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Personal Finance

Adapt Your Thinking - Manage Your Personal Finances Better

To find the best way to get a grip on managing your money, you must be open to change your mindset. Chris converses with CFO At Home podcast host, Vince Carter, on how their financial mindsets have evolved over the years. 

Being A CFO At Home

Chris interviews CFO At Home podcast host, Vince Carter, on exactly that. Being a CFO at home means handling your family finances confidently & successfully at home without the need to be an expert financial geek.

8 Ways To Set & Achieve Your Goals

One thing successful people have in common are goals that they set for themselves & work hard to achieve them. Here are 8 tips that will help you know how set your goals & how to set yourself up to accomplish them!

What’s Your Definition of Rich?

I think we can all agree money is not the most important thing in the world; however, it is not unimportant. We are curious to know what your definition of being considered financially rich is.

Learning From Experience – A Business Owner’s Journey

Running a small business is a challenge for every business owner. Chris Interviews entrepreneur KC Chohan, on some key pointers that all business owners should know for their own businesses.

Tapping Equity In Your Home

Explore the pros & cons of using a home equity line of credit or HELOC.

7 Steps to Staying Financially Fit

Here are 7 Steps to help you maintain your financial fitness. These steps are a great way to give yourself the overview you need to stay financially organized.

Credit Cards Vs Debit Cards

What is the right card to use & when? The answer can be found by looking at the major differences between using a credit card & a debit card.

How To Be Productive

Being productive is not quite the same as being efficient. Learn how to prioritize your actions to serve your purpose in this interview with Conor Butts. Conor is a young aspiring life coach, with a plan to help 100,000 people reach a better place in their lives.

Betting On Yourself

Risks are not always your enemy. Being confident in a smart financial decision is incredibly important to building wealth. Chris Interviews Kevin McGarry about his upbringing, his thoughts on money and how those views evolved over the course of his life. He talks about the importance of taking necessary risks in order to achieve success and live the lifestyle you want to live.

An Account of Personal Discipline

Chris interviews a young accountant, Catherine Awwad, who strives to work hard, build financial security, and prepare for her future. Catherine sheds some light on what she does to have a strong personal discipline over her finances. 


3 Tips for Healthy Money Relations

Chris explains the importance of why a healthy money relationship is important for long term success and happiness. Using research data, he shares three helpful tips in order to give listeners the advice they need to better manage their money and spending, without diminishing their happiness. 

10 Questions To Ask When Interviewing A Financial Advisor - Part 2

Chris and Lindy reveal the second 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.

10 Questions to Ask When Interviewing a Financial Advisor - Part 1

Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.

Books With Hyre

Chris interviews John Hyre, Tax Attorney, Accountant & Real Estate Investor.  For the last 17 years he's run both an accounting practice and tax law practice. he's worked extensively with small businesses, real estate investors of all sizes, note investors, and self-directed retirement accounts. John is a real straight shooter in the "real-world" of real estate investing and other entrepreneurial endeavors.Chris breaks down the 2019 SECURE Act into the Top 10 things you need to know. 

The Gift of Giving with Arlene Cogen

Chris interviews author, Arlene Cogen, on how giving is its own reward. There are comprehensive benefits of giving personally and financially. Topics include:

  • How to make a gift you’ve never imagined possible
  • Multi-generational wealth transfer
  • Integrating philanthropy into your life

Pay Off Debt Quickly

Chris discusses the importance of paying off debt and how to deal with it.

Jump Start Your Credit Score

Chris outlines 4 Strategies to Boost Credit Score

Work Smarter Not Harder

Everyone has heard the "work smarter not harder" line but how exactly do you go about doing that? Chris explains what you need to think about when trying to work efficiently.

The 3 S's

Chris talks about smart money decisions to achieve financial goals. He outlines the importance of the 3 S's, spending, saving, & sharing.

Financial Goal Setting - S.M.A.R.T. Approach

Chris discusses the upside and How-To's of financial goal setting.

A Daughter's Rebuttal

Chris's daughter, Marissa's gives her input on Kids and Money. She references the 5 part series "Battle of the Sexes" (Season 3 Episodes 20 - 24)

Battle of the Sexes - Part V of V

Chris interviews his wife on her thoughts on financially educating kids & teenagers.

Battle of the Sexes - Part IV of V

Chris interviews Lindy Brock on money and kids; how to teach kids about good financial decisions.

Battle of the Sexes - Part III of V

Chris interviews Lindy Brock and asks her questions about how she manages her finances in her own household.

Battle of the Sexes - Part II of V

Learn how you can work with your spouse to win with money.

Battle of the Sexes - Part I of V

Chris has a financial discussion with his wife Joelle in this 5 part series. They talk about the finances they experience in their own household.

All About Credit Scores

This episode is about the importance of having good credit score, factors that can impact your score, and how to fix your score. 

Building Loyalty with Dave Famiglietti

Chris interviews Dave Famiglietti, president of New Frontier Armory on the importance of company loyalty.

Books with Dave

Chris and Dave Famiglietti, President of New Frontier Armory, recommend and talk about some of the interesting books they read through. The Book list:

  • How to win friends & Influence People
  • The Journals of Lewis and Clark
  • Leaders Eat Last
  • One Man's Wilderness
  • The Power of Habit
  • Why Zebras don't get ulcers
  • The 4-hour work week
  • 21 lessons for the 21st century

A Sneaky Thief

Chris covers Inflation and how it steals from us. 

Potential Benefits Of Dollar Cost Averaging

Chris goes over why the use of Dollar Cost Averaging is a good strategy in terms of investment. Dollar cost Averaging is a good strategy but it does not 100% ensure a profit or protect against a loss. Topics include: 

  • Convenience
  • No timing the market
  • Taking advantage of market swings

Creating a Net Worth Statement

Chris explains the importance of your net worth and how to create a net worth statement. A net worth statement is an effective personal financial tool.

Expert Interview Series; Eric Lopkin-A "Modern Observer"

Chris Calandra interviews Eric Lopkin about his journey through entrepreneurship. 

10 Questions For The AHA Guy

Chris has 10 questions for the AHA guy. Questions include:

  1. You use the phrase "Go forth and do Good",  What does that mean to you?
  2. You also use the phrase "Think big but act small", what does that mean to you?
  3. Can you describe the process of social selling?
  4. What do you think about the explosion of podcast shows?
  5. Who are some of your favorite authors?
  6. You have written 59 books, which one is your favorite?
  7. What did you learn about money growing up?
  8. What money advice do you give to younger individuals you meet?
  9. Do you aspire to retire?
  10. What is something you splurge on?

AHA Moments from the AHA Guy

Chris interviews Mitchell Levy on how to capture AHA moments and not miss out. Questions asked:

  1. Where did the AHA guy concept come from?
  2. Who coined the phrase & how long ago?
  3. What does AHA mean to you?

Top 20 Financial Planning Questions  Part 2

The second 10 of 20 top financial planning questions

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

Top 20 Financial Planning Questions  Part 1

The first 10 of 20 top financial planning questions

  1. Do you know how much you save and spend?
  2. what is your net worth? (Season 1-episode 5)
  3. are you borrowing money efficiently?
  4. how is your 401k / retirement strategy and plan?
  5. how is your emergency fund?
  6. what if something were to happen to you? (Season 1-episode 11)
  7. do you have proper life insurance? (Season 2-episode 12)
  8. Does long term care insurance make sense?
  9. If money were not an object, what would you do
  10. What are 10 of the most important things you want to accomplish on earth?

Reality Check for Millennials

Chris points out some shocking statistics in relation to millennials. Half of millennials expect to become a millionaire at some stage in their lives.

Becoming Known, Liked, and Trusted with Mitchell Levy

Chris interviews thought leader, Mitchell Levy, also known as the AHA guy. They discuss the importance of being known liked and trusted. 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

Our Best Clients - What We Look For In Our Clients

Chris discusses profiles and qualities of potential clients that usually benefit the most from our services.

Interview with Lauren Forgione - President F&F Concrete Company

A perspective from a female CEO fulfilling her destiny as a third generation leader.

Cyber Security With Charles Ruiz

Chris interviews Charles Ruiz, president at Bethel IT Services, about the importance of Cyber Security. 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

Book Recommendations With Rosmarie Fischer

Chris interviews special guest Rosemarie Fischer, a super mom, estate planning attorney & business co-owner. Topics Include:

  1. Book reviews
  2. Impactful favorites
  3. Business recommendations

Financial Goal Setting with Dr. Bridget Cooper

Bridget Cooper is an experienced and dynamic speaker, facilitator, executive coach, and leadership consultant. “Don’t compare your insides to someone else’s outsides”- Dr. Bridget’s caution of social media. Her drive is to help people to be passionate about their work and to reduce unproductive conflict so that they will propel their organizations toward success, create healthy work climates, strong and positive working relationships, and happier clients and customers. The bestselling author of 5 books: Feed The Need, Stuck U., Feed the Need (Teen Edition), Power Play & most recently, Little Landslides, Dr. B brings her down-to-earth insights and action plans to clients and audiences, facilitating powerful change and transformations in work and life satisfaction.  

Cracking The Career Code With Marcia LaReau

Career Strategist, Marcia LaReau, discusses career planning, global jobs crisis and some strategies that work for managing your own career.

Marianne Esposito, Retired Exec - AT&T

Chris interviews Marianne Esposito about her journey as a female executive led to financial success. Topics include: 

  1. Marianne's background and career path
  2. Experience as a female executive
  3. How to retire at a young age
  4. Rules for managing money
  5. Advice, financial goals, mistakes, splurging

Importance of and Uses for Core Values

Chris Discusses the importance of Core Values & how they shade his business everyday. Core Values include: 

  • Partnership
  • Integrity
  • Accountability
  • Innovation
  • Balanced

Everyday American Series - Joe Eddy

Chris interviews Joseph Eddy a retired small business owner, architect & entrepreneur on his plans for the future & the lessons he's learned. Topics include: 

  1. Insights on retiring, moving and persevering through change
  2. Planning future financial decisions and making difficult choices
  3. Lessons learned, advice for millennials, the rewards of being charitable

Everyday Americans Series With David Famiglietti

Chris interviews business owner, David Famiglietti, on his insights, lessons, struggles, and perseverance that comprise his journey to success. Topics include:

  1. Insights, lessons, struggles and stories of perseverance
  2. Role Models, unconventional pathways, leadership, learning and goals
  3. Identifying opportunities & marketplaces, millennial viewpoints, employment trends

Creating a Balance Sheet

Chris goes over the importance of creating a balance sheet. The Effective Personal Financial Tool.

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