Simply Financial With Christopher Calandra

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

Guests: Scott Carlson & Brian Dumeer Topics Discussed: How do they make it work?   How do "the rules" help their practice?  Managing growth and decision making.

Topics Discussed Our perspective and what you could / should do Media Frenzy An Elliott Wealth Perspective

Topics Discussed: What is rebalancing,  how important is it,  How do I rebalance,  What are some of the caveats to rebalancing

Topics Discussed: 2017 in Review-Stocks  Bonds Lack of volatility Economy Transitioning into 2018 – “Proceed with Caution”  Interest rate changes Tax Reform Stock Market Volatility Economic Growth

Guest: Charles Ruiz, president at Bethel IT Services Topics discussed: The basics in Cyber Security Malware-what is it and how is it dangerous? Passwords Encryption Pop ups WiFi-best practices Scams Remote access Virus avoidance

Guest: Katherine Dumeer Topics include: Financial lessons growing up Current thoughts on money  Decision to change jobs  Saving, spending and splurging

Guest: Rosemarie Fischer, Estate Planning Attorney, Mother, Business Co-owner Topics include: Book reviews Impactful favorites Business recommendations

Guests: Courtney & Paul Leones, Millennial couple Topics include:  Millennial spending, dreams, and concerns Early lesson: pay yourself first Establishing good habits Successes and mistakes along the way

Guest: Marcia LaReau, Career Strategist at Forward Motion Careers Topics include: Who are Millennials What is the negative reputation Technology with the millennials Misconceptions Motivators; student debt Millennials being misunderstood  

Guest: Dr. Bridget Cooper, Executive Coach & Leadership Consultant Topics include: Financial Goal setting Prioritization; Focus; Expression of values; How someone spends their time and money is very telling; Decisions you make are related to control and safety; How to set up goals for achievement, including buy in from key players