Simply Financial - Exvadio Network

Core values reflect a company’s Philosophy-character, culture, and vision. This week, we reveal how the five core values at Elliott Wealth have paved the pathway to our success and explain how you can do the same! Core Values in Action-we review core values at every team meeting, use real life examples, We seek clients, employees, vendors, and strategic partners that share our core values Listen o...

Partnership, Integrity, Accountability, Innovation, Balanced

In this Episode, we talk about… Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination? Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in rela...

In this Episode, we talk about… Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination? Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in rela...

We’re switching things up! This week, Lindy Brock will take the host seat and interview our guest, Chris Calandra. In this Episode, we talk about… 20 intimate questions to Chris Calandra from Lindy Brock20 Intimate answers Your Wealth Manager unveiled EPISODE 10- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest (Host) is Lindy Brock; Elliott Wealth Management Services, L...

Your Wealth Manager Unveiled - Lindy asks Chris 20 questions

Ann Babiarz; Author, Speaker, Mentor, Financial Entrepreneur Insights, lessons, struggles and perseverance Choosing the right financial advisor to help you meet your unique goals can be a challenge. Hear from our special guest, Ann Babiarz, and learn what questions you need to ask to avoid putting your financial future in the wrong hands. Financial Advisor Interview QuestionsHow to pick the right...

Featuring Ann Babiarz; Founder of Ann Babiarz, LLC Finance and Investing Mastermind Group

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys Interviews that discuss success stories with Everyday Americans In this Episode, we talk about… Joseph Eddy; Retired president of AE Design Group, LLCRetiring, Moving, Handling ChangeEmotions surrounding change/retirement/selling a businessPlanning Future Financial decisionsMaking the difficult choicesG...

Featuring Joseph Eddy; Retired small business owner, Architect and Entrepreneur

In this Episode, we talk about… What is Identity TheftFirst Hand Experience from a victimEquifax BreachImpact of the Equifax BreachWhat is the issue? Common ways identities are stolenWho needs to be concernedWhat do we do? TIPS   Visit our website for valuable tools and insights:  www.elliottwealth.com

Featuring Special Guest Brian Thompson; The Thompson Agency, Inc.

In this Episode, we talk about… David Famiglietti; President, New Frontier ArmoryViews on…successes, finance and investmentsBusiness BackgroundRole ModelsUnconventional PathwaysLeadership and LearningHaving and Achieving GoalsIdentifying Opportunity and MarketplacesMentee to MentorMillennial’s viewpointsTrends in Employment Visit our website for valuable tools and insights:  www.elliottwealth.com

Interviews That Discuss Success Stories with Everyday Americans Guests Sharing Their Insights, Lessons, Struggles and Perseverance That Comprise Their Journeys

In this Episode, we talk about… What is a Balance SheetHow to Create a Balance sheetWhy do I need a Balance SheetWhere does the Balance Sheet fit into my Financial Plan Visit our website for valuable tools to help create your Balance Sheet:  www.elliottwealth.com

"Effective Personal Financial Tool"

In this Episode, we talk about… You should have an investment strategyFocusA good financial advisor and/or advisory firm can help by offering education, advice and support to increase the chances that you make good financial decisionsWhat to Implement?  What to Monitor? Review

Simply Financial with Christopher Calandra, CFP is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth.

Unemplyment Rate DecliningConsumer Confidence ImprovingEconomic Growth AcceleratingThis Important Information not being communicated to American People but they should know because it impacts Everyone. Please visit our website for information, tools and advise:  www.elliottwealth.com    

The Untold and Overlooked Economic Growth & Optimism Story

Chris and Lindy discuss the following: Podcast Episode II: 08/11/217-What is a CFP® with Lindy Brock IntroductionWhat is the Designation of Certified Financial Planner ™ ?Requirements of a Certified Financial Planner ™How difficult is it to obtain a CFP®Why a CFP® designation is important to youHow Does the Certification help service clientsHow is the CFP® viewed in the marketplaceCode of EthicsOt...

Special Guest Lindy Brock and Chris discuss the pros of investing your money with a Certified Financial Planner

Special Guest Lindy Brock and Chris discuss the pros of investing your money with a Certified Financial Planner

Introduction2017 Economic UpdateData Points since 2008Market Optimism on the RISE – Self-fulfilling ProphecyObama to Trump-impact on EconomyEconomic Potential ConcernsCurrent, Personal, Focused and Re-evaluated Investment StrategyFeatures and Benefits of Financial Advisory Services

Simply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ.