Listen to this practical overview of our investment process at Elliott Wealth Management Services. Learn how to make informed decisions, understand how we collect our fees, how they impact performance, and learn how to adapt to change in an evolving financial landscape. This is a podcast replay of Season 2 episode 9
Big life changes can mean big tax surprises. In this episode, we break down 5 events that could impact your taxes—and how to be ready before the IRS comes knocking.
Are you unknowingly risking an IRS audit? In this episode, uncover the biggest audit triggers—like missing income, large income swings, and questionable deductions—and learn how to ensure your tax returns are thorough to avoid unnecessary stress.
Due to the recent market volatility, special guest and advisor, Brett DiPasquale and I share some thoughts on what’s happening, why it matters, and how we’re responding. If the headlines have you feeling uneasy, this is a good time to tune in and get some perspective.
Gene Hackman’s estate appears to be a messy one. Reports suggest his outdated estate plan may lead to complications—are your documents up to date? In this episode, Christopher Calandra breaks down key lessons to help you avoid costly mistakes.
Learn about why Cyber Security is so important and how you can protect yourself online in this podcast replay episode.
Your debt-to-income ratio (DTI) plays a major role in your financial health and borrowing power. In this episode, we break down what DTI is and why lenders care about it.
The Atlanta Fed’s GDP Now forecast just swung from over +4% growth to nearly -3% in a matter of weeks. What’s behind this drastic shift, and what does it signal for the economy and markets? In this episode, we break down the numbers, the factors driving the volatility, and what investors should watch next.
Learn this simple money management trick to help you get better at managing your finances.
The 2024 GDP numbers are in, and they highlight a promising trajectory for our nation’s economic growth.
In this episode, we interviewed Victoria Barth, a student who is also a member of the Elliott Wealth Management Services team.
Listen to learn why marriage is great economics for personal finance & financial planning when it comes to avoiding poverty.
The US has racked up an astronomical amount of national debt over the years and it continues to rise. Listen to hear some of these shocking statistics.
In this economic update, special guest and advisor, Brett DiPasquale, BFA and I revisit 2024s economy. We discuss reasons for optimism, reasons for worry, the outlook for the 2025 economy, US Spending and the US Debt. This is part 2 of a 2-part series.
2024 was an eventful year and we have a lot to look forward to in 2025. In this economic update we revisit 2024, discuss reasons for optimism, reasons for worry, the outlook for the 2025 economy, US Spending and the US Debt. This is part 1 of a 2 part series.
To start the new year off, here is a great goal setting strategy to use for your financial goals this coming year.
Chris talks books with special guest Robin DiPasquale. Listen in to hear about what books may be right for you!
Learn the importance of having a good credit score, factors that can impact your score, and how to fix your score.
2024 is in the books, but what does 2025 have in store for the markets and economy? Don’t miss these reflections on the past year and insights on what may lie ahead!
Learn why a healthy money relationship is important for long term success and happiness. Here are 3 three helpful tips to help you better manage your money without diminishing your happiness. This is a replay of an older episode.