Simply Financial With Christopher Calandra

Season 3 - Episode 06: Interview with a Real Estate Investor 05.02.2019 37:44 ↓

Guest: Nick Raithel, Content Corp Real estate investor & author of The 7 Hour Book.

Season 3 - Episode 05: Building Loyalty with Dave Famiglietti 29.01.2019 41:34 ↓

Guest: Dave Famiglietti, president of New Frontier Armory  

Season 3 - Episode 04: Books with Dave 22.01.2019 32:17 ↓

Guest: David Famiglietti, President of New Frontier Armory Book list How to win friends & Influence People The Journals of Lewis and Clark Leaders Eat Last One Man's Wilderness The Power of Habit Why Zebras don't get ulcers The 4-hour work week 21 lessons for the 21st century

Season 3 - Episode 02: What The Heck Happened? 08.01.2019 40:11 ↓

Guest: Dean Nicholson, Retired Financial Advisor

Season 2 - Episode 52: Online Entrepreneurship With Kala Philo 25.12.2018 36:36 ↓

Mirror Your Brilliance on Video discusses trends in video marketing and female entrepreneurship. 

Season 2 - Episode 51: Trends Hitting Financial Advisors 18.12.2018 14:59 ↓

Topics include: Retirement crisis Declining costs Holistic planning Security and privacy  

Season 2 - Episode 48: Nobody Likes Life Insurance 27.11.2018 13:47 ↓

This is a Re Run of Season 2 episode 12

Season 2 - Episode 47: Latest News In The Mortgage Market 20.11.2018 29:53 ↓

Guest: Jeremy Hyatt, Envoy Mortgage Topics include: The 5 C's (Key Metrics) Best advice Credit scores and better deals Future of interest rates and impact on home values Technology  

Season 2 - Episode 46: Establishing & Maintaining An Emergency Fund 13.11.2018 13:22 ↓

Topics include: How much you should save Why you need an emergency fund Where to put it  

Season 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardina 06.11.2018 27:24 ↓

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 tow...

Season 2 - Episode 44: Inherited (Stretch) IRAs 30.10.2018 18:46 ↓

Topics Include: Call to action Key provisions Primary Benefits (Control, Flexibility, Transferable) www.elliottwealth.com

Season 2 - Episode 43: Charitable Giving From IRA's 23.10.2018 12:38 ↓

Topics include: How IRA's work Benefits Planning For more information, refer to RMD Podcast-Season 2 Episode 36 www.elliottwealth.com

Season 2 - Episode 42: Potential Benefits - Dollar Cost Averaging 16.10.2018 7:22 ↓

Topics include:  Convenience No timing the market Taking advantage of market swings Dollar cost Averaging is a good strategy but it does not 100% ensure a profit or protect against a loss.

Season 2 - Episode 40: Expert Interview Series - Harold "Buddy" Hartmann 02.10.2018 26:10 ↓

Guest: Harold "Buddy" Hartmann, CFP, CPA Topics Discussed CPA Perspective CFP Perspective  Year end tax planning tips

Season 2 - Episode 38: Expert Interview Series; Eric Lopkin-A "Modern Observer" 18.09.2018 40:02 ↓

Guest: Eric Lopkin, Founded the Modern Observer Group Questions asked: What are challenges you have had that most entrepreneurs will have to deal with? What obstacles have you had to overcome that are unique to you? www.elliottwealth.com  

Season 2 - Episode 37: A Historic Look at the Fall 11.09.2018 12:43 ↓

Topics include: Dow S&P 500 Index breaking the record for longest bull market Market Volatility The greatest market falls in history  

Season 2 - Episode 36: Exciting World of Required Minimum Distributions 04.09.2018 14:09 ↓

Topics include: What are RMD's-Retirement Accounts? First distribution rules, how are RMDs calculated? Are there penalties?  How is formula applied to multiple accounts?  Options for the proceeds www.elliottwealth.com 

Season 2 - Episode 35: Flashes of Light With Ann Babiarz 28.08.2018 35:32 ↓

Guest: Ann Babiarz, Life Coach

Season 2 - Episode 34: 10 Questions For The AHA Guy 21.08.2018 29:18 ↓

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...