Life insurance can seem ugly at the initial thought of it but in reality, it offers serious protection for your close loved ones. If you have a family that depends on your income to live comfortably, life insurance should be considered.
Listen to this interview between Chris Calandra & Steve Jones, a retired Xerox Executive, small business owner, & everyday American. Steve talks about the lessons he’s learned and the success that came with them.
An individual 401k, Solo K, or Individual k, is a 401k plan specifically designed for small business owners who have no employees. Listen to this interview with Kristen McGarry CRPC from Pacific Life.
Don’t be a victim of the many unhealthy attitudes or views on debt. Learn what you should or shouldn’t do when managing or incurring debt.
Chris talks with Dragon Boat coach, Bob Kane, on what Dragon boating is, how it is an important escape for retirees, and the philanthropy behind it all.
Everyone is asking the question, are we in a recession? The GDP numbers are in for Q2 and they tell quite a story. Learn more in this episode of the Simply Financial Podcast.
We are halfway through 2022 and heightened inflation, rising interest rates, the bear market, and a looming economic recession has made this a tough year so far. This has all soured the mood of Americans. Listen to hear more about these issues and more from this 2022 July Mid-Year Economic Update webinar recording.
Cybersecurity is vital to protecting any information we put online. Here’s a few basic ways to make sure your cybersecurity is top notch!
When thinking about the economy, innovation usually thrives in times of adversity and challenge. Chris talks with Michael D’Angelos, VP at Franklin Templeton, how and why this phenomenon occurs.
Faith in a strong 2022 US economy is lacking. However, there is still hope if we can climb the wall of worry. Listen here to learn what the wall of worry is and what it will take to climb it.
The state of the job market in 2022 is unprecedented. In this episode, Chris talks over its complexities with career strategist, Dr. Marcia Lareau.
Real Estate Investing is always a hot topic. Chris shares his thoughts and experiences with his own real estate investing with Rama Krishna, host of the Multifamily AP360 Podcast.
The perception of our current economy as of June 2022, is a bad one in the eyes of many Americans. Optimism has soured as inflation rises & signs of recession present themselves.
Chris and our very own Associate Advisor, Lindy Brock, wrap up and shed light on some common toxic beliefs about money that you shouldn’t abide by. This is part 3 of a 3 part series.
Chris and our very own Associate Advisor, Lindy Brock, are back to bring to light some common toxic beliefs about money that you shouldn’t abide by. This is part 2 of a 3 part series.
Chris and our very own Associate Advisor, Lindy Brock, bring to light some common toxic beliefs about money that you shouldn’t abide by. This is part 1 of a 3 part series.
RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs.
The percent of Americans that say that they can not afford to live without their next paycheck is astounding and it is a problem. Learn what is generally the cause of this issue and how to avoid it.
Spring is here and it’s the perfect time to tidy up your financial life! Listen & find out a few things you can do to get yourself organized.
Chris interviews entrepreneur, author, former fire fighter and US Marine Veteran, Zachary Green, about his take on what it takes to be a successful entrepreneur.