Simply Financial With Christopher Calandra

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

When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future.  Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a 2-day policy meeting, on May 2, the Federal Reserve decided unanimousl...

The 5 keys to investing for Retirement Don't lose ground to inflation Consider your time horizon Consider risk tolerance Integrate with other financial goals Don't put your all your eggs in one basket  

Topics include: Save like crazy Reduce/eliminate debt Consider where to live Create budget Create Income Plan Develop Investment Plan  

Low cost, Diversified, Simple. 1/3 of global managed assets Please consider indexing - Please consider ETF's

Guest: Lindy Brock Topics include: Life Expectancy Pay grade Social Security  

Topics Discussed Tax Cuts and Jobs Act (TCJA) Quick Market Update Planning Strategies Q&A  

Guests: Reid & Lynn Dunlap Questions discussed: 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?

Maximize your Returns Understand the fees Grasp change