Podcasts

Social Security is a hot topic the US however things are looking quite grim in its future as a policy if nothing is done. Learn why in this episode.

Purchasing a 2nd home is a big investment not only for yourself but for your family as well. There are so many things to consider before buying. Don’t miss a step!

The slacker generation gets a bad rap due to that nickname. One area where most of generation X truly slacks is in retirement savings. Listen to some of these facts about Gen X and their retirement.

If you are a high earner, this retirement savings strategy could work for you! Discover the benefits of Backdoor Roth IRAs and how you can implement them in your retirement saving strategies.

Leaving corporate America to be an entrepreneur can be a scary change. Listen to this interview with one of Chris Calandra’s clients, Lenny Orlacchio, who made the switch and how it works for him!

Teaching our kids about money is a very important lesson. Here are a few ways that our kids can get some hands on experience.

The relationship between stress and money can be a strong one. It can affect our health & our loved ones. In honor of April being Stress Awareness Month, here are a few steps you can take to manage your financial stress.

After about a decade, Bank Certificates of Deposits or CDs are back in style due to their steadily increasing APY rates. Learn what’s causing the push!

The number of Americans living paycheck to paycheck is astounding. If you are drowning, there are a few things you can do to feel more financially secure. Learn how in today’s episode!

Beginning and planning the college search with kids can be a very stressful endeavor. Here are a few things parents should consider during the college planning process.

Here is a quick brain teaser test designed to educate you on different aspects of social security. The more you know about social security, the better decisions you can make!

Are you happy with your current financial advisor? Here are a few signs you should look for when thinking about your advisor.

Did you know you can open a Roth IRA for your kids? You can establish as a guardian on the account and manage it for your children!

The first step of taking control of your finances is to acknowledge what your net worth is. Listen to this brief interview with Elliott Wealth Associate Advisor, Lindy Brock on how a Net worth Statement can make you feel in control.

How will you know if you’re winning with money if you’re not keeping score? Building a net worth Statement is the way to go to track your success as time goes on.

Listen to this interview between Chris Calandra & Steve Jones, a retired Xerox Executive, small business owner, & everyday American. Steve talks about the lessons he’s learned and the success that came with them.

An individual 401k, Solo K, or Individual k, is a 401k plan specifically designed for small business owners who have no employees. Listen to this interview with Kristen McGarry CRPC from Pacific Life.

RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs.

The key to measuring your own success is by achieving your own goals. Learn what you should look for when setting financial goals for yourself in this new year!

Successful financial planning relies heavily on living beneath your means. Chris & associate advisor, Lindy Brock, talk about what living beneath your means is and how it plays into their own lives & their own financial planning.