Are we in a bear market? Was the uptick in the markets at the beginning of the 2024 just a temporary lull? Some experts seem to think so. What do you think? Listen to Chris’s thoughts in this episode of the simply financial podcast.
Chris & Eric Lopkin talk about the economic situation in the US. The Job market looks strong and Inflation needs to be tamed. Listen in on this podcast replay from the Raw Naked Truth Podcast.
Discover the inspiring journey of Bill Downes, an everyday American who tells his story of how we was able to retire and what he learned throughout his life along the way.
It’s not widely thought about but there are actually different spending phases that retirees go through. It’s important to understand these phases and why retirees go through them to plan efficiently.
Social Security is a hot topic the US however things are looking quite grim in its future as a policy if nothing is done. Learn why in this episode.
There has been a bunch of change within the mortgage market today. Listen for an update on how its been going.
Purchasing a 2nd home is a big investment not only for yourself but for your family as well. There are so many things to consider before buying. Don’t miss a step!
Choosing when to take social security is a major concern for retirees. A great way to help you decide is to do a break-even analysis but there are also many more factors to consider. Listen to learn what they are!
Retirement isn’t something you should wait to think about. You need to be prepared and start planning as soon as you can. Listen to here why.
Revitalization of low-income areas has always been a challenge for the US government. One of their strategies was to establish the opportunity zones community program which gives tax incentives to investors who reinvest their capital gains into a “Qualified Opportunity Fund” tied to these zones. Listen to a few facts about how the program is doing.
If you plan on working for yourself or owning your own small business, you definitely need to know about estimated tax payments. This is something employers usually handle for their W-2 employees.
The slacker generation gets a bad rap due to that nickname. One area where most of generation X truly slacks is in retirement savings. Listen to some of these facts about Gen X and their retirement.
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, we dive into the crucial topic of protecting your retirement during divorce. Discover how Qualified Domestic Relations Orders (QDROs) can safeguard your hard-earned savings and ensure a fair distribution of assets, empowering you to secure your financial future post-divorce.
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
Check out part 2 of the 2023 Mid-Year Economic Update. Chris Calandra CFP® gives his personal thoughts on the current market environment, inflation, & other related topics happening in 2023.
Check out part 1 of the 2023 Mid-Year Economic Update. Chris Calandra and special guest, Jordan Jackson, VP & Global Market Strategist from JP Morgan, discuss the current market environment, an update for 2023, inflation, & other related topics.
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.
Many Americans are still feeling the weight of inflation. The good news is that it seems to be trending downwards. Listen to this podcast replay from the Raw Naked Truth Podcast with Eric Lopkin.