Simply Financial With Christopher Calandra: Recent Episodes
Christopher Calandra
Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
Custodial Roth IRAs can be a powerful way to help children start saving at an early age. Listen to learn how these accounts could be a good strategy to start building wealth early.
Did you know unused 529 plan money may not have to go to waste? We break down the rules for rolling 529 plan assets into a Roth IRA and explain who qualifies, what the limits are, and how this strategy could benefit long-term financial planning.
Looking wealthy and being wealthy are not the same thing. Listen to this cautionary tale so you don’t fall into this financial trap.
Source: https://nypost.com/2026/06/13/business/beware-the-ticking-time-bomb-hiding-in-your-401k/
Reference: https://www.zerohedge.com/economics/which-states-are-leading-americas-economy
Learn 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.
There 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.
Special Guest Host: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services
Choosing 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.
Who 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.
Featuring Special Guest Host: Brett DiPasquale AIF® BFA®
Financial Advisor at Elliott Wealth Management Services
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Special Guest Host: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services
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Featuring Special Guest - Brett DiPasquale AIF® BFA®
Advisor – Elliott Wealth Management Services
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Special Guest Host: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services
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Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services
Rate & review the Simply Financial Podcast on ITunes
Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services
Rate & review the Simply Financial Podcast on ITunes
Link to the original episode
Built With Solid Gold Podcast Channel
Topics Discussed:
- Why real estate complements stocks, bonds, and retirement accounts
- How to set clear, actionable wealth goals
- Why clarity beats complexity in financial planning
- How to intentionally deploy your resources
- The importance of building the right wealth team
- Common mistakes investors make — and how to avoid them
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Source of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html
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Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips
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Understand Your Assets & Liabilities
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Assess Your Goals
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Check Your Credit Reports
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Name Your Beneficiaries
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Manage Your Taxes
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Check If Your Investments And Goals Align
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Determine If You Have The Right Insurance
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Featuring Special Guests:
Lindy Brock & Brett DiPasquale AIF® BFA®
Advisors – Elliott Wealth Management Services
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Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services
Rate & review the Simply Financial Podcast on ITunes
Featuring Special Guest: Brett DiPasquale AIF® BFA®
Advisor at Elliott Wealth Management Services
Rate & review the Simply Financial Podcast on ITunes
Featuring Special Guest: Brett DiPasquale AIF® BFA®
Advisor at Elliott Wealth Management Services
Rate & review the Simply Financial Podcast on ITunes
Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services
This is part 2 of this 2 part series
Rate & review the Simply Financial Podcast on ITunes
Featuring Special Guest: Brett DiPasquale, AIF® BFA®
Advisor at Elliott Wealth Management Services
This is part 1 of this 2 part series
Rate & review the Simply Financial Podcast on ITunes
Special Guest Host: Brett DiPasquale AIF® BFA®
Advisor – Elliott Wealth Management Services
Rate & review the Simply Financial Podcast on ITunes
Special Guest: Brett DiPasquale AIF® BFA®
Advisor – Elliott Wealth Management Services
Rate & review the Simply Financial Podcast on ITunes
Featuring Special Guest, Brett DiPasquale, AIF® BFA®
Rate & review the Simply Financial Podcast on ITunes
With Special Guest - Brett DiPasquale AIF® BFA®
Advisor – Elliott Wealth Management Services
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This is a podcast replay of Season 2 episode 9
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Special Guest: Brett DiPasquale AIF® BFA®
Advisor for Elliott Wealth Management Services
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With Special Guest: Chuck Ruiz – Bethel IT Services
This is a podcast replay
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Special guest: With Special Guest Brett DiPasquale, AIF® BFA®
Advisor – Elliott Wealth Management Services
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With Special Guest: Victoria Barth
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This is part 2 of a 2 part series.
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This is part 1 of a 2 part series. Listen to our next episode with special guest & advisor, Brett DiPasquale, BFA.
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Episode mention: S8E13 This Economic Policy Needs To Be Addressed
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Special Guest: Brett DiPasquale, Financial Advisor with Elliott Wealth Management Services
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Special Guest: Chris Galizio
Portfolio Manager – Fidelity & Executive Producer of the movie “Money Game”
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Special Guest: Steven Hunt
Principal – Thomas Fahy Insurance Agency
Website: Fahyinsurance.com
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With Special Guest: Steven Hunt
Principal – Thomas Fahy Insurance Agency
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Source: https://www.cnn.com/2024/10/10/politics/social-security-cola-increase/index.html
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https://www.advisorhub.com/resources/rollover-mistake/
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Record number of Americans dipped into their 401(K) last year for financial emergencies - with 40% withdrawing from retirement savings to avoid foreclosure | Daily Mail Online
How much the average person at every age has in their 401(K) - how do your savings compare? | Daily Mail Online
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Source:
79% of Americans who make this one move won't run out of money in retirement
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Featuring Special Guest, Dr. Kevin McGarry
Check out his book: Lead With Purpose
Market volatility, Financial plan, financial planning, personal finance, advice, professional, retirement, investing, spending, retirement plan, estate planning, retirement planning, saving, debt, money, financial stability, finance, financial security, millennial, entrepreneur, small business, Market, economy, business owner,
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Click here for a PDF of the presentation
Click here to view Part 1
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Click here for a pdf of the presentation
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This is a rerun of Season 1 Episode 5
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With Special Guest: Travis Parry
Maketimeinstitute.com
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Supporting Data Source: https://fred.stlouisfed.org/series/A091RC1Q027SBEA
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With Special Guest: Marshall Rosen LUTCF
Partner & Chief Operating Officer at Creative Financial Network
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With Special Gust: Jordan Jackson – Global Market Strategist for JP Morgan.
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Special Guest: Marshall Rosen LUTCF
Financial Advisor, Partner, Chief Operating Officer - Creative Financial Network
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Special Guest: Brett DePasquale BFA®
VP of Advisor Development at Creative Financial Network
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Link to the original Episode: https://www.spreaker.com/user/exvadio/ep-280-israel-kennedy-wallet-watch-10-10?utm_campaign=episode-title&utm_medium=app&utm_source=widget
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With Special Guest: Lindy Brock
Associate Advisor at Elliott Wealth Management Services
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With Special Guest:
Jordan Jackson
VP & Global Market Strategist
JP Morgan
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Previous Episodes Mentioned:
Keep Score With A Net Worth Statement
Taking Control With A Net Worth Statement
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The Raw Naked Truth Podcast Original episode: Ep 237 Wallet Watch - 6.13.23
Podcast Host: Eric Lopkin
Check Eric’s show out on Spreaker - https://www.spreaker.com/show/raw-naked-truth-exvadio-network
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Psychological Themed Books
- "Influence: The Psychology of Persuasion" by Robert Cialdini
- "Thinking, Fast and Slow" by Daniel Kahneman
- "The Gift of Fear" by Gavin de Becker
- "Maybe You Should Talk to Someone" by Lori Gottlieb
- "Bluefishing: The Art of Making Things Happen" by Steve Sims
- "Waking the Tiger: Healing Trauma" by Peter Levine
- "The Burnout Fix" by Jacinta Jimenez
Management, Business, & Leadership Books
- "Thou Shall Prosper: Ten Commandments for Making Money" by Daniel Lapin
- "Adrift: America in 100 Charts" by Scott Galloway
- "Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity" by Kim Scott
Reading For Pleasure
- "Remarkably Bright Creatures" by Shelby Van Pelt
- "Think Again: The Power of Knowing What You Don't Know" by Adam Grant
- "Chip War, The Fight for the World's Most Critical Technology" by Chris Miller
- "The Work: My Search for a Life That Matters" by Wes Moore
- "The Other Wes Moore: One Name, Two Fates" by Wes Moore
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With Special Guest: Leonard Orlacchio
Client of Elliott Wealth Management Services
Want to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealth
Part 3 of 3 In The Science of Money Series
Discussion Topics Include:
- Herd Mentality
- Fear of Missing Out (FOMO)
- The Law Of Reciprocity
- Endowment Effect
If you haven’t checked out our episode on Money Math - Part 1 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=YBSpnzfONYU
If you haven’t checked out our episode on Financial Experimentation - Part 2 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=a-1yPB0Vonk
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Want to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealth
Part 2 of 3 In The Science of Money Series
Discussion Topics Include:
- Net Worth Statement
- Retirement Income Planning
- Monte Carlo Simulation
If you haven’t checked out our episode on Money Math - Part 1 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=YBSpnzfONYU
Stay Tuned for Part 2 on the Psychology of Money
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Find The 7 Wealth Building Rules Article Here
Part 1 of 3 In The Science of Money Series
Discussion Topics Include:
- Standard Deviation
- The 4% Rule
- Compound Interest
- The Rule of 72
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Here is what to expect on this episode:
- One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.
- Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.
- The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.
You can find the link to the original episode here: https://www.youtube.com/watch?v=1LdXfZtPAnw
Your Life. Your Legacy. Podcast – YouTube Channel
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Original Show: https://www.spreaker.com/user/exvadio/ep-194-wallet-watch-looks-at-the-banks-3
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If you want to hear more about this topic, listen to: “Breaking The Cycle Of Living Paycheck To Paycheck”
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This episode has a visual presentation. Find it on our YouTube channel here: https://www.youtube.com/watch?v=6WSkoKcQCxU
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With Special Guest
Jordan Jackson
VP & Global Market Strategist
JP Morgan
See Presentation PDF here
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Special Guest: Eric Lopkin
https://modernobserver.com
https://empowerbusinessconnection.com
Book list:
Lincoln Highway by Amos Towles
Half Time: Moving From Success to Significance by Bob Buford
America Adrift by Scott Galloway
Killing the Killers by Bill O’reilly
Killing The Legends by Bill O’reilly
The Greatest Beer Run Ever by John Donahue
Stay Hungry by Sebastion Manicalsco
The Passenger by Cormac McCarthy
Extreme Ownership By Jocko Willink
The Adventures of Robinson Caruso
The Great Gatsby By F. Scotts Fitzgerald
Harry Bosch series of mysteries By michael Connelly
Atomic Habits
Napoleon Hills Books
The Science of Getting Rich Wallace Waddles
The art of War by Sun Tzu
Breakfast at Tiffany’s By Truman Capote
The Half-life Of Marie Curie By Lauren Gunderson
Getting Things Done By David Allen
Making Things Happen By David Allen
Poke The Box By Seth Godin
Tribes By Seth Godin
The Dresden Files By Jim Butcher (Series)
The Power Of Self CompassionBy Laurie J. Cameron
The Passenger By Cormac McCarthy
Inflation By Steve Forbes
Woke Inc ByVivek Ramaswamy
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With Special Guest: Matt Kansy, RD
Matt’s website: https://mattkansy.com/
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This is a live broadcast replay from 11/17/2022
Click here for a copy of the presentation
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The Warriors Voice Podcast Hosted By Zachary Green:
https://warriorsvoice.podbean.com/e/everything-s-going-to-be-alright-christopher-calandra/
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For a pdf of the presentation, click here: https://static.twentyoverten.com/5e96165b90c2bc75e3bf568f/qEZhigU52w/October-2022-Webinar.pdf
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Special Guest: Lindy Brock,
Associate Advisor, Elliott Wealth Management Services
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Find Out Your Net Worth With The Elliott Wealth Success Planner: https://app.rightcapital.com/account/sign-up?referral=qeB5BxaxnDv8EU3SkK9wFQ&type=client
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Source: https://www.limra.com/siteassets/newsroom/fact-tank/fact-sheets/facts-of-life-2021-format-vfinal.pdf
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With Special Guest: Steve Jones
Retired Executive & Small Business Owner
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Special Guest: Kristen McGarry CRPC, Pacific Life
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Special Guest: Bob Kane
Bob is the coach & leader of the Dragonboat Team, The Leatherneck Warriors. For more information on The Villages Dragon Boat teams, visit:
https://Leatherneckwarriordragonboatteam.com/
https://sparta70dragonboatteam.com/
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Click here for the full presentation
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Special Guest: Michael D’Angelos CIMA®
Vice President - Senior Advisor Consultant – Franklin Templeton
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Our YouTube Channel is still in development and is coming soon! - 07/05/2022
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With Special Guest: Dr. Marcia LaReau, PhD
Founder & President of Forward Motion Careers
https://forwardmotioncareers.com
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Follow Rama on socials!
LinkedIn | Meta | Twitter | Instagram
Connect to Rama Krishna
E-mail: info@ushacapital.com
Website: www.ushacapital.com
Episode Spotlights:
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Supply - Demand imbalance in real estate
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Waiting is problematic
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Creative deal-making and property management
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Buying in a different market
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Have a plan that emphasizes your strengths and mitigates your weaknesses
Book Recommendations
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The Millionaire Nextdoor
-
Rich Dad Poor Dad
-
The 4 Hour Work Week
-
Influence
Grab your freebie - Tips for Multifamily Investing at www.ushacapital.com
Found this episode insightful? Show us some love by spreading the word on social media or rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213
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Special Guest: Lindy Brock,
Associate Advisor Elliott Wealth Management Services
Toxic Money Beliefs:
- Money can’t buy happiness
- I can never have enough
- My self-worth is my net worth
- Keeping up with the Jones’
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Special Guest: Lindy Brock,
Associate Advisor Elliott Wealth Management Services
Toxic Money Beliefs:
- Obligation to pass on inheritance
- I don’t deserve it
- I can’t handle money
- Money causes stress
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With Special Guest, Lindy Brock, Associate Advisor Elliott Wealth Management Services
Toxic Money Beliefs:
- Money is inherently evil or bad
- The rich are evil & corrupt
- Money is scarce
- Spending money is a moral failing (wasteful)
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Special Guest: Kristen McGarry CRPC, Pacific Life
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With Special Guest: Zachary Green, Entrepreneur, US Marine veteran, Former Firefighter, Author of the bestselling book: Warrior Entrepreneur
https://www.warriorentrepreneurbook.com/
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Special Guest: David M. Lebovitz, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team
This is a Webinar Replay of the April 2022 Economic Update Chris Calandra Gave on April 5th 2022. Click Here For The Full Video Playback
Click Here For A PDF Copy Of The Presentation
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Rate & review the Simply Financial Podcast on ITunes
Special Guest: Kristen McGarry CRPC, Pacific Life
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Special Guest: Maryanne Moffo
Book list:
The Four Winds by Kristin Hannah
Salt To The Sea by Rutu Sepetys
Who Not How by Dan Sullivan
The Hero Code by William McRaven
The 80/20 Principle by Richard Koch
Killing the Mob by Bill O’reilly
Bomber Mafia by Malcolm Gladwell
Burning Blue by Kevin Cook
Greenlights by Matthew McConaughey
Before We Were Yours – Lisa Wingate
The Gilded Hour – Sara Donati
Where the Light Enters – Sara Donati
Into the Wilderness, Dawn on Distant Shore, Lake in the Clouds, Fire Along the Sky, Queen of the Swords, The Endless Forest – Sara Donati (Series)
America’s First Daughter – Stephanie Dray & Laura Kamoie
The Huntress – Kate Quinn
Salt to the Sea – Rura Sepetys
Necessary Lies – Diane Chamberlain
The Water Dancer – TA-NEHISI Coates
The Four Winds – Kristin Hannah
Pachinko – Min Lin Lee
Eternal – Lisa Scottoline
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With Special Guest: Tim O’Mara, Vice President, Insights & Solutions Field Team Nationwide Retirement Institute
Timothy O’Mara’s Full Bio
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Special Guest: Roberta Eckert, Vice President, Nationwide Retirement Institute
Roberta Eckerts Full Bio
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Special Guest: Steven Calandra, VP Nationwide Retirement Institute
Steven Calandra’s Bio
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Click Here To Download The Webinar PowerPoint Presentation
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Special Guest: David Harris, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team
David W. Harris joined Nationwide in 1997. As a Vice President for the Nationwide Retirement Institute, Dave is dedicated to educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions. He stimulates the thinking and actions of professionals as they navigate the changing world of retirement.
Dave annually addresses thousands of financial professionals and participants, and his sessions are carefully customized to meet the needs of each group. Dave’s polished style, engaging message and proven ability as a business professional assure top-notch engagement. Dave is a graduate of The Ohio State University, where he majored in Finance. Dave is FINRA Series 26 and 6 licensed and Ohio life and health licensed. His experience includes strategies for retirement income planning, long-term care, Social Security benefits, and Medicare and Medicaid coverages.
Throughout his career, he has enjoyed being one of the founding members of the Nationwide Retirement Institute. He has been interviewed by and quoted in the Chicago Tribune and interviewed on Financial Talk Radio about health care costs in retirement. Dave has been ranked a top speaker at national meetings, and he qualified for Nationwide’s Sales Rewards Trip each of the six years he was eligible.
Dave Harris’s Full Bio
Visit https://www.nationwide.com/
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Special Guest: Doug Ewing, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team
Doug Ewing, JD, CFP, RICP, started his career with Nationwide® in 2019 with more than 15 years
of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions.
Prior to Nationwide, Doug was with Transamerica Capital Inc., where he was responsible for developing and delivering consultative sales content for annuity, retirement, mutual fund and life wholesalers.
An accomplished public speaker with extensive main-stage, breakout and national webinar presentation experience, Doug covers topics such as health care, long-term care, Social Security benefits and tax-efficient retirement income.
Doug was admitted to the Massachusetts Bar Association in 1990 and got his start in the financial industry in 2003 as a financial professional with Legg Mason Wood Walker. He has earned both CFP and RICP designations and is FINRA Series 7 and 66 licensed.
Doug Ewing's Full Bio
Visit https://www.nationwide.com/
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Special Guest: Steven Calandra, VP Nationwide Retirement Institute
Steven Calandra CLTC, RCC, CHSA, joined Nationwide in January 2015 with more than 15 years
of financial industry experience. As a Vice President for the Nationwide Retirement Institute, Steven
is dedicated to educating financial professionals, clients, plan sponsors and plan participants
about the latest in retirement income planning trends. He focuses on implementing practical and
comprehensive retirement income solutions as well as stimulating the thinking and actions of
professionals as they navigate the changing world of retirement.
Steven annually addresses thousands of financial professionals, clients and plan participants, carefully
customizing his sessions to meet the needs of each group. His areas of focus include Social Security
benefits, Medicare coverage, long-term care and retirement income planning. Steven’s polished style,
engaging message and proven ability as a consummate business professional assures a top-notch
engagement every time.
Prior to Nationwide, Steven worked as a Consultant and Regional Wholesaler for Terra Capital
Markets in the Mid-Atlantic region and worked as a Regional Marketing Director for AIG SunAmerica
in its independent broker-dealer channel covering the Northeast. Earlier in his career, he was
groomed at American Skandia, where he distributed variable annuities, mutual funds, qualified plans
and variable life insurance. He has vast experience managing, coaching and motivating teams and
has helped develop core product marketing.
Steven Calandra’s Full Bio
Visit: https://www.nationwide.com/
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With Special Guest: Lindy Brock
Associate Advisor – Elliott Wealth Management Services
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Sources:
https://www.marcus.com/us/en/resources/managing-debt/debt-free-living
https://www.lendingtree.com/auto/debt-statistics/
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Sources:
https://www.investopedia.com/financial-edge/0912/which-income-class-are-you.aspx
https://www.google.com/search?q=aaverage+household+income+in+us&rlz=1C1GCEA_enUS883US883&oq=aaverage+household+income+in+us&aqs=chrome..69i57j0i13l7j0i22i30l2.8822j0j9&sourceid=chrome&ie=UTF-8
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4 Retirement Risks
- Longevity
- Inflation
- Interest Rates
- Liquidity
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General information about unclaimed property: Unclaimed.org
Connecticut unclaimed property listing: Ctbiglist.com
Florida's unclaimed property listing: Fltreasurehunt.org
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Special Guest: Dean Nicholson, Retired Financial Advisor
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PowerPoint Presentation
Webinar Video Recording
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The 4 Drivers For The 2021 Real Estate Market:
- Excess Money Supply In The Economy – There is a lot of money in circulation.
- Low Interest Rates – Zero interest rate economy.
- Stay At Home Economy – People appreciate their home more now, than before the pandemic.
- Limited Housing Supply – There has been a shortage of houses built in the US for about 15 years. It’s finally catching up now that we have higher demand.
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Special Guest – Jason Yarusi, Multifamily Real Estate Investor
Podcast: The Multifamily Live Podcast
Website: yarusiholdings.com
Email: Jason@yarusiholdings.com
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Special Guest: Vince Carter
thecfoathome.com
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Special Guest: Claudia Englisby
Attorney At Disability Planning Partners
https://disabilityplanningpartners.com/
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Source: https://studentloanhero.com/student-loan-debt-statistics/
https://www.cnbc.com/2019/05/20/how-much-the-average-student-loan-borrower-owes-when-they-graduate.html
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Special Guest: Vince Carter – CFO At Home Podcast Host
https://www.thecfoathome.com/
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Sources:
https://www.cnbc.com/2021/05/12/consumer-price-index-april-2021.html
https://www.cnbc.com/2021/05/07/jobs-report-april-2021.html
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Special Guest Byron Lazine
– Team Leader Realtor - One And Company
– CEO of Company Cubed
https://byronlazine.com/
https://www.oneandcompany.com/
http://companycubed.com/
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Special Guest: Dana Flanagan – Realtor – Flanagan Realty Group
https://flanaganrealtygroup.com/
860-796-0562
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Click Here To Watch The Webinar Recording
Click Here for a Copy of the PowerPoint Presentation
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Special Guest: Kris Reid, CEO of ArdorSEO
Website: ardorseo.com/elliott
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Read the full article here: 8 Ways Highly Successful People Set And Achieve Goals
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Special Guest James Kennedy – CEO of Beach Cities Solar Consulting
https://www.beachcitiessolarconsulting.com/
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Special Guest: KC Chohan
Founder of Together CFO & The host of The CEO Story Podcast
https://togethercfo.com/
Together CFO is a tax advisory, accounting, and tax preparation firm based in Los Angeles, California. The firm’s services high net worth individual, family offices and business owners with high level tax structures, cash flow optimization, and executive guidance, CFO, financial forecasting and much more. Together CFO has saved clients millions of dollars by utilizing its advanced tax structures and not the latest loopholes. Together CFO has created a simple and proven system that allows them to review and analyze businesses and then create a strategy to save hundreds of thousands in taxes per year.
The CEO Story Podcast
Learning from the best in the business leads to success, and all successful people have mentors in their lives. Each Tuesday and Thursday join Kc Chohan, the CEO and Founder of Together CFO, as he interviews guests who are at the top of their fields and sharing the stories that enable their success. If you have a business, side hustle, or just want to hear some great career advice, this is the podcast for you.
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Special Guest: Dean Nicholson, Economist & retired Financial Advisor
Topics of Discussion
- Impact of TINA (There is No Alternative)
- Expectations for the Biden Administration
- Control of the senate
- Status of economic recovery
- Risks surrounding the pandemic
- Concerns over stretched valuations
- Prospects for the market in 2020
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Special Guest – Ava Crayton
Book Mentions:
The Paris Hours - Alex George
A Good Neighborhood - Therese Anne Fowler
Where the Craw Dads Sing - Delia Owens
The Great Believers - Rebecca Makkai
From Cold War to Hot Peace - Michael Mcfaul
The Yellow House - Sarah Broom
Educated – Tara Westover
The Other Wes Moore – By Wes Moore
The 9th House - Leigh Bardugo
Conversations with Friends – Sally Rooney
Normal People – Sally Rooney
The Hunting Party - Lucy Foley
The Guest List - Lucy Foley
All The Lives We Ever Lived - Katharine Smyth
Manhattan Beach - Jennifer Egan
A Promised Land – Barrack Obama
The Storm Before The Calm - George Friedman
Thinking In Bets - Annie Duke
Killing Crazy Horse - Bill O’Reilly
The 5 people You Meet In Heaven - Mitch Albom
How to Decide - Annie Duke
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Special Guest: Cody Loughlin
Website: https://themoneytalkers.com/
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Claim your free gifts courtesy of Vinnie! fullyaccountable.com/simplyfinancial
Special Guest: Vinnie Fisher
Vinnie Fisher is an entrepreneur and a best-selling author who has over 20 years of experience growing a scaling multiple 8 figure companies.
His most recent mission is helping eCommerce, tech and digital business owners improve their financial fluency and operate their accounting back office as a profit center.
After growing 3 – 8 - figure businesses with fast growth, many customers and low margin, Vinnie discovered the issue was that he lacked financial fluency and gave back much of his hard-earned money in cash waste and no margin. With no good solutions in the marketplace, Vinnie founded Fully Accountable, an outsourced full service cutting edge accounting firm, that helps eCommerce and Digital business owners through fractional CFO and accounting services.
Vinnie has been awarded Digital Marketer of the Year multiple times and has been featured on many top-rated national podcasts and other media outlets such as Business Insider. He has also authored three best-selling books and has guided Fully Accountable to the Inc 5000 as one of the fastest growing companies in America twice, and ranked as one of the Top 5 Outsourced Accounting Firms by CFO Tech Outlook.
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Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips
- Understand Your Assets & Liabilities
2. Assess Your Goals
-
Check Your Credit Reports
-
Name Your Beneficiaries
-
Manage Your Taxes
-
Check If Your Investments And Goals Align
-
Determine If You Have The Right Insurance
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This clip was taking from the Small Business Radio Show, Hosted by Barry Moltz,
To listen to the rest of this episode & to find more information on Barry & his radio show, click the link below:
https://barrymoltz.com/small-business-radio-show/612-how-to-classify-employees-and-independent-contactors-right-every-time/
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A discussion on the thoughts from former Federal Reserve Chairmen, Ben Bernanke & Janet Yellen on the topic of the US Economy.
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Special Guest: Barry Moltz
Podcast: The Small Business Radio Show
Website: www.barrymoltz.com
Phone: (773) 837-8250
Email: barry@moltz.com
Due to the COVID-19 Pandemic, Barry is giving away a free digital copy of his book Bounce! Email him at barry@moltz.com to get free access to a digital copy!
Conventional business wisdom tells us that there is always something to learn from failure. Not true — sometimes it just stinks! Failure that offers no real learning value becomes a big jolt to the basic business belief system. Both success and failure are simply outcomes in the life cycle of business where repetition is inevitable and overall process matters far more than any single event or outcome.
Barry demonstrates that developing the resiliency to “bounce” through these cycles determines who will ultimately succeed.
Using real life business examples, he shows that with true business confidence, we can face our fears, let go of shame and failures, use all our choices, be better risk-takers, and define our own brand of success.
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Special Guest: Heather Hansen O’Neill
Podcast: From Fear To Fire
Website: http://heatherhansenoneill.com/
Phone: 203-312-4990
Email: heather@heatherhansenoneill.com
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Special Guest: Taylor Proctor
Podcast: Happiness Abound
Website: https://www.happinessabound.com/
Facebook Group: https://www.facebook.com/groups/happinessabounders
Facebook Page: https://www.facebook.com/HappinessAboundBlog
Phone: (435) 201-1137
Email: taylor@happinessabound.com
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Special Guest: Conor Butts
Podcast: Personal Productivity
Website: Conorbuttsss.com
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The Fed’s 4 Major Roles
- Oversee the economy
- Supervise & Regulate
- Maintain the financial system
- Banker for the banks & US Government
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Michael Cappa’s Podcast: A Millennials Journey
School educates us academically and professionally but lacks to teach financial literacy and basic everyday skills. Let us help you become wealthy in your mindset and finances!
Podcast: A Millennial’s Journey
Email: millennialjourneypodcast@gmail.com
Instagrams: @_michaelcappa @millennialjourneypodcast @altonapainting
LinkedIn: Michael Cappa
Money Dial Principles with Michael Cappa
Hey, thanks for tuning into my episode on the Simply Financial Podcast on the topic of “Money Dials”!
The concept of what a “money dial” is comes from Ramit Sethi, which he frames as “Where do you like to spend your money and be ok with it?” I will go a step further and say “How can you use your money dial in your favor/have it be mutually beneficial?”
For some it may be trips, others it may be clothes, some like nice cars, and some like treating themselves to a spa day. However, how can you use your money dial to help generate more value for you and those around you?
Theory to Practice: My Money Dials
My money dials are hands-down food and entertainment, as well as music. I love trying new foods and going to concerts because what are the two things all people have in common disregarding race, culture, religion, gender, and socio-economic status? FOOD and ENTERTAINMENT.
Because forging strong relationships is one of my core values, starting a conversation with someone about food that traditionally comes from their culture or nationality, or talking about a shared music interest is an AMAZING way to create a bond with someone. These money dials of mine have started some amazing relationships and created opportunities for myself and others that are still relevant to this day.
I also want to pursue a career in music in the coming years, so I definitely am more inclined to buy gear for my drum set and spend money in the area of music. Having higher quality gear allows me to better enjoy my craft, provide more value to the audience, and I know I’ll see a great return on investment (ROI) with future success that stems from having quality gear.
Key Takeaways and Spending Habits for Money Dials:
- First, identify what your money dials are.
- Although we all have an affinity and level of comfort with spending more money in some areas of our lives than others, be cognizant of your spending in your money dial areas. You’re generally ok with spending more money in these one or two areas of your life, but that doesn’t give you permission to abuse it.
- After seeing my line-by-line bank and credit card statements for the past few years of being an entrepreneur, I can tell you I definitely could have shaved off several thousand dollars’ worth of food that didn’t serve my core value of relationship building, and was more so me just being gluttonous. Don’t feel shame or guilt around past expenditures with your money dials that went overboard – reflect, learn from them, and simply make better choices in the future.
- It’s important to enjoy your money dials and what you love. But again, be cognizant of how much money you spend on your money dial because it’s an opportunity cost. If you put $20k down for a 1978 Corvette Stingray, you’re forgoing a down payment on an income property, which is a long-term asset that PAYS YOU and that you can pass down to your family.
- It’s so important I’ll mention it again, like how the 5 Ds of Dodgeball tell you to “Dodge” twice: Reflect on what your respective money dials are, and certainly enjoy them, but ALSO learn how to master them and use them to your favor, not abuse them for gluttony and greed.
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Special Guest: Andrew Opdyke
An Economist at First Trust Advisors, Chartered Financial Analyst™ (CFA®)
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Special Guest: Andrew Opdyke
An Economist at First Trust Advisors, Chartered Financial Analyst™ (CFA®)
Rate & review the Simply Financial Podcast on ITunes
Middle Class Money:
Money, Budgeting, Investing, Wealth, Debt, Real Estate, and everything in between. Our weekly show is on a mission to help the middle class take control of their finances and live their best life. Pushing back against the notation of needing to make more money, and instead providing content to help maximize income. We double down on what makes us happy at our core level. Take charge of your money and your future now.
Check out their website: https://www.themiddleclassmoney.com/
Give us a rating and a review on ITunes
Guest: Kevin McGarry, Sales & Business Development Executive
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“Building wealth is a marathon, not a sprint” - Chris Calandra
Steps include:
-
Write down your financial goals - Reference S3E28
-
Start an Emergency Fund
-
Pay off Debt
-
Create an investment plan
-
Get the right insurance
-
Create a retirement plan
-
Plan for taxes
-
Have an Estate Plan
-
Review your overall plan (steps 1-8) regularly
-
Stay the course
Welcome to the simply financial podcast, I’m your host Christopher Calandra. I am a Certified Financial Planner with over 28 years of experience. My goal in creating Simply Financial is to help you increase your financial IQ. We upload an episode every Tuesday at 8 am EST. You can find us on Apple Podcasts and Stitcher. If you have any questions about me or my practice, visit my website at elliottwealth.com. Thank you so much for listening and stay tuned!
Chris goes over the basics of social security benefits. He outlines the factors that calculate it, the requirements needed to receive benefits, and how to begin exploring social security all together.
Topics include:
- New age limit for Traditional IRA contributions
- New RMD age
- Exclusions for early withdrawal penalties for IRA’s
- Inherited IRA distribution rules
- Amending your IRA trust.
Guest: Debby Cody, Veteran & Everyday American
Topics discussed:
- Growing up in a single-parent multigenerational household with 6 siblings.
- Her 22-year career in the Army.
- Her views on African American financial literacy.
- Starting early and paying yourself first.
- Working together with your spouse to make and achieve goals. Early retirement.
Guest: Arlene Cogen, Author of Give to Live
The comprehensive benefits of giving personally and financially
- How to make a gift you’ve never imagined possible
- Multigenerational wealth transfer
- Integrating philanthropy into your life
Guest: Gwen Bade,
Branch Manager - NMLS: 1171616
Envoy Mortgage Ltd - NMLS: 6666
Envoy Mortgage is an Equal Housing Lender – This is not a commitment to lend.
www.envoymortgage.com
www.nmlsconsumeraccess.org
Licensing and Disclosure Information can be found at : www.envoymortgage.com/licensing-legal-information
Guest: Peter Hug, Director of Global Trade for Kitco Metals Inc
Topics Discussed:
- Where do you think the price of gold will go in the short / medium / longer term?
- Why should I consider buying gold?
- What’s the difference between buying gold and buying silver?
- What’s the right amount of gold or silver in my portfolio?
- What is the difference between bars, coins, rounds, numismatics? What is “junk silver”?
- How do you actually buy gold or silver?
- How do I know I’m getting a fair price?
- What is bid vs ask price? How much should I expect to pay for an ounce of gold?
- What are the best quality products? What is 9999 vs 999 vs 925? How can I be sure I don’t get fakes?
- Where should I keep my precious metals?
- What is “Physical”
Guest: Shawn Yesner, Attorney
Topics include:
- Types of bankruptcy
- when you should consider filing for bankruptcy
- The benefits of bankruptcy law in a capitalist economy
Guest: David Famiglietti, President of New Frontier Armory
Book list
- How to win friends & Influence People
- The Journals of Lewis and Clark
- Leaders Eat Last
- One Man's Wilderness
- The Power of Habit
- Why Zebras don't get ulcers
- The 4-hour work week
- 21 lessons for the 21st century
Mirror Your Brilliance on Video discusses trends in video marketing and female entrepreneurship.
Topics include:
- Retirement crisis
- Declining costs
- Holistic planning
- Security and privacy
Guest: Jeremy Hyatt, Envoy Mortgage
Topics include:
- The 5 C's (Key Metrics)
- Best advice
- Credit scores and better deals
- Future of interest rates and impact on home values
- Technology
Topics include:
- How much you should save
- Why you need an emergency fund
- Where to put it
Guest: Michael Giardina, Estate Planner for Henry Federer LLP
When you should review your Estate plan:
- Every 3 years
- If you marry or divorce
- If you or your spouse's health declines
- If your spouse passes away
- If your value of assets change dramatically
- If you buy real estate in another state
- Marriage or divorce of beneficiary
- If the finances of a beneficiaries change
- If a beneficiary's attitude toward you changes
- If a minor becomes an adult
- If a family member passes away
- If you move to another state
Topics Include:
- Call to action
- Key provisions
- Primary Benefits (Control, Flexibility, Transferable)
www.elliottwealth.com
Topics include:
- How IRA's work
- Benefits
- Planning
For more information, refer to RMD Podcast-Season 2 Episode 36
www.elliottwealth.com
Topics include:
- Convenience
- No timing the market
- Taking advantage of market swings
Dollar cost Averaging is a good strategy but it does not 100% ensure a profit or protect against a loss.
Guest: Harold "Buddy" Hartmann, CFP, CPA
Topics Discussed
- CPA Perspective
- CFP Perspective
- Year end tax planning tips
Guest: Eric Lopkin, Founded the Modern Observer Group
Questions asked:
- What are challenges you have had that most entrepreneurs will have to deal with?
- What obstacles have you had to overcome that are unique to you?
www.elliottwealth.com
Topics include:
- Dow S&P 500 Index breaking the record for longest bull market
- Market Volatility
- The greatest market falls in history
Topics include:
- What are RMD's-Retirement Accounts?
- First distribution rules, how are RMDs calculated?
- Are there penalties?
- How is formula applied to multiple accounts?
- Options for the proceeds
www.elliottwealth.com
Guest: Mitchell Levy
Questions asked:
- 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?
Guests: Tom & Diane Stolz
Topics Include:
- Current retirement
- Retirement plan
- Financial background
- Thoughts & rules on money
- New advice for younger generations
Guest: Mitchell Levy
Questions asked:
- Where did the AHA guy concept come from?
- Who coined the phrase & how long ago?
- What does AHA mean to you?
- Is my estate plan up to date?
- Have I named my beneficiaries properly?
- Can I reduce my tax exposure?
- What is my risk tolerance?
- Do I know what I own and why?
- What are my rates of return?
- Is my investment plan current?
- What about money is important to me?
- If I had 5 years to live, what would I change?
- What are my financial goals?
- Do you know how much you save and spend?
- what is your net worth? (Season 1-episode 5)
- are you borrowing money efficiently?
- how is your 401k / retirement strategy and plan?
- how is your emergency fund?
- what if something were to happen to you? (Season 1-episode 11)
- do you have proper life insurance? (Season 2-episode 12)
- Does long term care insurance make sense?
- If money were not an object, what would you do
- What are 10 of the most important things you want to accomplish on earth?
Guest: Erin Gibney, millennial musician
Topics Discussed:
- Her Journey
- Teens of America
- Growing up in the Music Industry
Topics include:
- Interest Rates (See Episode 2-21 "The Rise of Interest Rates"),
- Strong Job Market
- Tax Reform (See Episode 2-11 "Planning for 2018 Including Tax Law Update")
- Deregulation
- Trade Policy
Guest: Mitchell Levy
Topics include:
- The phrase “Known, Liked, and Trusted”
- Origination
- Importance today
- Challenges today given technology
- Techniques to become more known, more liked, and more trusted
- Thought leadership and why is it important
- Top 5 thought leadership best practices a day
When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future. Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a 2-day policy meeting, on May 2, the Federal Reserve decided unanimously to hold interest rates steady at the target range of 1.5 to 1.75%. Their notes said this decision was based on inflation recently moving close to the U.S. Central Bank’s target and that, “on a 12-month basis is expected to run near the Committee’s 2% objective over the medium term.”
(Source: reuters.com 5/2/2018)
The 5 keys to investing for Retirement
- Don't lose ground to inflation
- Consider your time horizon
- Consider risk tolerance
- Integrate with other financial goals
- Don't put your all your eggs in one basket
Topics include:
- Save like crazy
- Reduce/eliminate debt
- Consider where to live
- Create budget
- Create Income Plan
- Develop Investment Plan
Low cost, Diversified, Simple.
1/3 of global managed assets
Please consider indexing - Please consider ETF's
Topics Discussed
- Tax Cuts and Jobs Act (TCJA)
- Quick Market Update
- Planning Strategies
- Q&A
Guests: Reid & Lynn Dunlap
Questions discussed:
- What have you learned about money & wealth building along the way?
- What did you learn about money growing up?
- Was your family wealthy, poor, or middle class growing up?
- What are your money rules? What have been your keys to building wealth?
Guests: Scott Carlson & Brian Dumeer
Topics Discussed:
- How do they make it work?
- How do "the rules" help their practice?
- Managing growth and decision making.
Topics Discussed
- Our perspective and what you could / should do
- Media Frenzy
- An Elliott Wealth Perspective
Topics Discussed:
- What is rebalancing,
- how important is it,
- How do I rebalance,
- What are some of the caveats to rebalancing
Topics Discussed:
- 2017 in Review-Stocks
- Bonds
- Lack of volatility
- Economy
- Transitioning into 2018 – “Proceed with Caution”
- Interest rate changes
- Tax Reform
- Stock Market Volatility
- Economic Growth
Guest: Charles Ruiz, president at Bethel IT Services
Topics discussed:
- The basics in Cyber Security
- Malware-what is it and how is it dangerous?
- Passwords
- Encryption
- Pop ups
- WiFi-best practices
- Scams
- Remote access
- Virus avoidance
Guest: Katherine Dumeer
Topics include:
- Financial lessons growing up
- Current thoughts on money
- Decision to change jobs
- Saving, spending and splurging
Guest: Rosemarie Fischer, Estate Planning Attorney, Mother, Business Co-owner
Topics include:
- Book reviews
- Impactful favorites
- Business recommendations
Guests: Courtney & Paul Leones, Millennial couple
Topics include:
- Millennial spending, dreams, and concerns
- Early lesson: pay yourself first
- Establishing good habits
- Successes and mistakes along the way
Guest: Marcia LaReau, Career Strategist at Forward Motion Careers
Topics include:
- Who are Millennials
- What is the negative reputation
- Technology with the millennials
- Misconceptions
- Motivators; student debt
- Millennials being misunderstood
Guest: Dr. Bridget Cooper, Executive Coach & Leadership Consultant
Topics include:
- 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
Guest: Marcia LaReau
Everyday Interview Series
Topics include:
- Global Jobs Crisis
- Millennials dominating the workforce
- The long-term strategic career plan
- Networking and collaboration
- Preparing for the workforce
The Four Stages:
- Pre-Retirement
- Early Retirement
- Final Retirement
- Full Retirement
Topics include:
- 7 Complex issues to consider;
- Planning for the long-term;
- Preparing for change
“A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” - Chris Calandra
Guest: Marianne Esposito
Topics include:
- Marianne's background and career path
- Experience as a female executive
- How to retire at a young age
- Rules for managing money
- Advice, financial goals, mistakes, splurging
Core Values include:
- Partnership
- Integrity
- Accountability
- Innovation
- Balanced
Topics include
- Who we are and what we do
- How our core values shape our everyday operations
- How you can create your own core values to optimize success
Guest: Eric Millhorn, Attorney and Partner at Millhorn Elder Law Planning Group LLC
www.elliottwealth.com
Guest: Ann Babiarz; Founder of Ann Babiarz, LLC Finance and Investing Mastermind Group
Topics include:
- Insights
- Lessons
- Struggles
- Perseverance
Guest: Joseph Eddy; Retired small business owner, Architect and Entrepreneur
Topics include:
- Insights on retiring, moving and persevering through change
- Planning future financial decisions and making difficult choices
- Lessons learned, advice for millennials, the rewards of being charitable
Guest: Brian Thompson; The Thompson Agency, Inc.
Topics include:
- Impact of the Equifax breach
- Who should be concerned and what to do
- Identity theft monitoring, education, and resources for protection
Guest: David Famigletti, President of New Frontier Armory
Topics include:
- Insights, lessons, struggles and stories of perseverance
- Role Models, unconventional pathways, leadership, learning and goals
- Identifying opportunities & marketplaces, millennial viewpoints, employment trends
Topics include:
- Why you need a financial strategy
- How to focus your financial goals
- How a financial planner can help
- How to monitor your strategy