Simply Financial With Christopher Calandra

Topics include: How much you should save Why you need an emergency fund Where to put it  

Guest: Michael Giardina, Estate Planner for Henry Federer LLP When you should review your Estate plan: Every 3 years If you marry or divorce If you or your spouse's health declines If your spouse passes away If your value of assets change dramatically If you buy real estate in another state Marriage or divorce of beneficiary If the finances of a beneficiaries change If a beneficiary's attitude tow...

Topics Include: Call to action Key provisions Primary Benefits (Control, Flexibility, Transferable) www.elliottwealth.com

Topics include: How IRA's work Benefits Planning For more information, refer to RMD Podcast-Season 2 Episode 36 www.elliottwealth.com

Topics include:  Convenience No timing the market Taking advantage of market swings Dollar cost Averaging is a good strategy but it does not 100% ensure a profit or protect against a loss.

Guest: Harold "Buddy" Hartmann, CFP, CPA Topics Discussed CPA Perspective CFP Perspective  Year end tax planning tips

Guest: Eric Lopkin, Founded the Modern Observer Group Questions asked: 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  

Topics include: Dow S&P 500 Index breaking the record for longest bull market Market Volatility The greatest market falls in history  

Topics include: 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 

Guest: Ann Babiarz, Life Coach

Guest: Mitchell Levy Questions asked: 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...

Guests: Tom & Diane Stolz Topics Include: Current retirement Retirement plan Financial background Thoughts & rules on money New advice for younger generations  

Guest: Mitchell Levy Questions asked: Where did the AHA guy concept come from? Who coined the phrase & how long ago? What does AHA mean to you?

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

Do you know how much you save and spend? what is your net worth? (Season 1-episode 5) are you borrowing money efficiently? how is your 401k / retirement strategy and plan? how is your emergency fund? what if something were to happen to you? (Season 1-episode 11) do you have proper life insurance? (Season 2-episode 12) Does long term care insurance make sense? If money were not an object, what woul...

Guest: Erin Gibney, millennial musician Topics Discussed: Her Journey Teens of America Growing up in the Music Industry

Topics Include: Protection Retirement Investments Tax Planning & Estate Planning

Topics include: Interest Rates (See Episode 2-21 "The Rise of Interest Rates"),  Strong Job Market Tax Reform (See Episode 2-11 "Planning for 2018 Including Tax Law Update") Deregulation Trade Policy

Guest: Mitchell Levy Topics include: The phrase “Known, Liked, and Trusted” Origination  Importance today  Challenges today given technology  Techniques to become more known, more liked, and more trusted Thought leadership and why is it important Top 5 thought leadership best practices a day