Podcasts

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

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.

Politics have played a hand in what asset options are available for your 401(k). Learn what those new options could be in the future in this episode.

In this episode, we break down what prenuptial agreements are, why they matter, and how couples can approach them thoughtfully and constructively.

In this special edition episode, guest host, Brett DiPasquale covers the 3 different ways a financial planner can get paid and how that may affect they service you receive.

Receiving an inheritance can be a life-changing moment—but without a plan, it can quickly slip away. Learn practical tips to help you manage your inheritance wisely and make it work for your long-term financial goals.

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.

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.

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.

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.