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 Reports suggest his outdated estate plan may lead to complications—are your documents up to date?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.
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.
Learn this simple money management trick to help you get better at managing your finances.
Listen to learn why marriage is great economics for personal finance & financial planning when it comes to avoiding poverty.
To start the new year off, here is a great goal setting strategy to use for your financial goals this coming year.
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.
There has been a small limit change to the 401k limit for a select number of people based on your age. Listen here to learn more about if this change affects you.
Homebuying has been a big issue for the younger generation due to lack of affordability. In this episode, we go into the data that proves how much difficulty has been added to purchase a home.
This is part 2 from the previous episode with Steven Hunt, Principal of Thomas Fahy Insurance Agency. The discussion continues with new topics like how technology is changing property insurance, and advice for consumers dealing with premium increases. Listen in to learn more.
In Lieu of the hurricanes that harmed the southern US here in 2024, property & hazard insurance has become a very relevant & serious topic. Listen to this interview with Steven Hunt, Principal of Thomas Fahy Insurance Agency, on what is going on in the insurance market.
Investors need to be conscious about how and when they invest. Vanguard released a worrisome statistic about investors who utilize IRAs. Learn more about it in this episode.
Do you ever ask yourself if you are saving enough in your 401K? Learn what the benchmark averages are for US citizens in this episode and jumpstart your financial planning.
Studies show that a significant number of households will run out of money during their retirement. Don’t be part of this statistic, listen to this episode for a much needed wakeup call.
Mortgages are a huge cost and with interest rates at a high level, we need all the help we can get! Learn how to make this simple change to pay off your mortgage quicker in this episode.
Learn why it’s important to create a balance sheet for yourself. It is extremely helpful if your goal is to build wealth. Learn more in this episode.
We’ve talked about how much net worth you need to be in the top 1% but how much do you need to make in income to sustain that title? Listen and find out!