Exvadio

Simply Financial - Exvadio Network

Comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth.

Určitě navštivte web podcastu a podpořte jeho tvůrce: www.spreaker.com

Autor

Exvadio

Kategorie

Business

Web podcastu

www.spreaker.com

Nejnovější epizoda

3. lis 2026

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Epizody

Season 2 - Episode 14: Our Best Clients - What we look for in our clients 03.04.2018

Chris discusses profiles and qualities of potential clients that usually benefit the most from our services.

Season 2 - Episode 13 - What is a CFP 27.03.2018

Find out what a CFP is and how they can help you

Season 2 - Episode 13: What is a CFP 27.03.2018

Find out what a CFP is and how they can help you

Season 2 - Episode 12 - Nobody Likes Life Insurance 20.03.2018

Quick take aways and considerations to think about

Season 2 - Episode 12: Nobody Likes Life Insurance 20.03.2018

Quick take aways and considerations to think about

Season 2 - Episode 11 - Planning for 2018 Including:A Tax Law Update 13.03.2018

Tax Cuts and Jobs Act (TCJA), Quick Market Update, Planning Strategies, Q&A

Season 2 - Episode 11: Planning for 2018 Including:A Tax Law Update 13.03.2018

Tax Cuts and Jobs Act (TCJA), Quick Market Update, Planning Strategies, Q&A

Season 2 - Episode 10 - EAS - Reid and Lynn Dunlap 06.03.2018

You 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 are your money rules? What have been your keys to building wealth?

Season 2 - Episode 10: EAS - Reid and Lynn Dunlap 06.03.2018

You 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 are your money rules? What have been your keys to building wealth?

Season 2 - Episode 9 - Investment Process Overview 27.02.2018

Maximize your Returns, Understand the fees, Grasp change

Season 2 - Episode 9: Investment Process Overview 27.02.2018

Maximize your Returns, Understand the fees, Grasp change

Season 2 - Episode 8 - The Entrepreneurs; Scott Carlson & Brian Dumeer 20.02.2018

Discover 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.

Season 2 - Episode 8: The Entrepreneurs; Scott Carlson & Brian Dumeer 20.02.2018

Discover 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.

Season 2 - Episode 7 - SPECIAL EDITION - Volatility is Back 08.02.2018

Our perspective and what you could/should do; Media Frenzy; An Elliott Wealth Perspective  

Season 2 - Episode 7: SPECIAL EDITION - Volatility is Back 08.02.2018

Our perspective and what you could/should do; Media Frenzy; An Elliott Wealth Perspective  

Season 2 - Episode 6 - EAS - Lauren Forgione - President F&F Concrete Company 06.02.2018

A perspective from a female CEO fulfilling her destiny as a third generation leader

Season 2 - Episode 6: EAS - Lauren Forgione - President F&F Concrete Company 06.02.2018

A perspective from a female CEO fulfilling her destiny as a third generation leader

Season 2 - Episode 5 - Portfolio Rebalancing in Today's Market 30.01.2018

What is rebalancing, how important is it, How do I rebalance, What are some of the caveats to rebalancing

Season 2 - Episode 5: Portfolio Rebalancing in Today's Market 30.01.2018

What is rebalancing, how important is it, How do I rebalance, What are some of the caveats to rebalancing

Season 2 Episode 4 - Looking Ahead to 2018 23.01.2018

2017 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  

Season 2 - Episode 4: Looking Ahead to 2018 23.01.2018

2017 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  

Season 2 - Episode 3 - EIS - Cyber Security with Charles Ruiz 16.01.2018

Who 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 avoidance

Season 2 - Episode 3: EIS - Cyber Security with Charles Ruiz 16.01.2018

Who 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 avoidance

Season 2 - Episode 2: EAS:Journey of a Millennial with Katherine Dumeer 09.01.2018

Everyday Americans Series with Special Guest Katherine Dumeer Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging

Season 2 - Episode 2: EAS: Journey of a Millennial with Katherine Dumeer 09.01.2018

Everyday Americans Series with Special Guest Katherine Dumeer Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging

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