Podcasts

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

Having an emergency fund can mean the difference between a heavy financial setback and a minor inconvenience. Chris Calandra goes over the importance of emergency funds and how people can go about saving for it. Being prepared for the unexpected financial surprises life throws at us could turn what would have been a major problem into a minor inconvenience.

Millennials are the future of a more efficient and innovative workforce, the question is how? Chris interviews Kevin McGarry, on what they believe really motivates millennials and how they work efficiently. They also discuss how the role of leadership will have to evolve to accommodate the younger generations in the workforce.

Should you take social security benefits right at age 62 or later? Find out which will work for you!

Learn the basics of social security benefits, how to calculate it, receive it, & explore it.

Chris interviews a young accountant, Catherine Awwad, who strives to work hard, build financial security, and prepare for her future.

The key to overcoming today’s challenges is the strength of your resilience. Chris and radio host, Jeff Sherman, have a meaningful discussion on the significance of a person's resilience and how to strengthen it.

Given the current situation in the markets driven by the pandemic, Chris clarifies how Dollar Cost Averaging is a useful investment strategy to defend investors against market volatility.

Chris interviews retired financial Advisor and economist, Dean Nicholson on topics related to the current event driven economic collapse. Together they both try and shed some light on where they believe the United States Economy will be in the near future & why.

In this special edition episode, Chris hosts a webinar that outlines some major aspects about the current state of the economy after the impact of COVID 19.

Learn 4 beneficial areas of the CARES Act & how it helps you!

Learn from a teacher's perspective on how to prepare for retirement.

A healthy money relationship is so important for long term success and happiness. Here are 3 tips for healthy money relations.

Determining your tax bracket is not as simple as just adding up your income and checking a tax table. Did you know that all of your income is not taxed at the same rate? Chris quickly explains your marginal tax rate and how it is different from your average tax rate.