Simply Financial - Exvadio Network

Season 2 - Episode 18 - Rule of 72 01.05.2018 6:48 ↓

The power of dividing 72 by your anticipated rate of return

Season 2 - Episode 18: Rule of 72 01.05.2018 6:48 ↓

The power of dividing 72 by your anticipated rate of return

Season 2 - Episode 17 - The Index Revolution 24.04.2018 10:47 ↓

ETF's vs Mutual Funds, low cost, diversified, simple. 1/3 of global managed assets Please consider indexing-Please consider ETF's

Season 2 - Episode 17: The Index Revolution 24.04.2018 10:47 ↓

ETF's vs Mutual Funds, low cost, diversified, simple. 1/3 of global managed assets Please consider indexing-Please consider ETF's

Season 2 - Episode 16 - 3 Things women need to know about retirement 17.04.2018 13:58 ↓

Chris and Lindy together again 1-Women Live Longer 2-Women make less 3-Consequently, women have less social security

Season 2 - Episode 16: 3 Things women need to know about retirement 17.04.2018 13:58 ↓

Chris and Lindy together again 1-Women Live Longer 2-Women make less 3-Consequently, women have less social security

Season 2 - Episode 15 - Don't Fear Volatility 10.04.2018 10:37 ↓

Chris discusses his methodology during periods of volatility.

Season 2 - Episode 15: Don't Fear Volatility 10.04.2018 10:37 ↓

Chris discusses his methodology during periods of volatility.

Season 2 - Episode 14 - Our Best Clients - What we look for in our clients 03.04.2018 20:30 ↓

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

Season 2 - Episode 14: Our Best Clients - What we look for in our clients 03.04.2018 20:30 ↓

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 35:17 ↓

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

Season 2 - Episode 13: What is a CFP 27.03.2018 35:17 ↓

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

Season 2 - Episode 12 - Nobody Likes Life Insurance 20.03.2018 13:48 ↓

Quick take aways and considerations to think about

Season 2 - Episode 12: Nobody Likes Life Insurance 20.03.2018 13:48 ↓

Quick take aways and considerations to think about

Season 2 - Episode 11 - Planning for 2018 Including:A Tax Law Update 13.03.2018 40:07 ↓

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 40:07 ↓

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 35:02 ↓

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 35:02 ↓

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 18:32 ↓

Maximize your Returns, Understand the fees, Grasp change

Season 2 - Episode 9: Investment Process Overview 27.02.2018 18:32 ↓

Maximize your Returns, Understand the fees, Grasp change

Season 2 - Episode 8 - The Entrepreneurs; Scott Carlson & Brian Dumeer 20.02.2018 33:05 ↓

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 33:05 ↓

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 14:48 ↓

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 14:48 ↓

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 29:56 ↓

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