Simply Financial With Christopher Calandra

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

Guest: Marcia LaReau Everyday Interview Series Topics include: Global Jobs Crisis Millennials dominating the workforce The long-term strategic career plan Networking and collaboration Preparing for the workforce

The Four Stages: Pre-Retirement Early Retirement Final Retirement Full Retirement Topics include: 7 Complex issues to consider;  Planning for the long-term;  Preparing for change “A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” - Chris Calandra

Guest: Marianne Esposito Topics include:  Marianne's background and career path Experience as a female executive How to retire at a young age Rules for managing money Advice, financial goals, mistakes, splurging

Core Values include:  Partnership Integrity Accountability Innovation Balanced Topics include Who we are and what we do How our core values shape our everyday operations How you can create your own core values to optimize success

Guest: Eric Millhorn, Attorney and Partner at Millhorn Elder Law Planning Group LLC   www.elliottwealth.com  

Guest: Ann Babiarz; Founder of Ann Babiarz, LLC Finance and Investing Mastermind Group Topics include: Insights Lessons Struggles Perseverance

Guest: Joseph Eddy; Retired small business owner, Architect and Entrepreneur Topics include:  Insights on retiring, moving and persevering through change Planning future financial decisions and making difficult choices Lessons learned, advice for millennials, the rewards of being charitable

Guest: Brian Thompson; The Thompson Agency, Inc. Topics include: Impact of the Equifax breach Who should be concerned and what to do Identity theft monitoring, education, and resources for protection 

Guest: David Famigletti, President of New Frontier Armory Topics include: Insights, lessons, struggles and stories of perseverance Role Models, unconventional pathways, leadership, learning and goals Identifying opportunities & marketplaces, millennial viewpoints, employment trends

Topics include: Why you need a financial strategy How to focus your financial goals How a financial planner can help How to monitor your strategy

Topics: Unemployment Consumer Confidence Improving Economic Growth Accelerating