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Elliott Wealth Management Services, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  W
e offer a strong combination of experience and professional client services.
At Elliott Wealth Management Services, LLC, our clients come first so please open this brief brochure to compare our services to your current provider.
   
SOUTHINGTON, CT 06489

Phone:

(888) 959-5904

Fax/Other:

(860) 863-4519

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!

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

 

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, Forgione, F&F Concrete, woman CEO

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, looking ahead to 2018, economic growth story

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Chuck Ruiz, Bethel IT, Information Technology,

 

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Marcia LaReau, Millennials, Forward Motion LLC

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Dr. Bridget Cooper, Financial Goal Setting

EPISODE 16- Expert Interview Series-Financial Goal Setting; Special Guest Dr. Bridget Cooper; cage rattler. Change agent. Thought shifter. Bridget Cooper is an experienced and dynamic speaker, facilitator, executive coach, and leadership consultant.  

“Don't compare your insides to someone else's outsides”-Dr. Bridget's caution of social media.

Her drive is to help people to be passionate about their work and to reduce unproductive conflict so that they will propel their organizations toward success, create healthy work climates, strong and positive working relationships, and happier clients and customers.

The bestselling author of 5 books: Feed The Need, Stuck U., Feed the Need (Teen Edition), Power Play & most recently, Little Landslides, Dr. B brings her down-to-earth insights and action plans to clients and audiences, facilitating powerful change and transformations in work and life satisfaction.  

Financial Goal setting

Prioritization;

Focus;

Expression of values;

How someone spends their time and money is very telling;

Decisions you make are related to control and safety;

How to set up goals for achievement, including buy in from key players

Cracking the 21st Century Career Code: Career Strategist discusses career planning, global jobs crisis and some strategies that work for managing your own career

  • Global Jobs Crisis

  • Need to create new jobs

  • Millennials dominating the workforce

  • Preparing for Change-Designing a Career Plan

  • The Long-term strategic career plan

  • Networking and collaboration

  • Preparing for the workforce

 

 

Minutes from Episode 14

 Four Phases of Retirement

 

November 21, 2017 | 28:43 duration |

Simply Financial with Christopher Calandra

Everyday Americans Series

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

Interviews that discuss success stories with Everyday Americans

...Featuring Marianne Esposito; Retired Executive with AT&T; recently retired

 

November 14, 2017 | 28:43 duration |

Simply Financial with Christopher Calandra

Time

Discussion Items

:15

Marianne's Background and Career Path at AT&T

:40

Pros and Cons of working with One company for entire career

3:50

Experience as a Female Executive

5:50

How to retire at a young age

11:40

Retiring at the height of the financial crisis

13:24

Middle Class growing up

14:30

Mentors and Role Models

16:20

Your “Rules for Money”

17:05

Changing views on finance/money

19:00

Advise for younger people who want to build wealth

19:45

Financial Goals

22:00

Money Mistakes

25:08

Splurging

20:50

In Conclusion...

 

 

 

Minutes from Episode 12-Core Values

 

November 07, 2017 | 16:49 duration |

Simply Financial with Christopher Calandra

Time

Discussion Items

:20

Elliott Wealth-What we do, Who we are, The TEAM

1:10

Mission Statement vs. Core Values – What is a Mission Statement, why we do NOT have one, Why we have our 5 Core Values,

1:55

Erica McGinnis-former CEO and President of AIG Advisor Group

2:45

Core Values 1-5

2:50

1.-Partnership-extends to clients, prospects, venders, other professionals and to each other

4:35

2.-Integrity

6:10

3.-Accountability, empowerment and organization

8:45

4.-Innovation- Technology changes, PodCasting, Paperless, Social Media, Webinars, Investment Research

14:40

5.-Balanced-renew, recharge, be flexible and give back

18:20

Core Values in Action-we review core values at every team meeting, use real life examples, We seek clients, employees, vendors, and strategic partners that share our core values

20:50

In Conclusion....

Simply Financial Chris Calandra Elliott Wealth Paul Mathews Eric Millhorn

EPISODE 11- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest Eric Millhorn; Elder Law Attorney and Partner at Millhorn Elder Law Planning Group, LLC

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

Basics of Estate Planning: Elder Law Attorney answers the important questions about Estate Plans and Wills, Long Term Care and Trust Administration

In this Episode, we talk about...

  1. Tell us about you & the Millhorn Law Firm?

  2. What is the difference between getting a will & creating an estate plan?

  3. Who should have an estate plan?

  4. What are the basic “must haves” for everyone?

  5. What is the downside of not doing an estate plan?

  6. Why don't people do an estate plan? Fear, ignorance, procrastination?

  7. Can you comment on the importance of beneficiary designations for accounts such as IRA's, annuities, 401(k)'s, life insurance, etc?

  8. How important is your plan in relation to the state you live in?

  9. There are lots of Attorneys, how do you choose an Attorney for estate planning?

  10. When is it too late to do estate planning?



Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Balance sheet, Lindy Brock

EPISODE 10- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest (Host) is Lindy Brock; Elliott Wealth Management Services, LLC

A Wealth Manager unveiled-Our getting to know Chris episode

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

...Featuring Lindy Brock interviewing Chris Calandra

In this Episode, we talk about...

  • 20 intimate questions to Chris Calandra from Lindy Brock
  • 20 Intimate answers
  • Your Wealth Manager unveiled

EPISODE 9- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest is Ann Babiarz; Founder of Ann Babiarz, LLC Finance and Investing Mastermind Group

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

Featuring Ann Babiarz; Founder of Ann Babiarz, LLC Finance and Investing Mastermind Group

In this Episode, we talk about...Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Balance sheet, ann babiarz

  • Financial Advisor Interview Questions
  • How to pick the right advisor for you

 

 

 

EPISODE 8- Simply Financial with Chris Calandra-Everyday Americans Series-Featuring Joseph Eddy; Retired small business owner, Architect and Entrepreneur

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

Interviews that discuss success stories with Everyday Americans

In this Episode, we talk with:

  • Joseph Eddy; Retired president of AE Design Group, LLC

  • Retiring, Moving, Handling Change

  • Emotions surrounding change/retirement/selling a business

  • Planning Future Financial decisions

  • Making the difficult choices

  • Giving Back-the rewards of being charitable -the Golden Rule”

  • Views on successes, finance and investments

  • Lessons Learned along the way

  • Advise for our youth (Millennials)

  • Porsche-"There is no substitute"

EPISODE 7- Simply Financial with Chris Calandra-Identity Theft Prevention-The EQUIFAX BREACH

 Interview with Brian Thompson; The Thompson Agency, Inc.

Providing Identity Theft Monitoring, Education and Resources in order to protect People

 


 

EPISODE 6- Simply Financial with Chris Calandra-Everyday Americans Series

GUEST:  DAVID FAMIGLIETTI; President, New Frontier Armory

Interviews that discuss success stories with Everyday Americans

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

EPISODE 5 - Creating a Balance Sheet

“Effective Personal Financial Tool”

In this Episode, we talk about...

  • What is a Balance Sheet
  • How to Create a Balance sheet
  • Why do I need a Balance Sheet
  • Where does the Balance Sheet fit into my Financial Plan

 

EPISODE 4- Is Your Investment Strategy on Track?

Elliott Wealth Mathews Calandra Wealth ManagementIn this Episode, we talk about...

  • You should have an investment strategy
  • Focus
  • A good financial advisor and/or advisory firm can help by offering education,    advice and support to increase the chances that you make good financial decisions
  • What to Implement?What to Monitor?
  • Review

 

EPISODE 3- The Untold Economic Growth Story

Episode Topics:

  • Unemployment Rate Declining
  • Consumer Confidence Improving
  • Economic Growth Accelerating
  • This Important Information not being communicated to American People but they should know because it impacts Everyone

EPISODE 2- WHAT IS A CFP ® ? Featuring Special Guest Lindy Brock

Episode Topics:

  • What is the Designation of Certified Financial Planner ?
  • Requirements of a Certified Financial Planner
  • How difficult is it to obtain a CFP®
  • Why a CFP® designation is important to you
  • How Does the Certification help service clients
  • How is the CFP® viewed in the marketplace
  • Code of Ethics
  • Other Designations

EPISODE 1- 2017 ECONOMIC UPDATE

Episode Topics:

  • 2017 Economic Update
  • Data Points since 2008
  • Market Optimism on the RISE – Self-fulfilling Prophecy
  • Obama to Trump-impact on Economy
  • Economic Potential Concerns
  • Current, Personal, Focused and Re-evaluated Investment Strategy
  • Features and Benefits of Financial Advisory Services

 

Welcome PODCAST LISTENERS and SUBSCRIBERS  to our Library of Podcasts where you can find a wealth of information and tools to help preserve your nestegg. 

If you enjoyed the PODCAST and found it informative, we would appreciate your subscribing to the PODCAST.  It is easy, just follow the links below.

Itunes Subscription Simply Financial PodcastStitcher Podcast Subscription Simply FinancialBlog Talk Radio Subscription Simply Financial

The Team of Elliott Wealth Management Services, LLC would also like to thank Erin Gibney for the music soundtrack you hear in each Podcast.  Erin is a very talented country singer from Southington, CT.  You can find her music in Itunes by clicking below:

Erin Gibney Country Singer Nashville Apple Music Preview

 

 

 

 

 

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


 

 

 

Guest Appearances on other PODCASTS not produced by Elliott Wealth Management Services, LLC

Success Showcase - Planning Your Financial Health

 

 

The views expressed are not necessarily the opinion of SagePoint Financial, Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access any link to provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these links, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

To subscribe to our MONTHLY News Letter, please CLICK HERE and fill out the form.  Please indicate "News Letter" in SUBJECT line.  There is NO OBLIGATION.
To schedule a COMPLIMENTARY Financial Review, please CLICK HERE and fill out the form.  Please indicate "Review" in SUBJECT line.  There is NO OBLIGATION.

We hope you enjoy the PODCAST show.  Please visit our website anytime and take advantage of the opportunities, tools and information that are available when you take a proactive approach to your personal financial situation. ~ELLIOTT WEALTH MANAGEMENT SERVICES, LLC

 

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