Podcasts

Retirement can be a stressful topic especially when you are trying to find the right time to finally do it. To help prepare you for retirement, here are 5 signs that indicate you are ready to retire.

Election time is usually a very frightening period for many Americans. The social divide, the uncertainty of the future, and not to mention the markets. This episode presents the historical facts & stats about the US elections their relation to the markets.

Chris goes over a small business economic trends study from the month of September 2020. Due to the uncertainty in the economy because of the damaging effects of COVID-19, this report is meant to show how optimistic small business owners currently are and that the economy is in recovery mode.

There are a lot of things small business owners must do before they get their business truly successful & there comes a time when they just get stuck. Chris interviews small business expert, Barry Moltz on some tips entrepreneurs can use to improve their day to day and ultimately improve their business.

This pandemic has created intense stress & fear on the working population. Don’t let that fear stop you from moving forward. Chris & motivational speaker, Heather Hansen O’Neill give some tips on how you can begin battling that fear & take charge over what you can control.

Chris hosts a webinar that details some need to know tax planning information for the end of 2020.

Money does not equal happiness, but it can seriously affect it. Chris talks to happiness coach, Taylor Proctor on happiness in relation to money & financial planning.

Find out whether it's better to use your debit card or your credit card.

Learn how to prioritize your actions to serve your purpose in this interview.

What exactly is the Federal Reserve, how does it work, and what does it even do? Chris talks about the roles that the Fed plays for the country & the American people.

Chris interviews millennial podcaster, Michael Cappa, about his life, upbringing, goals, and his mission to help other millennials. They discuss a spending strategy that gauges what you should be spending your money on.

This episode is part 2 of a 2 part series where Chris interviews Chartered Financial Analyst ™, Andrew Opdyke, on the current economic situation in 2020. Andrew and Chris expand on the federal reserve’s response to COVID-19, our national debt, some thoughts on Inflation, & the 2020 presidential elections.

This episode is part 1 of a 2 part series where Chris interviews Chartered Financial Analyst ™, Andrew Opdyke, on the current economic situation in 2020. Andrew and Chris go into some serious detail on how COVID-19 impacted the economy, the markets, the media, and unemployment in the United States.

Learn the benefits of making pre-tax contributions to a retirement plan and how they could save you some money on your tax obligations

Chris interviews Tyler Green, a podcast host dedicated to helping the middle class save money and control their finances to live their best life. Tyler discusses strategies on how the middle class should think about and manage their money.

Chris interviews economist Dean Nicholson on a mid-year Economic Update for 2020. They discuss how the US economy has done during the COVID-19 Pandemic in Q2, the current path the economy is on, & what is affected by it.

There are many benefits to planning but the most rewarding one is peace of mind. Chris goes over 5 key benefits of having a financial plan & why it’s important to have one.

Thanks to FDIC & SIPC Insurance, you can feel safe knowing your bank account or brokerage account is protected in the extremely rare event your bank or brokerage firm goes out of business. However, these insurance policies do not affect the loss or gain from an investment. Learn more in this episode of Simply Financial. Learn about how FDIC & SIPC Insurance works and how it protects you.

Learn why having confidence in yourself is essential and incredibly important to building wealth.

Set yourself up with a solid financial plan by first thinking about these 10 steps. Chris outlines and explains 10 steps needed to build a strong financial plan. “Building wealth is a marathon, not a sprint” - Chris Calandra