Podcasts

Since yesterday was Online Bank Day, we wanted you to know that using an online bank is a great hack that often earns you a higher interest rate on your account compared to most brick and mortar banks!

This simple calculation can help you figure out how long it will take to double your money with a specific interest rate!

The first step of taking control of your finances is to acknowledge what your net worth is. Listen to this brief interview with Elliott Wealth Associate Advisor, Lindy Brock on how a Net worth Statement can make you feel in control.

How will you know if you’re winning with money if you’re not keeping score? Building a net worth Statement is the way to go to track your success as time goes on.

Because September is life insurance awareness month, it is important to remember to stay organized and on top of your life insurance policy. Being proactive is the best way to avoid problems with your policy that your loved ones could inherit otherwise.

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.