Podcasts

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.

If you are an adult you should have a will. Wills can protect those closest to you in the unfortunate circumstance that you pass away. Chris goes over what options you have in order to create a will for yourself.

Debt is a hard thing to avoid but it isn’t impossible to reduce it as much as possible. By making some smart financial decisions, you too can obtain the benefits of living debt free. Here are some things you should think about in terms of debt.

Debt to income ratio or DTI is a number that is often used to measure how much debt you have versus the amount of income you make. Learn how this number can affect your chances of getting a loan or mortgage.

Identifying what level of middle-class you classify as can be tricky due to several factors. Chris reveals some helpful information to think about when answering this popular question.

Buying an investment property can be complex & knowing these four considerations before you buy can help you in the long run.

Follow these 7 money saving tips to help you become a successful saver in your day to day life.

It’s incredibly important to take steps to protect yourself especially in the financial world. Cybersecurity should be taken seriously & here are some basic safeguards you can use to protect yourself.

There are a few risks that every pre-retiree on the homestretch should know in order to be properly prepared for their retirement. Know what risks you should mitigate & how!

Did you know that in the US, there are billions of dollars’ worth of unclaimed money? Unclaimed property is money held by your state that was never collected by you. Listen here to find out how to investigate if you have unclaimed property!

We’re already halfway through 2021 and the current state of the economy is in an interesting situation. Chris & former financial advisor, Dean Nicholson break down the 2021 mid-year economic update that Chris presented.

Will the US economy & stock markets continue its strong growth or is there a crash on the way? Listen to this recording of Christopher Calandra CFP® webinar on a mid-year economic update.

With the 2021 real estate market being such a popular topic, Chris sums up everything he has learned about why & how this market went from where it was to becoming red hot.

Chris Calandra CFP discusses the 2021 real estate market at the macro level with multifamily real estate investor, Jason Yarusi.

Learn how being open to changing your mindset can help you financially in the long run!

No one is immune to disability & it can happen to anyone unexpectedly. Chris interviews Claudia Englisby, Attorney for Disability Planning Partners, on the importance of speaking to a specialist to prepare for & prevent estate planning pitfalls or any other legal issues that may stem from disabilities.