Simply Financial - Exvadio Network

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

This 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 siblings. Her 22-year career in the Army. Her views on African American financial literacy. Starting early and paying yourself first. Working together wi...

We 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 a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process orie...

We 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 a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process orient...

We 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 a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process orient...

We 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 a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process orient...

What to look for in your Financial Advisor

Real 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 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...

Expert Interview Series With Moneeka Sawyer

Looking 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 flattening, leaving little discernible impact on the real economy. Headwinds slowed the manufacturing sector but barely affected the overall expansion....

Looking 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 flattening, leaving little discernible impact on the real economy. Headwinds slowed the manufacturing sector but barely affected the overall expansion....