Joined by Financial professional, Brett DiPasquale, AIF® BFA®, Chris and Brett talk about a different kind of investment strategy called the “buffered investment strategy” Listen to learn more.
Your emergency fund is there for a reason—but when should you actually dip into it? In this episode, we break down the right (and wrong) times to use your rainy-day savings.
Feeling behind on retirement planning? In this episode, we break down smart, last-minute strategies to help you make the most of your time and savings.
Ever wonder why they call the markets either bull or bear? In this episode we cover the origins behind those words and their association to the markets.
In this episode, we break down what the federal funds rate is, how it’s set, and why it plays a critical role in shaping the economy and your finances.
In this episode, we explore key lessons from past bear markets and what they can teach us about navigating volatility, staying calm, and making smarter financial decisions.
Learning from mistakes is a tough way to learn but an efficient one. That’s why it’s better to learn from other’s mistakes so you don’t make the same! Here are some common financial regrets some people had to help you make better financial decisions.
Learn what topics to watch out for in regards to US politics and what will affect the markets.
Learn a few tips and tricks to increase and improve your credit score.
Here are 5 practical tips to make financial planning with your spouse smoother, more productive, and less stressful. Build a stronger partnership by aligning your goals and tackling money as a team.
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.