Podcasts

Learn about the "HELOC" or "Home Equity Line of Credit" and how it could work for you in this podcast replay.

Listen and learn about some great books that were read in 2025!

If your money habits feel off, the problem might be in your mix. Learn about the 3 S’s, spending, saving, and sharing to help you reset your financial approach.

Listen to Chris Calandra’s guest appearance on the ‘Built with Solid Gold’ Podcast where he talks about his personal journey and the 7 wealth building rules in this podcast replay.

Retirement planning is an important aspect of everyone’s life and shouldn’t be planned based on a guessed number. It’s important to do the proper steps to find out what real number you need to achieve for retirement. Listen in to learn more.

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.

The Trump administration recently proposed a 50-year mortgage to make homebuying for Americans more affordable. Listen in and learn why this could be a poor financial decision for the buyer.

Listen to this quick breakdown of the new 401k contribution limits for 2026 and some other changes that may affect you.

We all want to get more done without burning out. Listen in and learn practical ways to work smarter, not harder, with tips to stay focused, organized, and productive.

The latest CPI report shows inflation cooling, but still above target. Listen in and learn what that means for interest rates, and the job market.

In this episode, we discuss some conversation topics that we as financial advisors have heard from our clients or prospects. Topics range anywhere from the job market to interest rates. Listen here!

Did you know the number of public companies decreased by a significant amount in the last 20 years? Learn why and what is happening in the investment market in this episode.

Explore how gifting assets can be a meaningful way to support loved ones and create a lasting impact for the future.

Emotions can quietly derail your investment decisions. Listen in and learn how fear and overconfidence influence your investment choices and why recognizing these behaviors is key to smarter investing.

This episode is just an update on what we believe the Fed’s next move will be as of September 2025.

In this episode, we break down the concept of dollar cost averaging and explain how it works as a simple, disciplined investment strategy.

Learn how 1031 exchanges could help real estate investors defer taxes and maximize real estate gains.

No Tax on Social Security sounds like a dream come true, but is it really? Listen as we break down what it really means, and who really has social security tax free.

Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans.

Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans.