Simply Financial - Exvadio Network

Chris interviews a young accountant, Catherine Awwad, who strives to work hard, build financial security, and prepare for her future. Catherine sheds some light on what she does to have a strong personal discipline over her finances.

The key to overcoming today’s challenges is the strength of your resilience. Chris and radio host, Jeff Sherman, have a meaningful discussion on the significance of a person's resilience and how to strengthen it.

Given 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.

Chris interviews retired financial Advisor and economist, Dean Nicholson on topics related to the current event driven economic collapse. Together they both try and shed some light on where they believe the United States Economy will be in the near future & why.

In this special edition episode, Chris hosts a webinar that outlines some major aspects about the current state of the economy after the impact of COVID 19. 

Due to the financial downturn from the Coronavirus, the US government has taken steps to give Americans some relief. In this episode of Simply Financial, Chris outlines four beneficial areas of the CARES Act.

Chris interviews his friend Harriett on what it’s like for a teacher to handle her own finances & prepare for retirement. Harriett explains her perspective on how she was raised, what influenced her financial decisions, and how she was able to keep financially stable over the years of her career.

Chris explains the importance of why a healthy money relationship is important for long term success and happiness. Using research data, he shares three helpful tips in order to give listeners the advice they need to better manage their money and spending, without diminishing their happiness.

Determining your tax bracket is not as simple as just adding up your income and checking a tax table. Did you know that all of your income is not taxed at the same rate? Chris quickly explains your marginal tax rate and how it is different from your average tax rate.

How 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 which a person was raised and the experiences they encounter in their adult life both contribute to their views on money, saving and debt.

Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.

Chris and Lindy reveal the second 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.

“It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successfu...

“It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successfu...

“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 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 @#$%&! 

Chris’s take on the 2019 TRACED Act

“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 limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amendi...

“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 limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amendi...

“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 limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amendi...

Chris’s quick Top 10 things to know about the 2019 SECURE Act

The market experienced a big sell-off on February 24 & 25, 2020. Should you be worried? Chris breaks down the recent market sell-off driven by the Coronavirus. He compares this sell-off to others we have experienced over time and offers some advice on how to handle the sell-off. If you have listened to the media coverage on the Coronavirus and are considering making an emotional investment decisio...

The market experienced a big sell-off on February 24 & 25, 2020. Should you be worried? Chris breaks down the recent market sell-off driven by the Coronavirus. He compares this sell-off to others we have experienced over time and offers some advice on how to handle the sell-off. If you have listened to the media coverage on the Coronavirus and are considering making an emotional investment decisio...

This 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 successful. Marriage and Money GuidelinesHis career in the army. His views on paying for financial advice.

This 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 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 spouse to make and achieve goalsEarly retirement