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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!

TABLE OF CONTENTS-Click the episode you would like to listen to.

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity, mike giardina, Jeremy Hyatt, Envoy Mortgage

 

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity, mike giardina

 

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity, mike giardina

 

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform

 

 

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman

 

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer

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, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton

 

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, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds

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, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds

 

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, Mitchell levy, AHA guy

 

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, 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, 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, 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

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck