-part Everyday American- Black History Month Series. Gil Cody is a retired Army veteran of 26 years and an Everyday American. What we discuss with Gil: Multigenerational money values.Setting up children to be financially...
    What we discuss with Gil:
    Multigenerational money values.Setting up children to be financially successful.Marriage and Money GuidelinesHis career in the army.His views on paying for financial advice.]]>    2231african american,black history,financial goals,financial literacy,veteranfalsefull    Season 4 - Episode 4: Black History Month With Debby Cody (Part 1)https://www.spreaker.com/episode/season-4-episode-4-black-history-month-with-debby-cody-part-1--26840685
    What we discuss with Debby:
    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. ]]>    http://www.blogtalkradio.com/simplyfinancial/2020/02/18/season-4--episode-4-black-history-month-with-debby-cody-part-1Tue, 18 Feb 2020 12:00:00 +0000ExvadioThis is the first of a two-part Everyday American- Black History Month Series. Debby Cody is a retired Army veteran of 22 years and an Everyday American. What we discuss with Debby: Growing up in a single-parent multigenerational household with 6...
    What we discuss with Debby:
    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. ]]>    2055african american,black history,financial goals,financial literacy,veteranfalsefull    Everyday American- Black History Month Series- Debby Codyhttps://www.spreaker.com/episode/everyday-american-black-history-month-series-debby-cody--22910509Growing up in a single-parent multigenerational household with 6 siblingsHer 22-year career in the ArmyHer views on African American financial literacyStarting early and paying yourself firstWorking together with your spouse to make and achieve goalsEarly retirement]]>http://www.blogtalkradio.com/simplyfinancial/2020/02/18/everyday-american-black-history-month-series-debby-codyTue, 18 Feb 2020 12:00:00 +0000ExvadioWhat we discuss with Debby: Growing up in a single-parent multigenerational household with 6 siblingsHer 22-year career in the ArmyHer views on African American financial literacyStarting early and paying yourself firstWorking together with your...Growing up in a single-parent multigenerational household with 6 siblingsHer 22-year career in the ArmyHer views on African American financial literacyStarting early and paying yourself firstWorking together with your spouse to make and achieve goalsEarly retirement]]>2055african american,black history,financial goals,financial literacy,veteranfalsefullSeason 4 - Episode 03: What to Look For in Your Financial Advisorhttps://www.spreaker.com/episode/season-4-episode-03-what-to-look-for-in-your-financial-advisor--26840698http://www.blogtalkradio.com/simplyfinancial/2020/01/21/season-4--episode-03-what-to-look-for-in-your-financial-advisorTue, 21 Jan 2020 12:00:00 +0000ExvadioWhat to look for in your Financial Advisor2512elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 4 - Episode 03 - What to look for in your Financial Advisorhttps://www.spreaker.com/episode/season-4-episode-03-what-to-look-for-in-your-financial-advisor--21924855
    Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of Elliott Wealth. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions]]>    http://www.blogtalkradio.com/simplyfinancial/2020/01/21/season-4--episode-03--what-to-look-for-in-your-financial-advisorTue, 21 Jan 2020 12:00:00 +0000ExvadioWe are a financial planning organization and we want to talk with you about... Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is...
    Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of Elliott Wealth. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions]]>    2512elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 4 - Episode 03 - What to look for in a Financial Advisor-Part 1 of 2https://www.spreaker.com/episode/season-4-episode-03-what-to-look-for-in-a-financial-advisor-part-1-of-2--21921772
    Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of Elliott Wealth. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions]]>    http://www.blogtalkradio.com/simplyfinancial/2020/01/21/season-4--episode-03--what-to-look-for-in-a-financial-advisor-part-1-of-2Tue, 21 Jan 2020 12:00:00 +0000ExvadioWe are a financial planning organization and we want to talk with you about... Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is...
    Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of Elliott Wealth. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions]]>    2512elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 4 - Episode 03 - When meting Financial Advisor you should talk about...https://www.spreaker.com/episode/season-4-episode-03-when-meting-financial-advisor-you-should-talk-about--21918604
    Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of Elliott Wealth. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions]]>    http://www.blogtalkradio.com/simplyfinancial/2020/01/21/season-4--episode-03--when-meting-financial-advisor-you-should-talk-aboutTue, 21 Jan 2020 12:00:00 +0000ExvadioWe are a financial planning organization and we want to talk with you about... Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is...
    Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of Elliott Wealth. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions]]>    2512elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 4 - Episode 03 - Lindy Brock and Chris discuss ...https://www.spreaker.com/episode/season-4-episode-03-lindy-brock-and-chris-discuss--21913861
     

    Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of Elliott Wealth. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions]]>    http://www.blogtalkradio.com/simplyfinancial/2020/01/21/season-4--episode-03--lindy-brock-and-chris-discussTue, 21 Jan 2020 12:00:00 +0000ExvadioWe are a financial planning organization and we want to talk with you about...   Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy...
     

    Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of Elliott Wealth. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions]]>    2512elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 4 - Episode 2: Women - An Economic Force With Moneeka Sawyerhttps://www.spreaker.com/episode/season-4-episode-2-women-an-economic-force-with-moneeka-sawyer--26840695http://www.blogtalkradio.com/simplyfinancial/2020/01/14/season-4--episode-2-women--an-economic-force-with-moneeka-sawyerTue, 14 Jan 2020 12:00:00 +0000ExvadioExpert Interview Series With Moneeka Sawyer2737college savings,elliott wealth,insurance,paul mathews,retirementfalsefullSeason 4 - Episode 02 - EIS Moneeka Sawyer-Women - An Economic Forcehttps://www.spreaker.com/episode/season-4-episode-02-eis-moneeka-sawyer-women-an-economic-force--21673677
    Moneeka Sawyer has built a multi-million dollar business using real estate as her vehicle to build what she calls, Blissful Wealth, only working 5 hours per month. She loves empowering women to do the same. In this podcast you will not only learn great investing strategies, but also how to get the mindset and heartset so you can profit from real estate and enjoy the journey. 

    But don't confuse her big smile and infectious laugh with naivete.  Her multi-million dollar real estate empire is just one example of her ability to strategize, organize, and implement big business plans.

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2020/01/14/season-4--episode-02--eis-moneeka-sawyer-women--an-economic-forceTue, 14 Jan 2020 12:00:00 +0000ExvadioReal Estate Investing For Women Moneeka Sawyer has built a multi-million dollar business using real estate as her vehicle to build what she calls, Blissful Wealth, only working 5 hours per month. She loves empowering women to do the same. In this...
    Moneeka Sawyer has built a multi-million dollar business using real estate as her vehicle to build what she calls, Blissful Wealth, only working 5 hours per month. She loves empowering women to do the same. In this podcast you will not only learn great investing strategies, but also how to get the mindset and heartset so you can profit from real estate and enjoy the journey. 

    But don't confuse her big smile and infectious laugh with naivete.  Her multi-million dollar real estate empire is just one example of her ability to strategize, organize, and implement big business plans.

     ]]>    2736college savings,elliott wealth,insurance,paul mathews,retirementfalsefull    Season 4 - Episode 1: A Year in Review with Dean Nicholsonhttps://www.spreaker.com/episode/season-4-episode-1-a-year-in-review-with-dean-nicholson--26840708Tensions 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 percent 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.]]>    http://www.blogtalkradio.com/simplyfinancial/2020/01/07/season-4--episode-1-a-year-in-review-with-dean-nicholsonTue, 07 Jan 2020 12:00:00 +0000ExvadioLooking back: 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...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 percent 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.]]>    1783elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 4 - Episode 01 - A Year in Review with Dean Nicholsonhttps://www.spreaker.com/episode/season-4-episode-01-a-year-in-review-with-dean-nicholson--21441623Tensions 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 percent 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.]]>    http://www.blogtalkradio.com/simplyfinancial/2020/01/07/season-4--episode-01--a-year-in-review-with-dean-nicholsonTue, 07 Jan 2020 12:00:00 +0000ExvadioLooking back: 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...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 percent 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.]]>    1783elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 3 - Episode 53: Books with HYREhttps://www.spreaker.com/episode/season-3-episode-53-books-with-hyre--26840697
     

    John is the the "straightest-shooter" I know. In the "real-world" of real estate investing and other entrepreneurial endeavors]]>    http://www.blogtalkradio.com/simplyfinancial/2019/12/31/season-3--episode-53-books-with-hyreTue, 31 Dec 2019 12:00:00 +0000ExvadioJohn Hyre, Tax Attorney, Accountant & Real Estate Investor.  For the last 17 years I have run both an accounting practice and tax law practice. I have worked extensively with small businesses, real estate investors of all sizes, note investors and...
     

    John is the the "straightest-shooter" I know. In the "real-world" of real estate investing and other entrepreneurial endeavors]]>    2745beneficiary,inheritance,inherited,investment,retirefalsefull    Season 3 - Episode 53 - BOOKS with HYREhttps://www.spreaker.com/episode/season-3-episode-53-books-with-hyre--21218716
     

    John is the the "straightest-shooter" I know. In the "real-world" of real estate investing and other entrepreneurial endeavors]]>    http://www.blogtalkradio.com/simplyfinancial/2019/12/31/season-3--episode-53--books-with-hyreTue, 31 Dec 2019 12:00:00 +0000ExvadioJohn Hyre, Tax Attorney, Accountant & Real Estate Investor.  For the last 17 years I have run both an accounting practice and tax law practice. I have worked extensively with small businesses, real estate investors of all sizes, note investors and...
     

    John is the the "straightest-shooter" I know. In the "real-world" of real estate investing and other entrepreneurial endeavors]]>    2745beneficiary,inheritance,inherited,investment,retirefalsefull    Season 3 - Episode 52: Emotions & Investment Decisionshttps://www.spreaker.com/episode/season-3-episode-52-emotions-investment-decisions--26840723http://www.blogtalkradio.com/simplyfinancial/2019/12/24/season-3--episode-52-emotions-investment-decisionsTue, 24 Dec 2019 12:00:00 +0000ExvadioResearchers 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. We...593elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 52 - Emotions & Investment Decisionshttps://www.spreaker.com/episode/season-3-episode-52-emotions-investment-decisions--21029950http://www.blogtalkradio.com/simplyfinancial/2019/12/24/season-3--episode-52--emotions-investment-decisionsTue, 24 Dec 2019 12:00:00 +0000ExvadioResearchers 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. We...593elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 51: The Gift of Giving with Arlene Cogenhttps://www.spreaker.com/episode/season-3-episode-51-the-gift-of-giving-with-arlene-cogen--26840715
    • How to make a gift you’ve never imagined possible

    • Multigenerational wealth transfer

    • Integrating philanthropy into your life

     

    Arlene is the Amazon #1 Best Selling author of Give to Live:]]>    http://www.blogtalkradio.com/simplyfinancial/2019/12/17/season-3--episode-51-the-gift-of-giving-with-arlene-cogenTue, 17 Dec 2019 12:00:00 +0000ExvadioThe 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   Arlene is the Amazon #1 Best Selling author of...
    • How to make a gift you’ve never imagined possible

    • Multigenerational wealth transfer

    • Integrating philanthropy into your life

     

    Arlene is the Amazon #1 Best Selling author of Give to Live:]]>    1849chris calandra,christopher calandra,elliott wealth,paul mathews,portfolio rebalancingfalsefull    Season 3 - Episode 51 - The GIFT of GIVING with Arlene Cogenhttps://www.spreaker.com/episode/season-3-episode-51-the-gift-of-giving-with-arlene-cogen--20821997
    • How to make a gift you’ve never imagined possible

    • Multigenerational wealth transfer

    • Integrating philanthropy into your life

     

    Arlene is the Amazon #1 Best Selling author of Give to Live:]]>    http://www.blogtalkradio.com/simplyfinancial/2019/12/17/season-3--episode-51--the-gift-of-giving-with-arlene-cogenTue, 17 Dec 2019 12:00:00 +0000ExvadioThe 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   Arlene is the Amazon #1 Best Selling author of...
    • How to make a gift you’ve never imagined possible

    • Multigenerational wealth transfer

    • Integrating philanthropy into your life

     

    Arlene is the Amazon #1 Best Selling author of Give to Live:]]>    1849chris calandra,christopher calandra,elliott wealth,paul mathews,portfolio rebalancingfalsefull    Season 3 - Episode 50: Real Estate and Syndication With Alina Trigubhttps://www.spreaker.com/episode/season-3-episode-50-real-estate-and-syndication-with-alina-trigub--26840706http://www.blogtalkradio.com/simplyfinancial/2019/12/10/season-3--episode-50-real-estate-and-syndication-with-alina-trigubTue, 10 Dec 2019 12:00:00 +0000ExvadioExpert Interview Series with Alina Trigub - SAMO Financial1499bonds,elliott wealth,investment strategies,markets,portfolio rebalancingfalsefullSeason 3 - Episode 50 - EIS-Alina Trigub-SAMO-Real Estate and Syndicationhttps://www.spreaker.com/episode/season-3-episode-50-eis-alina-trigub-samo-real-estate-and-syndication--20623582
    Alina Trigub is the founder of SAMO Financial. She loves helping people! Her passion is to spread the word about the benefits of passive investing in various forms of real estate and to empower people to build wealth for themselves and for their families.]]>    http://www.blogtalkradio.com/simplyfinancial/2019/12/10/season-3--episode-50--eis-alina-trigub-samo-real-estate-and-syndicationTue, 10 Dec 2019 12:00:00 +0000ExvadioEach deal generally demands a significant investment of your time. It can be a juggling act as one significant deal closes only to have another suffer premature death throes, sending you scrambling in two directions simultaneously. That said, a career...
    Alina Trigub is the founder of SAMO Financial. She loves helping people! Her passion is to spread the word about the benefits of passive investing in various forms of real estate and to empower people to build wealth for themselves and for their families.]]>    1499bonds,elliott wealth,investment strategies,markets,portfolio rebalancingfalsefull    Season3 - Episode 49: Year End Planning for Investorshttps://www.spreaker.com/episode/season3-episode-49-year-end-planning-for-investors--26840692http://www.blogtalkradio.com/simplyfinancial/2019/12/03/season3--episode-49-year-end-planning-for-investorsTue, 03 Dec 2019 12:00:00 +0000ExvadioAssessing 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...1411elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullS3E49-Year End Planning for Investorshttps://www.spreaker.com/episode/s3e49-year-end-planning-for-investors--20450678http://www.blogtalkradio.com/simplyfinancial/2019/12/03/s3e49-year-end-planning-for-investorsTue, 03 Dec 2019 12:00:00 +0000ExvadioAssessing 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...1411elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 48: Pay off Debt Quicklyhttps://www.spreaker.com/episode/season-3-episode-48-pay-off-debt-quickly--26840690http://www.blogtalkradio.com/simplyfinancial/2019/11/26/season-3--episode-48-pay-off-debt-quicklyTue, 26 Nov 2019 12:00:00 +0000ExvadioA 2017 Federal Reserve Report showed that 48% of Americans reported carrying a credit card balance.1532elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 48 - PAYOFF Debt Quicklyhttps://www.spreaker.com/episode/season-3-episode-48-payoff-debt-quickly--20284034http://www.blogtalkradio.com/simplyfinancial/2019/11/26/season-3--episode-48--payoff-debt-quicklyTue, 26 Nov 2019 12:00:00 +0000ExvadioA 2017 Federal Reserve Report showed that 48% of Americans reported carrying a credit card balance.1532elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 47: Jump start your Credit Scorehttps://www.spreaker.com/episode/season-3-episode-47-jump-start-your-credit-score--26840710http://www.blogtalkradio.com/simplyfinancial/2019/11/19/season-3--episode-47-jump-start-your-credit-scoreTue, 19 Nov 2019 12:00:00 +0000ExvadioChris outlines 4 Strategies to Boost Credit Score637bonds,christopher calandra,investment strategies,markets,portfolio rebalancingfalsefullSeason 3 - Episode 47 - JUMPSTART your Credit SCOREhttps://www.spreaker.com/episode/season-3-episode-47-jumpstart-your-credit-score--20116386
    This three-digit number measures if you manage debt responsibly and is a key factor that determines whether you qualify for a loan and what interest rate you will pay.]]>    http://www.blogtalkradio.com/simplyfinancial/2019/11/19/season-3--episode-47--jumpstart-your-credit-scoreTue, 19 Nov 2019 12:00:00 +0000ExvadioYour credit score is the door to so much in your financial life. This three-digit number measures if you manage debt responsibly and is a key factor that determines whether you qualify for a loan and what interest rate you will pay.
    This three-digit number measures if you manage debt responsibly and is a key factor that determines whether you qualify for a loan and what interest rate you will pay.]]>    637bonds,christopher calandra,investment strategies,markets,portfolio rebalancingfalsefull    Season 3 - Episode 46: 7 Wealth Building Rules With John Hyre (Part 2)https://www.spreaker.com/episode/season-3-episode-46-7-wealth-building-rules-with-john-hyre-part-2--26840717http://www.blogtalkradio.com/simplyfinancial/2019/11/12/season-3--episode-46-7-wealth-building-rules-with-john-hyre-part-2Tue, 12 Nov 2019 12:00:00 +0000ExvadioJoin Tax Attorney John Hyre and your Host Christopher Calandra as they discuss wealth building in part 2 of this II part series.2058college savings,elliott wealth,insurance,paul mathews,retirementfalsefullSeason 3 - Episode 46 - John Hyre on Wealth Building (Part 2)-EIShttps://www.spreaker.com/episode/season-3-episode-46-john-hyre-on-wealth-building-part-2-eis--19988772http://www.blogtalkradio.com/simplyfinancial/2019/11/12/season-3--episode-46--john-hyre-on-wealth-building-part-2-eisTue, 12 Nov 2019 12:00:00 +0000ExvadioThis 2 person 2 part series and discussion where two experts discuss wealth building.2058college savings,elliott wealth,insurance,paul mathews,retirementfalsefullSeason 3 - Episode 45: 7 Wealth Building Rules With John Hyre (Part 1)https://www.spreaker.com/episode/season-3-episode-45-7-wealth-building-rules-with-john-hyre-part-1--26840725http://www.blogtalkradio.com/simplyfinancial/2019/11/05/season-3--episode-45-7-wealth-building-rules-with-john-hyre-part-1Tue, 05 Nov 2019 12:00:00 +0000ExvadioExpert Interview Series With John Hyre. Part one of TWO Part Series regarding Wealth Building.1215financial planningfalsefullSeason 3 - Episode 45 - EIS-John Hyre-7 Wealth Building Ruleshttps://www.spreaker.com/episode/season-3-episode-45-eis-john-hyre-7-wealth-building-rules--19866949
    YOU EARNED IT.

    IT'S YOURS.

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2019/11/05/season-3--episode-45--eis-john-hyre-7-wealth-building-rulesTue, 05 Nov 2019 12:00:00 +0000ExvadioYOU BUILT IT. YOU EARNED IT. IT'S YOURS.  
    YOU EARNED IT.

    IT'S YOURS.

     ]]>    1215falsefull    Season 3 - Episode 44: FEAR the Spendinghttps://www.spreaker.com/episode/season-3-episode-44-fear-the-spending--26840727http://www.blogtalkradio.com/simplyfinancial/2019/10/29/season-3--episode-44-fear-the-spendingTue, 29 Oct 2019 11:00:00 +0000ExvadioFiscal Policy leaves something to be desired...but bankruptcy NOT coming soon700bonds,investment strategies,markets,portfolio rebalancing,stocksfalsefullSeason 3 - Episode 44 - FEAR the Spendinghttps://www.spreaker.com/episode/season-3-episode-44-fear-the-spending--19748011http://www.blogtalkradio.com/simplyfinancial/2019/10/29/season-3--episode-44--fear-the-spendingTue, 29 Oct 2019 11:00:00 +0000ExvadioFiscal Policy leaves something to be desired...but bankruptcy NOT coming soon700bonds,investment strategies,markets,portfolio rebalancing,stocksfalsefullSeason 3 - Episode 43: Work Smarter Not Harder Trailerhttps://www.spreaker.com/episode/season-3-episode-43-work-smarter-not-harder-trailer--26840718http://www.blogtalkradio.com/simplyfinancial/2019/10/25/season-3--episode-43-work-smarter-not-harder-trailerFri, 25 Oct 2019 17:00:00 +0000ExvadioWork Smarter Not Harder 448podcastfalsefull3E43 - Work Smarter Trailerhttps://www.spreaker.com/episode/3e43-work-smarter-trailer--19691862http://www.blogtalkradio.com/simplyfinancial/2019/10/25/3e43--work-smarter-trailerFri, 25 Oct 2019 17:00:00 +0000Exvadio...not harder448podcastfalsefullSeason 3 - Episode 43: Work Smarter Not Harderhttps://www.spreaker.com/episode/season-3-episode-43-work-smarter-not-harder--26840719http://www.blogtalkradio.com/simplyfinancial/2019/10/22/season-3--episode-43-work-smarter-not-harderTue, 22 Oct 2019 11:00:00 +0000ExvadioWork Smarter Not Harder1079elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSimply Financial Podcast-S3E43 - Work Smarter...https://www.spreaker.com/episode/simply-financial-podcast-s3e43-work-smarter--19628100http://www.blogtalkradio.com/simplyfinancial/2019/10/22/simply-financial-podcast-s3e43--work-smarterTue, 22 Oct 2019 11:00:00 +0000ExvadioAre you always thinking about highest and best use of your time and your resources1079elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 42: the POWER of the US Job Markethttps://www.spreaker.com/episode/season-3-episode-42-the-power-of-the-us-job-market--26840705http://www.blogtalkradio.com/simplyfinancial/2019/10/15/season-3--episode-42-the-power-of-the-us-job-marketTue, 15 Oct 2019 11:00:00 +0000ExvadioGREAT NEWS!716chris calandra,christopher calandra,markets,paul mathews,portfolio rebalancingfalsefullSeason 3 - Episode 42 - the POWER of the US Job Markethttps://www.spreaker.com/episode/season-3-episode-42-the-power-of-the-us-job-market--19516107http://www.blogtalkradio.com/simplyfinancial/2019/10/15/season-3--episode-42--the-power-of-the-us-job-marketTue, 15 Oct 2019 11:00:00 +0000ExvadioGREAT NEWS!716chris calandra,christopher calandra,markets,paul mathews,portfolio rebalancingfalsefullSeason 3 - Episode 41: Simply Financial -EI Series-David Lakehttps://www.spreaker.com/episode/season-3-episode-41-simply-financial-ei-series-david-lake--19402261http://www.blogtalkradio.com/simplyfinancial/2019/10/08/season-3--episode-41-simply-financial-ei-series-david-lakeTue, 08 Oct 2019 11:00:00 +0000ExvadioWho does them nd are they reliable?1337elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 41: Simply Financial Trailer-EISeries-David Lakehttps://www.spreaker.com/episode/season-3-episode-41-simply-financial-trailer-eiseries-david-lake--19343654
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2019/10/03/season-3--episode-41-simply-financial-trailer-eiseries-david-lakeThu, 03 Oct 2019 10:00:00 +0000ExvadioWho does them nd are they reliable?  
     ]]>    714chris calandra,college savings,elliott wealth,insurance,paul mathewsfalsefull    Season 3 - Episode 40: 3 Phases of Business Continuation Planninghttps://www.spreaker.com/episode/season-3-episode-40-3-phases-of-business-continuation-planning--19306815http://www.blogtalkradio.com/simplyfinancial/2019/10/01/season-3--episode-40-3-phases-of-business-continuation-planningTue, 01 Oct 2019 11:00:00 +0000Exvadio1-Valuation 2-Succession 3-Agreement786finances,financial advisor,inheritance,inherited,investmentfalsefullSeason 3 - Episode 39: The PIVOT Continueshttps://www.spreaker.com/episode/season-3-episode-39-the-pivot-continues--19167295http://www.blogtalkradio.com/simplyfinancial/2019/09/20/season-3--episode-39-the-pivot-continuesFri, 20 Sep 2019 11:00:00 +0000ExvadioChairman Powell Highlight747elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 38: EIS-Gwen Bade, Envoy Mortgage-Non-QM-what is it, featureshttps://www.spreaker.com/episode/season-3-episode-38-eis-gwen-bade-envoy-mortgage-non-qm-what-is-it-features--19126667Gwen 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]]>    http://www.blogtalkradio.com/simplyfinancial/2019/09/17/season-3--episode-38-eis-gwen-bade-envoy-mortgage-non-qm-what-is-it-featuresTue, 17 Sep 2019 11:00:00 +0000ExvadioAll were able to qualify for a Non-QM mortgage and begin enjoying the benefits of home ownership 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....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]]>    2021elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 3 - Episode 37: Trade War Hysteriahttps://www.spreaker.com/episode/season-3-episode-37-trade-war-hysteria--19056861http://www.blogtalkradio.com/simplyfinancial/2019/09/10/season-3--episode-37-trade-war-hysteriaTue, 10 Sep 2019 11:00:00 +0000ExvadioTariffs focused on one country-China592annuities,etf,mutual fund,parady,taxablefalsefullSeason 3 - Episode 36: The 3 S'shttps://www.spreaker.com/episode/season-3-episode-36-the-3-s-s--18987529http://www.blogtalkradio.com/simplyfinancial/2019/09/03/season-3--episode-36-the-3-ssTue, 03 Sep 2019 11:00:00 +0000ExvadioSMART Money Decisions to achieve financial goals933elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 35: A Decade of Growthhttps://www.spreaker.com/episode/season-3-episode-35-a-decade-of-growth--18928176http://www.blogtalkradio.com/simplyfinancial/2019/08/27/season-3--episode-35-a-decade-of-growthTue, 27 Aug 2019 11:00:00 +0000ExvadioCurrent economic expansion passed the 10 year mark in June 2019567elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 34: 7 Wealth Building Rules Real Estate Investorshttps://www.spreaker.com/episode/season-3-episode-34-7-wealth-building-rules-real-estate-investors--18864141http://www.blogtalkradio.com/simplyfinancial/2019/08/20/season-3--episode-34-7-wealth-building-rules-real-estate-investorsTue, 20 Aug 2019 11:00:00 +0000ExvadioShould I add real estate to my investment porefolio?2065annuities,cd,mitchell levy,parady,taxablefalsefullSeason 3 - Episode 33: Pivot to Uncertaintyhttps://www.spreaker.com/episode/season-3-episode-33-pivot-to-uncertainty--18805636http://www.blogtalkradio.com/simplyfinancial/2019/08/13/season-3--episode-33-pivot-to-uncertaintyTue, 13 Aug 2019 11:00:00 +0000ExvadioInvesting in Volatile Markets1116elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 32: The Powell Pivothttps://www.spreaker.com/episode/season-3-episode-32-the-powell-pivot--18739740http://www.blogtalkradio.com/simplyfinancial/2019/08/06/season-3--episode-32-the-powell-pivotTue, 06 Aug 2019 11:00:00 +0000ExvadioThe Powell Pivot: The Opposite of the ‘Volcker Moment’989elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 31: Identity Theft-The EQUIFAX BREACHhttps://www.spreaker.com/episode/season-3-episode-31-identity-theft-the-equifax-breach--18676041http://www.blogtalkradio.com/simplyfinancial/2019/07/30/season-3--episode-31-identity-theft-the-equifax-breachTue, 30 Jul 2019 11:00:00 +0000ExvadioEpisode 7: Identity Theft-The EQUIFAX BREACH Featuring Special Guest Brian Thompson; The Thompson Agency, Inc.10/3/2017 2321elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 30: Special Edition-2019 Midyear Economic Updatehttps://www.spreaker.com/episode/season-3-episode-30-special-edition-2019-midyear-economic-update--18620101http://www.blogtalkradio.com/simplyfinancial/2019/07/23/season-3--episode-30-special-edition-2019-midyear-economic-updateTue, 23 Jul 2019 11:00:00 +0000ExvadioA lot of what you need to know at the midyear 20192854tax reform dollar cost averafalsefullSeason 3 - Episode 30: Special Edition-2019 Midyear Economic Updatehttps://www.spreaker.com/episode/season-3-episode-30-special-edition-2019-midyear-economic-update--18612415http://www.blogtalkradio.com/simplyfinancial/2019/07/22/season-3--episode-30-special-edition-2019-midyear-economic-updateMon, 22 Jul 2019 11:00:00 +0000ExvadioA lot of what you need to know at the midyear 20192854charity,dollar cost averaging,jeremy hyatt,mike giardina,tax reformfalsefullSeason 3 - Episode 29: Expert Interview Series-Estate Planner Michael Giardinahttps://www.spreaker.com/episode/season-3-episode-29-expert-interview-series-estate-planner-michael-giardina--18561784http://www.blogtalkradio.com/simplyfinancial/2019/07/16/season-3--episode-29-expert-interview-series-estate-planner-michael-giardinaTue, 16 Jul 2019 11:00:00 +0000ExvadioWhat you need to know about planning your estate1656elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 28: Modern Observer Lopkin discusses Goalshttps://www.spreaker.com/episode/season-3-episode-28-modern-observer-lopkin-discusses-goals--18500003
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2019/07/09/season-3--episode-28-modern-observer-lopkin-discusses-goalsTue, 09 Jul 2019 11:00:00 +0000ExvadioExpert Interview Series on Goal Attainment with Eric Lopkin  
     ]]>    1965elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 3 - Episode 27: Financial Goal Setting-S.M.A.R.T. approachhttps://www.spreaker.com/episode/season-3-episode-27-financial-goal-setting-s-m-a-r-t-approach--18440517http://www.blogtalkradio.com/simplyfinancial/2019/07/02/season-3--episode-27-financial-goal-setting-smart-approachTue, 02 Jul 2019 11:00:00 +0000ExvadioChris discusses the upside and How-To's of financial goal setting1172elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 26: A Daughter's Rebuttalhttps://www.spreaker.com/episode/season-3-episode-26-a-daughter-s-rebuttal--18372505http://www.blogtalkradio.com/simplyfinancial/2019/06/25/season-3--episode-26-a-daughters-rebuttalTue, 25 Jun 2019 11:00:00 +0000ExvadioMarissa's take on Kids and Money1935elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 25: Manifesting Money with Cassie Parkshttps://www.spreaker.com/episode/season-3-episode-25-manifesting-money-with-cassie-parks--18307115http://www.blogtalkradio.com/simplyfinancial/2019/06/18/season-3--episode-25-manifesting-money-with-cassie-parksTue, 18 Jun 2019 11:00:00 +0000ExvadioChris uncovers her process of manifestation which helped her retire at the age of 322284elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 25: Expert Interview Series-Cassie Parkshttps://www.spreaker.com/episode/season-3-episode-25-expert-interview-series-cassie-parks--18306145http://www.blogtalkradio.com/simplyfinancial/2019/06/18/season-3--episode-25-expert-interview-series-cassie-parksTue, 18 Jun 2019 11:00:00 +0000Exvadioprocess of manifesting which helped her be able to retire at the age of 322284elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 24: RMD Choiceshttps://www.spreaker.com/episode/season-3-episode-24-rmd-choices--18236869http://www.blogtalkradio.com/simplyfinancial/2019/06/11/season-3--episode-24-rmd-choicesTue, 11 Jun 2019 11:00:00 +0000ExvadioAs over 58 Million baby boomers reach 70 1/2 over next 2 decades, they must deal with the complexities of Required Minimum Distributions1020simply financial elliott wealtfalsefullSeason 3 - Episode 23: Battle of the Sexes - Part V of Vhttps://www.spreaker.com/episode/season-3-episode-23-battle-of-the-sexes-part-v-of-v--18167976http://www.blogtalkradio.com/simplyfinancial/2019/06/04/season-3--episode-23-battle-of-the-sexes--part-v-of-vTue, 04 Jun 2019 11:00:00 +0000ExvadioMoney Kids and Teenagers1974elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 22: Battle of the Sexes - Part IV of Vhttps://www.spreaker.com/episode/season-3-episode-22-battle-of-the-sexes-part-iv-of-v--18112333
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2019/05/28/season-3--episode-22-battle-of-the-sexes--part-iv-of-vTue, 28 May 2019 11:00:00 +0000ExvadioMoney and Kids  
     ]]>    1772simply financial elliott wealtfalsefull    Season 3 - Episode 21: Battle of the Sexes - Part III of Vhttps://www.spreaker.com/episode/season-3-episode-21-battle-of-the-sexes-part-iii-of-v--18032655http://www.blogtalkradio.com/simplyfinancial/2019/05/21/season-3--episode-21-battle-of-the-sexes--part-iii-of-vTue, 21 May 2019 11:00:00 +0000ExvadioLearn how you can work with your spouse to win with money1788elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 20: Battle of the Sexes - Part II of Vhttps://www.spreaker.com/episode/season-3-episode-20-battle-of-the-sexes-part-ii-of-v--17924735
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2019/05/14/season-3--episode-20-battle-of-the-sexes--part-ii-of-vTue, 14 May 2019 11:00:00 +0000ExvadioLearn how you can work with your spouse to win with money.  
     ]]>    1793simply financial elliott wealtfalsefull    Season 3 - Episode 19: Battle of the Sexes - Part I of Vhttps://www.spreaker.com/episode/season-3-episode-19-battle-of-the-sexes-part-i-of-v--17857717
    www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2019/05/07/season-3--episode-19-battle-of-the-sexes--part-i-of-vTue, 07 May 2019 11:00:00 +0000ExvadioWhat do they agree on and what do they argue about? www.elliottwealth.com
    www.elliottwealth.com]]>    1763elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 3 - Episode 18: Changing Jobs? Know your 401(k) Optionshttps://www.spreaker.com/episode/season-3-episode-18-changing-jobs-know-your-401-k-options--17792195http://www.blogtalkradio.com/simplyfinancial/2019/04/30/season-3--episode-18-changing-jobs-know-your-401k-optionsTue, 30 Apr 2019 11:00:00 +0000ExvadioIt's important to know your options.1007simply financial elliott wealtfalsefullSeason 3 - Episode 17: Everyday Americans Series featuring Ronni Seifert-Allenhttps://www.spreaker.com/episode/season-3-episode-17-everyday-americans-series-featuring-ronni-seifert-allen--17721199http://www.blogtalkradio.com/simplyfinancial/2019/04/23/season-3--episode-17-everyday-americans-series-featuring-ronni-seifert-allen-1Tue, 23 Apr 2019 11:00:00 +0000ExvadioHow do your views change after a couple of years have passed after receiving an inheritance1282elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 16: Why Women need Life Insurancehttps://www.spreaker.com/episode/season-3-episode-16-why-women-need-life-insurance--17655237http://www.blogtalkradio.com/simplyfinancial/2019/04/16/season-3--episode-16-why-women-need-life-insuranceTue, 16 Apr 2019 11:00:00 +0000ExvadioWhile there are many reasons why women need life insurance, often they have little or no protection.604elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 15: Reaching Retirement...Now What??https://www.spreaker.com/episode/season-3-episode-15-reaching-retirement-now-what--17579591http://www.blogtalkradio.com/simplyfinancial/2019/04/09/season-3--episode-15-reaching-retirementnow-what-1Tue, 09 Apr 2019 11:00:00 +0000ExvadioReview-spend wisely-understand-plan-know your options972elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 14: Invest or Pay Off Mortgagehttps://www.spreaker.com/episode/season-3-episode-14-invest-or-pay-off-mortgage--17508986http://www.blogtalkradio.com/simplyfinancial/2019/04/02/season-3--episode-14-invest-or-pay-off-mortgageTue, 02 Apr 2019 11:00:00 +0000ExvadioOther points to Ponder1391elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullChris' Guest Appearance on Crushing Debt Podcasthttps://www.spreaker.com/episode/chris-guest-appearance-on-crushing-debt-podcast--17476755http://www.blogtalkradio.com/simplyfinancial/2019/03/29/chris-guest-appearance-on-crushing-debt-podcastFri, 29 Mar 2019 20:00:00 +0000ExvadioStrategies for what is on the horizon1556falsefullSeason 3 - Episode 13: Everyday Americans Series Featuring Matthew Oblonhttps://www.spreaker.com/episode/season-3-episode-13-everyday-americans-series-featuring-matthew-oblon--17440727http://www.blogtalkradio.com/simplyfinancial/2019/03/26/season-3--episode-13-everyday-americans-series-featuring-matthew-oblonTue, 26 Mar 2019 11:00:00 +0000ExvadioHow to stay cool under pressure1394elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 12: EAS-Peter Hug-Golden Opportunity?https://www.spreaker.com/episode/season-3-episode-12-eas-peter-hug-golden-opportunity--17369983www.elliottwealth.com]]>http://www.blogtalkradio.com/simplyfinancial/2019/03/19/season-3--episode-12-eas-peter-hug-golden-opportunityTue, 19 Mar 2019 11:00:00 +0000ExvadioWhat is the right amount of gold or silver in a portfolio?What is the short term outlook for gold? Medium? Long Term?www.elliottwealth.comwww.elliottwealth.com]]>2610elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 11: All About Credit Scoreshttps://www.spreaker.com/episode/season-3-episode-11-all-about-credit-scores--17297514
    Fixing errors and improving credit score]]>    http://www.blogtalkradio.com/simplyfinancial/2019/03/12/season-3--episode-11-all-about-credit-scoresTue, 12 Mar 2019 11:00:00 +0000ExvadioThe importance of having good credit score and factors that can impact your Score Fixing errors and improving credit score
    Fixing errors and improving credit score]]>    966elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 3 - Episode 10: Where's the Recession?https://www.spreaker.com/episode/season-3-episode-10-where-s-the-recession--17228772http://www.blogtalkradio.com/simplyfinancial/2019/03/05/season-3--episode-10-wheres-the-recessionTue, 05 Mar 2019 12:00:00 +0000ExvadioThink again...think differently622elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 09: Selling when the market dropshttps://www.spreaker.com/episode/season-3-episode-09-selling-when-the-market-drops--17158088http://www.blogtalkradio.com/simplyfinancial/2019/02/26/season-3--episode-09-selling-when-the-market-dropsTue, 26 Feb 2019 12:00:00 +0000ExvadioNerve wracking times858elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 08: The Market's Wild Ridehttps://www.spreaker.com/episode/season-3-episode-08-the-market-s-wild-ride--17083729http://www.blogtalkradio.com/simplyfinancial/2019/02/19/season-3--episode-08-the-markets-wild-rideTue, 19 Feb 2019 12:00:00 +0000ExvadioWorst Christmas Eve ever996elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 07: EIS-Attorney Shawn Yesnerhttps://www.spreaker.com/episode/season-3-episode-07-eis-attorney-shawn-yesner--17020563http://www.blogtalkradio.com/simplyfinancial/2019/02/12/season-3--episode-07-eis-attorney-shawn-yesnerTue, 12 Feb 2019 12:00:00 +0000ExvadioBooks: Crushing Debt: 9 Strategies to Eliminate Financial Bullies2406elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 06: EIS-Nick Raithel-Content Corphttps://www.spreaker.com/episode/season-3-episode-06-eis-nick-raithel-content-corp--16955057http://www.blogtalkradio.com/simplyfinancial/2019/02/05/season-3--episode-06-eis-nick-raithel-content-corpTue, 05 Feb 2019 12:00:00 +0000ExvadioThe 7 Hour Book2265elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 05: EAS-Building Loyalty with Dave Famigliettihttps://www.spreaker.com/episode/season-3-episode-05-eas-building-loyalty-with-dave-famiglietti--16872309
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2019/01/29/season-3--episode-05-eas-building-loyalty-with-dave-famigliettiTue, 29 Jan 2019 12:00:00 +0000ExvadioThe importance of company loyalty  
     ]]>    2495elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 3 - Episode 04: Books with Davehttps://www.spreaker.com/episode/season-3-episode-04-books-with-dave--16810597http://www.blogtalkradio.com/simplyfinancial/2019/01/22/season-3--episode-04-books-with-daveTue, 22 Jan 2019 12:00:00 +0000ExvadioBooks and More1938elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 03: A Sneaky Thiefhttps://www.spreaker.com/episode/season-3-episode-03-a-sneaky-thief--16718020http://www.blogtalkradio.com/simplyfinancial/2019/01/15/season-3--episode-03-a-sneaky-thiefTue, 15 Jan 2019 12:00:00 +0000ExvadioInflation-what does it steal from us599elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 02: What the HECK happened?https://www.spreaker.com/episode/season-3-episode-02-what-the-heck-happened--16659512http://www.blogtalkradio.com/simplyfinancial/2019/01/08/season-3--episode-02-what-the-heck-happenedTue, 08 Jan 2019 12:00:00 +0000ExvadioHelpful information about the recent market volatility2417elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 02: What the HECK happened?...an economic discussionhttps://www.spreaker.com/episode/season-3-episode-02-what-the-heck-happened-an-economic-discussion--16658248http://www.blogtalkradio.com/simplyfinancial/2019/01/08/season-3--episode-02-what-the-heck-happenedan-economic-discussionTue, 08 Jan 2019 12:00:00 +0000ExvadioHelpful information about the recent market volatility2417elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 3 - Episode 01: Alarm...Student Debt Crisishttps://www.spreaker.com/episode/season-3-episode-01-alarm-student-debt-crisis--16604753http://www.blogtalkradio.com/simplyfinancial/2019/01/01/season-3--episode-01-alarmstudent-debt-crisisTue, 01 Jan 2019 12:00:00 +0000ExvadioFacing down the student debt crisis806elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 52: Expert Interview Series-Kala Philohttps://www.spreaker.com/episode/season-2-episode-52-expert-interview-series-kala-philo--16563995http://www.blogtalkradio.com/simplyfinancial/2018/12/25/season-2--episode-52-expert-interview-series-kala-philoTue, 25 Dec 2018 12:00:00 +0000ExvadioFounder of Mirror Your Brilliance on Video discusses trends in video marketing and female entrepreneurshi2227elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 51: Trends Hitting Financial Advisorshttps://www.spreaker.com/episode/season-2-episode-51-trends-hitting-financial-advisors--16510833http://www.blogtalkradio.com/simplyfinancial/2018/12/18/season-2--episode-51-trends-hitting-financial-advisorsTue, 18 Dec 2018 12:00:00 +0000ExvadioRetirement crisis, Declining costs, Holistic planning, Security and privacy900elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 50: Secret Savings Accounts Revealedhttps://www.spreaker.com/episode/season-2-episode-50-secret-savings-accounts-revealed--17241751
    Earn More

    Pay Less]]>    http://www.blogtalkradio.com/simplyfinancial/2018/12/11/season-2--episode-50-secret-savings-accounts-revealedTue, 11 Dec 2018 12:00:00 +0000Exvadio  Earn More Pay Less
    Earn More

    Pay Less]]>    630elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 50: Secret Savings Accounts Exposedhttps://www.spreaker.com/episode/season-2-episode-50-secret-savings-accounts-exposed--16441756
    Earn More

    Pay Less]]>    http://www.blogtalkradio.com/simplyfinancial/2018/12/11/season-2--episode-50-secret-savings-accounts-exposedTue, 11 Dec 2018 12:00:00 +0000Exvadio  Earn More Pay Less
    Earn More

    Pay Less]]>    639elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 50: Why You NEED an Online Savings Accounthttps://www.spreaker.com/episode/season-2-episode-50-why-you-need-an-online-savings-account--16440284
    Zero in on interest rates to find accounts that offer most return for your money]]>    http://www.blogtalkradio.com/simplyfinancial/2018/12/11/season-2--episode-50-why-you-need-an-online-savings-accountTue, 11 Dec 2018 12:00:00 +0000Exvadio  Zero in on interest rates to find accounts that offer most return for your money
    Zero in on interest rates to find accounts that offer most return for your money]]>    610elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 49: College 529 Savings Planhttps://www.spreaker.com/episode/season-2-episode-49-college-529-savings-plan--16381085http://www.blogtalkradio.com/simplyfinancial/2018/12/04/season-2--episode-49-college-529-savings-planTue, 04 Dec 2018 12:00:00 +0000ExvadioWhat you should know about savings for your child's education1029elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 48: Nobody Likes Life Insurancehttps://www.spreaker.com/episode/season-2-episode-48-nobody-likes-life-insurance--16320886http://www.blogtalkradio.com/simplyfinancial/2018/11/27/season-2--episode-48-nobody-likes-life-insuranceTue, 27 Nov 2018 12:00:00 +0000ExvadioQuick take aways and considerations to think about-A podcast back by popular demand....believe it or not!827elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 47: Latest News in Mortgage Market-EIS-Jeremy Hyatt-Envoy Mtghttps://www.spreaker.com/episode/season-2-episode-47-latest-news-in-mortgage-market-eis-jeremy-hyatt-envoy-mtg--16266777http://www.blogtalkradio.com/simplyfinancial/2018/11/20/season-2--episode-47-latest-news-in-mortgage-market-eis-jeremy-hyatt-envoy-mtgTue, 20 Nov 2018 12:00:00 +0000ExvadioThe 5 C's (Key Metrics), Best advise, Credit scores and better deals, Future of interest rates and impact on home values, What about technology?1794elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 46: Establishing and Maintaining an Emergency Fundhttps://www.spreaker.com/episode/season-2-episode-46-establishing-and-maintaining-an-emergency-fund--16206132http://www.blogtalkradio.com/simplyfinancial/2018/11/13/season-2--episode-46-establishing-and-maintaining-an-emergency-fundTue, 13 Nov 2018 12:00:00 +0000ExvadioWhy should you have an emergency fund and where should you put it?802elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardinahttps://www.spreaker.com/episode/season-2-episode-45-expert-interview-series-estate-planner-michael-giardina--16148561http://www.blogtalkradio.com/simplyfinancial/2018/11/06/season-2--episode-45-expert-interview-series-estate-planner-michael-giardinaTue, 06 Nov 2018 12:00:00 +0000ExvadioWetate Planning- when, how often and how.1644elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 44: Inherited (Stretch) IRAshttps://www.spreaker.com/episode/season-2-episode-44-inherited-stretch-iras--16090601www.elliottwealth.com

    1-Call to action 2-Key provisions 3-Primary Benefits (Control, Flexibility, Tranferability)4-Download CONCEPT PIECE

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/10/30/season-2--episode-44-inherited-stretch-irasTue, 30 Oct 2018 11:00:00 +0000Exvadiowww.elliottwealth.com 1-Call to action 2-Key provisions 3-Primary Benefits (Control, Flexibility, Tranferability)4-Download CONCEPT PIECE  www.elliottwealth.com

    1-Call to action 2-Key provisions 3-Primary Benefits (Control, Flexibility, Tranferability)4-Download CONCEPT PIECE

     ]]>    1127elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 43: Charitable Giving from IRA'shttps://www.spreaker.com/episode/season-2-episode-43-charitable-giving-from-ira-s--16030092
    www.elliottwealth.com

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/10/23/season-2--episode-43-charitable-giving-from-irasTue, 23 Oct 2018 11:00:00 +0000ExvadioBenefits and strategies.  Refer to RMD Podcast-Season 2 Episode 36 www.elliottwealth.com  
    www.elliottwealth.com

     ]]>    759elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 42: Potential Benefits-Dollar Cost Averaginghttps://www.spreaker.com/episode/season-2-episode-42-potential-benefits-dollar-cost-averaging--15974602http://www.blogtalkradio.com/simplyfinancial/2018/10/16/season-2--episode-42-potential-benefits-dollar-cost-averagingTue, 16 Oct 2018 11:00:00 +0000ExvadioTHREE BENEFITS442elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 41: Tax Reform; Winners and Losershttps://www.spreaker.com/episode/season-2-episode-41-tax-reform-winners-and-losers--15954400http://www.blogtalkradio.com/simplyfinancial/2018/10/09/season-2--episode-41-tax-reform-winners-and-losersTue, 09 Oct 2018 11:00:00 +0000ExvadioA synapsis from Chris on the big winners and losers of the tax reform588elliott wealth management,financial services,simply financial,tax reform,wealth managementfalsefullSeason 2 - Episode 40: Expert Interview Series-Harold "Buddy" Hartmannhttps://www.spreaker.com/episode/season-2-episode-40-expert-interview-series-harold-buddy-hartmann--15954401http://www.blogtalkradio.com/simplyfinancial/2018/10/02/season-2--episode-40-expert-interview-series-harold-buddy-hartmannTue, 02 Oct 2018 11:00:00 +0000Exvadio1-CPA Perspective 2-CFP Perspective 3-Year end tax planning tips1570elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 39: Creating a Net Worth Statementhttps://www.spreaker.com/episode/season-2-episode-39-creating-a-net-worth-statement--15954402http://www.blogtalkradio.com/simplyfinancial/2018/09/25/season-2--episode-39-creating-a-net-worth-statementTue, 25 Sep 2018 11:00:00 +0000Exvadio"Effective personal financial tool"840elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 38: Expert Interview Series; Eric Lopkin-A "Modern Observer"https://www.spreaker.com/episode/season-2-episode-38-expert-interview-series-eric-lopkin-a-modern-observer--15954403
    What obstacles have you had to overcome that are unique to you?

    www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2018/09/18/season-2--episode-38-expert-interview-series-eric-lopkin-a-modern-observerTue, 18 Sep 2018 11:00:00 +0000ExvadioWhat 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
    What obstacles have you had to overcome that are unique to you?

    www.elliottwealth.com]]>    2402elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 37: A Historic Look at the Fallhttps://www.spreaker.com/episode/season-2-episode-37-a-historic-look-at-the-fall--15954404http://www.blogtalkradio.com/simplyfinancial/2018/09/11/season-2--episode-37-a-historic-look-at-the-fallTue, 11 Sep 2018 11:00:00 +0000ExvadioSir John Templeton-"Do not be fearful or negative too often." 763elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 36: Exciting World of Required Minimum Distributionshttps://www.spreaker.com/episode/season-2-episode-36-exciting-world-of-required-minimum-distributions--15954405
    www.elliottwealth.com

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/09/04/season-2--episode-36-exciting-world-of-required-minimum-distributionsTue, 04 Sep 2018 11:00:00 +0000ExvadioWhat 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  
    www.elliottwealth.com

     ]]>    850elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 35: Expert Interview Series; Ann Babiarz-"Flashes of Light"https://www.spreaker.com/episode/season-2-episode-35-expert-interview-series-ann-babiarz-flashes-of-light--15954407http://www.blogtalkradio.com/simplyfinancial/2018/08/28/season-2--episode-35-expert-interview-series-ann-babiarz-flashes-of-lightTue, 28 Aug 2018 11:00:00 +0000ExvadioFlashes of Light: Life Coach’s Compelling Memoir of Strokes & Cancer Survival Equips listeners to “Reboot” their Life when any form of Chaos Strikes.2133elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 34: Expert Interview Series; Mitchell Levy-"The AHA Guy"https://www.spreaker.com/episode/season-2-episode-34-expert-interview-series-mitchell-levy-the-aha-guy--15954408You use the phrase "Go forth and do Good",  What does that mean to you?You also use the phrase "Think big but act small", what does that mean to you?Can you describe the process of social selling?What do you think about the explosion of podcast shows?Who are some of your favorite authors?You have written 59 books, which one is your favorite?What did you learn about money growing up?What money advice do you give to younger individuals you meet?Do you aspire to retire?What is something you splurge on?
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/08/21/season-2--episode-34-expert-interview-series-mitchell-levy-the-aha-guyTue, 21 Aug 2018 11:00:00 +0000Exvadio  You use the phrase "Go forth and do Good",  What does that mean to you?You also use the phrase "Think big but act small", what does that mean to you?Can you describe the process of social selling?What do you think about the explosion of podcast...You use the phrase "Go forth and do Good",  What does that mean to you?You also use the phrase "Think big but act small", what does that mean to you?Can you describe the process of social selling?What do you think about the explosion of podcast shows?Who are some of your favorite authors?You have written 59 books, which one is your favorite?What did you learn about money growing up?What money advice do you give to younger individuals you meet?Do you aspire to retire?What is something you splurge on?
     ]]>    1758elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 33: Every Day Americans Series; Tom and Diane Stolzhttps://www.spreaker.com/episode/season-2-episode-33-every-day-americans-series-tom-and-diane-stolz--15954411www.elliottwealth.com]]>http://www.blogtalkradio.com/simplyfinancial/2018/08/14/season-2--episode-33-every-day-americans-series-tom-and-diane-stolzTue, 14 Aug 2018 11:00:00 +0000Exvadiowww.elliottwealth.comwww.elliottwealth.com]]>1844elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 32: AHA Moments from the AHA Guyhttps://www.spreaker.com/episode/season-2-episode-32-aha-moments-from-the-aha-guy--15954412
    www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2018/08/07/season-2--episode-32-aha-moments-from-the-aha-guyTue, 07 Aug 2018 11:00:00 +0000ExvadioHow to capture AHA's and not miss out... www.elliottwealth.com
    www.elliottwealth.com]]>    1212elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 31: TOP 20 Financial Planning Questions (PART II)https://www.spreaker.com/episode/season-2-episode-31-top-20-financial-planning-questions-part-ii--15954409http://www.blogtalkradio.com/simplyfinancial/2018/07/31/season-2--episode-31-top-20-financial-planning-questions-part-iiTue, 31 Jul 2018 11:00:00 +0000Exvadio1-Is my estate plan up to date? 2- Have I named my beneficiaries properly? 3-Can I reduce my tax exposure? 4-What is my risk tolerance? 5-Do I know what I own and why? 6-What are my rates of return? 7-Is my investment plan current? 8-What about money...957elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 30: TOP 20 Financial Planning Questions (PART I)https://www.spreaker.com/episode/season-2-episode-30-top-20-financial-planning-questions-part-i--15954410http://www.blogtalkradio.com/simplyfinancial/2018/07/24/season-2--episode-30-top-20-financial-planning-questions-part-iTue, 24 Jul 2018 11:00:00 +0000Exvadio1-Do you know how much you save and spend?, 2-what is your net worth? (Season 1-episode 5), 3-are you borrowing money efficiently?, 4-how is your 401k/retirement strategy and plan?, 5-how is your emergency fund?, 6-what if something were to happen to...1190elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 29: Baby Boomers Remain Unpreparedhttps://www.spreaker.com/episode/season-2-episode-29-baby-boomers-remain-unprepared--15954413
    www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2018/07/17/season-2--episode-29-baby-boomers-remain-unpreparedTue, 17 Jul 2018 11:00:00 +0000ExvadioWorking with a plan and sound financial advisor is the key to retirement preparedness www.elliottwealth.com
    www.elliottwealth.com]]>    811elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 28: Reality Check for Millennialshttps://www.spreaker.com/episode/season-2-episode-28-reality-check-for-millennials--15954416http://www.blogtalkradio.com/simplyfinancial/2018/07/10/season-2--episode-28-reality-check-for-millennialsTue, 10 Jul 2018 11:00:00 +0000ExvadioHalf (53%) of Millennials expect to become a millionaire at some stage in their lives, or are already millionaires706elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 27: Every Day Americans Series-Erin Gibneyhttps://www.spreaker.com/episode/season-2-episode-27-every-day-americans-series-erin-gibney--15954417http://www.blogtalkradio.com/simplyfinancial/2018/07/03/season-2--episode-27-every-day-americans-series-erin-gibneyTue, 03 Jul 2018 11:00:00 +0000ExvadioHer Journey; Teens of America; Growing up in the Music Industry2709elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 26: 2018 Midyear Economic Update with Christopher Calandrahttps://www.spreaker.com/episode/season-2-episode-26-2018-midyear-economic-update-with-christopher-calandra--15954420http://www.blogtalkradio.com/simplyfinancial/2018/06/26/season-2--episode-26-2018-midyear-economic-update-with-christopher-calandraTue, 26 Jun 2018 11:00:00 +0000ExvadioProtection, Retirement, Investments, Tax Planning & Estate Planning2725elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 25: Become a Millionaire through Retirement Plan Investinghttps://www.spreaker.com/episode/season-2-episode-25-become-a-millionaire-through-retirement-plan-investing--26840696http://www.blogtalkradio.com/simplyfinancial/2018/06/19/season-2--episode-25-become-a-millionaire-through-retirement-plan-investingTue, 19 Jun 2018 11:00:00 +0000ExvadioInformation From the Fidelity Study Quarter 1 20181037elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 25 - Become a Millionaire through Retirement Plan Investinghttps://www.spreaker.com/episode/season-2-episode-25-become-a-millionaire-through-retirement-plan-investing--15954415www.elliottwealth.com]]>http://www.blogtalkradio.com/simplyfinancial/2018/06/19/season-2--episode-25--become-a-millionaire-through-retirement-plan-investingTue, 19 Jun 2018 11:00:00 +0000Exvadio“Time in the market is more important than timing in the market”“79% of millionaires studied identified their company sponsored retirement plan as the KEY wealth building tool”join us at www.elliottwealth.comwww.elliottwealth.com]]>1037elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 24: Moving Forward Financially After the Loss of a Spousehttps://www.spreaker.com/episode/season-2-episode-24-moving-forward-financially-after-the-loss-of-a-spouse--26840726http://www.blogtalkradio.com/simplyfinancial/2018/06/12/season-2--episode-24-moving-forward-financially-after-the-loss-of-a-spouseTue, 12 Jun 2018 11:00:00 +0000ExvadioHolistic Approach - The loss of a spouse can be a devastating, life-changing event.  Due to longer life expectancies, women especially are more likely to face this situation.825elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 24 - Moving Forward Financially after the Loss of a Spousehttps://www.spreaker.com/episode/season-2-episode-24-moving-forward-financially-after-the-loss-of-a-spouse--15954419http://www.blogtalkradio.com/simplyfinancial/2018/06/12/season-2--episode-24--moving-forward-financially-after-the-loss-of-a-spouseTue, 12 Jun 2018 11:00:00 +0000ExvadioShort term-Steps to Take, Locate documents and records, tracking and filing, settle estate and taxes, apply for benefits, update account names, re-evaluate short term expenses, AVOID HASTY DECISIONS.  Moving Ahead: The BIG picture.825elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 23: State of Changehttps://www.spreaker.com/episode/season-2-episode-23-state-of-change--26840709
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/06/05/season-2--episode-23-state-of-changeTue, 05 Jun 2018 11:00:00 +0000ExvadioInterest 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  
     ]]>    1520elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 23 - State of Changehttps://www.spreaker.com/episode/season-2-episode-23-state-of-change--15954422
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/06/05/season-2--episode-23--state-of-changeTue, 05 Jun 2018 11:00:00 +0000ExvadioInterest 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  
     ]]>    1520elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 22: Becoming Known, Liked and Trusted with Mitchell Levyhttps://www.spreaker.com/episode/season-2-episode-22-becoming-known-liked-and-trusted-with-mitchell-levy--26840702OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are the top 5 thought leadership best practices a day?]]>http://www.blogtalkradio.com/simplyfinancial/2018/05/29/season-2--episode-22-becoming-known-liked-and-trusted-with-mitchell-levyTue, 29 May 2018 11:00:00 +0000ExvadioTell me about your phrase “Known, Liked, and Trusted”. OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are...OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are the top 5 thought leadership best practices a day?]]>3386elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 22 - Becoming Known, Liked and Trusted with Mitchell Levyhttps://www.spreaker.com/episode/season-2-episode-22-becoming-known-liked-and-trusted-with-mitchell-levy--15954428OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are the top 5 thought leadership best practices a day?]]>http://www.blogtalkradio.com/simplyfinancial/2018/05/29/season-2--episode-22--becoming-known-liked-and-trusted-with-mitchell-levyTue, 29 May 2018 11:00:00 +0000ExvadioTell me about your phrase “Known, Liked, and Trusted”. OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are...OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are the top 5 thought leadership best practices a day?]]>3386elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 21: The Rise of Interest Rateshttps://www.spreaker.com/episode/season-2-episode-21-the-rise-of-interest-rates--26840714
    (Source: reuters.com 5/2/2018)]]>    http://www.blogtalkradio.com/simplyfinancial/2018/05/22/season-2--episode-21-the-rise-of-interest-ratesTue, 22 May 2018 11:00:00 +0000ExvadioWhen 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...
    (Source: reuters.com 5/2/2018)]]>    701elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 21 - The Rise of Interest Rateshttps://www.spreaker.com/episode/season-2-episode-21-the-rise-of-interest-rates--15954421
    (Source: reuters.com 5/2/2018)]]>    http://www.blogtalkradio.com/simplyfinancial/2018/05/22/season-2--episode-21--the-rise-of-interest-ratesTue, 22 May 2018 11:00:00 +0000ExvadioWhen 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...
    (Source: reuters.com 5/2/2018)]]>    701elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 20: 5 Keys to Investing for Retirementhttps://www.spreaker.com/episode/season-2-episode-20-5-keys-to-investing-for-retirement--26840734http://www.blogtalkradio.com/simplyfinancial/2018/05/15/season-2--episode-20-5-keys-to-investing-for-retirementTue, 15 May 2018 11:00:00 +0000Exvadio1-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 basket727elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 20 - 5 Keys to Investing for Retirementhttps://www.spreaker.com/episode/season-2-episode-20-5-keys-to-investing-for-retirement--15954423http://www.blogtalkradio.com/simplyfinancial/2018/05/15/season-2--episode-20--5-keys-to-investing-for-retirementTue, 15 May 2018 11:00:00 +0000Exvadio1-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 basket727elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 19: Last Minute Retirement Planning Strategieshttps://www.spreaker.com/episode/season-2-episode-19-last-minute-retirement-planning-strategies--26840728
    Elliott Wealth's Simply Financial Podcast Library

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/05/08/season-2--episode-19-last-minute-retirement-planning-strategiesTue, 08 May 2018 11:00:00 +0000Exvadio1-Save like crazy, 2-Reduce/eliminate debt, 3-Consider where to live, 4-Create budget, 5-Create Income Plan, 6-Develop Investment Plan Elliott Wealth's Simply Financial Podcast Library  
    Elliott Wealth's Simply Financial Podcast Library

     ]]>    778elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 19 - Last Minute Retirement Planning Strategieshttps://www.spreaker.com/episode/season-2-episode-19-last-minute-retirement-planning-strategies--15954424
    Elliott Wealth's Simply Financial Podcast Library

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/05/08/season-2--episode-19--last-minute-retirement-planning-strategiesTue, 08 May 2018 11:00:00 +0000Exvadio1-Save like crazy, 2-Reduce/eliminate debt, 3-Consider where to live, 4-Create budget, 5-Create Income Plan, 6-Develop Investment Plan Elliott Wealth's Simply Financial Podcast Library  
    Elliott Wealth's Simply Financial Podcast Library

     ]]>    778elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 18: Rule of 72https://www.spreaker.com/episode/season-2-episode-18-rule-of-72--26840731http://www.blogtalkradio.com/simplyfinancial/2018/05/01/season-2--episode-18-rule-of-72Tue, 01 May 2018 11:00:00 +0000ExvadioThe power of dividing 72 by your anticipated rate of return408elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 18 - Rule of 72https://www.spreaker.com/episode/season-2-episode-18-rule-of-72--15954425http://www.blogtalkradio.com/simplyfinancial/2018/05/01/season-2--episode-18--rule-of-72Tue, 01 May 2018 11:00:00 +0000ExvadioThe power of dividing 72 by your anticipated rate of return408elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 17: The Index Revolutionhttps://www.spreaker.com/episode/season-2-episode-17-the-index-revolution--26840737
    1/3 of global managed assets

    Please consider indexing-Please consider ETF's]]>    http://www.blogtalkradio.com/simplyfinancial/2018/04/24/season-2--episode-17-the-index-revolutionTue, 24 Apr 2018 11:00:00 +0000ExvadioETF's vs Mutual Funds, low cost, diversified, simple. 1/3 of global managed assets Please consider indexing-Please consider ETF's
    1/3 of global managed assets

    Please consider indexing-Please consider ETF's]]>    647elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 17 - The Index Revolutionhttps://www.spreaker.com/episode/season-2-episode-17-the-index-revolution--15954426
    1/3 of global managed assets

    Please consider indexing-Please consider ETF's]]>    http://www.blogtalkradio.com/simplyfinancial/2018/04/24/season-2--episode-17--the-index-revolutionTue, 24 Apr 2018 11:00:00 +0000ExvadioETF's vs Mutual Funds, low cost, diversified, simple. 1/3 of global managed assets Please consider indexing-Please consider ETF's
    1/3 of global managed assets

    Please consider indexing-Please consider ETF's]]>    647elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 16: 3 Things women need to know about retirementhttps://www.spreaker.com/episode/season-2-episode-16-3-things-women-need-to-know-about-retirement--26840738
    1-Women Live Longer

    2-Women make less

    3-Consequently, women have less social security]]>    http://www.blogtalkradio.com/simplyfinancial/2018/04/17/season-2--episode-16-3-things-women-need-to-know-about-retirementTue, 17 Apr 2018 11:00:00 +0000ExvadioChris and Lindy together again 1-Women Live Longer 2-Women make less 3-Consequently, women have less social security
    1-Women Live Longer

    2-Women make less

    3-Consequently, women have less social security]]>    838elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 16 - 3 Things women need to know about retirementhttps://www.spreaker.com/episode/season-2-episode-16-3-things-women-need-to-know-about-retirement--15954429
    1-Women Live Longer

    2-Women make less

    3-Consequently, women have less social security]]>    http://www.blogtalkradio.com/simplyfinancial/2018/04/17/season-2--episode-16--3-things-women-need-to-know-about-retirementTue, 17 Apr 2018 11:00:00 +0000ExvadioChris and Lindy together again 1-Women Live Longer 2-Women make less 3-Consequently, women have less social security
    1-Women Live Longer

    2-Women make less

    3-Consequently, women have less social security]]>    838elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 15: Don't Fear Volatilityhttps://www.spreaker.com/episode/season-2-episode-15-don-t-fear-volatility--26840732http://www.blogtalkradio.com/simplyfinancial/2018/04/10/season-2--episode-15-dont-fear-volatilityTue, 10 Apr 2018 11:00:00 +0000ExvadioChris discusses his methodology during periods of volatility.637elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 15 - Don't Fear Volatilityhttps://www.spreaker.com/episode/season-2-episode-15-don-t-fear-volatility--15954427http://www.blogtalkradio.com/simplyfinancial/2018/04/10/season-2--episode-15--dont-fear-volatilityTue, 10 Apr 2018 11:00:00 +0000ExvadioChris discusses his methodology during periods of volatility.637elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 14: Our Best Clients - What we look for in our clientshttps://www.spreaker.com/episode/season-2-episode-14-our-best-clients-what-we-look-for-in-our-clients--26840735http://www.blogtalkradio.com/simplyfinancial/2018/04/03/season-2--episode-14-our-best-clients--what-we-look-for-in-our-clientsTue, 03 Apr 2018 11:00:00 +0000ExvadioChris discusses profiles and qualities of potential clients that usually benefit the most from our services.1230elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 14 - Our Best Clients - What we look for in our clientshttps://www.spreaker.com/episode/season-2-episode-14-our-best-clients-what-we-look-for-in-our-clients--15954432http://www.blogtalkradio.com/simplyfinancial/2018/04/03/season-2--episode-14--our-best-clients--what-we-look-for-in-our-clientsTue, 03 Apr 2018 11:00:00 +0000ExvadioChris discusses profiles and qualities of potential clients that usually benefit the most from our services.1230elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 13: What is a CFPhttps://www.spreaker.com/episode/season-2-episode-13-what-is-a-cfp--26840739http://www.blogtalkradio.com/simplyfinancial/2018/03/27/season-2--episode-13-what-is-a-cfpTue, 27 Mar 2018 11:00:00 +0000ExvadioFind out what a CFP is and how they can help you2117elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 13 - What is a CFPhttps://www.spreaker.com/episode/season-2-episode-13-what-is-a-cfp--15954433http://www.blogtalkradio.com/simplyfinancial/2018/03/27/season-2--episode-13--what-is-a-cfpTue, 27 Mar 2018 11:00:00 +0000ExvadioFind out what a CFP is and how they can help you2117elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 12: Nobody Likes Life Insurancehttps://www.spreaker.com/episode/season-2-episode-12-nobody-likes-life-insurance--26840740http://www.blogtalkradio.com/simplyfinancial/2018/03/20/season-2--episode-12-nobody-likes-life-insuranceTue, 20 Mar 2018 11:00:00 +0000ExvadioQuick take aways and considerations to think about828elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 12 - Nobody Likes Life Insurancehttps://www.spreaker.com/episode/season-2-episode-12-nobody-likes-life-insurance--15954430http://www.blogtalkradio.com/simplyfinancial/2018/03/20/season-2--episode-12--nobody-likes-life-insuranceTue, 20 Mar 2018 11:00:00 +0000ExvadioQuick take aways and considerations to think about828falsefullSeason 2 - Episode 11: Planning for 2018 Including:A Tax Law Updatehttps://www.spreaker.com/episode/season-2-episode-11-planning-for-2018-including-a-tax-law-update--26840747http://www.blogtalkradio.com/simplyfinancial/2018/03/13/season-2--episode-11-planning-for-2018-includinga-tax-law-updateTue, 13 Mar 2018 11:00:00 +0000ExvadioTax Cuts and Jobs Act (TCJA), Quick Market Update, Planning Strategies, Q&A2407elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 11 - Planning for 2018 Including:A Tax Law Updatehttps://www.spreaker.com/episode/season-2-episode-11-planning-for-2018-including-a-tax-law-update--15954438http://www.blogtalkradio.com/simplyfinancial/2018/03/13/season-2--episode-11--planning-for-2018-includinga-tax-law-updateTue, 13 Mar 2018 11:00:00 +0000ExvadioTax Cuts and Jobs Act (TCJA), Quick Market Update, Planning Strategies, Q&A2407elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 10: EAS - Reid and Lynn Dunlaphttps://www.spreaker.com/episode/season-2-episode-10-eas-reid-and-lynn-dunlap--26840711
    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?]]>    http://www.blogtalkradio.com/simplyfinancial/2018/03/06/season-2--episode-10-eas--reid-and-lynn-dunlapTue, 06 Mar 2018 12:00:00 +0000ExvadioYou are in your 50’s and have been in the corporate world for a long time.  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 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?]]>    2102elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 10 - EAS - Reid and Lynn Dunlaphttps://www.spreaker.com/episode/season-2-episode-10-eas-reid-and-lynn-dunlap--15954431
    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?]]>    http://www.blogtalkradio.com/simplyfinancial/2018/03/06/season-2--episode-10--eas--reid-and-lynn-dunlapTue, 06 Mar 2018 12:00:00 +0000ExvadioYou are in your 50’s and have been in the corporate world for a long time.  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 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?]]>    2102elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 9: Investment Process Overviewhttps://www.spreaker.com/episode/season-2-episode-9-investment-process-overview--26840729http://www.blogtalkradio.com/simplyfinancial/2018/02/27/season-2--episode-9-investment-process-overviewTue, 27 Feb 2018 12:00:00 +0000ExvadioMaximize your Returns, Understand the fees, Grasp change1112elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 9 - Investment Process Overviewhttps://www.spreaker.com/episode/season-2-episode-9-investment-process-overview--15954435http://www.blogtalkradio.com/simplyfinancial/2018/02/27/season-2--episode-9--investment-process-overviewTue, 27 Feb 2018 12:00:00 +0000ExvadioMaximize your Returns, Understand the fees, Grasp change1112elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 8: The Entrepreneurs; Scott Carlson & Brian Dumeerhttps://www.spreaker.com/episode/season-2-episode-8-the-entrepreneurs-scott-carlson-brian-dumeer--26840748http://www.blogtalkradio.com/simplyfinancial/2018/02/20/season-2--episode-8-the-entrepreneurs-scott-carlson-brian-dumeerTue, 20 Feb 2018 12:00:00 +0000ExvadioDiscover how these two friends with so much in common, yet some differences as well, can own a business together.  How do they make it work?  How do "the rules" help their practice? Managng growth and decision making.1985elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 8 - The Entrepreneurs; Scott Carlson & Brian Dumeerhttps://www.spreaker.com/episode/season-2-episode-8-the-entrepreneurs-scott-carlson-brian-dumeer--15954434http://www.blogtalkradio.com/simplyfinancial/2018/02/20/season-2--episode-8--the-entrepreneurs-scott-carlson-brian-dumeerTue, 20 Feb 2018 12:00:00 +0000ExvadioDiscover how these two friends with so much in common, yet some differences as well, can own a business together.  How do they make it work?  How do "the rules" help their practice? Managng growth and decision making.1985elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 7: SPECIAL EDITION - Volatility is Backhttps://www.spreaker.com/episode/season-2-episode-7-special-edition-volatility-is-back--26840730
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/02/08/season-2--episode-7-special-edition--volatility-is-backThu, 08 Feb 2018 19:30:00 +0000ExvadioOur perspective and what you could/should do; Media Frenzy; An Elliott Wealth Perspective  
     ]]>    888simply financial elliott wealtfalsefull    Season 2 - Episode 7 - SPECIAL EDITION - Volatility is Backhttps://www.spreaker.com/episode/season-2-episode-7-special-edition-volatility-is-back--15954439
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/02/08/season-2--episode-7--special-edition--volatility-is-backThu, 08 Feb 2018 19:30:00 +0000ExvadioOur perspective and what you could/should do; Media Frenzy; An Elliott Wealth Perspective  
     ]]>    888simply financial elliott wealtfalsefull    Season 2 - Episode 6: EAS - Lauren Forgione - President F&F Concrete Companyhttps://www.spreaker.com/episode/season-2-episode-6-eas-lauren-forgione-president-f-f-concrete-company--26840741http://www.blogtalkradio.com/simplyfinancial/2018/02/06/season-2--episode-6-eas--lauren-forgione--president-ff-concrete-companyTue, 06 Feb 2018 12:00:00 +0000ExvadioA perspective from a female CEO fulfilling her destiny as a third generation leader1796elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 6 - EAS - Lauren Forgione - President F&F Concrete Companyhttps://www.spreaker.com/episode/season-2-episode-6-eas-lauren-forgione-president-f-f-concrete-company--15954436http://www.blogtalkradio.com/simplyfinancial/2018/02/06/season-2--episode-6--eas--lauren-forgione--president-ff-concrete-companyTue, 06 Feb 2018 12:00:00 +0000ExvadioA perspective from a female CEO fulfilling her destiny as a third generation leader1796elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 5: Portfolio Rebalancing in Today's Markethttps://www.spreaker.com/episode/season-2-episode-5-portfolio-rebalancing-in-today-s-market--26840720http://www.blogtalkradio.com/simplyfinancial/2018/01/30/season-2--episode-5-portfolio-rebalancing-in-todays-marketTue, 30 Jan 2018 12:00:00 +0000ExvadioWhat is rebalancing, how important is it, How do I rebalance, What are some of the caveats to rebalancing1305elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 5 - Portfolio Rebalancing in Today's Markethttps://www.spreaker.com/episode/season-2-episode-5-portfolio-rebalancing-in-today-s-market--15954440http://www.blogtalkradio.com/simplyfinancial/2018/01/30/season-2--episode-5--portfolio-rebalancing-in-todays-marketTue, 30 Jan 2018 12:00:00 +0000ExvadioWhat is rebalancing, how important is it, How do I rebalance, What are some of the caveats to rebalancing1305elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 4: Looking Ahead to 2018https://www.spreaker.com/episode/season-2-episode-4-looking-ahead-to-2018--26840744
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/01/23/season-2--episode-4-looking-ahead-to-2018Tue, 23 Jan 2018 12:00:00 +0000Exvadio2017 in Review-Stocks, bonds, lack of volatility, economy; The Untold Economic Growth Story; Transitioning into 2018 – “Proceed with Caution”; Interest rate changes; Tax Reform; Stock Market Volatility; Economic Growth  
     ]]>    1050elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 Episode 4 - Looking Ahead to 2018https://www.spreaker.com/episode/season-2-episode-4-looking-ahead-to-2018--15954437
     ]]>    http://www.blogtalkradio.com/simplyfinancial/2018/01/23/season-2-episode-4--looking-ahead-to-2018Tue, 23 Jan 2018 12:00:00 +0000Exvadio2017 in Review-Stocks, bonds, lack of volatility, economy; The Untold Economic Growth Story; Transitioning into 2018 – “Proceed with Caution”; Interest rate changes; Tax Reform; Stock Market Volatility; Economic Growth  
     ]]>    1050elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 3: EIS - Cyber Security with Charles Ruizhttps://www.spreaker.com/episode/season-2-episode-3-eis-cyber-security-with-charles-ruiz--26840736http://www.blogtalkradio.com/simplyfinancial/2018/01/16/season-2--episode-3-eis--cyber-security-with-charles-ruizTue, 16 Jan 2018 12:00:00 +0000ExvadioWho is Charles Ruiz and what does Bethel IT do?; 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 avoidance2419elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 3 - EIS - Cyber Security with Charles Ruizhttps://www.spreaker.com/episode/season-2-episode-3-eis-cyber-security-with-charles-ruiz--15954443http://www.blogtalkradio.com/simplyfinancial/2018/01/16/season-2--episode-3--eis--cyber-security-with-charles-ruizTue, 16 Jan 2018 12:00:00 +0000ExvadioWho is Charles Ruiz and what does Bethel IT do?; 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 avoidance2419elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 - Episode 2: EAS: Journey of a Millennial with Katherine Dumeerhttps://www.spreaker.com/episode/season-2-episode-2-eas-journey-of-a-millennial-with-katherine-dumeer--26840716
    Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging]]>    http://www.blogtalkradio.com/simplyfinancial/2018/01/09/season-2--episode-2-eas-journey-of-a-millennial-with-katherine-dumeerTue, 09 Jan 2018 12:00:00 +0000ExvadioEveryday Americans Series with Special Guest Katherine Dumeer Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging
    Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging]]>    2107elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 2: EAS:Journey of a Millennial with Katherine Dumeerhttps://www.spreaker.com/episode/season-2-episode-2-eas-journey-of-a-millennial-with-katherine-dumeer--15954442
    Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging]]>    http://www.blogtalkradio.com/simplyfinancial/2018/01/09/season-2--episode-2-easjourney-of-a-millennial-with-katherine-dumeerTue, 09 Jan 2018 12:00:00 +0000ExvadioEveryday Americans Series with Special Guest Katherine Dumeer Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging
    Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging]]>    2107elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 2 - Episode 1: Marriage, A Poverty Antidotehttps://www.spreaker.com/episode/season-2-episode-1-marriage-a-poverty-antidote--26840743http://www.blogtalkradio.com/simplyfinancial/2018/01/02/season-2--episode-1-marriage-a-poverty-antidoteTue, 02 Jan 2018 12:00:00 +0000ExvadioChris explains why marriage is good economics810elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 2 Episode 1 - Marriage-A Poverty Antidotehttps://www.spreaker.com/episode/season-2-episode-1-marriage-a-poverty-antidote--15954441
    Larry Kudlow… “The trouble is, in our society, we are doing this backwards. People don't finish school. Don't take a job. Don't get married. But do have kids. Wrong order. Wrong formula.”

     

    Economically, marriage is an important institution; married couples earn more money…kids earning more money

    Brookings Institution-the successsequence-1.-high school diploma 2.-get job 3.-get married 4.-have first kid

    If you do these in the correct sequence, you and your children will have better chance of success

     

    American Enterprise Institute-Married men have higher average income

    Heritage Foundation – poverty rate single moms high school degree 33% chance of poverty

     

    Marriage drops the chances of being poor by 80%

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2018/01/02/season-2-episode-1--marriage-a-poverty-antidoteTue, 02 Jan 2018 12:00:00 +0000Exvadio“Marriage drives well-being and upward mobility…the absence of marriage diminishes it” –New York Times Larry Kudlow… “The trouble is, in our society, we are doing this backwards. People don't finish school. Don't take a job. Don't get married. But do...
    Larry Kudlow… “The trouble is, in our society, we are doing this backwards. People don't finish school. Don't take a job. Don't get married. But do have kids. Wrong order. Wrong formula.”

     

    Economically, marriage is an important institution; married couples earn more money…kids earning more money

    Brookings Institution-the successsequence-1.-high school diploma 2.-get job 3.-get married 4.-have first kid

    If you do these in the correct sequence, you and your children will have better chance of success

     

    American Enterprise Institute-Married men have higher average income

    Heritage Foundation – poverty rate single moms high school degree 33% chance of poverty

     

    Marriage drops the chances of being poor by 80%

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    810elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 19: Book Recommendations with Rosmarie Fischerhttps://www.spreaker.com/episode/season-1-episode-19-book-recommendations-with-rosmarie-fischer--26840749http://www.blogtalkradio.com/simplyfinancial/2017/12/26/season-1--episode-19-book-recommendations-with-rosmarie-fischerTue, 26 Dec 2017 12:00:00 +0000ExvadioExpert Interview Series, Special Guest Rosemarie Fischer; Super Mom; Estate Planning Attorney; Business Co-Owner2209elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 19 - EIS - Book Recommendations with Rosmarie Fischerhttps://www.spreaker.com/episode/episode-19-eis-book-recommendations-with-rosmarie-fischer--15954452
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/12/26/episode-19--eis--book-recommendations-with-rosmarie-fischerTue, 26 Dec 2017 12:00:00 +0000Exvadio“I wind down with hard cover mysteries and my heavy books are audio books” –Rosemarie Fischer Visit our website for valuable tools and insights:  www.elliottwealth.com
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    2209elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 18: EAS - The Leones - Are Millennials Misunderstood?https://www.spreaker.com/episode/season-1-episode-18-eas-the-leones-are-millennials-misunderstood--26840742http://www.blogtalkradio.com/simplyfinancial/2017/12/19/season-1--episode-18-eas--the-leones--are-millennials-misunderstoodTue, 19 Dec 2017 12:00:00 +0000ExvadioEveryday American Series, A Perspective from Millennials on Millennials1967elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 18 - EAS - The Leones - Are Millennials Misunderstood?https://www.spreaker.com/episode/episode-18-eas-the-leones-are-millennials-misunderstood--15954444https://goo.gl/VQz8rh]]>http://www.blogtalkradio.com/simplyfinancial/2017/12/19/episode-18--eas--the-leones--are-millennials-misunderstoodTue, 19 Dec 2017 12:00:00 +0000ExvadioChris continues last week’s in-depth analysis of millennials in this week’s new episode. Hear from two millennials themselves who know this generation better than anyone! Listen on iTunes or on our website. https://goo.gl/VQz8rhhttps://goo.gl/VQz8rh]]>1967elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 1 - Episode 17: EIS - Do Millennials Deserve Their Reputation?https://www.spreaker.com/episode/season-1-episode-17-eis-do-millennials-deserve-their-reputation--26840721
    Who are Millennials

    What is the negative Reputation

    Technology with the Millennials

    Misconceptions

    Motivators; Student Debt

    Millennials being misunderstood]]>    http://www.blogtalkradio.com/simplyfinancial/2017/12/12/season-1--episode-17-eis--do-millennials-deserve-their-reputationTue, 12 Dec 2017 12:00:00 +0000ExvadioEverday Interivew Series with  with Marcia LaReau Who are Millennials What is the negative Reputation Technology with the Millennials Misconceptions Motivators; Student Debt Millennials being misunderstood
    Who are Millennials

    What is the negative Reputation

    Technology with the Millennials

    Misconceptions

    Motivators; Student Debt

    Millennials being misunderstood]]>    2018elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Episode 17 - EIS - Do Millennials deserve their reputation? with Marcia LaReauhttps://www.spreaker.com/episode/episode-17-eis-do-millennials-deserve-their-reputation-with-marcia-lareau--15954445
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/12/12/episode-17--eis--do-millennials-deserve-their-reputation-with-marcia-lareauTue, 12 Dec 2017 12:00:00 +0000ExvadioWho are Millennials; What is the negative Reputation; Technology with the Millennials; Misconceptions; Motivators; Student Debt; Millennials being misunderstood Visit our website for valuable tools and insights:  www.elliottwealth.com
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    2018elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 16: Financial Goal Setting with Dr. Bridget Cooperhttps://www.spreaker.com/episode/season-1-episode-16-financial-goal-setting-with-dr-bridget-cooper--26840745
    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.  

    Financial Goal setting

    Prioritization;

    Focus;

    Expression of values;

    How someone spends their time and money is very telling;

    Decisions you make are related to control and safety;

    How to set up goals for achievement, including buy in from key players]]>    http://www.blogtalkradio.com/simplyfinancial/2017/12/05/season-1--episode-16-financial-goal-setting-with-dr-bridget-cooperTue, 05 Dec 2017 12:00:00 +0000ExvadioExpert 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...
    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.  

    Financial Goal setting

    Prioritization;

    Focus;

    Expression of values;

    How someone spends their time and money is very telling;

    Decisions you make are related to control and safety;

    How to set up goals for achievement, including buy in from key players]]>    1964elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Episode 16 - EIS Dr. Bridget Cooper - Financial Goal Settinghttps://www.spreaker.com/episode/episode-16-eis-dr-bridget-cooper-financial-goal-setting--15954446
    “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.  

    Financial Goal setting

    Prioritization;

    Focus;

    Expression of values;

    How someone spends their time and money is very telling;

    Decisions you make are related to control and safety;

    How to set up goals for achievement, including buy in from key players]]>    http://www.blogtalkradio.com/simplyfinancial/2017/12/05/episode-16--eis-dr-bridget-cooper--financial-goal-settingTue, 05 Dec 2017 12:00:00 +0000ExvadioBridget 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...
    “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.  

    Financial Goal setting

    Prioritization;

    Focus;

    Expression of values;

    How someone spends their time and money is very telling;

    Decisions you make are related to control and safety;

    How to set up goals for achievement, including buy in from key players]]>    1964elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 15: Cracking the Career Code with Marcia LaReauhttps://www.spreaker.com/episode/season-1-episode-15-cracking-the-career-code-with-marcia-lareau--26837014http://www.blogtalkradio.com/simplyfinancial/2017/11/28/season-1--episode-15-cracking-the-career-code-with-marcia-lareauTue, 28 Nov 2017 12:00:00 +0000ExvadioEverday Interview Series: Cracking the 21st Century Career Code: Career Strategist discusses career planning, global jobs crisis and some strategies that work for managing your own career1899elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 15 - EIS - Cracking the Career Code with guest Marcia LaReauhttps://www.spreaker.com/episode/episode-15-eis-cracking-the-career-code-with-guest-marcia-lareau--15954448
    Global Jobs Crisis, need to create new jobs, Millennials dominating the workforce, Preparing for Change-Designing a Career Plan, The Long-term strategic career plan, Networking and collaboration, Misconceptions, Preparing for the workforce]]>    http://www.blogtalkradio.com/simplyfinancial/2017/11/28/episode-15--eis--cracking-the-career-code-with-guest-marcia-lareauTue, 28 Nov 2017 12:00:00 +0000Exvadio"I believe that people are responsible for the outcomes of their career. With so many people available for only a few jobs, a career strategy is critical to winning a job that fits"-.Marcia LaReau, Ph.D. Founder, President, Career Strategist Global...
    Global Jobs Crisis, need to create new jobs, Millennials dominating the workforce, Preparing for Change-Designing a Career Plan, The Long-term strategic career plan, Networking and collaboration, Misconceptions, Preparing for the workforce]]>    1899elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 14: The FOUR Stages of Retirementhttps://www.spreaker.com/episode/season-1-episode-14-the-four-stages-of-retirement--268370187 Complex issues to consider;Planning for the long-term;preparing for change]]>http://www.blogtalkradio.com/simplyfinancial/2017/11/21/season-1--episode-14-the-four-stages-of-retirementTue, 21 Nov 2017 12:00:00 +0000Exvadio“A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” This week, Chris covers the phases of retirement to lead you to success in your inevitable financial future. 7 Complex issues to...7 Complex issues to consider;Planning for the long-term;preparing for change]]>1137elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 14 - The FOUR Stages of Retirementhttps://www.spreaker.com/episode/episode-14-the-four-stages-of-retirement--159544477 Complex issues to consider;Planning for the long-term;preparing for change]]>http://www.blogtalkradio.com/simplyfinancial/2017/11/21/episode-14--the-four-stages-of-retirementTue, 21 Nov 2017 12:00:00 +0000Exvadio“A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” This week, Chris covers the phases of retirement to lead you to success in your inevitable financial future. Listen on iTunes or on our website....7 Complex issues to consider;Planning for the long-term;preparing for change]]>1137elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 1 - Episode 13: Marianne Esposito, Retired Exec - AT&Thttps://www.spreaker.com/episode/season-1-episode-13-marianne-esposito-retired-exec-at-t--26837011http://www.blogtalkradio.com/simplyfinancial/2017/11/14/season-1--episode-13-marianne-esposito-retired-exec--attTue, 14 Nov 2017 12:00:00 +0000ExvadioEveryday Americans Series, A Female Executive's Journey to Financial Success1657elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 13 - Everyday Americans Series - Marianne Esposito; Retired Exec-AT&Thttps://www.spreaker.com/episode/episode-13-everyday-americans-series-marianne-esposito-retired-exec-at-t--15954453
    Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

    Interviews that discuss success stories with Everyday Americans

    …Featuring Marianne Esposito; Retired Executive with AT&T; recently retired]]>    http://www.blogtalkradio.com/simplyfinancial/2017/11/14/episode-13--everyday-americans-series--marianne-esposito-retired-exec-attTue, 14 Nov 2017 12:00:00 +0000ExvadioDiscipline is the key to stability and prosperity. This week’s guest reveals her lessons, struggles and stories of perseverance that comprise her journey to financial success. Guests sharing their insights, lessons, struggles and perseverance that...
    Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

    Interviews that discuss success stories with Everyday Americans

    …Featuring Marianne Esposito; Retired Executive with AT&T; recently retired]]>    1657elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 12: Importance of and Uses for Core Valueshttps://www.spreaker.com/episode/season-1-episode-12-importance-of-and-uses-for-core-values--26837020http://www.blogtalkradio.com/simplyfinancial/2017/11/07/season-1--episode-12-importance-of-and-uses-for-core-valuesTue, 07 Nov 2017 12:00:00 +0000ExvadioPartnership, Integrity, Accountability, Innovation, Balanced1500elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 12 - Importance of and uses for core valueshttps://www.spreaker.com/episode/episode-12-importance-of-and-uses-for-core-values--15954450
    Core Values in Action-we review core values at every team meeting, use real life examples, We seek clients, employees, vendors, and strategic partners that share our core values

    Listen on iTunes or on our website.

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/11/07/episode-12--importance-of-and-uses-for-core-valuesTue, 07 Nov 2017 12:00:00 +0000ExvadioCore values reflect a company’s Philosophy-character, culture, and vision. This week, we reveal how the five core values at Elliott Wealth have paved the pathway to our success and explain how you can do the same! Core Values in Action-we review core...
    Core Values in Action-we review core values at every team meeting, use real life examples, We seek clients, employees, vendors, and strategic partners that share our core values

    Listen on iTunes or on our website.

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    1500elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 11: Basics in Estate Planning with Eric Millhornhttps://www.spreaker.com/episode/season-1-episode-11-basics-in-estate-planning-with-eric-millhorn--26837024Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination?Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in relation to the state you live inHow do you choose an Attorney for estate planning? When is it too late to do estate planning?
     

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/10/31/season-1--episode-11-basics-in-estate-planning-with-eric-millhornTue, 31 Oct 2017 11:00:00 +0000ExvadioIn this Episode, we talk about… Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate...Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination?Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in relation to the state you live inHow do you choose an Attorney for estate planning? When is it too late to do estate planning?
     

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    1801elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Episode 11 - Expert Interview with Eric Millhorn-Basics in Estate Planninghttps://www.spreaker.com/episode/episode-11-expert-interview-with-eric-millhorn-basics-in-estate-planning--15954449Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination?Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in relation to the state you live inHow do you choose an Attorney for estate planning? When is it too late to do estate planning?
     

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/10/31/episode-11--expert-interview-with-eric-millhorn-basics-in-estate-planningTue, 31 Oct 2017 11:00:00 +0000ExvadioIn this Episode, we talk about… Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate...Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination?Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in relation to the state you live inHow do you choose an Attorney for estate planning? When is it too late to do estate planning?
     

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    1801elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 10: Expert Interview Series with Lindy Brockhttps://www.spreaker.com/episode/season-1-episode-10-expert-interview-series-with-lindy-brock--26837017http://www.blogtalkradio.com/simplyfinancial/2017/10/24/season-1--episode-10-expert-interview-series-with-lindy-brockTue, 24 Oct 2017 11:00:00 +0000ExvadioYour Wealth Manager Unveiled - Lindy asks Chris 20 questions1550elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 10 - Expert Interview Series with Lindy Brockhttps://www.spreaker.com/episode/episode-10-expert-interview-series-with-lindy-brock--15954451
    In this Episode, we talk about…
    20 intimate questions to Chris Calandra from Lindy Brock20 Intimate answers
    Your Wealth Manager unveiled

    EPISODE 10- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest (Host) is Lindy Brock; Elliott Wealth Management Services, LLC

    Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/10/24/episode-10--expert-interview-series-with-lindy-brockTue, 24 Oct 2017 11:00:00 +0000ExvadioWe’re switching things up! This week, Lindy Brock will take the host seat and interview our guest, Chris Calandra. In this Episode, we talk about… 20 intimate questions to Chris Calandra from Lindy Brock20 Intimate answers Your Wealth Manager...
    In this Episode, we talk about…
    20 intimate questions to Chris Calandra from Lindy Brock20 Intimate answers
    Your Wealth Manager unveiled

    EPISODE 10- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest (Host) is Lindy Brock; Elliott Wealth Management Services, LLC

    Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    1550elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 9: Finding the Right Financial Advisor with Ann Babiarzhttps://www.spreaker.com/episode/season-1-episode-9-finding-the-right-financial-advisor-with-ann-babiarz--26837026http://www.blogtalkradio.com/simplyfinancial/2017/10/17/season-1--episode-9-finding-the-right-financial-advisor-with-ann-babiarzTue, 17 Oct 2017 11:00:00 +0000ExvadioFeaturing Ann Babiarz; Founder of Ann Babiarz, LLC Finance and Investing Mastermind Group1948elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 9 - Special Guest is Ann Babiarz; Finding the Right Financial Advisorhttps://www.spreaker.com/episode/episode-9-special-guest-is-ann-babiarz-finding-the-right-financial-advisor--15954455
    Insights, lessons, struggles and perseverance

    Choosing the right financial advisor to help you meet your unique goals can be a challenge. Hear from our special guest, Ann Babiarz, and learn what questions you need to ask to avoid putting your financial future in the wrong hands.
    Financial Advisor Interview QuestionsHow to pick the right advisor for you
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/10/17/episode-9--special-guest-is-ann-babiarz-finding-the-right-financial-advisorTue, 17 Oct 2017 11:00:00 +0000ExvadioAnn Babiarz; Author, Speaker, Mentor, Financial Entrepreneur Insights, lessons, struggles and perseverance Choosing the right financial advisor to help you meet your unique goals can be a challenge. Hear from our special guest, Ann Babiarz, and...
    Insights, lessons, struggles and perseverance

    Choosing the right financial advisor to help you meet your unique goals can be a challenge. Hear from our special guest, Ann Babiarz, and learn what questions you need to ask to avoid putting your financial future in the wrong hands.
    Financial Advisor Interview QuestionsHow to pick the right advisor for you
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    1948elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 8: Everyday American Series - Joe Eddyhttps://www.spreaker.com/episode/season-1-episode-8-everyday-american-series-joe-eddy--26837019http://www.blogtalkradio.com/simplyfinancial/2017/10/10/season-1--episode-8-everyday-american-series--joe-eddyTue, 10 Oct 2017 11:00:00 +0000ExvadioFeaturing Joseph Eddy; Retired small business owner, Architect and Entrepreneur1837elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEPISODE 8- Simply Financial with Chris Calandra-Everyday Americans -Joe Eddyhttps://www.spreaker.com/episode/episode-8-simply-financial-with-chris-calandra-everyday-americans-joe-eddy--15954463
    Interviews that discuss success stories with Everyday Americans

    In this Episode, we talk about…
    Joseph Eddy; Retired president of AE Design Group, LLCRetiring, Moving, Handling ChangeEmotions surrounding change/retirement/selling a businessPlanning Future Financial decisionsMaking the difficult choicesGiving Back-the rewards of being charitable -“the Golden Rule”Views on…successes, finance and investmentsLessons Learned along the wayAdvise for our youth (Millennials)Porsche-there is no substitute
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/10/10/episode-8-simply-financial-with-chris-calandra-everyday-americans-joe-eddyTue, 10 Oct 2017 11:00:00 +0000ExvadioGuests sharing their insights, lessons, struggles and perseverance that comprise their journeys Interviews that discuss success stories with Everyday Americans In this Episode, we talk about… Joseph Eddy; Retired president of AE Design Group,...
    Interviews that discuss success stories with Everyday Americans

    In this Episode, we talk about…
    Joseph Eddy; Retired president of AE Design Group, LLCRetiring, Moving, Handling ChangeEmotions surrounding change/retirement/selling a businessPlanning Future Financial decisionsMaking the difficult choicesGiving Back-the rewards of being charitable -“the Golden Rule”Views on…successes, finance and investmentsLessons Learned along the wayAdvise for our youth (Millennials)Porsche-there is no substitute
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    1837elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 7: Identity Theft - The EQUIFAX Breachhttps://www.spreaker.com/episode/season-1-episode-7-identity-theft-the-equifax-breach--26837023http://www.blogtalkradio.com/simplyfinancial/2017/10/03/season-1--episode-7-identity-theft--the-equifax-breachTue, 03 Oct 2017 11:00:00 +0000ExvadioFeaturing Special Guest Brian Thompson; The Thompson Agency, Inc.2319elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 7: Identity Theft-The EQUIFAX BREACHhttps://www.spreaker.com/episode/episode-7-identity-theft-the-equifax-breach--15954458What is Identity TheftFirst Hand Experience from a victimEquifax BreachImpact of the Equifax BreachWhat is the issue?Common ways identities are stolenWho needs to be concernedWhat do we do? TIPS
     

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/10/03/episode-7-identity-theft-the-equifax-breachTue, 03 Oct 2017 11:00:00 +0000ExvadioIn this Episode, we talk about… What is Identity TheftFirst Hand Experience from a victimEquifax BreachImpact of the Equifax BreachWhat is the issue?Common ways identities are stolenWho needs to be concernedWhat do we do? TIPS   Visit our website for...What is Identity TheftFirst Hand Experience from a victimEquifax BreachImpact of the Equifax BreachWhat is the issue?Common ways identities are stolenWho needs to be concernedWhat do we do? TIPS
     

    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    2319elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 6: Everyday Americans Series with David Famigliettihttps://www.spreaker.com/episode/season-1-episode-6-everyday-americans-series-with-david-famiglietti--26837022http://www.blogtalkradio.com/simplyfinancial/2017/09/26/season-1--episode-6-everyday-americans-series-with-david-famigliettiTue, 26 Sep 2017 11:00:00 +0000ExvadioInterviews That Discuss Success Stories with Everyday Americans Guests Sharing Their Insights, Lessons, Struggles and Perseverance That Comprise Their Journeys2495elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullEpisode 6: Everyday Americans Series with David Famigliettihttps://www.spreaker.com/episode/episode-6-everyday-americans-series-with-david-famiglietti--15954464David Famiglietti; President, New Frontier ArmoryViews on…successes, finance and investmentsBusiness BackgroundRole ModelsUnconventional PathwaysLeadership and LearningHaving and Achieving GoalsIdentifying Opportunity and MarketplacesMentee to MentorMillennial’s viewpointsTrends in Employment
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/09/26/episode-6-everyday-americans-series-with-david-famigliettiTue, 26 Sep 2017 11:00:00 +0000ExvadioIn this Episode, we talk about… David Famiglietti; President, New Frontier ArmoryViews on…successes, finance and investmentsBusiness BackgroundRole ModelsUnconventional PathwaysLeadership and LearningHaving and Achieving GoalsIdentifying Opportunity...David Famiglietti; President, New Frontier ArmoryViews on…successes, finance and investmentsBusiness BackgroundRole ModelsUnconventional PathwaysLeadership and LearningHaving and Achieving GoalsIdentifying Opportunity and MarketplacesMentee to MentorMillennial’s viewpointsTrends in Employment
    Visit our website for valuable tools and insights:  www.elliottwealth.com]]>    2495elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 5: Creating a Balance Sheethttps://www.spreaker.com/episode/season-1-episode-5-creating-a-balance-sheet--26837015http://www.blogtalkradio.com/simplyfinancial/2017/09/19/season-1--episode-5-creating-a-balance-sheetTue, 19 Sep 2017 10:00:00 +0000Exvadio"Effective Personal Financial Tool"1241elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSimply Financial with Chris Calandra Episode 5 - Creating a Balance Sheethttps://www.spreaker.com/episode/simply-financial-with-chris-calandra-episode-5-creating-a-balance-sheet--15954457What is a Balance SheetHow to Create a Balance sheetWhy do I need a Balance SheetWhere does the Balance Sheet fit into my Financial Plan
    Visit our website for valuable tools to help create your Balance Sheet:  www.elliottwealth.com]]>    http://www.blogtalkradio.com/simplyfinancial/2017/09/19/simply-financial-with-chris-calandra-episode-5--creating-a-balance-sheetTue, 19 Sep 2017 10:00:00 +0000ExvadioIn this Episode, we talk about… What is a Balance SheetHow to Create a Balance sheetWhy do I need a Balance SheetWhere does the Balance Sheet fit into my Financial Plan Visit our website for valuable tools to help create your Balance Sheet: ...What is a Balance SheetHow to Create a Balance sheetWhy do I need a Balance SheetWhere does the Balance Sheet fit into my Financial Plan
    Visit our website for valuable tools to help create your Balance Sheet:  www.elliottwealth.com]]>    1241elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 4: Is Your Investment Strategy on Track??https://www.spreaker.com/episode/season-1-episode-4-is-your-investment-strategy-on-track--26837012http://www.blogtalkradio.com/simplyfinancial/2017/09/12/season-1--episode-4-is-your-investment-strategy-on-trackTue, 12 Sep 2017 10:00:00 +0000ExvadioSimply Financial with Christopher Calandra, CFP is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth.1168elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSimply Financial EPISODE 4- IS YOUR INVESTMENT STRATEGY ON TRACK?https://www.spreaker.com/episode/simply-financial-episode-4-is-your-investment-strategy-on-track--15954459You should have an investment strategyFocusA good financial advisor and/or advisory firm can help by offering education, advice and support to increase the chances that you make good financial decisionsWhat to Implement?  What to Monitor?Review]]>http://www.blogtalkradio.com/simplyfinancial/2017/09/12/simply-financial-episode-4-is-your-investment-strategy-on-trackTue, 12 Sep 2017 10:00:00 +0000ExvadioIn this Episode, we talk about… You should have an investment strategyFocusA good financial advisor and/or advisory firm can help by offering education, advice and support to increase the chances that you make good financial decisionsWhat to...You should have an investment strategyFocusA good financial advisor and/or advisory firm can help by offering education, advice and support to increase the chances that you make good financial decisionsWhat to Implement?  What to Monitor?Review]]>1168elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSeason 1 - Episode 3: Untold Economic Growth Storyhttps://www.spreaker.com/episode/season-1-episode-3-untold-economic-growth-story--26837010http://www.blogtalkradio.com/simplyfinancial/2017/09/05/season-1--episode-3-untold-economic-growth-storyTue, 05 Sep 2017 15:00:00 +0000ExvadioThe Untold and Overlooked Economic Growth & Optimism Story1025elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefullSimply Financial with Chris Calandra Episode 3 - Untold Economic Growth Storyhttps://www.spreaker.com/episode/simply-financial-with-chris-calandra-episode-3-untold-economic-growth-story--15954460www.elliottwealth.com
     

     ]]>    http://www.blogtalkradio.com/simplyfinancial/2017/09/05/simply-financial-with-chris-calandra-episode-3--untold-economic-growth-storyTue, 05 Sep 2017 15:00:00 +0000ExvadioUnemplyment Rate DecliningConsumer Confidence ImprovingEconomic Growth AcceleratingThis Important Information not being communicated to American People but they should know because it impacts Everyone.Please visit our website for information, tools...www.elliottwealth.com
     

     ]]>    1025elliott wealth management,financial planning,financial services,simply financial,wealth managementfalsefull    Season 1 - Episode 2: What is a CFP?https://www.spreaker.com/episode/season-1-episode-2-what-is-a-cfp--26837021http://www.blogtalkradio.com/simplyfinancial/2017/08/18/season-1--episode-2-what-is-a-cfpFri, 18 Aug 2017 16:00:00 +0000ExvadioSpecial Guest Lindy Brock and Chris discuss the pros of investing your money with a Certified Financial Planner2118chris calandra,elliott wealth,lindy brock,paul mathews,simply financialfalsefullSeason 1 Episode 2 - What is a CFP?https://www.spreaker.com/episode/season-1-episode-2-what-is-a-cfp--26834097http://www.blogtalkradio.com/simplyfinancial/2017/08/18/season-1-episode-2--what-is-a-cfpFri, 18 Aug 2017 16:00:00 +0000ExvadioSpecial Guest Lindy Brock and Chris discuss the pros of investing your money with a Certified Financial Planner2118chris calandra,elliott wealth,lindy brock,paul mathews,simply financialfalsefullSimply Financial Episode 2 - with Chris Calandra & Lindy Brock-What is a CFP?https://www.spreaker.com/episode/simply-financial-episode-2-with-chris-calandra-lindy-brock-what-is-a-cfp--15954462
    Podcast Episode II: 08/11/217-What is a CFP® with Lindy Brock
    IntroductionWhat is the Designation of Certified Financial Planner ™ ?Requirements of a Certified Financial Planner ™How difficult is it to obtain a CFP®Why a CFP® designation is important to youHow Does the Certification help service clientsHow is the CFP® viewed in the marketplaceCode of EthicsOther Designations]]>    http://www.blogtalkradio.com/simplyfinancial/2017/08/18/simply-financial-episode-2--with-chris-calandra-lindy-brock-what-is-a-cfpFri, 18 Aug 2017 16:00:00 +0000ExvadioChris and Lindy discuss the following: Podcast Episode II: 08/11/217-What is a CFP® with Lindy Brock IntroductionWhat is the Designation of Certified Financial Planner ™ ?Requirements of a Certified Financial Planner ™How difficult is it to obtain a...
    Podcast Episode II: 08/11/217-What is a CFP® with Lindy Brock
    IntroductionWhat is the Designation of Certified Financial Planner ™ ?Requirements of a Certified Financial Planner ™How difficult is it to obtain a CFP®Why a CFP® designation is important to youHow Does the Certification help service clientsHow is the CFP® viewed in the marketplaceCode of EthicsOther Designations]]>    2118chris calandra,elliott wealth,lindy brock,paul mathews,simply financialfalsefull    Season 1 - Episode 1: Simply Financial Economic Updatehttps://www.spreaker.com/episode/season-1-episode-1-simply-financial-economic-update--26837013http://www.blogtalkradio.com/simplyfinancial/2017/08/07/season-1--episode-1-simply-financial-economic-update-1Mon, 07 Aug 2017 19:30:00 +0000ExvadioSimply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ.1526college savings,financial planning,financial services,retirement,wealth managementfalsefullSeason 1 Episode 1 Simply Financial Economic Updatehttps://www.spreaker.com/episode/season-1-episode-1-simply-financial-economic-update--26834096http://www.blogtalkradio.com/simplyfinancial/2017/08/07/season-1-episode-1-simply-financial-economic-updateMon, 07 Aug 2017 19:30:00 +0000ExvadioSimply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ.1526college savings,financial planning,financial services,retirement,wealth managementfalsefullSimply Financial Episode 1-2017 Economic Updatehttps://www.spreaker.com/episode/simply-financial-episode-1-2017-economic-update--15954461http://www.blogtalkradio.com/simplyfinancial/2017/08/07/simply-financial-episode-1-2017-economic-updateMon, 07 Aug 2017 19:30:00 +0000ExvadioIntroduction2017 Economic UpdateData Points since 2008Market Optimism on the RISE – Self-fulfilling ProphecyObama to Trump-impact on EconomyEconomic Potential ConcernsCurrent, Personal, Focused and Re-evaluated Investment StrategyFeatures and Benefits...1526college savings,financial planning,financial services,retirement,wealth managementfalsefull