SIMPLY FINANCIAL Filing Cabinet


SIMPLY FINANCIAL with CHRIS CALANDRA PODCAST LIBRARY-Brought to you by Elliott Wealth Management Services, LLC

 

Paul Mathews Elliott WealthPaul Mathews Elliott Wealth

Simply Financial with Christopher Calandra, CFP ® is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ!

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Season 1 - Episode 14 - The FOUR Stages of Retirement. Chris covers the phases of retirement  11/21/2017


Season 2 - Episode 10 - EAS - Reid and Lynn Dunlap Prepping for career and retirement 3/6/2018

 


Season 2 - Episode 16 - Chris and Lindy discuss women planning retirement 4/17/2018

 


Season 2 - Episode 19 - 6 Planning Strategies for Retirement Planning 5/8/2018


Season 2 - Episode 20 - Investing for Retirement The "Do's" and "Don't's"-Follow up to Episode 19- 5/15/2018

 


Season 2 - Episode 25 - Become a Millionaire through Retirement Plan Investing Information from the Fidelity study Quarter 1 2018 6/19/2018


Season 2 - Episode 29: Baby Boomers Remain Unprepared - Insured Retirement Institute 7/17/2018

Season 2 - Episode 33: Everyday Americans Series-Tom and Diane Stolz Family Views on Retirement and Financial Planning 08/14/2018


Season 2 - Episode 43: Charitable Giving from IRA's 10/23/2018

 


Season 2 - Episode 51: Trending in 2018  12/18/2018 


Season 3 - Episode 15: Reaching Retirement.....Now What? 04/09/2019


Season 3 - Episode 24: RMD Choices  06/11/2019 

 


PERSONAL FINANCE

Season 1 -  Episode 5 - Creating a Balance Sheet “EFFECTIVE PERSONAL FINANCIAL TOOL” 9/19/2017

 


Season 1 - Episode 13 - Everyday Americans Series - Marianne Esposito; Retired Exec-AT&T A Female Executive's journey to financial success 11/14/2017

 


Season 1 - Episode 16 - EIS Dr. Bridget Cooper - Financial Goal Setting, a truly eye-opening discussion to realistically align your financial goals with the many 12/5/2017


Season 2 - Episode 14 - Our Best Clients - What we look for in our clients Our best clients-who we like to work with the most 4/3/2018

 


Season 2 - Episode 28: Reality Check for Millennials Attitudes toward money, retirement 7/10/2018


Season 2 - Episode 30: TOP 20 Financial Planning Questions (PART I) Top 20 questions to ask yourself when thinking about your financial plan 7/24/2018


Season 2 - Episode 31: TOP 20 Financial Planning Questions (PART II) Part II of 20 questions you need to ask yourself regarding your financial plan 7/31/2018

 


Season 2 - Episode 39:  Creating a Net Worth Statement:  09/25/2018  Free View in iTunes


Season 2 - Episode 42: Dollar Cost Averaging-Potential Benefits 10/16/2018 


Season 3 - Episode 03: A Sneaky Thief 01/15/2019


Season 3 - Episode 11:  All About Credit Scores 03/12/2019 


Season 3 - Episode 19: Battle of the Sexes-Part I of V  05/07/2019


Season 3 - Episode 20: Battle of the Sexes-Part II of V  05/14/2019


Season 3 - Episode 21: Battle of the Sexes-Part III of V  05/21/2019 


Season 3 - Episode 22: Battle of the Sexes-Part IV of V  05/28/2019


Season 3 - Episode 23: Battle of the Sexes-Part V of V  06/04/2019


Season 3 - Episode 26: A Daughter's Rebuttal with Marissa Calandra 06/25/2019


 

 

ECONOMICS/the MARKET

Simply Financial Episode 1-2017 Economic Update  08/11/2017

 


Episode 3 - Untold Economic Growth Story The Untold and Overlooked Economic Growth & Optimism Story 9/5/2017


Season 2 Episode 1 - Marriage-A Poverty Antidote Why marriage is good economics 1/2/2018


Season 2 Episode 4 - Looking Ahead to 2018 2017 in Review. The Untold Economic Growth Story - Transitioning into 2018 – “Proceed with Caution” 1/23/2018


 Season 2 - Episode 5 - Portfolio Rebalancing in Today's Market "Rebalancing helps you stick with your investment plan."-Chris Calandra 1/30/2018


Season 2 - Episode 7 - SPECIAL EDITION - Volatility is Back Great January 2018 with big drops in early February 2/8/2018


Season 2 - Episode 17 - The Index Revolution Index Funds: Simple low cost ways to gain exposure to markets-Democratized Investing 4/24/2018


Season 2 - Episode 21 - The Rise of Interest Rates: An Investor's Perspective 5/22/2018


Season 2 - Episode 23 - State of Change The economy and the markets are strongly influenced by what our politicians do 6/5/2018


Season 2 - Episode 26: Midyear Economic Update with Christopher Calandra Economic Review and 2018 Strategies to Consider- holistic wealth manager.


Season 3 - Episode 02: What the heck happened? with Dean Nicholson 01/08/2019


Season 3 - Episode 03: A Sneaky Thief 01/15/2019 


Season 3 - Episode 08: The Market's Wild Ride 02/19/2019 


Season 3 - Episode 09: Selling when the Market Drops 02/26/2019


Season 3 - Episode 10:  Where's the Recession 03/05/2019 


 

 

 FINANCIAL PLANNING

 

Season 1 - Episode 2 - What is a CFP? Lindy Brock discusses the pros of a Certified Financial Planner 8/18/2017


Season 1 - Episode 9 - Special Guest is Ann Babiarz; Finding the Right Financial Advisor 10/17/2017


Season 1 - Episode 10 - Expert Interview Series with Lindy Brock Your Wealth Manager Unveiled-Lindy asks Chris 20 questions 10/24/2017


Season 2 - Episode 13 - What is a CFP Lindy and Chris discuss the positives of investing with a CFP 3/27/2018


Season 2 - Episode 14 - Our Best Clients - What we look for in our clients Our best clients-who we like to work with the most 4/3/2018


Season 2 - Episode 24 - Moving Forward Financially after the Loss of a Spouse Holistic Approach - The loss of a spouse can be a devastating, life-changing event. 


Season 2 - Episode 30: TOP 20 Financial Planning Questions (PART I) Top 20 questions to ask yourself when thinking about your financial plan 7/24/2018


Season 2 - Episode 31: TOP 20 Financial Planning Questions (PART II) Part II of 20 questions you need to ask yourself regarding your financial plan 7/31/2018


Season 2 - Episode 33: Everyday Americans Series-Tom and Diane Stolz Family Views on Retirement and Financial Planning 08/14/2018


Season 2 - Episode 46: Establishing and Maintaining an Emergency Fund 11/13/2018 


Season 2 - Episode 51: Trending in 2018  12/18/2018 


Season 3 - Episode 24: RMD Choices  06/11/2019


 

 

 

 

INSURANCE/ESTATE PLANNING

 


Season 1 - Episode 11 - Eric Millhorn-Basics in Estate Planning Elder Law Attorney 10/31/2017

 


Season 2 - Episode 12 - Nobody Likes Life Insurance "If there is someone who would experience financial loss you should have life insurance" 3/20/2018


Season 2 - Episode 48: Nobody Likes Life Insurance 11/27/2018


Season 3 - Episode 16: Why Women NEED Life Insurance 04/16/2019

 

 

SAVINGS PLANS


Season 2 - Episode 42: Dollar Cost Averaging-Potential Benefits 10/16/2018 


Season 2 - Episode 43: Charitable Giving from IRA's 10/23/2018 


Season 2 - Episode 44: Inherited (Stretch) IRAs 10/30/2018


Season 2 - Episode 46: Establishing and Maintaining an Emergency Fund 11/13/2018


Season 2 - Episode 49: College 529 Savings Plans  12/04/2018


Season 2 - Episode 50: Secret Savings Accounts Revealed  12/11/2018


Season 3 - Episode 18: Changing Jobs? Know your 401(k) Options 04/30/2019


Season 3 - Episode 24: RMD Choices  06/11/2019 


 

DEBT


Season 1 - Episode 7: Identity Theft-The EQUIFAX BREACH Featuring Special Guest Brian Thompson; The Thompson Agency, Inc. 10/3/2017


Season 3 - Episode 01:  Alarm...Student Debt Crisis 01/01/2019


Season 3 - Episode 07: EAS: Bankruptcy Lawyer Shawn Yesner Crushung Debt 02/12/2019 


Season 3 - Episode 11:  All About Credit Scores 03/12/2019


Season 3 - Episode 13-BONUS:  Chris' Guest Appearance on CRUSHING DEBT Podcast with Attorney Shawn Yesner 03/29/2019


 

INVESTMENT BASICS

Season 1 - Episode 2 - What is a CFP? Lindy Brock discusses the pros of a Certified Financial Planner 8/18/2017


SEASON 1 - EPISODE 4- IS YOUR INVESTMENT STRATEGY ON TRACK?  9/12/2017

 


Season 2 - Episode 5 - Portfolio Rebalancing in Today's Market "Rebalancing helps you stick with your investment plan."-Chris Calandra 1/30/2018


Season 2 - Episode 8 - The Entrepreneurs; Scott Carlson & Brian Dumeer Long time friends, lawyers, partners and entrepreneurs 2/20/2018


Season 2 - Episode 9 - Investment Process Overview Risk Adjusted Portfolios; Core Allocation 2/27/2018


Season 2 - Episode 13 - What is a CFP Lindy and Chris discuss the positives of investing with a CFP 3/27/2018

 

 


 


Season 2 - Episode 17 - The Index Revolution Index Funds: Simple low cost ways to gain exposure to markets-Democratized Investing 4/24/2018 


 


 

Season 2 - Episode 20 - 5 Keys to Investing for Retirement The "Do's" and "Don't's" 5/15/2018

 


 

Season 2 - Episode 21 - The Rise of Interest Rates The Rise of Interest Rates: An Investor's Perspective 5/22/2018

 


 

 


 

Season 2 - Episode 37:  A Historic Look at the Fall: Optimism and quick tips for the savvy investor  09/11/2018 


 

Season 2 - Episode 42: Dollar Cost Averaging-Potential Benefits 10/16/2018

 


Season 3 - Episode 06: EAS: Podcaster Nick Raithel-Jumping into Real Estate 02/05/2019 


Season 3 - Episode 14: Invest or Pay off Mortgage 04/02/2019

 


TAX PLANNING

Season 2 - Episode 11 - Planning for 2018 Including:A Tax Law Update Presented By: Elliott Wealth Management Services, LLC3/13/2018 


 

 


59 Season 2 - Episode 40:    Expert Interview Series: Harold "Buddy" Hartmann A combined perspective with Tax Tips for Year End 10/02/2018 Free View in iTunes


 

 


Season 2 - Episode 44: Inherited (Stretch) IRAs 10/30/2018

 

SEASON 3 EPISODES

100  Season 3 - Episode 28: Modern Observer Lopkin discusses GoalSetting 07/09/2019 Free View in iTunes

99  Season 3 - Episode 27: Goals! be S M A R T 07/02/2019 Free View in iTunes

98  Season 3 - Episode 26: A Daughter's Rebuttal with Marissa Calandra 06/25/2019 Free View in iTunes

97 Season 3 - Episode 25: Manifesting Money with Cassie Parks 06/18/2019 Free View in iTunes

96 Season 3 - Episode 24: RMD Choices  06/11/2019 Free View in iTunes

95 Season 3 - Episode 23: Battle of the Sexes-Part V of V  06/04/2019 Free View in iTunes

94 Season 3 - Episode 22: Battle of the Sexes-Part IV of V  05/28/2019 Free View in iTunes

93 Season 3 - Episode 21: Battle of the Sexes-Part III of V  05/21/2019 Free View in iTunes

92 Season 3 - Episode 20: Battle of the Sexes-Part II of V  05/14/2019 Free View in iTunes

91 Season 3 - Episode 19: Battle of the Sexes-Part I of V  05/07/2019 Free View in iTunes

90 Season 3 - Episode 18: Changing Jobs? Know your 401(k) Options 04/30/2019 Free View in iTunes

89 Season 3 - Episode 17: Everyday Americans Series featuring Ronni Seifert-Allen 04/23/2019 Free View in iTunes

88 Season 3 - Episode 16: Why Women NEED Life Insurance 04/16/2019 Free View in iTunes

87 Season 3 - Episode 15: Reaching Retirement.....Now What? 04/09/2019 Free View in iTunes

86 Season 3 - Episode 14: Invest or Pay off Mortgage 04/02/2019 Free View in iTunes

85 Season 3 - Episode 13-BONUS:  Chris' Guest Appearance on CRUSHING DEBT Podcast with Attorney Shawn Yesner 03/29/2019 Free View in iTunes

84 Season 3 - Episode 13:  EAS: Featuring Mattew Oblon 03/26/2019 Free View in iTunes

83 Season 3 - Episode 12:  EIS: Peter Hug-Golden Opportunity? 03/19/2019 Free View in iTunes

82 Season 3 - Episode 11:  All About Credit Scores 03/12/2019 Free View in iTunes

81 Season 3 - Episode 10:  Where's the Recession 03/05/2019 Free View in iTunes

80 Season 3 - Episode 09: Selling when the Market Drops 02/26/2019 Free View in iTunes

79 Season 3 - Episode 08: The Market's Wild Ride 02/19/2019 Free View in iTunes

78 Season 3 - Episode 07: EAS: Bankruptcy Lawyer Shawn Yesner Crushung Debt 02/12/2019 Free View in iTunes

77 Season 3 - Episode 06: EAS: Podcaster Nick Raithel-Jumping into Real Estate 02/05/2019 Free View in iTunes

76 Season 3 - Episode 05: EAS: Building Loyalty with Dave Famiglietti 01/29/2019 Free View in iTunes

75 Season 3 - Episode 04: Books with Dave 01/22/2019 Free View in iTunes

74 Season 3 - Episode 03: A Sneaky Thief 01/15/2019 Free View in iTunes

73 Season 3 - Episode 02: What the heck happened? with Dean Nicholson 01/08/2019 Free View in iTunes

72 Season 3 - Episode 01:  Alarm...Student Debt Crisis 01/01/2019 Free View in iTunes

 

SEASON 2 EPISODES

71 Season 2 - Episode 52: Expert Interview Series-Kala Philo  12/25/2018 Free View in iTunes

70 Season 2 - Episode 51: Trending in 2018  12/18/2018 Free View in iTunes

69 Season 2 - Episode 50: Secret Savings Accounts Revealed  12/11/2018 Free View in iTunes

68 Season 2 - Episode 49: College 529 Savings Plans  12/04/2018 Free View in iTunes

67 Season 2 - Episode 48: Nobody Likes Life Insurance 11/27/2018 Free View in iTunes

66 Season 2 - Episode 47: EIS-Hyatt-Envoy Mortgage-Latest News in Mortgage Marketplace 11/20/2018 Free View in iTunes

65 Season 2 - Episode 46: Establishing and Maintaining an Emergency Fund 11/13/2018 Free View in iTunes

64 Season 2 - Episode 45: Expert Interview Series-Michael Giardina-What you need to know about your estate plan11/06/2018 Free View in iTunes

63 Season 2 - Episode 44: Inherited (Stretch) IRAs 10/30/2018 Free View in iTunes

62 Season 2 - Episode 43: Charitable Giving from IRA's 10/23/2018 Free View in iTunes

61 Season 2 - Episode 42: Dollar Cost Averaging-Potential Benefits 10/16/2018 Free View in iTunes

60 Season 2 - Episode 41: Tax Reform; Winners and Losers 10/09/2018 Free View in iTunes

59 Season 2 - Episode 40:    Expert Interview Series: Harold "Buddy" Hartmann A combined perspective with Tax Tips for Year End 10/02/2018 Free View in iTunes

58 Season 2 - Episode 39:  Creating a Net Worth Statement:  09/25/2018  Free View in iTunes

57 Season 2 - Episode 38:  Expert Interview Series-Eric Lopkin:A Modern Observer  09/18/2018 Free View in iTunes

56 Season 2 - Episode 37:  A Historic Look at the Fall: Optimism and quick tips for the savvy investor  09/11/2018 Free View in iTunes

55 Season 2 - Episode 36: Exciting World of Required Minimum Distributions-Explained and clarified 09/04/2018 Free View in iTunes

54 Season 2 - Episode 35: Expert Interview Series-Ann Babiarz-"Flashes of Light" Flashes of Light: Life Coach's compelling Memoir08/28/2018 Free View in iTunes

53 Season 2 - Episode 34: Expert Interview Series-10 Questions with Mitchell Levy-"the AHA Guy" 10 Questions with Mitchell Levy-"the AHA Guy" 08/21/2018 Free View in iTunes

52 Season 2 - Episode 33: Everyday Americans Series-Tom and Diane Stolz Family Views on Retirement and Financial Planning08/14/2018 Free View in iTunes

51 Season 2 - Episode 32: AHA Moments from the AHA Guy Chris and Mitchell Levy~capture an AHA Moment 08/07/2018 FreeView in iTunes

50 Season 2 - Episode 31: TOP 20 Financial Planning Questions (PART II) Part II of 20 questions you need to ask yourself regarding your financial plan 7/31/2018 Free View in iTunes

49 Season 2 - Episode 30: TOP 20 Financial Planning Questions (PART I) Top 20 questions to ask yourself when thinking about your financial plan 7/24/2018 Free View in iTunes

48 Season 2 - Episode 29: Baby Boomers Remain Unprepared Annual Study from the Insured Retirement Institute 7/17/2018 FreeView in iTunes

47 Season 2 - Episode 28: Reality Check for Millennials Attitudes toward money, retirement and life in general 7/10/2018 Free View in iTunes

46 Season 2 - Episode 27: Every Day Americans Series-Erin Gibney Nashville Country Music Star on the rise whose roots are Connecticut 7/3/2018 Free View in iTunes

45 Season 2 - Episode 26: Midyear Economic Update with Christopher Calandra Economic Review and 2018 Strategies to Consider- holistic wealth manager. Free View in iTunes

44 Season 2 - Episode 25 - Become a Millionaire through Retirement Plan Investing Information from the Fidelity study Quarter 1 2018 6/19/2018 Free View in iTunes

43 Season 2 - Episode 24 - Moving Forward Financially after the Loss of a Spouse Holistic Approach - The loss of a spouse can be a devastating, life-changing event. Free View in iTunes

42 Season 2 - Episode 23 - State of Change The economy and the markets are strongly influenced by what our politicians do6/5/2018 Free View in iTunes

41 Season 2 - Episode 22 - Becoming Known, Liked and Trusted with Mitchell Levy Mitchell Levy - The AHA guy - Author and TedTalk Facilitator 5/29/2018 Free View in iTunes

40 Season 2 - Episode 21 - The Rise of Interest Rates The Rise of Interest Rates: An Investor's Perspective 5/22/2018 Free View in iTunes

39 Season 2 - Episode 20 - 5 Keys to Investing for Retirement The "Do's" and "Don't's"-Follow up to Episode 19- 5/15/2018 Free View in iTunes

38 Season 2 - Episode 19 - Last Minute Retirement Planning Strategies 6 Planning Strategies for Retirement Planning 5/8/2018Free View in iTunes

37 Season 2 - Episode 18 - Rule of 72 Simple Formula for How long will it take to double your money? 5/1/2018 Free View in iTunes

36 Season 2 - Episode 17 - The Index Revolution Index Funds: Simple low cost ways to gain exposure to markets-Democratized Investing 4/24/2018 Free View in iTunes

35 Season 2 - Episode 16 - 3 Things women need to know about retirement Chris and Lindy discuss women planning retirement4/17/2018 Free View in iTunes

34 Season 2 - Episode 15 - Don't Fear Volatility A Certified Financial Planner's perspective on volatility 4/10/2018 Free View in iTunes

33 Season 2 - Episode 14 - Our Best Clients - What we look for in our clients Our best clients-who we like to work with the most4/3/2018 Free View in iTunes

32 Season 2 - Episode 13 - What is a CFP Lindy and Chris discuss the positives of investing with a CFP 3/27/2018 Free View in iTunes

31 Season 2 - Episode 12 - Nobody Likes Life Insurance "If there is someone who would experience financial loss you should have life insurance" 3/20/2018 Free View in iTunes

30 Season 2 - Episode 11 - Planning for 2018 Including:A Tax Law Update Presented By: Elliott Wealth Management Services, LLC3/13/2018 Free View in iTunes

29 Season 2 - Episode 10 - EAS - Reid and Lynn Dunlap Prepping for career and retirement 3/6/2018 Free View in iTunes

28 Season 2 - Episode 9 - Investment Process Overview Risk Adjusted Portfolios; Core Allocation Process 2/27/2018 Free View in iTunes

27 Season 2 - Episode 8 - The Entrepreneurs; Scott Carlson & Brian Dumeer Long time friends, lawyers, partners and entrepreneurs 2/20/2018 Free View in iTunes

26 Season 2 - Episode 7 - SPECIAL EDITION - Volatility is Back Great January 2018 with big drops in early February 2/8/2018Free View in iTunes

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