Did you know unused 529 plan money may not have to go to waste? We break down the rules for rolling 529 plan assets into a Roth IRA and explain who qualifies, what the limits are, and how this strategy could benefit long-term financial planning.
Looking wealthy and being wealthy are not the same thing. Listen to this cautionary tale so you don’t fall into this financial trap.
From booming job markets to economic struggles, learn which states are leading the nation and which have the most ground to make up.
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.
Learn a few tips and tricks to increase and improve your credit score.
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.
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.
Mortgages can be expensive, so you definitely won’t want to miss this episode. Learn some insights you might not have been aware of before about your mortgage.
The student debt crisis has always been a hot button issue in this country. That is why you NEED to hear these shocking statistics on who those student debtors actually are. Get the facts here!
In this episode, Chris & Lindy Brock, Associate Advisor at Elliott Wealth Management Services, discuss podcasts they personally enjoy. They share reviews and recommendations for popular podcasts that might interest you.
Did you know about this great provision in the SECURE ACT? You can actually transfer unused 529 Plan money into a Roth IRA! It's a game-changer, offering account holders more flexibility to make the most out of their leftover funds
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.
Acting on emotions can be very harmful for financial decision making. To help you remain in control, here are a few common psychological tendencies that people tend to act on when thinking about money.
Laboratories aren’t the only places where experiments are conducted. Learn how financial experiments are often used by professional financial planners to help their clients test hypotheses, see results, & eventually win with money.
It might not seem like it, but finance & science are more similar than you might think. In this episode, our host, Chris Calandra CFP® delves into financial concepts that draw parallels with common scientific practices. Understanding these concepts can improve your financial decision making & planning.
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.
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!