Simply Financial - Exvadio Network

Season 2 - Episode 50: Secret Savings Accounts Exposed 11.12.2018 10:39 ↓

  Earn More Pay Less

Season 2 - Episode 50: Secret Savings Accounts Revealed 11.12.2018 10:30 ↓

  Earn More Pay Less

Season 2 - Episode 49: College 529 Savings Plan 04.12.2018 17:09 ↓

What you should know about savings for your child's education

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

Quick take aways and considerations to think about-A podcast back by popular demand....believe it or not!

Season 2 - Episode 47: Latest News in Mortgage Market-EIS-Jeremy Hyatt-Envoy Mtg 20.11.2018 29:54 ↓

The 5 C's (Key Metrics), Best advise, Credit scores and better deals, Future of interest rates and impact on home values, What about technology?

Season 2 - Episode 46: Establishing and Maintaining an Emergency Fund 13.11.2018 13:22 ↓

Why should you have an emergency fund and where should you put it?

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

Wetate Planning- when, how often and how.

Season 2 - Episode 44: Inherited (Stretch) IRAs 30.10.2018 18:47 ↓

www.elliottwealth.com 1-Call to action 2-Key provisions 3-Primary Benefits (Control, Flexibility, Tranferability)4-Download CONCEPT PIECE  

Season 2 - Episode 43: Charitable Giving from IRA's 23.10.2018 12:39 ↓

Benefits and strategies.  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 ↓

THREE BENEFITS

Season 2 - Episode 41: Tax Reform; Winners and Losers 09.10.2018 9:48 ↓

A synapsis from Chris on the big winners and losers of the tax reform

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

1-CPA Perspective 2-CFP Perspective 3-Year end tax planning tips

Season 2 - Episode 39: Creating a Net Worth Statement 25.09.2018 14:00 ↓

"Effective personal financial tool"

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

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 ↓

Sir John Templeton-"Do not be fearful or negative too often." 

Season 2 - Episode 36: Exciting World of Required Minimum Distributions 04.09.2018 14:10 ↓

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: Expert Interview Series; Ann Babiarz-"Flashes of Light" 28.08.2018 35:33 ↓

Flashes of Light: Life Coach’s Compelling Memoir of Strokes & Cancer Survival Equips listeners to “Reboot” their Life when any form of Chaos Strikes.

Season 2 - Episode 34: Expert Interview Series; Mitchell Levy-"The AHA Guy" 21.08.2018 29:18 ↓

  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 m...

Season 2 - Episode 33: Every Day Americans Series; Tom and Diane Stolz 14.08.2018 30:44 ↓

www.elliottwealth.com

Season 2 - Episode 32: AHA Moments from the AHA Guy 07.08.2018 20:12 ↓

How to capture AHA's and not miss out... www.elliottwealth.com

Season 2 - Episode 31: TOP 20 Financial Planning Questions (PART II) 31.07.2018 15:57 ↓

1-Is my estate plan up to date? 2- Have I named my beneficiaries properly? 3-Can I reduce my tax exposure? 4-What is my risk tolerance? 5-Do I know what I own and why? 6-What are my rates of return? 7-Is my investment plan current? 8-What about money is important to me? 9-If I had 5 years to live, what would I change? 10-What are my financial goals?

Season 2 - Episode 30: TOP 20 Financial Planning Questions (PART I) 24.07.2018 19:50 ↓

1-Do you know how much you save and spend?, 2-what is your net worth? (Season 1-episode 5), 3-are you borrowing money efficiently?, 4-how is your 401k/retirement strategy and plan?, 5-how is your emergency fund?, 6-what if something were to happen to you? (Season 1-episode 11), 7-do you have proper life insurance? (Season 2-episode 12), 8-Does long term care insurance make sense?, 9-If money were...

Season 2 - Episode 29: Baby Boomers Remain Unprepared 17.07.2018 13:31 ↓

Working with a plan and sound financial advisor is the key to retirement preparedness www.elliottwealth.com

Season 2 - Episode 28: Reality Check for Millennials 10.07.2018 11:46 ↓

Half (53%) of Millennials expect to become a millionaire at some stage in their lives, or are already millionaires

Season 2 - Episode 27: Every Day Americans Series-Erin Gibney 03.07.2018 45:09 ↓

Her Journey; Teens of America; Growing up in the Music Industry