Podcasts

Learn about what Exchange Traded Funds or ETFs are and how they can be a choice for some investors to invest in.

A continuation of the previous episode “The 4% Rule”, Chris & Pacific Life Chartered Retirement Planning Counselor, Kristen McGarry, dive deeper into its simplicity, meaning, & uses for long term retirement income planning.

Learn what the 4% rule is and how it is a helpful guideline for planning for your retirement.

Federal student loan company Navient, formerly known as Sallie Mae, agreed to a lawsuit settlement that will give some debt relief and a slight payout to borrowers.

The job & labor markets have gone through so many changes in the past couple years. Listen to this update on how those markets are performing as of January 2022.

The US Inflation rate has been rising over the past year and have reached alarming heights. Learn more in this episode of the Simply Financial Podcast.

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!

2021 was a complicated year for the economy. The effects of the pandemic are still felt today. Chris explains why the pandemic is considered to be the top economic story of 2021.

Chris talks books with special guest Maryanne Moffo. Listen in to hear about what books may be right for you!

Not having a beneficiary for your retirement accounts can be a costly mistake in the long run! Learn the reasons why it’s important to designate a beneficiary for your retirement accounts.

Healthcare in retirement is currently ranked as number two but is on its way to number one. Chris interviews Tim O’Mally from the Nationwide Retirement Institute on this topic & Medicare. This is part 3 of a 3 part series

Retirement most likely can affect women differently than men! Learn what the differences are in this interview with Roberta Eckert from the Nationwide Retirement Institute. This is part 2 of a 3 part series.

Social security is a very complex topic to cover. Chris & Vice President of the Nationwide Retirement Institute, Steven Calandra, talk about social security and its many aspects that may affect your retirement. This is Part 1 of a 3 Part Series.

Choosing an executor for your will is no simple task. Here are some traits to look out for & tips to consider when choosing the right executor for you.

Health Savings Accounts are a useful, tax efficient investment vehicle that can save you money in taxes in the long run. Chris interviews Nationwide’s very own David Harris on what this tax efficient vehicle is and what it can do for you in your retirement!

Planning for Retirement can be tricky at times because of taxes. Learn how Roth IRAs can fit into a tax efficient retirement income plan.

Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning

Due to Inflation, Social security benefit checks are increasing 5.9% based on the cost of living adjustment (COLA) set by the Social Security Administration. This is the biggest annual Increase we’ve seen since 1982.

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.

In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur.