Podcasts

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.

The current economy is a hot topic because people everywhere are feeling its effects. Chris interviews David Lebovitz, the Executive Director on the JP Morgan Asset Management Global Market Insights Strategy Team, on what is affecting today’s economy and why.

What comes next? This year has brought us conflict in Europe, heightened inflation fears, and Federal Reserve Policy. Listen to this Economic update webinar replay

The COVID-19 Pandemic has been the talk of the town since it began back in March of 2020. After 2 years since the beginning, listen to how this pandemic has changed the way we think about money.

After the start of the pandemic, there was a large labor shortage in the job market and there still is one today. Learn about how the job market came to be what it is now.

Learn the difference between tax deductions & tax credits!

Learn the difference between Standardized Deductions or Itemized deductions when filing for taxes.

There was a large drop in the University of Michigan’s Consumer Sentiment Index. This could be a worrisome indicator for our economy in the coming future

As time goes on, the female population in the business world continues to increase. Chris & Pacific Life Chartered Retirement Planning Counselor, Kristen McGarry, talk shop about women In the business realm today.

Learn about what Exchange Traded Funds or ETFs are and how they can be a choice for some investors to invest in.

A continuation of the previous episode “The 4% Rule”, Chris & Pacific Life Chartered Retirement Planning Counselor, Kristen McGarry, dive deeper into its simplicity, meaning, & uses for long term retirement income planning.

Learn what the 4% rule is and how it is a helpful guideline for planning for your retirement.

Federal student loan company Navient, formerly known as Sallie Mae, agreed to a lawsuit settlement that will give some debt relief and a slight payout to borrowers.

The job & labor markets have gone through so many changes in the past couple years. Listen to this update on how those markets are performing as of January 2022.

The US Inflation rate has been rising over the past year and have reached alarming heights. Learn more in this episode of the Simply Financial Podcast.

The key to measuring your own success is by achieving your own goals. Learn what you should look for when setting financial goals for yourself in this new year!