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.
The numbers are in! Here's the latest update on inflation and interest rates. Stay informed as we delve into the world of economics and explore the impact these numbers have on our financial landscape.
Chris talks books with special guest Heather Ogle. Listen in to hear about what books may be right for you!
Leaving corporate America to be an entrepreneur can be a scary change. Listen to this interview with one of Chris Calandra’s clients, Lenny Orlacchio, who made the switch and how it works for him!
Acting on emotions can be very harmful for financial decision making. To help you remain in control, here are a few common psychological tendencies that people tend to act on when thinking about money.
Laboratories aren’t the only places where experiments are conducted. Learn how financial experiments are often used by professional financial planners to help their clients test hypotheses, see results, & eventually win with money.
It might not seem like it, but finance & science are more similar than you might think. In this episode, our host, Chris Calandra CFP® delves into financial concepts that draw parallels with common scientific practices. Understanding these concepts can improve your financial decision making & planning.
A big question people on the homestretch to retirement have is “where am I going to live when I retire?” In this episode, we’ll discuss some of the best states to live in during your retirement and why.
Teaching our kids about money is a very important lesson. Here are a few ways that our kids can get some hands on experience.
The relationship between stress and money can be a strong one. It can affect our health & our loved ones. In honor of April being Stress Awareness Month, here are a few steps you can take to manage your financial stress.
Here is a quick update on the US Inflation story as of April 2023. The trends don’t lie!
Listen to this replay of this interview from the Your Life. Your Legacy. Podcast. We talked about getting to know your clients well, as well as tips for opening the door to client relationships. We also discussed the value of a good financial advisor relationship and the advantages of using technology for negotiation.
Here is a quick update on the housing market as of April 2023.
After about a decade, Bank Certificates of Deposits or CDs are back in style due to their steadily increasing APY rates. Learn what’s causing the push!
This episode is a replay from The Raw Naked Truth Podcast. Chris Calandra and host Eric Lopkin discuss the failure of Silicon Valley Bank and Signature Bank and what it means for the markets and the economy.
Americans are struggling to save their money due to many factors. Learn what things you can do to combat this rising issue!